George Rabon is a CFP® professional with 12 years of experience in the financial services industry. He has worked at firms including Commonwealth Financial and Cetera before joining Savvy, where he has been since 2026. Outside of his advisory role, he is a member of Music Mobile, a business based in Mount Pleasant, SC. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Christa Irwin is a financial advisor at Compass Financial Management LLC with two years of industry experience. She holds the Series 65 designation and has worked in roles including independent insurance agent and positions at firms such as RPI and Greene Point Partners. Outside of her advisory work, she has experience as a triathlete and homemaker. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm uses a combination of investment strategies including equities, fixed income, mutual funds, ETFs, and employs fundamental, technical, and cyclical analysis.

Jerry Koebel is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has been with BFC Planning, Inc. since 2016 and also operates as a registered representative providing investment, insurance, tax, retirement, estate, and financial planning services. He rents office space to a CPA and an attorney in Summerville, SC. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent advisory representatives who provide customized portfolio management and flexible fee arrangements.

Josh Christian is a financial advisor at Savvy with a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and CreativeOne Securities. Outside of advising, he serves as Foundation Chair for Rotary International, a nonprofit organization. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers, fintech tools, and integrated tax and estate-planning support.

Michael Henry is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Savvy since 2026 and previously held positions at Cetera and Commonwealth. Henry is also a financial professional with Commonwealth Financial Group. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans along with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and fintech tools.

David Armbruster is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving at Strategic Blueprint, LLC since 2022. He previously worked at Investment Advisor Alliance for 14 years and Investment Advisor Group for one year. Outside of his advisory work, he is co-owner of a fitness franchise, Pure Barre, which is operated by his wife. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and family office services, with an emphasis on customized, goal-based strategies and client education.

Cary Beach is a financial advisor at First Citizens Asset Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including The Huntington Investment Company, Fragasso Wealth Advisors, LPL Financial, and PNC Wealth Management. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and various institutions, utilizing a combination of fundamental, quantitative, and technical analysis across global multi-asset class portfolios.

James Whitt is a financial advisor with First Citizens Asset Management, Inc., holding a Series 66 designation and 13 years of industry experience. He previously worked at South Carolina Federal Credit Union and Sorrento Pacific Financial, LLC. Whitt is based in Summerville, SC. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages global, multi-asset model portfolios through a multi-team platform of 33 advisors, using a combination of quantitative and qualitative criteria with discretionary management and dynamic asset allocation.

David Lobeck is a financial advisor with First Citizens Asset Management, Inc., holding Series 65 and Series 63 credentials and possessing 33 years of industry experience. He has worked with various First Citizens entities since 2017 and previously spent three years at Fifth Third Bank. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, charitable organizations, corporations, and public institutions. The firm utilizes global multi-asset class model portfolios combining fundamental, quantitative, and technical analysis, with a focus on strategic asset allocation and portfolio risk management.

Timothy Hudson is a CFP® professional with 20 years of industry experience, currently serving at Savvy since 2026. He previously worked at CreativeOne Securities, LPL Financial, and Edward Jones. Outside of advisory roles, he serves on the board of the Dorchester Children’s Center and is involved with local organizations including the YMCA finance committee and an angel investing network. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers a primarily index-based, long-term approach with customized plans and integrates third-party fintech tools, specialized sub-adviser strategies, and in-house tax preparation and estate-planning support.

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.

Paul Macdonald is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with AE Wealth Management, LLC and previously worked at Money Concepts Capital Corp and PGI Financial Services, Inc., where he serves as president. In addition to his advisory roles, he has authored a book. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, combining fundamental, technical, and cyclical investment approaches.

Patrick Gunther is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has held roles at Independent Advisor Alliance since 2016, with additional experience at GenerousWealth, LLC and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through a combination of discretionary and non-discretionary portfolio management supported by various analytical strategies and technology platforms.

Tracey Turko is a CFP® with 20 years of experience in financial advising, currently with Mercer Global Advisors Inc. She has been with Mercer in various roles since 2015. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm follows a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios utilizing low-cost index vehicles and multi-factor tilts.

Jonathan Burton is a financial advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Fifth Third Bank, Blue Grass Motorsport, and Honda World. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering programs such as the Passageway Managed Account Program with multiple portfolio management options. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Matthew Coakley is a CFP® with 17 years of industry experience, currently working at Farther since 2025. He previously spent 17 years at Waypoint Strategic Advisors. Outside of his advisory role, he is a 50% partner in Southern Heritage Investments, LLC, focusing on personal real estate ownership and investment. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and incorporates AI tools alongside advisor judgment.

David Thompson Jr. is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services and First Command Financial Planning since 2007. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Justin Rayman is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Fifth Third Securities, Inc. He previously worked at UBS Financial Services, LLC, and Navy Federal Investment Services, LLC. Outside of his advisory role, he is a co-owner and real estate manager at Costa Buxton, LLC. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Matthew Ellis is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 designations. He has 20 years of industry experience, having worked at firms including Fidelity Investments, E*TRADE Securities, and TIAA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Robert Armstrong is a CFP® professional with nine years of experience in financial advising at First Command Advisory Services. He has worked at multiple entities within the First Command group since 2017 and previously spent four years at Leidos. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.