Benjamin Carew is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He has been with Tandem Investment Advisors Inc since 2015. 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 focusing on companies with consistent earnings, cash flow, dividend growth, and competitive advantages while maintaining generally low portfolio turnover.

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.

Jeremy Cox is a financial advisor at Tandem Investment Advisors Inc with 22 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Truist Investment Services, Suntrust Advisory Services, and BB&T Securities. He has been with Tandem Investment Advisors since 2024. Tandem Investment Advisors provides discretionary portfolio management focused on equity portfolios to a diverse group of institutional and individual clients. The firm uses a proprietary semi-quantitative process targeting companies with consistent earnings, dividend growth, and competitive advantages, managing over $3.3 billion with a small team while serving nearly 10,000 client relationships.

Matthew Ambrosio is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. Prior to this role, he held positions as a Planning Consultant from 2021 to 2022 and as a Financial Representative from 2020 to 2021, all within Fidelity Investments. Matthew focuses on providing a personalized approach to financial planning, aiming to thoroughly understand each client's personal and financial situation. He emphasizes open dialogue and a collaborative planning process to work towards clients' long-term goals. He holds an active insurance license in Arkansas. Outside of his professional work, Matthew has interests in fitness, football, golf, music as an instrumentalist, and caring for pets.

Granger Osborne is a financial advisor at Southeast Asset Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Southeast Asset Advisors since 2019, following eight years at Family Asset Management, LLC. He is a principal at Southeast Asset Advisors, which has an affiliate managing the Conifer Funds, in which he participates as an investor. Southeast Asset Advisors provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, including corporate and public pension plans. The firm manages discretionary and non-discretionary accounts totaling approximately $3.7 billion in assets, offering customized portfolio management, retirement plan advisory, and financial planning services.

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.

Charles Castle is a financial advisor at Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Mainstreet Financial Solutions since 2007, where he provides tax, payroll, and accounting services. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold strategy and supports other advisors through its backoffice operations.

Alex Robinette is a CFP® professional with nine years of industry experience, currently serving at Tandem Investment Advisors Inc. Prior to joining Tandem, he worked at Raymond James & Associates and held real estate agent roles at Palm Paradise Realty and Charles Rutenberg Realty. Tandem Investment Advisors provides discretionary portfolio management to a diverse client base, utilizing a proprietary, semi-quantitative, low-volatility equity approach focused on companies with consistent earnings and cash flow. The firm serves over 10,000 client accounts through direct engagements, independent advisors, and wrap/model programs.

Bryan Ricci is a CFP® professional with 11 years of experience at William Joseph Capital Management, Inc. He also owns Ricci & Co CPAs and Consultants LLC, providing accounting, tax, and financial consulting services since 1999, and serves as a licensed insurance agent with Abacus Financial Advisors LLC. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning into wealth management engagements and utilizes a combination of discretionary and non-discretionary account management strategies.

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.

Natalia Mattar is a financial advisor at Tandem Investment Advisors Inc with a Series 65 designation and one year of industry experience. Her prior roles include positions at The Iron Rose and Overtime Athletics. She has also worked in educational settings, including the College of Charleston and Rutgers University. Tandem Investment Advisors provides discretionary portfolio management focused on equity portfolios for a diverse client base, including individuals, retirement plans, corporations, banks, endowments, foundations, and registered investment companies. The firm uses a proprietary semi-quantitative process to manage Large Cap Core, Equity, and Mid Cap Core strategies, typically holding 25–45 securities per portfolio.

Jordan Watson is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Tandem Investment Advisors Inc since 2019, following a prior role at Cornerstone Wealth Advisory Group and four years at the College of Charleston. Tandem Investment Advisors provides discretionary portfolio management primarily focused on equity portfolios for a diverse client base, including individuals, retirement plans, corporations, and institutional investors. The firm uses a proprietary semi-quantitative process to manage risk and targets companies with consistent earnings, dividend growth, and competitive advantages.

Charles Edwards is a financial advisor at Tandem Investment Advisors Inc. He holds a Series 65 designation and has four years of industry experience. His prior work includes roles at Conrex Property Management, AE Wealth Management, Mobile Bay Financial Solutions, and Florida Financial Advisors. Tandem Investment Advisors provides discretionary portfolio management to a diverse client base, including individuals, retirement plans, trusts, and institutions. The firm employs a proprietary, semi-quantitative, low-volatility equity investment approach focused on companies with consistent earnings and competitive advantages.

Mackenzie Ferrell is a financial advisor at Tandem Investment Advisors Inc and holds a Series 65 designation. Ferrell has one year of experience in the industry, including prior roles at Corten Real Estate Partners and Actalent. Tandem Investment Advisors provides discretionary portfolio management to individuals, retirement plans, trusts, corporations, banks, endowments, and registered investment companies, serving over 10,000 client accounts. The firm employs a proprietary, semi-quantitative, low-volatility equity investment approach focused on companies with consistent earnings, cash flow, and dividend growth, managing generally concentrated portfolios with low turnover.

H Clark Gaines Jr is a financial advisor at Ethos Financial Group, LLC with 13 years of industry experience. He previously worked at Almanack Investment Partners for nine years. Gaines is a Licensed Insurance Representative and serves as a General Partner managing private investment vehicles. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and insurance consulting. The firm employs a model portfolio approach with diversified, risk-conscious strategies and supplements its process with third-party research and technology tools.

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 at First Citizens Asset Management, Inc. in Summerville, SC, with 33 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms including Fifth Third Bank and Stancorp Investment Advisers, Inc. Since 2017, he has been affiliated with First Citizens in various capacities. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers multi-asset class model portfolios employing fundamental, quantitative, and technical analysis, with investment management typically conducted on a discretionary basis.

Ryan Selmeci is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Regions Bank and Equitable Advisors, as well as involvement with Voodoo Dog Restaurant LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services through managed advisory programs that utilize third-party portfolio managers.

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.