Todd Confarotta is a financial advisor at Kingsview Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones Investments from 2001 to 2017. He is also the owner of Fairharbor Advisors LLC, which manages payroll functions related to his work at Kingsview. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services using a combination of advisor-led planning and model-based strategies, including internally sponsored ETFs and access to alternative investments.

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 advisor at Strategic Blueprint, LLC with 17 years of industry experience. He has held roles at Investment Advisor Alliance and the Investment Advisor Group prior to joining Strategic Blueprint in 2022. Additionally, he is a partner at Cornerstone Wealth & Tax Advisory Group and co-owner of a Pure Barre fitness franchise with 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 provides customized, goal-based strategies through asset allocation, portfolio design, manager selection, and ongoing monitoring, offering both discretionary and non-discretionary management alongside financial planning and a subscription advisory program.

Charles Castle is a financial advisor with Wealth Management Nebraska LLC, holding a Series 65 designation and five years of industry experience. He has worked at Mainstreet Financial Solutions since 2007, where he is involved in accounting, tax, and payroll services. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory approach, utilizing passively managed mutual funds and ETFs, and offers integrated advisory and administrative services through its affiliations.

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.

Cary Beach is a financial advisor at First Citizens Investor Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company and The Huntington National Bank. Beach is also involved with affiliated investment advisory firms, participating in advisory meetings and policy updates. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm uses a combination of risk- and outcomes-based asset allocation, discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware strategies. Its affiliation with a bank holding company offers integrated banking resources and operational advantages not typical of independent RIAs.

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 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.

Ryan Selmeci is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Regions Bank and Equitable Advisors LLC. Outside of finance, he has experience in the hospitality and marine services industries. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product, utilizing model portfolios managed by third-party firms such as BlackRock, Vanguard, and Fidelity.

Ariel Davis is a Series 66 licensed financial advisor at Tandem Investment Advisors Inc with seven years of industry experience. Prior to joining Tandem in 2022, Ariel worked at Raymond James & Associates and Lakeview Capital Partners. Ariel also spent several years at the College of Charleston in various roles between 2014 and 2018. 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 investment approach focused on companies with consistent earnings, dividend growth, and strong management.