Christine Kriegl is a financial advisor with Curran Financial Partners, LLC, holding Series 65 and Series 66 licenses and 12 years of industry experience. She previously worked at Fidelity Investments and Ameriprise Financial Franchise of Andrea Riley Arnesen. Kriegl is also licensed to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, using both passive and active investment strategies with an emphasis on technical analysis. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed advisors.

Christopher Battreall is a CFP® professional with 26 years of industry experience. He is currently with Precision Wealth Strategies, LLC and previously worked at United Capital Financial Advisors, Goldman Sachs & Co, Cetera Advisor Networks, and Girard Securities. Outside of advisory work, he owns Gotham Consulting LLC, which provides board of director services to wealth management firms. Precision Wealth Strategies, LLC offers comprehensive financial planning and investment management services to individuals, corporations, trusts, and retirement plans. The firm employs a "Life-Timing Allocation" investment approach that segments assets by time horizon to align with clients’ cash-flow needs and risk tolerance.

Walter Mortimer is a financial advisor at Coquina Private Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial and operated his own consulting business. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million on a discretionary basis and employs a client-specific investment approach that includes both fundamental and technical analysis.

Gregory Roberts is a financial advisor at Hilton Head Capital Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hilton Head Capital Partners in 2025, he worked as a financial analyst at an electric utility and had roles at Raymond James Financial and as a self-employed advisor. He will continue his employment at the utility until early 2026 and will not be actively engaged in the day-to-day business of Hilton Head Capital Partners until then. Hilton Head Capital Partners provides portfolio management, financial planning, and consulting services to individuals, small businesses, and trusts. The firm combines model allocations with tailored recommendations and utilizes a mix of equities, mutual funds, ETFs, and fixed income, employing both fundamental and technical analysis alongside long- and short-term strategies.

Jake Fetchen is a financial advisor with Ballast Rock Private Wealth in Charleston, SC. He holds a Series 65 license and has two years of industry experience, including time at 49 Financial prior to his current role. Outside of advising, he works as a fixed insurance agent. Ballast Rock Private Wealth offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to tailor investments to clients’ goals and risk tolerances.

Timothy Bellars is a financial advisor at Bellars Harris Wealth Management with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch, Bank of America, Raymond James Financial Services, and CPC Advisors. He is also the owner of TJB Enterprises, Inc. Bellars Harris Wealth Management provides personalized financial planning and investment management to individuals and entities, including high-net-worth clients, trusts, estates, and qualified retirement plans. The firm offers retirement plan advisory, estate-planning coordination, and family-office style services, employing a fundamentally driven, generally long-term investment approach customized to clients’ objectives.

Alan Charach is a financial advisor at Rebellion Asset Management, LLC with 12 years of industry experience. His previous roles include positions at VYGR Digital Securities, Bank of America, Merrill, and David Lerner Associates. He holds Series 63 and Series 65 designations. Rebellion Asset Management provides fee-based investment management and financial planning to families, high‑net‑worth individuals, trusts, charitable entities, corporations, and business clients. The firm employs a combination of quantitative methods, technical analysis, and computer models, and offers services including individualized portfolio management, model portfolios, and sub‑advisory solutions.

Eric Cox is a financial advisor with Headland Capital who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His career includes roles at Maryland Financial Group, LPL Financial LLC, and Atlantic Coast Advisory Group of Charleston. Outside of advising, he hosts the local radio show "Beyond The Business" and serves as Chair of the Advancement Committee for the College of Charleston Foundation. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and corporate clients. The firm offers personalized financial planning and portfolio management using a client-driven investment process focused on fundamental analysis and predominantly long-term strategies.

Joseph Beaudoin is a financial advisor at Apollon Financial, LLC with 25 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Apollon Financial, he worked at LPL Financial, Truist Advisory Services, Truist Investment Services, BB&T Securities, Bank of America, and Merrill. Outside of his advisory role, he established JoBeau LLC, a business entity for tax and investment purposes. Apollon Financial, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion using a combination of centrally managed model strategies and advisor-led portfolios, incorporating ESG risk-based models, tax-aware techniques, and access to private and alternative investments.

Simeon Eaves Jr. is a financial advisor with Apollon Wealth Management, LLC holding the ChFC® designation and Series 63 license, with 33 years of industry experience. His prior roles include longstanding positions at Northwestern Mutual and more recent experience with Purshe Kaplan Sterling Investments. Outside of advisory services, he is a 50% owner of Southern Benefits Consultants, LLC, a health insurance sales business. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving a range of clients including individuals, high-net-worth families, trusts, businesses, and charitable organizations. The firm uses a combination of centrally managed model strategies and locally managed portfolios, offering diverse investment options such as ESG models and tax-managed overlays, and provides specialized services including portfolio management for private funds and insurance clients.

Van Hobbs III is a financial advisor with Apollon Wealth Management, LLC holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Ameriprise, Drew Stevens, and Northwestern Mutual. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, offering financial planning, portfolio management, and consulting services across a broad range of asset classes and tailored client solutions.

Kristiana Daniels is a CFP®-certified financial advisor at Fiduciary Financial Advisors with 10 years of industry experience. She previously spent eight years at Summit Wealth Partners, LLC before joining her current firm in 2024. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a strategic and tactical asset allocation approach, integrating fundamental, quantitative, technical, and model-manager analyses, and is notable for its digital-asset advisory capabilities combined with formal trust arrangements.

John Welch II is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 65 and Series 63 licenses and over 28 years of industry experience. His prior roles include positions at LPL Financial, Apex Financial Partners, CLS Investments, and Northern Lights Distributors. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a diverse investment approach that includes mutual funds, ETFs, individual securities, and separate accounts with both fundamental and technical analysis.

Caleb Thompson is a CFP® with six years of industry experience, currently serving at Foundations Investment Advisors LLC. He has previously worked at Sigma Planning Corporation and Dixon Hughes Goodman LLP. Outside of his advisory role, Thompson is president of Cove Financial Solutions, where he provides life insurance and annuity recommendations and services. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients. The firm offers portfolio management, financial planning, and retirement-plan support through a network of nearly 300 representatives who tailor strategies using model portfolios and third-party sub-advisers.

Rebecca Meister is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 credentials and six years of industry experience. She is also the CEO of The Meister Agency, LLC, an insurance agency, and is involved with Meister Integrated Composites, LLC, which operates in the light industrial equipment sector. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and offers various model portfolio options tailored to client needs.

Robert Powell is a financial advisor with Apollon Wealth Management, LLC and holds a Series 65 designation. He has been with Apollon since 2023 and has prior experience working in pest control and education. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed investment strategies with locally managed portfolios across a range of asset classes and specialized products.

Hope Sullivan is a CFP® with five years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. Before joining Gateway, she held roles with LPL Financial, LPL Enterprise, Pruco Securities, Prudential Insurance, and New York Life. Outside of financial advising, she coaches CrossFit athletes through Foundation Fit, LLC. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a blend of low-cost, diversified mutual funds and ETFs, individual securities, and independent managers, offering both discretionary and non-discretionary portfolio management.

Gavin Dooley is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 license and six years of industry experience. His career includes roles at PKS Investments, CETERA Advisor Networks LLC, Commonwealth, and Minnesota Life Insurance Company. He also owned Full Service BBQ in 2019. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, families, businesses, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan advisory, and consulting services, employing a combination of centrally managed models and locally managed portfolios across various asset classes.

William Bendt is a financial advisor with Capitol Securities Management, Inc. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Capitol Securities Management since 2015. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, managing assets through various accounts and programs tailored to client needs.

Trey Taylor is a financial advisor at Forvis Mazars Wealth Advisors, LLC with Series 65 and Series 66 designations and one year of industry experience. His prior work includes roles at Johnson and Johnson Insurance, Total Quality Logistics, Starbucks, and several financial service firms including Pruco Securities LLC and New York Life. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides financial planning, investment management, and consulting services, managing approximately $12 billion in assets, and integrates wealth management with tax and accounting services through its affiliation with Forvis Mazars, LLP.