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® with 22 years of industry experience, currently serving at Arax Advisory Partners. He has worked at SRS Capital Advisors, Inc. since 2024 and has maintained a longstanding role at Financial Freedom Advisors, LLC since 2014. Montgomery is also licensed as an individual insurance agent, selling insurance products. Arax Advisory Partners is a multi-team wealth management firm with over 200 advisors managing approximately $26.5 billion in assets. The firm serves a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing both internal and external portfolio management strategies alongside tailored asset allocation.

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 firms including MassMutual Life Insurance Co, LPL Enterprise, and Modern Woodmen of America. Outside of advisory activities, Schmidt serves as Chief Operating Officer of Mount Pleasant Tax LLC, a tax preparation and bookkeeping firm. Apollon Wealth Management is an SEC-registered multi-team advisory firm 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, offering a range of financial planning, portfolio management, and consulting services across various asset classes and investment vehicles.

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.

Matthew Yakimow is a financial advisor with Prosperity Capital Advisors holding a Series 65 credential. He has been with the firm and its related advisory businesses since 2023. His prior work experience includes roles in education and healthcare revenue cycle management. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a wide range of clients, including individuals, corporations, trustees, and retirement plans. The firm focuses on model-based, asset-allocation strategies using portfolios managed to model targets with options for tax-aware rebalancing and alternative investments.

Paul De Frances is a financial advisor with Apollon Wealth Management, LLC in Mount Pleasant, SC. He holds a Series 66 designation and has five years of industry experience. Prior to joining Apollon in 2022, he worked at Ameriprise and also has a background in healthcare at Weirton Medical Center and academia at The Ohio State University. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, families, high-net-worth clients, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement advisory, sub-advisory, and consulting services, combining centrally managed strategies with locally managed portfolios across a range of investment vehicles.

Steve Ward is a financial advisor with Belpointe Asset Management LLC in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at D.H. Hill Securities, IFG Advisory (Aletheia Advisory Services), LPL Financial, and SunTrust Advisory Services. Outside of his advisory work, he serves on the boards of three nonprofit organizations: Wings for Kids, Libertas Academies, and HALOS. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

James Richter is a financial advisor with Advisory Services Network holding Series 63 and Series 65 licenses and brings 27 years of industry experience. He has been with Advisory Services Network since 2013. Advisory Services Network serves individuals, families, corporations, and retirement plans through a network of independent advisors, offering services such as portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible approach, utilizing a variety of securities and third-party managers to align with clients' objectives and risk tolerances.

Martin Sergi Jr. is a CFP® professional with five years of experience currently with Strategic Blueprint, LLC. He has worked with several firms, including Cornerstone Wealth Advisory Group and Phoenix Recycling Group, where he holds roles involving financial and tax planning, insurance, and consulting. In addition to his advisory work, he is involved in managing a recycling firm and provides tax and accounting planning services. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers a range of customized, goal-based strategies through portfolio management, financial planning, and consulting services, along with a flat-fee Subscription Advisory Services program and an emphasis on client education.

Brianna Winburn is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and Ronald Blue Trust. Her background includes roles outside finance, such as work with Charleston Southern University and the Fort Mill School District. Apollon Wealth Management is an SEC-registered multi-team adviser serving a broad range of clients including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers services such as financial planning, portfolio management, retirement plan advisory, and sub-advisory for private funds and pooled investment vehicles.

Michael Dolberg is a ChFC® credentialed financial advisor with 22 years of experience, currently serving at Apollon Wealth Management, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and Northwestern Mutual. He is a board member of the MUSC Children's Hospital. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, and various institutional clients. The firm offers a range of financial planning and portfolio management services, combining centrally managed model strategies with locally managed portfolios and employs diverse investment approaches including ESG models and alternative vehicles.

Jonathan Woods is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Woods serves as a past President General of The Society of the Cincinnati and holds board roles with the OWU Friends Fund and the American Independence Museum. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm offers access to a broad range of investment products and platforms while overseeing advisor recommendations through various discretionary and non-discretionary arrangements.

Jason Peroni is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Simplicity Wealth. His prior work includes roles at Firm Foundation Wealth Advisors, Faith Investor Services, and several other firms dating back to 2001. Outside of his advisory work, he owns Dual Returns, a monthly paid research newsletter. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, institutions, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, while providing model portfolios, independent manager oversight, and technology-enabled solutions such as a private-label asset management platform and back-office services for advisors.

Abigayle Loblein is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Strategic Blueprint, LLC and also affiliated with Bee Street Advisory Group. Prior to this, she held roles at Northwestern Mutual and worked in education for over a decade. Outside of her advisory work, she owns an insurance business focused on health and life insurance products. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension plans, trusts, charitable organizations, and business entities through a network of independent advisory representatives. The firm offers customized, goal-based strategies involving portfolio management, financial planning, and a formal subscription advisory program, with an emphasis on client education and a curated alternative investment platform.

Ariel Davis is a financial advisor at Tandem Investment Advisors Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and Lakeview Capital Partners. Davis also has several years of experience at the College of Charleston. Tandem Investment Advisors, Inc. 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 approach focusing on companies with consistent earnings, dividend growth, and competitive advantages, managing concentrated portfolios with generally low turnover.

William Little Jr. is a CFA® charterholder with 22 years of industry experience. He has worked at Tandem Investment Advisors, Inc. since 2006 and previously spent two years with Ameriprise. Tandem Investment Advisors, Inc. 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 investment process focusing on companies with consistent earnings, cash flow, and dividend growth, managing concentrated portfolios with generally low turnover.

Bryan Heilman is a financial advisor at Kestra Private Wealth Services, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2023 to 2025. Outside of his advisory role, Heilman is the owner of Heilman Heritage Wealth, LLC, a tax-dedicated entity associated with his compensation structure. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in assets and offers a wide range of investment products and specialized services across discretionary and non-discretionary account arrangements.