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.

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 with 26 years of industry experience, currently practicing at Apollon Wealth Management, LLC. His prior roles include positions at Goldman Sachs & Co., Mercer Allied Company, Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, Girard Securities, Inc., and Capital Planning Group, LLC. In addition to his advisory work, Wolfe is a licensed insurance agent and also engages as a referral real estate agent. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering financial planning, portfolio management, retirement plan advisory, and sub-advisory services. Apollon’s investment approach combines centrally managed strategies with locally managed portfolios, utilizing fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

Adam Crotts is a financial advisor at First Citizens Asset Management, Inc. in Charleston, SC, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at First Citizens since 2016, previously spending brief periods at Wells Fargo Clearing and BB&T Investment Services. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm employs a multi-asset class investment approach combining fundamental, quantitative, and technical analysis, focusing on strategic asset allocation and manager research.

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® professional with four years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. His prior work includes roles at firms such as Lion Street Financial, Guardian Life Insurance, and The Vanguard Group. Outside of advising, he is involved in insurance sales and servicing. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets with a network of 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and various institutional clients, offering financial planning, portfolio management, and consulting services. Its investment approach combines centrally managed strategies with locally managed portfolios, incorporating fundamental analysis, ESG risk models, Direct Indexing, and technology tools including generative AI.

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 the financial services industry. He currently works at Apollon Wealth Management, LLC and has previous experience at Northwestern Mutual in various wealth management and investment roles. Lewis also earns commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients, offering a range of financial planning and portfolio management services supported by a combination of centrally and locally managed investment strategies.

Andrew Jaffee is a CFP® professional with 18 years of industry experience, currently serving at Apollon Wealth Management, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and its affiliates. He is also president of the PlayToday! Foundation, a nonprofit organization. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets for individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans. The firm combines centrally managed strategies with locally managed portfolios and offers a range of financial planning and portfolio management services, including involvement with pooled investment vehicles and sub-advisory roles.

Jeffrey Flamman is a financial advisor at Capital Analysts with 42 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Lincoln Investment since 2010, PMG Securities Corporation since 1991, and Home Life since 1984. Outside of his advisory roles, he is involved in retail sales through a part ownership in MoneyGiftShop.com. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management, advisor-managed portfolios, third-party manager access, and retirement-plan advice through a nationwide network and employs both discretionary and non-discretionary investment approaches.

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.

Christopher Lakian is a financial advisor with OneSeven, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at RH Financial Services, Raymond James Financial Services, and Ocean Holdings. He is also the owner of Lakian Capital and Magnetic North Financial, an insurance agency. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach with diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments, offering both discretionary and non-discretionary management.

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 66 and Series 63 licenses and bringing eight years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related affiliates for seven years. Outside of his advisory role, Beall owns Party Boys LLC, a bounce house leasing business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a mix of proprietary models and third-party managers, employing various investment strategies including ETFs, mutual funds, options, and select private investments.

James Torykian is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Northwestern Mutual and several hospitality businesses. Apollon Wealth Management is a multi-team SEC-registered investment adviser serving individuals, high-net-worth families, family offices, and other institutional clients. The firm combines centrally managed investment strategies with locally managed portfolios and offers a range of financial planning and portfolio management services, including its involvement in private funds and registered products.

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.

Steven Mills is a financial advisor at Private Client Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Apollon Wealth Management, LLC, and LPL Financial. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.