William Bendt is a financial advisor at Capitol Securities Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capitol Securities Management since 2015. His prior experience includes roles at JHS Capital Advisors, LLC and Scott & Stringfellow, LLC. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, comprehensive financial planning, consulting, and various wrap fee programs, operating as both a broker-dealer and registered investment adviser.

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 at Apollon Wealth Management, LLC with six years at the firm and a total of four years in the industry. Prior to joining Apollon, he worked for SAIC for fourteen years. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets with around 145 advisors across 67 offices. 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 advisory and portfolio management services that combine centrally managed strategies with locally managed portfolios.

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.

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.

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.