Robert Wolfe is a CFP® professional based in Mount Pleasant, SC, with 26 years of industry experience. He has held roles at Apollon Wealth Management, LLC since 2021 and previously worked at Goldman Sachs & Co., Mercer Allied Company, Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities, Inc. Outside of his advisory work, Wolfe is involved as a referral real estate agent. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment models with locally managed portfolios, offering diversified strategies including ESG models and Direct Indexing, and provides portfolio management, advisory, and consulting services for various client types and pooled investment vehicles.

Adam Crotts is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at First Citizens since 2016, following brief roles at Wells Fargo Clearing and BB&T Investment Services. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a diverse client base, including individuals, trusts, municipalities, and institutions. The firm employs globally diversified multi-asset class portfolios managed through various implementation frameworks, combining fundamental, quantitative, and technical analysis.

Mark Stevens is a financial advisor at Snowden Capital Advisors LLC with 28 years of industry experience. He holds a Series 66 designation and has worked at Snowden Lane Partners since 2014. Outside of his advisory role, he is involved in making introductions to voluntary benefits companies through his ownership of HWA Inc. and via contractor work with The MWE Company. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, third-party manager selection, and comprehensive financial and estate planning.

William Yex is a CFP® with four years of industry experience currently with Apollon Wealth Management, LLC. His prior roles include positions at Lion Street Financial, Guardian Life Insurance, and The Vanguard Group, among others. He is also involved in insurance sales and servicing. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios tailored to client needs.

Abigail Kladivko is a Series 65 credentialed advisor at Sound Income Strategies, LLC with four years of industry experience. She also serves as a Practice Management Coach at Advisors Academy, where she focuses on marketing and practice management strategies for financial advisors and their staff. Prior to this, she worked as a Marketing Coordinator for nine years. Sound Income Strategies is a fee-based investment adviser that serves individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm specializes in fixed-income and income-oriented strategies, offering portfolio management, financial planning, ERISA plan services, and sub-advisory arrangements, with a focus on customized portfolio construction and active risk management.

Todd Confarotta is a financial advisor with Kingsview Wealth Management, LLC in Charleston, SC. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, including 16 years at Edward Jones Investments and 9 years with Kingsview. He is also the owner of Fairharbor Advisors LLC. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, endowments, and institutional clients. The firm offers comprehensive wealth management and financial planning services, combining in-house portfolio strategies with third-party managers and access to alternative investments.

John Steinmeyer III is a financial advisor at Alphastar Capital Management with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Church Street Financial Management, LLC since 2014. Steinmeyer spends a significant portion of his professional time engaged in insurance sales and services as an agent and broker. Alphastar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through firm-designed model portfolios and advisor-directed models, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Michael Lewis II is a CFP® professional with 14 years of experience in financial services, currently serving at Apollon Wealth Management, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities from 2011 to 2018. He is also associated with Apollon Insurance Group and may earn commissions from certain insurance companies for sales of non-variable insurance products. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including high-net-worth individuals, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and consulting services, combining centrally managed model strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and tax-managed overlays.

Andrew Jaffee is a CFP® professional with 18 years of industry experience, currently serving at Apollon Wealth Management, LLC. His career includes over a decade at Northwestern Mutual in various roles before joining Apollon in 2018. He is president of the PlayToday! Foundation, a nonprofit organization. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed strategies with locally managed portfolios, offers a range of investment products including ESG models and direct indexing, and provides portfolio management, retirement plan advisory, and consulting services.

Jeffrey Flamman is a financial advisor at Capital Analysts with 41 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Lincoln Investment since 2010 as well as PMG Securities Corporation since 1991. Outside of advising, he is a part owner of MoneyGiftShop.com, a retail sales website, and operates businesses related to life, health, and fixed annuity insurance sales as well as energy sales. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Benjamin Carew is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He has been with Tandem Investment Advisors Inc since 2015. Tandem Investment Advisors provides discretionary portfolio management to a diverse client base including individuals, retirement plans, trusts, corporations, banks, endowments, and registered investment companies. The firm employs a proprietary, semi-quantitative, low-volatility equity strategy focusing on companies with consistent earnings, cash flow, dividend growth, and competitive advantages while maintaining generally low portfolio turnover.

Jeremy Cox is a financial advisor at Tandem Investment Advisors Inc with 22 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Truist Investment Services, Suntrust Advisory Services, and BB&T Securities. He has been with Tandem Investment Advisors since 2024. Tandem Investment Advisors provides discretionary portfolio management focused on equity portfolios to a diverse group of institutional and individual clients. The firm uses a proprietary semi-quantitative process targeting companies with consistent earnings, dividend growth, and competitive advantages, managing over $3.3 billion with a small team while serving nearly 10,000 client relationships.

Samuel Beall is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. Prior to joining CreativeOne Wealth, he spent seven years at Northwestern Mutual in various wealth management and investment services roles. Outside of advisory work, he owns a bounce house leasing business called Party Boys LLC. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages mostly discretionary accounts through proprietary models and third-party managers, using a variety of investment strategies including ETFs, mutual funds, options, and select private investments.

James Torykian is a financial advisor at Apollon Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for five years. Outside of finance, he has worked in the restaurant industry at Swig n Swine, Dog n Duck, and Home Team BBQ. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and Direct Indexing.

Steven Morris is a financial advisor with Prospera Financial Services, Inc. in Mt. Pleasant, SC. He holds Series 63 and Series 65 designations and has 45 years of industry experience, including 20 years at Prospera. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Matthew Ambrosio is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. Prior to this role, he held positions as a Planning Consultant from 2021 to 2022 and as a Financial Representative from 2020 to 2021, all within Fidelity Investments. Matthew focuses on providing a personalized approach to financial planning, aiming to thoroughly understand each client's personal and financial situation. He emphasizes open dialogue and a collaborative planning process to work towards clients' long-term goals. He holds an active insurance license in Arkansas. Outside of his professional work, Matthew has interests in fitness, football, golf, music as an instrumentalist, and caring for pets.

Granger Osborne is a financial advisor at Southeast Asset Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Southeast Asset Advisors since 2019, following eight years at Family Asset Management, LLC. He is a principal at Southeast Asset Advisors, which has an affiliate managing the Conifer Funds, in which he participates as an investor. Southeast Asset Advisors provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, including corporate and public pension plans. The firm manages discretionary and non-discretionary accounts totaling approximately $3.7 billion in assets, offering customized portfolio management, retirement plan advisory, and financial planning services.

Christopher Jackson is a CFP® professional with nine years of industry experience. He is currently with Core Planning, where he has worked since 2025. Prior to joining Core Planning, he held positions at Facet Wealth, Citizens Securities Inc., Bank of America, and Merrill Lynch. In addition to his role at Core Planning, Jackson provides financial planning advice as an independent contractor for Uprise Advisors LLC, primarily serving small business owners. Core Planning offers fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm delivers customized investment strategies based on client goals and risk tolerances and utilizes a combination of in-house advice and third-party money managers.

Marcus Gersbach is a financial advisor with Capitol Securities Management, Inc. in Hollywood, South Carolina, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Capitol Securities Management since 2011 and is also involved with Prentis LLC. Outside of his advisory work, he serves as a board member responsible for fundraising at the Riddicks Folly Foundation and participates in nonprofit and community organizations such as Suffolk Ducks Unlimited and the Suffolk Rotary, where he holds the role of Foundation Chair. Capitol Securities Management serves individual, corporate, charitable clients, trustees, and plan sponsors, offering brokerage and advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various account types and utilizes a range of investment instruments, supported by a network of investment adviser representatives who tailor client-specific investment policies.

Anthony Case is a CFP® and ChFC® with 15 years of experience in the financial services industry. He is currently with Apollon Wealth Management, LLC and Apollon Insurance Group, where he has worked since 2018. Prior to that, he spent eight years at Northwestern Mutual in various wealth management and investment roles. Case is also involved in insurance sales, dedicating approximately 10% of his time to this non-investment activity. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios across a variety of asset classes, offering specialized services including portfolio management, sub-advisory roles, and consulting for pooled and insurance-dedicated funds.