Zachary Otey is a financial advisor at Integrity Advisory Solutions with Series 63 and 65 licenses and three years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Gladstone Wealth Partners and Integrity Alliance, LLC. Outside of advising, he is co-owner of Lighting SolutionZ, an electrical contracting business, and serves as a Senior Executive Field Chairman at Hegemon Group International, focusing on fixed insurance and annuities sales. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other clients through a network of about 100 independent advisors, managing roughly $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing a variety of asset-allocation strategies and third-party platforms.

Patrick Tang is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Apollon Wealth Management, he worked at W&S Brokerage Services and Western & Southern Life. He serves as a finance committee member for Charleston Hope, a nonprofit organization. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and sub-advisory roles, investing across various asset classes and incorporating ESG models and tax management overlays.

Charles Castle is a financial advisor at Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Mainstreet Financial Solutions since 2007, where he provides tax, payroll, and accounting services. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold strategy and supports other advisors through its backoffice operations.

Marissa Taylor is a CFP®-credentialed financial advisor with six years of industry experience. She has worked at Keel Point, LLC since 2021 and previously spent five years at Andersen. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm uses a team-based approach combining fundamental and quantitative analysis to drive investment decisions across various asset classes and offers a range of discretionary and non-discretionary portfolio management and consulting services.

Alex Robinette is a CFP® professional with nine years of industry experience, currently serving at Tandem Investment Advisors Inc. Prior to joining Tandem, he worked at Raymond James & Associates and held real estate agent roles at Palm Paradise Realty and Charles Rutenberg Realty. Tandem Investment Advisors provides discretionary portfolio management to a diverse client base, utilizing a proprietary, semi-quantitative, low-volatility equity approach focused on companies with consistent earnings and cash flow. The firm serves over 10,000 client accounts through direct engagements, independent advisors, and wrap/model programs.

Hunter Clark is a CFP® professional with five years of industry experience. He currently works at Facet and has held prior roles at The Vanguard Group, CapCenter, and State Farm, among others. Outside of finance, his background includes working at Nalu Surf Bar and involvement with East Carolina University in multiple capacities. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and uses technology-driven processes for tax optimization and portfolio management.

Louis Falvo is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Good Life Advisors since 2014 and also provides financial planning and consulting services through Cross Roads Divorce Advisors, LLC, which he co-founded in 2015. Good Life Advisors offers investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple methods of analysis to deliver tailored advice and provides access to a variety of programmatic investment solutions and educational resources.

Jennifer Ritz is a financial advisor with Good Life Advisors, LLC in Mt. Pleasant, SC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with Good Life Advisors and LPL Financial since 2016. Good Life Advisors is an enterprise-scale registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm provides tailored portfolio management, comprehensive financial planning, retirement plan consulting, and access to various advisory programs, using a combination of fundamental, technical, and cyclical analysis alongside multiple management platforms and technology solutions.

Caroline Ainsworth is a financial advisor at Strategic Blueprint, LLC with four years of industry experience. She holds the Series 66 designation and has worked at firms including The Strategic Financial Alliance, Inc. and Wells Fargo Clearing Services LLC. Prior to her advisory career, she held multiple roles at the University of South Carolina. Strategic Blueprint, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of independent advisors. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, with an emphasis on customized, goal-based strategies and a formal Subscription Advisory Services program.

Jonathan Hoffman is a Series 66-licensed financial advisor with Good Life Advisors, LLC, where he has worked since 2016. He has 14 years of industry experience and is based in Mt. Pleasant, South Carolina. Good Life Advisors is a multi-team registered investment adviser with roughly 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers through tailored investment strategies and a range of advisory platforms.

Michael Green is a CFP® and ChFC® with 12 years of experience in the financial services industry. He currently works at Apollon Wealth Management, LLC and has prior experience at Northwestern Mutual in various roles from 2014 to 2018. He is also involved in insurance sales outside of his advisory work. 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 model strategies with locally managed portfolios and offers a range of financial planning and portfolio management services, including ESG models, Direct Indexing, and sub-advisory roles for pooled and insurance-dedicated funds.

John Donaghy is a financial advisor at Founders Financial Securities LLC with 20 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Lincoln Financial Advisors Corporation, Maller Wealth Advisors, PNC Wealth Management, Osaic FA, Inc., and Legg Mason Wood Walker, Incorporated. He serves as a board member of the Atlantic General Hospital Foundation and as vice president of the Long Green Land Trust. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, offering multiple advisory platforms including managed portfolios, financial planning, and 1031 exchange consulting. The firm delegates portfolio management to its advisers, who operate under their own DBAs, and supports niche offerings alongside conventional advisory services.

Natalia Mattar is a financial advisor at Tandem Investment Advisors Inc with a Series 65 designation and one year of industry experience. Her prior roles include positions at The Iron Rose and Overtime Athletics. She has also worked in educational settings, including the College of Charleston and Rutgers University. Tandem Investment Advisors provides discretionary portfolio management focused on equity portfolios for a diverse client base, including individuals, retirement plans, corporations, banks, endowments, foundations, and registered investment companies. The firm uses a proprietary semi-quantitative process to manage Large Cap Core, Equity, and Mid Cap Core strategies, typically holding 25–45 securities per portfolio.

Sheila Chaplin is a CFP® professional with four years of experience in the financial industry. She is affiliated with Archer Investment Corporation and has additional experience running Chaplin Consulting since 2016 and working with Reliable Tax & Business Services since 2018. Archer Investment Corporation provides investment management services primarily to individual clients, including both non-high-net-worth and high-net-worth investors. The firm offers comprehensive financial planning and limited-scope model portfolios, managing approximately $1.01 billion in discretionary assets.

Michael Floyd is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 credential and 25 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 22 years before joining Apollon and Purshe Kaplan Sterling Investments. Outside of financial advising, he owns and operates MRF Equipment, LLC, an agricultural business focused on hay and cattle farming. Apollon Wealth Management is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, and advisory services with a centralized investment committee and locally managed portfolios, employing a range of investment vehicles including ESG models and alternative strategies.

Jordan Watson is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Tandem Investment Advisors Inc since 2019, following a prior role at Cornerstone Wealth Advisory Group and four years at the College of Charleston. Tandem Investment Advisors provides discretionary portfolio management primarily focused on equity portfolios for a diverse client base, including individuals, retirement plans, corporations, and institutional investors. The firm uses a proprietary semi-quantitative process to manage risk and targets companies with consistent earnings, dividend growth, and competitive advantages.

Nicholas Pavia is a financial advisor at Apollon Wealth Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Group, Securian Financial Services, Minnesota Life Insurance Company, and Cetera. He is also the owner of NCP Financial Services, LLC, a support company based in Mount Pleasant, SC. Apollon Wealth Management is a multi-team registered adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and invests across a range of asset classes including mutual funds, equities, fixed income, and alternatives, while providing services such as financial planning, portfolio management, and sub-advisory roles.

Charles Edwards is a financial advisor at Tandem Investment Advisors Inc. He holds a Series 65 designation and has four years of industry experience. His prior work includes roles at Conrex Property Management, AE Wealth Management, Mobile Bay Financial Solutions, and Florida Financial Advisors. Tandem Investment Advisors provides discretionary portfolio management to a diverse client base, including individuals, retirement plans, trusts, and institutions. The firm employs a proprietary, semi-quantitative, low-volatility equity investment approach focused on companies with consistent earnings and competitive advantages.

David Cashdollar is a CFP® with 44 years of industry experience, currently serving at Confluence Financial Partners since 2024. His prior roles include over a decade at Cetera Advisor Networks LLC and two decades leading CashDollar & Associates, LLC. Outside of advisory work, he is an independent insurance agent and serves as a trustee for Grove City College, where he participates in reviewing investment allocations and fundraising efforts. Confluence Financial Partners offers holistic wealth management and financial planning to a diverse client base, including individuals, professionals, business owners, and institutional clients. The firm operates as a fiduciary, utilizing a blend of active and passive investment strategies, and has a notable focus on retirement plan consulting for ERISA plan sponsors.

Tyson Marlow is a financial advisor with Quartz Partners Investment Management, holding a Series 66 designation and 19 years of industry experience. He has worked at firms including Kalos Management, Blue Oak Group, and Berthel, Fisher & Company Financial Services. Outside of advisory work, Marlow co-owns Uniworks Cleaning, a commercial janitorial services company operating in the Charleston, SC area. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection across multiple model series, with ongoing portfolio monitoring and rebalancing by an investment committee.