James Smith is a financial advisor with CreativeOne Securities, LLC and holds the ChFC® and Series 63 designations. He has 36 years of industry experience, including prior roles at Signator Investors, Inc. and Moultrie Investments. Smith is also a board member of MUSC Children’s Hospital, where he participates in fundraising efforts. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, consulting, portfolio management, and fiduciary services through a network of 127 advisors, utilizing both fundamental and cyclical analysis as well as model asset allocations.

John Kostukovich is an advisory representative at Vicus Capital, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Wealth Services, LPL Financial, and Lincoln Financial Advisors. Outside of his advisory role, he is a member and owner of Blue Grayhunt Club, LLC, which manages timberland used for recreational hunting and fishing. Vicus Capital serves a broad client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis across diverse strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

Christopher Nyland is a financial advisor with ValMark Advisers, Inc. in Charleston, SC, holding Series 63 and Series 65 registrations and 39 years of industry experience. He has been with Valmark Securities, Inc. and Fulcrum Partners, LLC since 2011. Outside of his advisory role, Nyland serves as Senior Vice President at OneDigital, an advisory firm focused on employee benefits and related services, and is involved in the sales of nonvariable insurance products through Fulcrum Partners. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of proprietary investment products.

Elaine Natoli is a Series 65-licensed advisor with Tandem Investment Advisors Inc in Charleston, SC, where she has worked since 2016. She has four years of industry experience. 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 uses a proprietary, semi-quantitative, low-volatility equity investment approach focused on companies with consistent earnings, cash flow, and dividend growth, managing relatively concentrated portfolios with low turnover.

James Wilson is a CFP® professional with 33 years of industry experience. He has been with Apollon Wealth Management, LLC since 2022 and previously led JE Wilson Advisors, LLC for over four decades. Apollon Wealth Management, LLC is an SEC-registered multi-team advisor serving a broad client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed model strategies with locally managed portfolios to provide tailored investment solutions.

Timothy White is a financial advisor at Vanderbilt Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at IP Financial Advisory Services and Innovation Partners LLC. He also operates a small proprietorship under the name Tim White. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.

John Miller is a financial advisor with Level Four Advisory Services and holds the Series 63 and Series 65 designations. He has 29 years of industry experience, including 20 years at Mid Atlantic Securities, Inc., and over 30 years with Jack Miller & Company. He is also president of King Tide Retirement, an annuities and life insurance business. Level Four Advisory Services is an SEC-registered adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and introduces clients to third-party money managers and wrap-fee programs.

Bradley Humphries is a financial advisor at Apollon Wealth Management, LLC in Mount Pleasant, SC. He holds the CFP® and ChFC® designations and has 11 years of industry experience. Prior to joining Apollon in 2023, he worked at SouthState Bank and Colonial Trust Company. 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, utilizing a combination of centrally managed model strategies and locally managed portfolios to tailor investment solutions across various asset classes.

Kristen Mc Keown is a ChFC® with 19 years of industry experience, currently serving at Apollon Wealth Management, LLC since 2018. Prior to Apollon, she worked at Michael Dolberg for five years. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed investment models with locally managed portfolios, offering a range of services such as financial planning, portfolio management, and sub-advisory roles across various asset classes and specialized investment solutions.

Eli Daniell is a financial advisor at Apollon Wealth Management, LLC, holding a Series 65 designation. He began his advisory career in 2026 after completing ten years as a student. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts and estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios across various asset classes and investment strategies.

John Moreno is a financial advisor at Integrated Advisors Network LLC with a Series 65 designation. He has one year of experience in the financial industry, including roles at Capital City Financial Partners and Amplified Planning. Prior to his advisory career, he served in the U.S. Marine Corps Forces Special Operations Command and held positions at The Citadel and El Camino High School. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a combination of fundamental and quantitative analysis, third-party sub-advisers, and customized risk-profile frameworks to implement client investment plans.

Charlotte Woodham is a financial advisor with Tandem Investment Advisors Inc in Charleston, SC. She holds a Series 65 credential and has been in the industry since 2024 with prior experience at Willow Partner Advisors and Phaidon International, Larson Maddox. 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 and manages concentrated portfolios with generally low turnover.

Justin Kizer is a CFP® with three years of experience in financial advising. He is currently with Strategic Blueprint, LLC and has held roles at Bee Street Advisory Group and The Strategic Financial Alliance, Inc. Outside of advising, he has experience managing client relations and financial planning at Bee Street Advisory Group. Strategic Blueprint, LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies alongside financial planning and education through a network of independent advisors.

David Mandell is a financial advisor at Apollon Wealth Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Maryland Financial Group, Inc., LPL Financial, FSC Securities Corporation, Merrill, and Morgan Stanley. Mandell is involved with Legacy Wealth Management and Financial Advocacy Network in Mt. Pleasant, SC, focusing on non-variable insurance. 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 combines centrally managed investment strategies with locally managed portfolios and offers a broad range of financial planning, portfolio management, and advisory services, including ESG models, direct indexing, and sub-advisory roles for private and pooled investment funds.

David Palkovitz is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC since 2020. Prior to joining Apollon, he worked at Janney Montgomery Scott from 2015 to 2020. He is involved with the Columbia Jewish Federation, where he serves on the executive and finance committees, and the Contemporaries of the Columbia Museum of Art, contributing to fundraising and art acquisition efforts. Apollon Wealth Management is an SEC-registered multi-team firm that provides financial planning, discretionary and non-discretionary portfolio management, retirement plan advisory, sub-advisory, and consulting services. The firm serves a broad client base, including individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and pooled investment vehicles, employing a combination of centrally managed model strategies and locally managed portfolios.

John Edmonds Jr. is a Series 65 licensed advisor at Strategic Blueprint, LLC with one year of industry experience. His prior work includes roles at Bee Street Advisory Group, Alpha Omega Wealth Management, and Ivy Asset Group. Outside of financial advising, he has experience working with Tidal Wave Water Sports. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers customized, goal-based strategies through various portfolio management services, financial planning, and educational programs, including a formal Subscription Advisory Services program with an annual flat-fee model.

Fred Claghorn III is a CFP® with 19 years of experience in financial advising, currently working at Good Life Advisors, LLC since 2015. His prior experience includes a two-year tenure at Concourse Financial Group Securities, Inc. Claghorn holds Series 63 and Series 66 licenses. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management and financial planning services, emphasizing customized investment strategies tailored to client objectives and risk tolerance.

Julianna Peeples is a financial advisor at Belpointe Asset Management LLC with Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at Raymond James Financial, New York Life, and PURE Insurance. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients, offering discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers. The firm employs customized portfolios through various advisor-specific styles and third-party managers, and it provides administrative services and specialized investment vehicles through affiliated entities.

Patrick Traverse is a CFP®-certified financial advisor with 14 years of industry experience. He currently works at Savvy and has held previous roles at Belpointe Services LLC, Belpointe Asset Management, Money Concepts Capital Corp, and Index Strategy Advisors Inc. Outside of his advisory work, Traverse provides business consulting services to small business owners through MC Business Consulting. Savvy offers investment and financial planning services to individuals, trusts, 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 and fintech tools to support customized client solutions.

Thomas Winkler is a financial advisor at Aptus Capital Advisors, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Hartford Funds Management Company, Thornburg Investment Management, and Virtus Investment Advisers, among others. Outside of his advisory role, he is a member of an interior design consulting business. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven approach primarily through actively managed ETFs, combining technical and fundamental analysis to pursue market upside while seeking to limit major drawdowns.