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.

Marie Hadwin is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Merrill, Bank of America, N.A., and DHG Wealth Advisors LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides integrated financial planning and investment management services, managing approximately $12 billion in assets, and is affiliated with a national accounting and professional services parent.

Martin Sergi Jr. is a CFP® practitioner based in Charleston, SC, with four years of industry experience. He has been with Strategic Blueprint, LLC since 2021 and also has involvement with Phoenix Recycling Group, LLC and Cornerstone Wealth Advisory Group. Outside of his advisory role, he provides financial and tax planning services to individual and small business clients and works as a licensed insurance producer serving clients with Medicare, Medicaid, and other insurance plans. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, and other entities through a network of independent advisory representatives. The firm offers customized, goal-based investment strategies along with financial planning, retirement consulting, family office services, and a subscription advisory program, emphasizing client education and a curated platform for alternative investments.

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.

Ryan Selmeci is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Regions Bank and Equitable Advisors LLC. Outside of finance, he has experience in the hospitality and marine services industries. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product, utilizing model portfolios managed by third-party firms such as BlackRock, Vanguard, and Fidelity.

Joseph Mcquaid is a financial advisor at Concurrent Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Imprint Wealth LLC, Eudaimonia Partners, and Morgan Creek Capital Distributors. Outside of his advisory role, Mcquaid is involved in personal coaching through Expedition Ascend and provides business consulting via Ascend Consulting Group LLC; he is also a 20% owner of Imprint Growth Partners, which holds minority stakes in two financial advisory firms. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans with wealth management, investment management, financial planning, and participant advisory services. The firm operates at enterprise scale with approximately 161 advisors managing about $9.9 billion in client assets, employing a customized, long-term investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

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 bringing 38 years of industry experience. He has been with Kestra since 2015 and serves as President of Woods Asset Management, an independent registered investment advisor. Woods is also involved in several nonprofit and community organizations, including serving as Past President General of The Society of the Cincinnati and as a trustee of the American Independence Museum. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting independent advisor decision-making with access to multiple platforms and both in-house and third-party solutions.

Jason Peroni is a CFP® professional with 24 years of industry experience, currently serving at Simplicity Wealth, LLC. He has held roles at several firms including Faith Investor Services and Retirement Specialty Group, and has owned a research newsletter business, Dual Returns, since 2010. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities, providing financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, and offers a technology-driven managed account platform for advisers.

Abigayle Loblein is a financial advisor at Strategic Blueprint, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Northwestern Mutual and Bee Street Advisory Group, as well as experience in education with various school districts. She is also the owner of an insurance agency specializing in health and life insurance products. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers customized, goal-based investment strategies, financial planning, and a unique Subscription Advisory Services program with a flat-fee model for ongoing planning, alongside a focus on client education and alternative investment opportunities.

Ariel Davis is a Series 66 licensed financial advisor at Tandem Investment Advisors Inc with seven years of industry experience. Prior to joining Tandem in 2022, Ariel worked at Raymond James & Associates and Lakeview Capital Partners. Ariel also spent several years at the College of Charleston in various roles between 2014 and 2018. 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 investment approach focused on companies with consistent earnings, dividend growth, and strong management.

William Little Jr. is a CFA® charterholder with over 21 years of experience in the financial industry. He has been with Tandem Investment Advisors Inc. since 2006. Tandem Investment Advisors manages discretionary equity portfolios for a diverse clientele that includes individuals, retirement plans, corporations, banks, endowments, foundations, and registered investment companies. The firm uses a proprietary semi-quantitative process to limit volatility by focusing on companies with consistent earnings, dividend growth, competitive advantages, and experienced management.