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.

Christopher Jackson is a CFP® professional with nine years of industry experience. He is currently with Core Planning, where he has worked since 2025. Prior to joining Core Planning, he held positions at Facet Wealth, Citizens Securities Inc., Bank of America, and Merrill Lynch. In addition to his role at Core Planning, Jackson provides financial planning advice as an independent contractor for Uprise Advisors LLC, primarily serving small business owners. Core Planning offers fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm delivers customized investment strategies based on client goals and risk tolerances and utilizes a combination of in-house advice and third-party money managers.

Marcus Gersbach is a financial advisor with Capitol Securities Management, Inc. in Hollywood, South Carolina, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Capitol Securities Management since 2011 and is also involved with Prentis LLC. Outside of his advisory work, he serves as a board member responsible for fundraising at the Riddicks Folly Foundation and participates in nonprofit and community organizations such as Suffolk Ducks Unlimited and the Suffolk Rotary, where he holds the role of Foundation Chair. Capitol Securities Management serves individual, corporate, charitable clients, trustees, and plan sponsors, offering brokerage and advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various account types and utilizes a range of investment instruments, supported by a network of investment adviser representatives who tailor client-specific investment policies.

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 with Integrity Advisory Solutions, holding Series 63 and Series 65 registrations and three years of industry experience. Prior to his current role, he worked at Gladstone Wealth Partners and has business interests in Lighting SolutionZ, an electrical contracting company, and serves as a Senior Executive Field Chairman at Hegemon Group International, which offers fixed insurance and annuity sales. Integrity Advisory Solutions serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and corporations through a network of approximately 100 advisors, providing portfolio management, financial planning, retirement consulting, and various advisory services with customized investment strategies and integrated retirement-plan advisory capabilities.

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.

Charles Castle is a financial advisor at Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Mainstreet Financial Solutions since 2007, where he provides tax, payroll, and accounting services. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold strategy and supports other advisors through its backoffice operations.

Marissa Taylor is a CFP®-credentialed financial advisor with six years of industry experience. She has worked at Keel Point, LLC since 2021 and previously spent five years at Andersen. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm uses a team-based approach combining fundamental and quantitative analysis to drive investment decisions across various asset classes and offers a range of discretionary and non-discretionary portfolio management and consulting services.

Alex Robinette is a CFP® professional with nine years of industry experience, currently serving at Tandem Investment Advisors Inc. Prior to joining Tandem, he worked at Raymond James & Associates and held real estate agent roles at Palm Paradise Realty and Charles Rutenberg Realty. Tandem Investment Advisors provides discretionary portfolio management to a diverse client base, utilizing a proprietary, semi-quantitative, low-volatility equity approach focused on companies with consistent earnings and cash flow. The firm serves over 10,000 client accounts through direct engagements, independent advisors, and wrap/model programs.

Hunter Clark is a CFP® professional with five years of industry experience. He currently works at Facet and has held prior roles at The Vanguard Group, CapCenter, and State Farm, among others. Outside of finance, his background includes working at Nalu Surf Bar and involvement with East Carolina University in multiple capacities. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and uses technology-driven processes for tax optimization and portfolio management.

Louis Falvo is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Good Life Advisors since 2014 and also provides financial planning and consulting services through Cross Roads Divorce Advisors, LLC, which he co-founded in 2015. Good Life Advisors offers investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple methods of analysis to deliver tailored advice and provides access to a variety of programmatic investment solutions and educational resources.

Jennifer Ritz is a financial advisor with Good Life Advisors, LLC in Mt. Pleasant, SC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with Good Life Advisors and LPL Financial since 2016. Good Life Advisors is an enterprise-scale 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 provides tailored portfolio management, comprehensive financial planning, retirement plan consulting, and access to various advisory programs, using a combination of fundamental, technical, and cyclical analysis alongside multiple management platforms and technology solutions.

Caroline Ainsworth is a financial advisor at Strategic Blueprint, LLC with four years of industry experience. She holds the Series 66 designation and has worked at firms including The Strategic Financial Alliance, Inc. and Wells Fargo Clearing Services LLC. Prior to her advisory career, she held multiple roles at the University of South Carolina. Strategic Blueprint, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of independent advisors. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, with an emphasis on customized, goal-based strategies and a formal Subscription Advisory Services program.

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.

Cary Beach is a financial advisor at First Citizens Asset Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including The Huntington Investment Company, Fragasso Wealth Advisors, LPL Financial, and PNC Wealth Management. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and various institutions, utilizing a combination of fundamental, quantitative, and technical analysis across global multi-asset class portfolios.

John Donaghy is a financial advisor at Founders Financial Securities LLC with 20 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Lincoln Financial Advisors Corporation, Maller Wealth Advisors, PNC Wealth Management, Osaic FA, Inc., and Legg Mason Wood Walker, Incorporated. He serves as a board member of the Atlantic General Hospital Foundation and as vice president of the Long Green Land Trust. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, offering multiple advisory platforms including managed portfolios, financial planning, and 1031 exchange consulting. The firm delegates portfolio management to its advisers, who operate under their own DBAs, and supports niche offerings alongside conventional advisory services.

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.

Sheila Chaplin is a CFP® professional with four years of experience in the financial industry. She is affiliated with Archer Investment Corporation and has additional experience running Chaplin Consulting since 2016 and working with Reliable Tax & Business Services since 2018. Archer Investment Corporation provides investment management services primarily to individual clients, including both non-high-net-worth and high-net-worth investors. The firm offers comprehensive financial planning and limited-scope model portfolios, managing approximately $1.01 billion in discretionary assets.