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.

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.

Michael Green is a CFP® and ChFC® with 12 years of industry experience. He currently works at Apollon Wealth Management, LLC and has prior experience with Northwestern Mutual in various roles from 2014 to 2018. In addition to his advisory work, he dedicates part of his time to insurance sales. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in assets across 67 offices and about 145 advisors. The firm serves a diverse client base, including individuals, high-net-worth families, family offices, and institutional clients, offering financial planning, portfolio management, and consulting services with an investment approach that combines fundamental analysis, tactical allocations, ESG risk models, and technology tools such as generative AI.

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.

Michael Floyd is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Apollon Wealth Management, LLC and previously worked at Ameriprise Financial Services, Inc. for over two decades. Outside of his advisory role, he owns and operates an agricultural and farming services business focused on hay and cattle management. 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, and other institutional clients, offering financial planning, portfolio management, retirement plan advisory, and sub-advisory services. Apollon employs a combination of centrally managed strategies and locally managed portfolios, integrating fundamental analysis, tactical allocations, ESG models, and technology tools including generative AI.

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 with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes long tenures at Commonwealth Financial Group and Securian Financial Services, and more recent roles at Cetera and Purshe Kaplan Sterling Investments. He is also the owner of NCP Financial Services, LLC, an operating company based in Mount Pleasant, SC. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets across 145 advisors. The firm serves individuals, high-net-worth families, trusts, retirement plans, and institutional clients, employing a blend of centrally and locally managed investment strategies that incorporate fundamental analysis, ESG models, and technology tools including generative AI.

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.

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.

John Montgomery is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Arax Advisory Partners and has previously worked at SRS Capital Advisors, Financial Freedom Advisors, and First Allied Advisory Services. Outside of advisory work, Montgomery is also licensed as an individual insurance agent. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, private fund advisory, and a wrap fee program, utilizing a combination of in-house teams, external managers, and both traditional and alternative investments.

Andrew Schmidt is a financial advisor at Apollon Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at MassMutual Life Insurance Co, MML Investors Services, LLC, LPL Enterprise, MWA Financial Services Inc., Modern Woodmen of America, Microsoft, Cloud DX Inc, and Stryker Corporation. Outside of his advisory role, Schmidt serves as Chief Operating Officer of Mount Pleasant Tax LLC, overseeing business operations, staffing, and technology. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and various institutional clients, offering financial planning and portfolio management supported by a combination of centrally managed mandates and locally overseen portfolios.

H Clark Gaines Jr is a financial advisor at Ethos Financial Group, LLC with 13 years of industry experience. He previously worked at Almanack Investment Partners for nine years. Gaines is a Licensed Insurance Representative and serves as a General Partner managing private investment vehicles. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and insurance consulting. The firm employs a model portfolio approach with diversified, risk-conscious strategies and supplements its process with third-party research and technology tools.

Heatherlyn Hyde is a Series 66-registered advisor with Parallel Advisors, LLC in Charleston, SC, with 19 years of industry experience. She has worked at Parallel Advisors since 2016 and also manages Hyde Management, LLC. Parallel Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, independent managers, and strategies such as options transactions, while integrating technology platforms for tax-efficient rebalancing and held-away account management.

Lisa Nee is a financial advisor at Savvy with five years of industry experience. She previously worked at Breakaway Financial Group, LLC for six years and took time away as a stay-at-home parent from 2012 to 2020. Nee holds a Series 65 designation. Savvy offers investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized plans using a primarily index-based, long-term approach while integrating third-party fintech tools and specialized sub-adviser strategies.