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.

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.

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.

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 a Series 65 designation and four years of industry experience. She previously worked at Breakaway Financial Group, LLC for six years and spent eight years as a stay-at-home parent. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach alongside active equity portfolios and tax-aware direct indexing, incorporating third-party sub-advisers and technology platforms to support customized client solutions.

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.

Jackson Hayward is a financial advisor with First Citizens Asset Management, Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining First Citizens in 2025, he worked at Equitable Advisors and has a background that includes roles both inside and outside the financial sector. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm emphasizes strategic asset allocation and manager research through a multi-asset class investment approach.