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 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 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 is also a licensed CPA in New York and provides financial planning advice for clients of Gabor and Associates. Additionally, he is involved in insurance sales, including life insurance and indexed annuities. Alexander Capital Wealth Management LLC offers investment advisory services to individual, high-net-worth, and certain institutional clients, employing a top-down, asset-allocation approach that integrates proprietary technical analysis with fundamental review across multiple advisory teams.

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.

Adam Crotts is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at First Citizens since 2016, following brief roles at Wells Fargo Clearing and BB&T Investment Services. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a diverse client base, including individuals, trusts, municipalities, and institutions. The firm employs globally diversified multi-asset class portfolios managed through various implementation frameworks, combining fundamental, quantitative, and technical analysis.

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® with four years of industry experience currently with Apollon Wealth Management, LLC. His prior roles include positions at Lion Street Financial, Guardian Life Insurance, and The Vanguard Group, among others. He is also involved in insurance sales and servicing. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios tailored to client needs.

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.