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 industry experience. 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. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser overseeing approximately $11.56 billion in client assets across about 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, and other institutional clients, offering financial planning, portfolio management, retirement plan advisory, and consulting services. Its investment approach combines centrally managed strategies with locally managed portfolios, utilizing fundamental analysis, tactical allocations, ESG risk models, direct indexing with tax management, and technology tools including generative AI.

Zachary Otey is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Gladstone Wealth Partners and Integrity Alliance, LLC. Outside of his advisory role, he is co-owner of Lighting SolutionZ, LLC, an electrical contracting business. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services utilizing a range of investment strategies and third-party platforms.

Troy Bystol is a financial advisor at International Assets Investment Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments, Inc., Purshe Kaplan Sterling Investments, and Elevated Private Wealth. Outside of advising, he is involved with Lowcountry Dock & Decks. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers customized, long-term portfolio management and financial planning through a national network of independent advisers, utilizing a range of investment strategies and third-party manager programs.

David Armbruster is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving at Strategic Blueprint, LLC since 2022. He previously worked at Investment Advisor Alliance for 14 years and Investment Advisor Group for one year. Outside of his advisory work, he is co-owner of a fitness franchise, Pure Barre, which is operated by 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 offers a range of services including portfolio management, financial planning, retirement plan consulting, and family office services, with an emphasis on customized, goal-based strategies and client education.

Patrick Tang is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at W&S Brokerage Services and Western & Southern Life, where he also serves as a Finance Committee member for Charleston Hope, a nonprofit organization. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of around 145 advisors. The firm serves individuals, high-net-worth families, family offices, trusts, estates, and various institutional clients, offering financial planning, portfolio management, and consulting services.

Charles Castle is a financial advisor at Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Mainstreet Financial Solutions since 2007, where he provides tax, payroll, and accounting services. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold strategy and supports other advisors through its backoffice operations.

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.

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.