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® professional with 19 years of experience, currently serving at Good Life Advisors, LLC since 2015. He holds Series 63 and Series 66 licenses and has been affiliated with LPL Financial during this time. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers. Their investment approach combines fundamental, technical, and cyclical analysis with ongoing account monitoring, utilizing a mix of direct management, model portfolios, and sponsored advisory platforms.

Julianna Peeples is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James Financial, Jeter Hrubala Wealth Strategies, and New York Life. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized advisor-specific portfolios, model portfolios, and third-party co- or sub-advisory relationships.

Patrick Traverse is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Belpointe Services LLC, Belpointe Asset Management, and Money Concepts Capital Corp. Outside of advisory work, he directs a business consulting firm focused on helping small business owners systematize their finances. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and fintech tools.

Thomas Winkler is a financial advisor at Aptus Capital Advisors, LLC with 20 years of industry experience. He has held roles at Hartford Funds Management Company, Thornburg Investment Management, and Virtus Investment Advisers. Outside of his advisory work, he is involved with a real estate management company and an interior design consulting business in Mount Pleasant, South Carolina. Aptus Capital Advisors manages approximately $14.47 billion and provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional investors. The firm primarily uses ETF-based strategies combining technical and fundamental analysis, managing portfolios on a discretionary, model-driven basis.

Kristin Manna is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. She previously worked at Consolidated Planning Holdings, Inc. and spent eight years with Charleston County School District. Outside of finance, she is an author and publisher of "The Basketball Coach's Notebook" and works as a math tutor for high school students. Guardian Life's subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Johnny Strickland is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 designations. He has 22 years of industry experience, including roles at SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships and incorporates AI-enabled research tools alongside traditional methods in its investment process.

Kirk Paulsen is a financial advisor with Money Concepts Capital Corp in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Money Concepts Capital Corp since 2013. Outside of his advisory role, he is the owner of River Oak Partners LLC, an investment-related business. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, managing approximately $3.33 billion across about 14,700 clients. The firm utilizes a blend of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis along with modern portfolio theory to guide asset allocation and account rebalancing.

Mary Chapman is a CFP® certificant with 16 years of industry experience. She has been affiliated with Commonwealth Financial Network and Cummings Wealth Management since 2012. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm offers managed-account programs, access to third-party asset managers, and a comprehensive adviser-support platform.

Sean Thompson is a financial advisor at Prime Capital Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Private Client Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a mix of discretionary and non-discretionary investment strategies, supported by affiliated tax advisory and specialized reporting services.

Brandon Grimm is a financial advisor with Equity Services, Inc. He holds the Series 63 and Series 66 designations and has 22 years of industry experience. Prior to joining Equity Services in 2025, he worked for Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company for ten years. He is also the managing director of Hudnall Capital Advisors, an insurance-related business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios with a combination of long-term strategies and options for shorter-term trading.

Mathew Emmert is a financial advisor at Creative Planning with 17 years of industry experience. He holds a Series 65 designation and has previously worked at Gambit Securities, Inc. and JBJ Investment Partners, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Adam Bonner is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Cabot Lodge Securities, Apollon Wealth Management, South State Bank, and LPL Financial. Outside of NewEdge, he is actively involved with Apollon Wealth Management, where he works on investment advisory and model portfolio management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing both in-house and third-party strategies with a focus on due diligence, technology tools, and recently incorporating artificial intelligence in certain operations.

Benjamin Decker is a financial advisor with Primerica Advisors in Mt Pleasant, SC, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Co of America since 2013. Outside of his advisory work, he provides musical entertainment for corporate and private events and is involved in apparel design and sales. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with various proprietary and third-party investment programs and account-level solutions.

Nicholas Patterson is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His background includes various roles in education and a current position at Truist Investment Services, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and is noted for its inter-affiliate integration and related operating structures.

Marc Levy is a CFP® professional with 42 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2015. He holds Series 63 and Series 65 licenses. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers extensive operational and investment support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.

Douglas Buchan is a CFP® professional with 17 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Main Street Financial Solutions, LLC, and Tilson Financial Group Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Richard Sauls is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Farther Finance Advisors, LLC and previously worked at Acanza Investment Group and Exeter Venture Group. Outside of financial advising, he serves on the board of Rise IT Solutions, an IT services and HR outsourcing company. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing bespoke and algorithmic model portfolios with automatic rebalancing and a focus on ETFs, mutual funds, equities, and fixed income.

Andrew Ciappa is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients and provides brokerage, financial planning, consulting, and advisory programs through a combination of in-house portfolio management and third-party managers.