David Armbruster is a Series 65-licensed advisor at Strategic Blueprint, LLC with 17 years of industry experience. He has held roles at Investment Advisor Alliance and the Investment Advisor Group prior to joining Strategic Blueprint in 2022. Additionally, he is a partner at Cornerstone Wealth & Tax Advisory Group and co-owner of a Pure Barre fitness franchise with his wife. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides customized, goal-based strategies through asset allocation, portfolio design, manager selection, and ongoing monitoring, offering both discretionary and non-discretionary management alongside financial planning and a subscription advisory program.

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 with Wealth Management Nebraska LLC, holding a Series 65 designation and five years of industry experience. He has worked at Mainstreet Financial Solutions since 2007, where he is involved in accounting, tax, and payroll services. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory approach, utilizing passively managed mutual funds and ETFs, and offers integrated advisory and administrative services through its affiliations.

Marissa Taylor is a CFP® with six years of industry experience and is currently affiliated with Keel Point, LLC. She has prior experience at Andersen and has worked at Keel Point since 2021. 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 employs a team-based investment approach combining fundamental and quantitative analysis to implement diversified portfolio strategies and offers services including portfolio management, financial planning, OCIO, and corporate retirement consulting.

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® with five years of industry experience, currently advising at Facet since 2024. His prior experience includes roles at The Vanguard Group and CapCenter. Outside of finance, he has worked in the hospitality sector at Nalu Surf Bar. Facet serves individual members across a broad range of wealth levels, providing tiered subscription-based financial planning and implementation services. The firm uses a holistic Total Financial Life Resources (TFLR) framework and primarily ETF-based discretionary asset allocation, with a fee structure based on fixed subscriptions rather than percentage-of-AUM investment fees.

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 three years of industry experience. She holds the Series 66 designation and has previously worked at The Strategic Financial Alliance, Inc., Wells Fargo Clearing Services LLC, and The Vanguard Group, Inc. Strategic Blueprint, LLC is an SEC-registered adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, and educational seminars, with both discretionary and non-discretionary management options.

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 Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Founders Financial Securities LLC, where he has worked since 2021. His prior experience includes roles at Lincoln Financial Advisors Corporation and Maller Wealth Advisors. Outside of his advisory work, Donaghy serves on the board of the Atlantic General Hospital Foundation and is vice president of the Long Green Land Trust. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and consulting services, utilizing multiple advisory platforms and sub-advisory relationships, and integrates advisory, brokerage, and insurance capabilities.

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.

Clayton Thornton is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 18 years of industry experience. He has held prior roles at FORVIS Wealth Advisors LLC and Dixon Hughes Wealth Advisors LLC. Thornton holds Series 63 and Series 66 designations. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets with a portfolio approach guided by an Investment Policy Statement and committee-approved investments.

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.

Kevin Coombs is a CFP® professional with 16 years of industry experience, currently with Donaldson Capital Management LLC since 2021. He previously worked at Stifel Nicolaus & Co Inc from 2017 to 2021 and spent nine years at Mary Institute & St. Louis Country Day School. Donaldson Capital Management serves individual and institutional clients, providing investment management, financial planning, and retirement-plan services through a model-driven investment approach focused on dividend-paying equities and fixed income. The firm emphasizes pooled-vehicle management and fiduciary services for retirement plans.

Mackenzie Ferrell is a financial advisor at Tandem Investment Advisors Inc and holds a Series 65 designation. Ferrell has one year of experience in the industry, including prior roles at Corten Real Estate Partners and Actalent. Tandem Investment Advisors provides discretionary portfolio management to individuals, retirement plans, trusts, corporations, banks, endowments, and registered investment companies, serving over 10,000 client accounts. The firm employs a proprietary, semi-quantitative, low-volatility equity investment approach focused on companies with consistent earnings, cash flow, and dividend growth, managing generally concentrated portfolios with low turnover.