David Cashdollar is a CFP® with 44 years of industry experience, currently serving at Confluence Financial Partners since 2024. His prior roles include over a decade at Cetera Advisor Networks LLC and two decades leading CashDollar & Associates, LLC. Outside of advisory work, he is an independent insurance agent and serves as a trustee for Grove City College, where he participates in reviewing investment allocations and fundraising efforts. Confluence Financial Partners offers holistic wealth management and financial planning to a diverse client base, including individuals, professionals, business owners, and institutional clients. The firm operates as a fiduciary, utilizing a blend of active and passive investment strategies, and has a notable focus on retirement plan consulting for ERISA plan sponsors.

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.

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® professional with 22 years of experience in the financial services industry. He is currently with Arax Advisory Partners and has previously worked at SRS Capital Advisors, Financial Freedom Advisors, and First Allied Advisory Services. Outside of advisory work, Montgomery is also licensed as an individual insurance agent. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, private fund advisory, and a wrap fee program, utilizing a combination of in-house teams, external managers, and both traditional and alternative investments.

Andrew Schmidt is a financial advisor at Apollon Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at MassMutual Life Insurance Co, MML Investors Services, LLC, LPL Enterprise, MWA Financial Services Inc., Modern Woodmen of America, Microsoft, Cloud DX Inc, and Stryker Corporation. Outside of his advisory role, Schmidt serves as Chief Operating Officer of Mount Pleasant Tax LLC, overseeing business operations, staffing, and technology. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and various institutional clients, offering financial planning and portfolio management supported by a combination of centrally managed mandates and locally overseen portfolios.

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 five years of industry experience. She previously worked at Breakaway Financial Group, LLC for six years and took time away as a stay-at-home parent from 2012 to 2020. Nee holds a Series 65 designation. Savvy offers investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized plans using a primarily index-based, long-term approach while integrating third-party fintech tools and specialized sub-adviser strategies.

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 Series 66 credentialed financial advisor with five years of industry experience. He is currently with Apollon Wealth Management, LLC, where he has worked since 2022. Prior to this, he was with Ameriprise from 2018 to 2022 and has earlier experience in healthcare and academic settings. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other institutional clients, offering a range of financial planning and portfolio management services that combine fundamental analysis, tactical allocation, ESG risk models, and technology tools including generative AI.

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.

Martin Sergi Jr. is a CFP® professional with five years of experience currently with Strategic Blueprint, LLC. He has worked with several firms, including Cornerstone Wealth Advisory Group and Phoenix Recycling Group, where he holds roles involving financial and tax planning, insurance, and consulting. In addition to his advisory work, he is involved in managing a recycling firm and provides tax and accounting planning services. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers a range of customized, goal-based strategies through portfolio management, financial planning, and consulting services, along with a flat-fee Subscription Advisory Services program and an emphasis on client education.

Brianna Winburn is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Ronald Blue Trust. Prior to her finance career, she spent over a decade with the Fort Mill School District and has experience with Charleston Southern University. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 67 offices. The firm serves a diverse client base including individuals, high-net-worth families, trusts, estates, and businesses, combining centrally managed strategy mandates with locally managed portfolios supported by a comprehensive investment and governance process.

Ryan Selmeci is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Regions Bank and Equitable Advisors, as well as involvement with Voodoo Dog Restaurant LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services through managed advisory programs that utilize third-party portfolio managers.

Michael Dolberg is a financial advisor with Apollon Wealth Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including roles at Northwestern Mutual and Purshe Kaplan Sterling Investments. Dolberg serves as a board member of MUSC Children's Hospital. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets through a network of 145 advisors and 67 offices. The firm serves individuals, families, family offices, trusts, estates, businesses, and institutional clients, offering comprehensive financial planning and portfolio management services utilizing a combination of centrally managed mandates and locally overseen portfolios.

Jonathan Woods is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Woods serves as a past President General of The Society of the Cincinnati and holds board roles with the OWU Friends Fund and the American Independence Museum. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm offers access to a broad range of investment products and platforms while overseeing advisor recommendations through various discretionary and non-discretionary arrangements.

Jason Peroni is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Simplicity Wealth. His prior work includes roles at Firm Foundation Wealth Advisors, Faith Investor Services, and several other firms dating back to 2001. Outside of his advisory work, he owns Dual Returns, a monthly paid research newsletter. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, institutions, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, while providing model portfolios, independent manager oversight, and technology-enabled solutions such as a private-label asset management platform and back-office services for advisors.

Abigayle Loblein is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Strategic Blueprint, LLC and also affiliated with Bee Street Advisory Group. Prior to this, she held roles at Northwestern Mutual and worked in education for over a decade. Outside of her advisory work, she owns an insurance business focused on health and life insurance products. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension plans, trusts, charitable organizations, and business entities through a network of independent advisory representatives. The firm offers customized, goal-based strategies involving portfolio management, financial planning, and a formal subscription advisory program, with an emphasis on client education and a curated alternative investment platform.