John Steinmeyer III is a financial advisor at Alphastar Capital Management with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Church Street Financial Management, LLC since 2014. Steinmeyer spends a significant portion of his professional time engaged in insurance sales and services as an agent and broker. Alphastar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through firm-designed model portfolios and advisor-directed models, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Michael Lewis II is a CFP® professional with 14 years of experience in financial services, currently serving at Apollon Wealth Management, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities from 2011 to 2018. He is also associated with Apollon Insurance Group and may earn commissions from certain insurance companies for sales of non-variable insurance products. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including high-net-worth individuals, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and consulting services, combining centrally managed model strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and tax-managed overlays.

Andrew Jaffee is a CFP® professional with 18 years of industry experience, currently serving at Apollon Wealth Management, LLC. His career includes over a decade at Northwestern Mutual in various roles before joining Apollon in 2018. He is president of the PlayToday! Foundation, a nonprofit organization. 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 strategies with locally managed portfolios, offers a range of investment products including ESG models and direct indexing, and provides portfolio management, retirement plan advisory, and consulting services.

Jeffrey Flamman is a financial advisor at Capital Analysts with 41 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Lincoln Investment since 2010 as well as PMG Securities Corporation since 1991. Outside of advising, he is a part owner of MoneyGiftShop.com, a retail sales website, and operates businesses related to life, health, and fixed annuity insurance sales as well as energy sales. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Benjamin Carew is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He has been with Tandem Investment Advisors Inc since 2015. Tandem Investment Advisors 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 strategy focusing on companies with consistent earnings, cash flow, dividend growth, and competitive advantages while maintaining generally low portfolio turnover.

Christopher Lakian is a financial advisor with OneSeven, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at RH Financial Services, Raymond James Financial Services, and Ocean Holdings. He is also the owner of Lakian Capital and Magnetic North Financial, an insurance agency. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach with diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments, offering both discretionary and non-discretionary management.

Josh Christian is a financial advisor at Savvy with a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and CreativeOne Securities. Outside of advising, he serves as Foundation Chair for Rotary International, a nonprofit organization. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers, fintech tools, and integrated tax and estate-planning support.

Jeremy Cox is a financial advisor at Tandem Investment Advisors Inc with 22 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Truist Investment Services, Suntrust Advisory Services, and BB&T Securities. He has been with Tandem Investment Advisors since 2024. Tandem Investment Advisors provides discretionary portfolio management focused on equity portfolios to a diverse group of institutional and individual clients. The firm uses a proprietary semi-quantitative process targeting companies with consistent earnings, dividend growth, and competitive advantages, managing over $3.3 billion with a small team while serving nearly 10,000 client relationships.

Samuel Beall is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. Prior to joining CreativeOne Wealth, he spent seven years at Northwestern Mutual in various wealth management and investment services roles. Outside of advisory work, he owns a bounce house leasing business called Party Boys LLC. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages mostly discretionary accounts through proprietary models and third-party managers, using a variety of investment strategies including ETFs, mutual funds, options, and select private investments.

James Torykian is a financial advisor at Apollon Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for five years. Outside of finance, he has worked in the restaurant industry at Swig n Swine, Dog n Duck, and Home Team BBQ. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and Direct Indexing.

Steven Morris is a financial advisor with Prospera Financial Services, Inc. in Mt. Pleasant, SC. He holds Series 63 and Series 65 designations and has 45 years of industry experience, including 20 years at Prospera. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Matthew Ambrosio is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. Prior to this role, he held positions as a Planning Consultant from 2021 to 2022 and as a Financial Representative from 2020 to 2021, all within Fidelity Investments. Matthew focuses on providing a personalized approach to financial planning, aiming to thoroughly understand each client's personal and financial situation. He emphasizes open dialogue and a collaborative planning process to work towards clients' long-term goals. He holds an active insurance license in Arkansas. Outside of his professional work, Matthew has interests in fitness, football, golf, music as an instrumentalist, and caring for pets.

Steven Mills is a financial advisor at Private Client Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Apollon Wealth Management, LLC, and LPL Financial. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.

Granger Osborne is a financial advisor at Southeast Asset Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Southeast Asset Advisors since 2019, following eight years at Family Asset Management, LLC. He is a principal at Southeast Asset Advisors, which has an affiliate managing the Conifer Funds, in which he participates as an investor. Southeast Asset Advisors provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, including corporate and public pension plans. The firm manages discretionary and non-discretionary accounts totaling approximately $3.7 billion in assets, offering customized portfolio management, retirement plan advisory, and financial planning services.

Michael Henry is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Savvy since 2026 and previously held positions at Cetera and Commonwealth. Henry is also a financial professional with Commonwealth Financial Group. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans along with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and fintech tools.

Anthony Case is a CFP® and ChFC® with 15 years of experience in the financial services industry. 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. Case is also involved in insurance sales, dedicating approximately 10% of his time to this non-investment activity. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios across a variety of asset classes, offering specialized services including portfolio management, sub-advisory roles, and consulting for pooled and insurance-dedicated funds.

Zachary Otey is a financial advisor at Integrity Advisory Solutions with Series 63 and 65 licenses and three years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Gladstone Wealth Partners and Integrity Alliance, LLC. Outside of advising, he is co-owner of Lighting SolutionZ, an electrical contracting business, and serves as a Senior Executive Field Chairman at Hegemon Group International, focusing on fixed insurance and annuities sales. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other clients through a network of about 100 independent advisors, managing roughly $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing a variety of asset-allocation 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 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.