Adam Crotts is a financial advisor with First Citizens Asset Management, Inc. in Charleston, SC. He holds the Series 66 and Series 63 designations and has 12 years of industry experience. Crotts has been with First Citizens Asset Management and its affiliated broker-dealer since 2016. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and institutions. The firm offers multi-asset class portfolios using a combination of fundamental, quantitative, and technical analysis with discretionary investment management focused on strategic asset allocation and risk control.

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.

Michael Lewis II is a CFP® professional with 14 years of experience in financial services, currently serving at Apollon Wealth Management, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities from 2011 to 2018. He is also associated with Apollon Insurance Group and may earn commissions from certain insurance companies for sales of non-variable insurance products. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including high-net-worth individuals, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and consulting services, combining centrally managed model strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and tax-managed overlays.

Andrew Jaffee is a CFP® professional with 17 years of experience, currently serving at Apollon Wealth Management, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and related entities from 2008 to 2018. He is also president of the PlayToday! Foundation, a nonprofit organization. Apollon Wealth Management, LLC is an SEC-registered multi-team advisor serving individuals, families, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed strategies with locally managed portfolios and offers a range of financial planning, portfolio management, and advisory services, including ESG models and alternative investment options.

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 in Mt Pleasant, SC, holding Series 66 and Series 63 licenses and eight years of industry experience. He previously worked for Northwestern Mutual in various capacities from 2018 to 2025. Outside of his advisory role, Beall owns Party Boys LLC, a bounce house leasing business, and is involved in property maintenance and conservation through Generations Land Partners. 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 combination of proprietary models and third-party managers, employing diverse strategies including modern portfolio theory and ESG-focused investments.

James Torykian is a financial advisor at Apollon Wealth Management, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual and other firms. Outside of his advisory role, he has been involved in several hospitality businesses. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centralized investment models with locally managed portfolios and offers a range of services including financial planning, portfolio management, and sub-advisory roles, investing across various asset classes with specialized strategies such as ESG models and tax-managed direct indexing.

Steven Morris is a financial advisor at Prospera Financial Services, Inc. with 44 years of industry experience. He has been with Prospera since 2006 and holds Series 63 and Series 65 licenses. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services via multiple platforms and customizable portfolio strategies.

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.

Granger Osborne is a financial advisor at Southeast Asset Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Southeast Asset Advisors since 2019, following eight years at Family Asset Management, LLC. He is a principal at Southeast Asset Advisors, which has an affiliate managing the Conifer Funds, in which he participates as an investor. Southeast Asset Advisors provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, including corporate and public pension plans. The firm manages discretionary and non-discretionary accounts totaling approximately $3.7 billion in assets, offering customized portfolio management, retirement plan advisory, and financial planning services.

Christopher Jackson is a CFP® professional with nine years of industry experience. He is currently with Core Planning, where he has worked since 2025. Prior to joining Core Planning, he held positions at Facet Wealth, Citizens Securities Inc., Bank of America, and Merrill Lynch. In addition to his role at Core Planning, Jackson provides financial planning advice as an independent contractor for Uprise Advisors LLC, primarily serving small business owners. Core Planning offers fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm delivers customized investment strategies based on client goals and risk tolerances and utilizes a combination of in-house advice and third-party money managers.

Anthony Case is a CFP® and ChFC® with 15 years of experience in the financial services industry. He is currently with Apollon Wealth Management, LLC and Apollon Insurance Group, where he has worked since 2018. Prior to that, he spent eight years at Northwestern Mutual in various wealth management and investment roles. Case is also involved in insurance sales, dedicating approximately 10% of his time to this non-investment activity. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios across a variety of asset classes, offering specialized services including portfolio management, sub-advisory roles, and consulting for pooled and insurance-dedicated funds.

Zachary Otey is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Gladstone Wealth Partners. Outside of his advisory role, he co-owns Lighting SolutionZ, an electrical contracting business. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing both discretionary and non-discretionary strategies across various asset classes and third-party platforms.