Marcus Gersbach is a financial advisor with Capitol Securities Management, Inc. in Hollywood, South Carolina, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Capitol Securities Management since 2011 and is also involved with Prentis LLC. Outside of his advisory work, he serves as a board member responsible for fundraising at the Riddicks Folly Foundation and participates in nonprofit and community organizations such as Suffolk Ducks Unlimited and the Suffolk Rotary, where he holds the role of Foundation Chair. Capitol Securities Management serves individual, corporate, charitable clients, trustees, and plan sponsors, offering brokerage and advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various account types and utilizes a range of investment instruments, supported by a network of investment adviser representatives who tailor client-specific investment policies.

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.

Marissa Taylor is a CFP® with six years of industry experience and is currently affiliated with Keel Point, LLC. She has prior experience at Andersen and has worked at Keel Point since 2021. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based investment approach combining fundamental and quantitative analysis to implement diversified portfolio strategies and offers services including portfolio management, financial planning, OCIO, and corporate retirement consulting.

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.

Hunter Clark is a CFP® with five years of industry experience, currently advising at Facet since 2024. His prior experience includes roles at The Vanguard Group and CapCenter. Outside of finance, he has worked in the hospitality sector at Nalu Surf Bar. Facet serves individual members across a broad range of wealth levels, providing tiered subscription-based financial planning and implementation services. The firm uses a holistic Total Financial Life Resources (TFLR) framework and primarily ETF-based discretionary asset allocation, with a fee structure based on fixed subscriptions rather than percentage-of-AUM investment fees.

Caroline Ainsworth is a financial advisor at Strategic Blueprint, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at The Strategic Financial Alliance, Inc., Wells Fargo Clearing Services LLC, and The Vanguard Group, Inc. Strategic Blueprint, LLC is an SEC-registered adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, and educational seminars, with both discretionary and non-discretionary management options.

John Donaghy is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Founders Financial Securities LLC, where he has worked since 2021. His prior experience includes roles at Lincoln Financial Advisors Corporation and Maller Wealth Advisors. Outside of his advisory work, Donaghy serves on the board of the Atlantic General Hospital Foundation and is vice president of the Long Green Land Trust. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and consulting services, utilizing multiple advisory platforms and sub-advisory relationships, and integrates advisory, brokerage, and insurance capabilities.

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.

Sheila Chaplin is a CFP® professional with four years of experience in the financial industry. She is affiliated with Archer Investment Corporation and has additional experience running Chaplin Consulting since 2016 and working with Reliable Tax & Business Services since 2018. Archer Investment Corporation provides investment management services primarily to individual clients, including both non-high-net-worth and high-net-worth investors. The firm offers comprehensive financial planning and limited-scope model portfolios, managing approximately $1.01 billion in discretionary assets.

Clayton Thornton is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 18 years of industry experience. He has held prior roles at FORVIS Wealth Advisors LLC and Dixon Hughes Wealth Advisors LLC. Thornton holds Series 63 and Series 66 designations. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets with a portfolio approach guided by an Investment Policy Statement and committee-approved investments.

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.

David Cashdollar is a CFP® with 44 years of industry experience, currently serving at Confluence Financial Partners since 2024. His prior roles include over a decade at Cetera Advisor Networks LLC and two decades leading CashDollar & Associates, LLC. Outside of advisory work, he is an independent insurance agent and serves as a trustee for Grove City College, where he participates in reviewing investment allocations and fundraising efforts. Confluence Financial Partners offers holistic wealth management and financial planning to a diverse client base, including individuals, professionals, business owners, and institutional clients. The firm operates as a fiduciary, utilizing a blend of active and passive investment strategies, and has a notable focus on retirement plan consulting for ERISA plan sponsors.

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.

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.

Jackson Hayward is a financial advisor with First Citizens Asset Management, Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining First Citizens in 2025, he worked at Equitable Advisors and has a background that includes roles both inside and outside the financial sector. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm emphasizes strategic asset allocation and manager research through a multi-asset class investment approach.

Marie Hadwin is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Merrill, Bank of America, N.A., and DHG Wealth Advisors LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides integrated financial planning and investment management services, managing approximately $12 billion in assets, and is affiliated with a national accounting and professional services parent.

Martin Sergi Jr. is a CFP® practitioner based in Charleston, SC, with four years of industry experience. He has been with Strategic Blueprint, LLC since 2021 and also has involvement with Phoenix Recycling Group, LLC and Cornerstone Wealth Advisory Group. Outside of his advisory role, he provides financial and tax planning services to individual and small business clients and works as a licensed insurance producer serving clients with Medicare, Medicaid, and other insurance plans. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, and other entities through a network of independent advisory representatives. The firm offers customized, goal-based investment strategies along with financial planning, retirement consulting, family office services, and a subscription advisory program, emphasizing client education and a curated platform for alternative investments.

Jonathan Woods is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Kestra since 2015 and serves as President of Woods Asset Management, an independent registered investment advisor. Woods is also involved in several nonprofit and community organizations, including serving as Past President General of The Society of the Cincinnati and as a trustee of the American Independence Museum. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting independent advisor decision-making with access to multiple platforms and both in-house and third-party solutions.