James Morris is a financial advisor with Morris Financial Concepts, Inc. in Mount Pleasant, SC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Apella Wealth for one year and has been with Morris Financial Concepts for 12 years. Morris Financial Concepts serves individual investors, small businesses, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, discretionary portfolio management, and pension consulting, delivering investment management through customized portfolios primarily using mutual funds and ETFs, while coordinating financial planning with an affiliated tax and accounting firm.

Daniel Callahan is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He is currently with Ironview Capital Management, LLC and has prior experience at Summit Financial, LLC, Capasso Planning Partners LLC, and JBJ Invest. Ironview Capital Management, LLC manages approximately $1.15 billion for individuals, trusts, estates, and retirement plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and quantitative analysis across a variety of strategies and also manages an affiliated private equity fund.

James Carroll is a financial advisor at Ballast Rock Private Wealth in Charleston, SC, with 11 years of industry experience. He previously worked at Toroso Investments and Longurn Capital Management. He holds Series 65 and Series 63 licenses. Ballast Rock Private Wealth offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to tailor portfolios to clients’ goals and risk tolerances.

Harry Word Sr. is a financial advisor at Fairvoy Private Wealth, LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill from 2013 to 2024. Fairvoy Private Wealth serves individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach combining fundamental, technical, and quantitative analysis across a broad range of asset classes and offers portfolio management, financial planning, and third-party manager oversight.

Christopher Battreall is a CFP® professional with 26 years of industry experience. He is currently with Precision Wealth Strategies, LLC and previously worked at United Capital Financial Advisors, Goldman Sachs & Co, Cetera Advisor Networks, and Girard Securities. Outside of advisory work, he owns Gotham Consulting LLC, which provides board of director services to wealth management firms. Precision Wealth Strategies, LLC offers comprehensive financial planning and investment management services to individuals, corporations, trusts, and retirement plans. The firm employs a "Life-Timing Allocation" investment approach that segments assets by time horizon to align with clients’ cash-flow needs and risk tolerance.

Gregory Roberts is a financial advisor at Hilton Head Capital Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hilton Head Capital Partners in 2025, he worked as a financial analyst at an electric utility and had roles at Raymond James Financial and as a self-employed advisor. He will continue his employment at the utility until early 2026 and will not be actively engaged in the day-to-day business of Hilton Head Capital Partners until then. Hilton Head Capital Partners provides portfolio management, financial planning, and consulting services to individuals, small businesses, and trusts. The firm combines model allocations with tailored recommendations and utilizes a mix of equities, mutual funds, ETFs, and fixed income, employing both fundamental and technical analysis alongside long- and short-term strategies.

Jake Fetchen is a financial advisor with Ballast Rock Private Wealth in Charleston, SC. He holds a Series 65 license and has two years of industry experience, including time at 49 Financial prior to his current role. Outside of advising, he works as a fixed insurance agent. Ballast Rock Private Wealth offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to tailor investments to clients’ goals and risk tolerances.

Timothy Bellars is a financial advisor at Bellars Harris Wealth Management with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch, Bank of America, Raymond James Financial Services, and CPC Advisors. He is also the owner of TJB Enterprises, Inc. Bellars Harris Wealth Management provides personalized financial planning and investment management to individuals and entities, including high-net-worth clients, trusts, estates, and qualified retirement plans. The firm offers retirement plan advisory, estate-planning coordination, and family-office style services, employing a fundamentally driven, generally long-term investment approach customized to clients’ objectives.

Alan Charach is a financial advisor at Rebellion Asset Management, LLC with 12 years of industry experience. His previous roles include positions at VYGR Digital Securities, Bank of America, Merrill, and David Lerner Associates. He holds Series 63 and Series 65 designations. Rebellion Asset Management provides fee-based investment management and financial planning to families, high‑net‑worth individuals, trusts, charitable entities, corporations, and business clients. The firm employs a combination of quantitative methods, technical analysis, and computer models, and offers services including individualized portfolio management, model portfolios, and sub‑advisory solutions.

John Welch II is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 65 and Series 63 licenses and over 28 years of industry experience. His prior roles include positions at LPL Financial, Apex Financial Partners, CLS Investments, and Northern Lights Distributors. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a diverse investment approach that includes mutual funds, ETFs, individual securities, and separate accounts with both fundamental and technical analysis.

Hope Sullivan is a CFP® with five years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. Before joining Gateway, she held roles with LPL Financial, LPL Enterprise, Pruco Securities, Prudential Insurance, and New York Life. Outside of financial advising, she coaches CrossFit athletes through Foundation Fit, LLC. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a blend of low-cost, diversified mutual funds and ETFs, individual securities, and independent managers, offering both discretionary and non-discretionary portfolio management.

John Carew is a financial advisor at Tandem Investment Advisors Inc with 35 years of industry experience. He has been with Tandem Investment Advisors since 1990 and holds Series 63 and Series 65 licenses. 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 to limit volatility and typically manages portfolios consisting of 25–45 securities, serving nearly 10,000 client relationships with a relatively small investment team.

James Cook is a financial advisor at Independent Solutions Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Blackridge Asset Management for eight years. Outside of financial advising, Cook operates Andy Cook CPA, LLC, a CPA firm. Independent Solutions Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in assets and offers a range of portfolio management services, emphasizing strategic asset allocation and manager selection through in-house due diligence and regular portfolio reviews.

Adam Crotts is a financial advisor with First Citizens Asset Management, Inc. in Charleston, SC. He holds the Series 66 and Series 63 designations and has 12 years of industry experience. Crotts has been with First Citizens Asset Management and its affiliated broker-dealer since 2016. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and institutions. The firm offers multi-asset class portfolios using a combination of fundamental, quantitative, and technical analysis with discretionary investment management focused on strategic asset allocation and risk control.

Mark Stevens is a financial advisor at Snowden Capital Advisors LLC with 28 years of industry experience. He holds a Series 66 designation and has worked at Snowden Lane Partners since 2014. Outside of his advisory role, he is involved in making introductions to voluntary benefits companies through his ownership of HWA Inc. and via contractor work with The MWE Company. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, third-party manager selection, and comprehensive financial and estate planning.

Abigail Kladivko is a Series 65 credentialed advisor at Sound Income Strategies, LLC with four years of industry experience. She also serves as a Practice Management Coach at Advisors Academy, where she focuses on marketing and practice management strategies for financial advisors and their staff. Prior to this, she worked as a Marketing Coordinator for nine years. Sound Income Strategies is a fee-based investment adviser that serves individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm specializes in fixed-income and income-oriented strategies, offering portfolio management, financial planning, ERISA plan services, and sub-advisory arrangements, with a focus on customized portfolio construction and active risk management.

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.

John Steinmeyer III is a financial advisor at Alphastar Capital Management with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Church Street Financial Management, LLC since 2014. Steinmeyer spends a significant portion of his professional time engaged in insurance sales and services as an agent and broker. Alphastar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through firm-designed model portfolios and advisor-directed models, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Jeffrey Flamman is a financial advisor with Capital Analysts in Mount Pleasant, SC, holding Series 63, 65, and 66 designations and 41 years of industry experience. He has worked at Lincoln Investment since 2010 and has longstanding affiliations with PMG Securities Corporation and Home Life dating back to the 1980s. Outside of his advisory work, he is a part owner of an online retail business, MoneyGiftShop.com. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers portfolio management and retirement plan advice through a network of independent advisors and internal teams, deploying both discretionary and non-discretionary investment approaches supported by proprietary screening methods and institutional partnerships.

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.