Ariel Davis is a financial advisor at Tandem Investment Advisors Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and Lakeview Capital Partners. Davis also has several years of experience at the College of Charleston. Tandem Investment Advisors, Inc. 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 approach focusing on companies with consistent earnings, dividend growth, and competitive advantages, managing concentrated portfolios with generally low turnover.

William Little Jr. is a CFA® charterholder with 22 years of industry experience. He has worked at Tandem Investment Advisors, Inc. since 2006 and previously spent two years with Ameriprise. Tandem Investment Advisors, Inc. 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 process focusing on companies with consistent earnings, cash flow, and dividend growth, managing concentrated portfolios with generally low turnover.

Bryan Heilman is a financial advisor at Kestra Private Wealth Services, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2023 to 2025. Outside of his advisory role, Heilman is the owner of Heilman Heritage Wealth, LLC, a tax-dedicated entity associated with his compensation structure. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in assets and offers a wide range of investment products and specialized services across discretionary and non-discretionary account arrangements.

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 investment adviser representative with Vicus Capital, Inc., holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at firms including Cetera Wealth Services and LPL Financial. Outside of his advisory role, Kostukovich is involved with Blue Grayhunt Club, LLC, which manages timberland used for recreational hunting and fishing. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various strategies and emphasizes retirement-plan consulting and fiduciary services, offering a broad range of portfolio implementation options and third-party manager access.

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 experience in the financial advisory industry. He is currently with Apollon Wealth Management, LLC, where he has worked since 2022, following a 41-year tenure at JE Wilson Advisors, LLC. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other clients, offering a combination of centrally managed strategy mandates and locally managed portfolios supported by an Investment Committee and technology tools including generative AI.

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 CFP® and ChFC® with 11 years of industry experience. He currently works at Apollon Wealth Management, LLC and has previously held roles at SouthState Bank, Colonial Trust Company, Colonial Trust Advisors, Inc., and Northwestern Mutual Investment Management. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans through a combination of centrally managed strategies and locally managed portfolios, incorporating fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

Kristen Mc Keown is a financial advisor at Apollon Wealth Management, LLC with 19 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her career includes roles at Michael Dolberg, Northwestern Mutual Investment Management, and New England Securities prior to joining Apollon in 2018. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, combining fundamental analysis with tactical allocations and ESG risk-based models in their investment approach.

Eli Daniell is a financial advisor at Apollon Wealth Management, LLC, holding a Series 65 credential and starting his career in 2026. He has been with Apollon Wealth Management since 2026. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in assets and serving over 8,300 clients. The firm offers a range of services including financial planning, portfolio management, and retirement plan advisory, utilizing a combination of centralized strategies and locally managed portfolios supported by advanced research and technology tools.

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 three years of experience in financial advising. He is currently with Strategic Blueprint, LLC and has held roles at Bee Street Advisory Group and The Strategic Financial Alliance, Inc. Outside of advising, he has experience managing client relations and financial planning at Bee Street Advisory Group. Strategic Blueprint, LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies alongside financial planning and education through a network of independent advisors.

David Mandell is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His previous roles include positions at Maryland Financial Group, Inc., LPL Financial, FSC Securities Corporation, Merrill, and Morgan Stanley. He is involved with Legacy Wealth Management and Financial Advocacy Network in Mt. Pleasant, SC, where he spends time on non-variable insurance activities. Apollon Wealth Management 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 a diverse client base, including individuals, high-net-worth families, trusts, and institutions, using a combination of centrally managed strategies and locally managed portfolios supported by advanced research tools and governance processes.

David Palkovitz is a CFP® with 12 years of industry experience, currently serving at Apollon Wealth Management, LLC since 2020. His prior roles include positions at Janney Montgomery Scott and JHS Capital Advisors, LLC. He is involved with the Columbia Jewish Federation in a financial oversight role and serves on the board of The Contemporaries of the Columbia Museum of Art, assisting with fundraising and art acquisition efforts. Apollon Wealth Management is a multi-team SEC-registered investment adviser overseeing approximately $11.56 billion in client assets through a network of around 145 advisors. The firm serves individuals, families, family offices, trusts, estates, businesses, and other institutional clients, combining centrally managed strategies with locally managed portfolios and employing a range of investment approaches including ESG risk models, tax-managed direct indexing, and sub-advisory services.

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.

Julianna Peeples is a financial advisor at Belpointe Asset Management LLC with Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Raymond James Financial, Opus Wealth Management, 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, using customized portfolios that include advisor-specific styles, model portfolios, and third-party sub-advisory relationships.