James Whitt is a financial advisor with First Citizens Asset Management, Inc., holding a Series 66 designation and 13 years of industry experience. He previously worked at South Carolina Federal Credit Union and Sorrento Pacific Financial, LLC. Whitt is based in Summerville, SC. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages global, multi-asset model portfolios through a multi-team platform of 33 advisors, using a combination of quantitative and qualitative criteria with discretionary management and dynamic asset allocation.

David Lobeck is a financial advisor with First Citizens Asset Management, Inc., holding Series 65 and Series 63 credentials and possessing 33 years of industry experience. He has worked with various First Citizens entities since 2017 and previously spent three years at Fifth Third Bank. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, charitable organizations, corporations, and public institutions. The firm utilizes global multi-asset class model portfolios combining fundamental, quantitative, and technical analysis, with a focus on strategic asset allocation and portfolio risk management.

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.

Gina Portelles is a financial advisor at Alexander Capital Wealth Management LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Alexander Capital LP since 2021, Ic Advisory Services, Inc. since 2006, and The Investment Center since 2001. In addition to her advisory work, she is an agent licensed to sell life insurance, long-term care, and non-variable insurance products. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm manages approximately $212 million in discretionary assets and employs a combination of cyclical, technical, and fundamental analysis in its investment process.

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.

Bryan Heilman is a financial advisor at Kestra Private Wealth Services, LLC with two years of industry experience. He previously worked at Edward Jones and has held roles in various retail and service positions. Heilman is the owner of Heilman Heritage Wealth, LLC and also serves as a wealth advisor at FFA Wealth, focusing on insurance-related advisory services. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and financial planning services, supporting independent advisor decision-making with access to multiple platforms and both in-house and third-party managed solutions.

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.

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.