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.

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.

Stanley Katz is a financial advisor with OneSeven in Daniel Island, SC, holding Series 63 and Series 65 registrations and possessing 43 years of industry experience. He has worked at Fortune Financial Services, Inc. and MGO ONE SEVEN LLC dba ClientFirst Financial Strategies, Inc. since 2019, and previously at Ross, Sinclaire & Associates, LLC. Katz serves on the marketing committee of The Dayton Foundation, a community foundation, where he provides professional insight on customer outreach. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on discretionary portfolio management, financial planning, and retirement-plan consulting. The firm typically employs diversified portfolios with mutual funds, ETFs, and individual securities, utilizing a primarily long-term investment approach complemented by due diligence and flexible trading strategies.

Aimee Horstman is a financial advisor with Synovus Securities, Inc. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Synovus Securities and Synovus Trust Company since 2012. Outside of her advisory role, she works as a suite attendant for a local concert venue. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm employs a risk-tolerance-based approach to portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

Adam King is a Series 65-licensed financial advisor with Apollon Wealth Management, LLC, where he has worked since 2020. He has a total of four years of industry experience and previously worked at SAIC for 14 years. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, retirement plans, pooled vehicles, and insurance company clients. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed model strategies with locally managed portfolios.

Timothy Angelos is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Signator Investors, Inc., and he is the owner of Angelos Advisory Group, LLC. He is also involved with Atlantic Coast Advisory Group, where he sells fixed life and annuity products. CreativeOne Securities, LLC is a multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

George Boyle Jr. is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ designation along with Series 63 and Series 66 licenses. He has 20 years of industry experience and has held roles at Avantax firms since 2007 as well as at Cetera Wealth Services since 2025. He is also president of G P Boyle & Associates, PC, a tax preparation and accounting firm, and serves as Chief Financial Officer for Retirement Plan Playbook, Inc. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers services primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets as of December 2025.

John Carew is a financial advisor at Tandem Investment Advisors Inc with 35 years of industry experience. He has been with Tandem Investment Advisors since 1990 and holds Series 63 and Series 65 licenses. 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 to limit volatility and typically manages portfolios consisting of 25–45 securities, serving nearly 10,000 client relationships with a relatively small investment team.

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.