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.

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.

George Rabon is a CFP® professional with 12 years of experience in the financial services industry. He has worked at firms including Commonwealth Financial and Cetera before joining Savvy, where he has been since 2026. Outside of his advisory role, he is a member of Music Mobile, a business based in Mount Pleasant, SC. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Christa Irwin is a financial advisor at Compass Financial Management LLC with two years of industry experience. She holds the Series 65 designation and has worked in roles including independent insurance agent and positions at firms such as RPI and Greene Point Partners. Outside of her advisory work, she has experience as a triathlete and homemaker. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm uses a combination of investment strategies including equities, fixed income, mutual funds, ETFs, and employs fundamental, technical, and cyclical analysis.

Jerry Koebel is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has been with BFC Planning, Inc. since 2016 and also operates as a registered representative providing investment, insurance, tax, retirement, estate, and financial planning services. He rents office space to a CPA and an attorney in Summerville, SC. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent advisory representatives who provide customized portfolio management and flexible fee arrangements.

Edward Portelles is a CFP® with 23 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. He has held roles at Alexander Capital entities since 2018 and also provides financial planning through Gabor & Associates as a licensed CPA in New York. Additionally, he is a licensed agent for life insurance and annuity products, dedicating limited time to these activities. Alexander Capital Wealth Management LLC offers investment advisory services to individual, high-net-worth, and institutional clients, combining proprietary technical analysis with fundamental review to guide a top-down, asset-allocation investment approach. The firm employs discretionary management, sub-advisers, and model portfolios, leveraging third-party platforms for execution, custody, and overlay services.

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 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.

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 advising at Apollon Wealth Management, LLC. His prior roles include positions at Lion Street Financial, Guardian Life Insurance, and The Vanguard Group. He also engages in insurance sales alongside his advisory duties. Apollon Wealth Management, LLC is an SEC-registered multi-team firm serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed investment models with locally managed portfolios and offers services including financial planning, portfolio management, and consulting, utilizing a range of investment strategies across multiple asset classes.

Abigail Kladivko is a financial advisor at Sound Income Strategies, LLC with three years of industry experience. She holds a Series 65 designation and has worked as a Practice Management Coach at Advisors Academy since 2021, focusing on marketing and practice management strategies for financial advisors. Prior to that, she was a Marketing Coordinator from 2013 to 2022. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers, and offers customized portfolio management with an emphasis on fixed-income analysis and equity review.

Todd Confarotta is a financial advisor at Kingsview Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones Investments from 2001 to 2017. He is also the owner of Fairharbor Advisors LLC, which manages payroll functions related to his work at Kingsview. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services using a combination of advisor-led planning and model-based strategies, including internally sponsored ETFs 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.