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.

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.

Erin Zumwalt is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining the firm, Zumwalt served 21 years in the US Navy and has also been involved with Word of Mouth Catering. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

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 16 years of industry experience. He holds a Series 65 designation and has previously worked at JBJ Investment Partners and Gambit Securities. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach featuring low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and fundamental equity sleeves, supported by a large advisory team and centralized investment infrastructure.

Adam Bonner is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Cabot Lodge Securities LLC, Apollon Wealth Management LLC, South State Bank, and LPL Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services, including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing centralized due diligence and technology tools to support advisors and clients.

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.