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.

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 has operated JE Wilson Advisors, LLC since 1982. Wilson is registered as an investment adviser representative of JE Wilson Advisors, LLC for transition purposes. Apollon Wealth Management, LLC 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 range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory roles for private funds and insurance-dedicated vehicles.

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.

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 two years of industry experience, currently affiliated with Strategic Blueprint, LLC and Bee Street Advisory Group. He has held roles focused on financial planning and client relation management. Prior to his advisory career, he worked in automotive repair and has academic experience at Charleston Southern University. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of portfolio management and financial planning services, including a formal Subscription Advisory Services program and a focus on client education through seminars and conferences.

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 with Maryland Financial Group, Inc. and LPL Financial since 2014. Mandell is involved with Legacy Wealth Management, focusing on non-variable insurance. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of investment options including ESG models and Direct Indexing, and provides services such as portfolio management, retirement plan advisory, and sub-advisory roles.

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 financial advisor at Strategic Blueprint, LLC with one year of industry experience. He holds a Series 65 credential. His prior work includes roles at Bee Street Advisory Group, Alpha Omega Wealth Management, and Ivy Asset Group. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies and financial planning services through a network of independent advisory representatives, with notable features including a Subscription Advisory Services program and an emphasis on client education.

Matthew Weglarz is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Key Investment Services LLC. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm employs a strategic asset allocation investment process and offers multiple portfolio management options, supported by a unique integration with retirement-plan and benefits firms that enhances their advisory and plan administration capabilities.

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.