Jerry Koebel is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has been with BFC Planning, Inc. since 2016 and also operates as a registered representative providing investment, insurance, tax, retirement, estate, and financial planning services. He rents office space to a CPA and an attorney in Summerville, SC. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent advisory representatives who provide customized portfolio management and flexible fee arrangements.

Edward Portelles is a CFP® with 23 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. He is also a licensed CPA in New York and provides financial planning advice for clients of Gabor and Associates. Additionally, he is involved in insurance sales, including life insurance and indexed annuities. Alexander Capital Wealth Management LLC offers investment advisory services to individual, high-net-worth, and certain institutional clients, employing a top-down, asset-allocation approach that integrates proprietary technical analysis with fundamental review across multiple advisory teams.

Timothy Angelos is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Signator Investors, Inc., and he is the owner of Angelos Advisory Group, LLC. He is also involved with Atlantic Coast Advisory Group, where he sells fixed life and annuity products. CreativeOne Securities, LLC is a multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

Christopher Lakian is a financial advisor with OneSeven, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at RH Financial Services, Raymond James Financial Services, and Ocean Holdings. He is also the owner of Lakian Capital and Magnetic North Financial, an insurance agency. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach with diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments, offering both discretionary and non-discretionary management.

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.

Samuel Beall is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. Prior to joining CreativeOne Wealth, he spent seven years at Northwestern Mutual in various wealth management and investment services roles. Outside of advisory work, he owns a bounce house leasing business called Party Boys LLC. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages mostly discretionary accounts through proprietary models and third-party managers, using a variety of investment strategies including ETFs, mutual funds, options, and select private investments.

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.

Troy Bystol is a financial advisor at International Assets Investment Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments, Inc., Purshe Kaplan Sterling Investments, and Elevated Private Wealth. Outside of advising, he is involved with Lowcountry Dock & Decks. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers customized, long-term portfolio management and financial planning through a national network of independent advisers, utilizing a range of investment strategies and third-party manager programs.

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.

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.

Tyson Marlow is a financial advisor with Quartz Partners Investment Management, holding a Series 66 designation and 19 years of industry experience. He has worked at firms including Kalos Management, Blue Oak Group, and Berthel, Fisher & Company Financial Services. Outside of advisory work, Marlow co-owns Uniworks Cleaning, a commercial janitorial services company operating in the Charleston, SC area. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection across multiple model series, with ongoing portfolio monitoring and rebalancing by an investment committee.

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. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Fifth Third Bank and Stancorp Investment Advisers, Inc., before joining First Citizens Asset Management. He is based in Summerville, SC. First Citizens Asset Management provides model-based sub-advisory services and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm offers multi-asset class portfolios that combine fundamental, quantitative, and technical analysis with discretionary management focused on strategic asset allocation and risk control.

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.

Gina Portelles is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include 15 years at IC Advisory Services, Inc. and 5 years at The Investment Center. She also engages in non-investment activities as an agent selling life, long-term care, and non-variable insurance. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment approach that integrates proprietary technical analysis with fundamental review across multiple advisory teams.

James Smith is a financial advisor with CreativeOne Securities, LLC and holds the ChFC® and Series 63 designations. He has 36 years of industry experience, including prior roles at Signator Investors, Inc. and Moultrie Investments. Smith is also a board member of MUSC Children’s Hospital, where he participates in fundraising efforts. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, consulting, portfolio management, and fiduciary services through a network of 127 advisors, utilizing both fundamental and cyclical analysis as well as model asset allocations.