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.

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.

Desiree Coleman is a financial advisor at Ally Invest Advisors with seven years of industry experience and holds a Series 66 designation. She has worked at Ally Invest Advisors since 2021 and previously held positions at First Command and other firms. In addition to her advisory role, she serves as secretary for a nonprofit organization focused on Memphis. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering ETF-based Robo Portfolios and advisor-delivered personal advice built on Modern Portfolio Theory with multiple risk tiers.

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.

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.

Travis Moore is a CFP® professional with 21 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2024. Prior to this, he spent 14 years at Intervest International Equities Corp. He also owns Cornerstone Financial Strategies, LLC, an independent investment planning firm where he assists clients with portfolio management, retirement income, and asset protection. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of investment options delivered on discretionary and non-discretionary bases.

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.

Patrick Traverse is a CFP®-credentialed financial advisor with 14 years of industry experience, currently with Savvy since 2026. His prior experience includes roles at Belpointe Services LLC, Belpointe Asset Management, and Money Concepts Capital Corp. He also serves as a director for MC Business Consulting, where he provides business consulting services to help small business owners systematize their finances. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm combines primarily index-based, long-term strategies with active equity portfolios and tax-aware direct indexing, leveraging technology platforms and third-party sub-advisers to customize investment plans based on client objectives, risk tolerance, and time horizon.

Thomas Winkler is a financial advisor at Aptus Capital Advisors, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Hartford Funds Management Company, Thornburg Investment Management, and Virtus Investment Advisers, among others. Outside of his advisory role, he is a member of an interior design consulting business. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven approach primarily through actively managed ETFs, combining technical and fundamental analysis to pursue market upside while seeking to limit major drawdowns.

Kristin Manna is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and has worked previously at Consolidated Planning Holdings, Inc. and Charleston County School District. Outside of her advisory role, she is an author and publisher of books including The Basketball Coach's Notebook and works as a math tutor for high school students. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.