Heatherlyn Hyde is a Series 66-registered advisor with Parallel Advisors, LLC in Charleston, SC, with 19 years of industry experience. She has worked at Parallel Advisors since 2016 and also manages Hyde Management, LLC. Parallel Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, independent managers, and strategies such as options transactions, while integrating technology platforms for tax-efficient rebalancing and held-away account management.

Lisa Nee is a financial advisor at Savvy with five years of industry experience. She previously worked at Breakaway Financial Group, LLC for six years and took time away as a stay-at-home parent from 2012 to 2020. Nee holds a Series 65 designation. Savvy offers investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized plans using a primarily index-based, long-term approach while integrating third-party fintech tools and specialized sub-adviser strategies.

Matthew Yakimow is a financial advisor with Prosperity Capital Advisors holding a Series 65 credential. He has been with the firm and its related advisory businesses since 2023. His prior work experience includes roles in education and healthcare revenue cycle management. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a wide range of clients, including individuals, corporations, trustees, and retirement plans. The firm focuses on model-based, asset-allocation strategies using portfolios managed to model targets with options for tax-aware rebalancing and alternative investments.

Steve Ward is a financial advisor with Belpointe Asset Management LLC in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at D.H. Hill Securities, IFG Advisory (Aletheia Advisory Services), LPL Financial, and SunTrust Advisory Services. Outside of his advisory work, he serves on the boards of three nonprofit organizations: Wings for Kids, Libertas Academies, and HALOS. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

James Richter is a financial advisor with Advisory Services Network holding Series 63 and Series 65 licenses and brings 27 years of industry experience. He has been with Advisory Services Network since 2013. Advisory Services Network serves individuals, families, corporations, and retirement plans through a network of independent advisors, offering services such as portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible approach, utilizing a variety of securities and third-party managers to align with clients' objectives and risk tolerances.

Martin Sergi Jr. is a CFP® professional with five years of experience currently with Strategic Blueprint, LLC. He has worked with several firms, including Cornerstone Wealth Advisory Group and Phoenix Recycling Group, where he holds roles involving financial and tax planning, insurance, and consulting. In addition to his advisory work, he is involved in managing a recycling firm and provides tax and accounting planning services. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers a range of customized, goal-based strategies through portfolio management, financial planning, and consulting services, along with a flat-fee Subscription Advisory Services program and an emphasis on client education.

Jonathan Woods is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Woods serves as a past President General of The Society of the Cincinnati and holds board roles with the OWU Friends Fund and the American Independence Museum. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm offers access to a broad range of investment products and platforms while overseeing advisor recommendations through various discretionary and non-discretionary arrangements.

Jason Peroni is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Simplicity Wealth, LLC. His prior roles include positions at Faith Investor Services and Sevenoneseven Capital Management. He is the owner of Dual Returns, a monthly research newsletter with paid subscriptions. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering services from financial planning to discretionary retirement plan management. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisers through a managed account platform.

Abigayle Loblein is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Strategic Blueprint, LLC and also affiliated with Bee Street Advisory Group. Prior to this, she held roles at Northwestern Mutual and worked in education for over a decade. Outside of her advisory work, she owns an insurance business focused on health and life insurance products. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension plans, trusts, charitable organizations, and business entities through a network of independent advisory representatives. The firm offers customized, goal-based strategies involving portfolio management, financial planning, and a formal subscription advisory program, with an emphasis on client education and a curated alternative investment platform.

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.

William Little Jr. is a CFA® charterholder with 22 years of industry experience. He has worked at Tandem Investment Advisors, Inc. since 2006 and previously spent two years with Ameriprise. Tandem Investment Advisors, Inc. 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 process focusing on companies with consistent earnings, cash flow, and dividend growth, managing concentrated portfolios with generally low turnover.

Bryan Heilman is a financial advisor at Kestra Private Wealth Services, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2023 to 2025. Outside of his advisory role, Heilman is the owner of Heilman Heritage Wealth, LLC, a tax-dedicated entity associated with his compensation structure. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in assets and offers a wide range of investment products and specialized services across discretionary and non-discretionary account arrangements.

John Kostukovich is an advisory representative at Vicus Capital, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Wealth Services, LPL Financial, and Lincoln Financial Advisors. Outside of his advisory role, he is a member and owner of Blue Grayhunt Club, LLC, which manages timberland used for recreational hunting and fishing. Vicus Capital serves a broad client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis across diverse strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

Christopher Nyland is a financial advisor with ValMark Advisers, Inc. in Charleston, SC, holding Series 63 and Series 65 registrations and 39 years of industry experience. He has been with Valmark Securities, Inc. and Fulcrum Partners, LLC since 2011. Outside of his advisory role, Nyland serves as Senior Vice President at OneDigital, an advisory firm focused on employee benefits and related services, and is involved in the sales of nonvariable insurance products through Fulcrum Partners. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of proprietary investment products.

Elaine Natoli is a Series 65-licensed advisor with Tandem Investment Advisors Inc in Charleston, SC, where she has worked since 2016. She has four years of industry experience. 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 uses a proprietary, semi-quantitative, low-volatility equity investment approach focused on companies with consistent earnings, cash flow, and dividend growth, managing relatively concentrated portfolios with low turnover.

Timothy White is a financial advisor at Vanderbilt Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at IP Financial Advisory Services and Innovation Partners LLC. He also operates a small proprietorship under the name Tim White. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.

John Miller is a financial advisor with Level Four Advisory Services and holds the Series 63 and Series 65 designations. He has 29 years of industry experience, including 20 years at Mid Atlantic Securities, Inc., and over 30 years with Jack Miller & Company. He is also president of King Tide Retirement, an annuities and life insurance business. Level Four Advisory Services is an SEC-registered adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and introduces clients to third-party money managers and wrap-fee programs.

Charlotte Woodham is a financial advisor with Tandem Investment Advisors Inc in Charleston, SC. She holds a Series 65 credential and has been in the industry since 2024 with prior experience at Willow Partner Advisors and Phaidon International, Larson Maddox. 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 and manages concentrated portfolios with generally low turnover.

Justin Kizer is a CFP® with three years of experience in financial advising. He is currently with Strategic Blueprint, LLC and has held roles at Bee Street Advisory Group and The Strategic Financial Alliance, Inc. Outside of advising, he has experience managing client relations and financial planning at Bee Street Advisory Group. Strategic Blueprint, LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies alongside financial planning and education through a network of independent advisors.

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.