Jason Peroni is a CFP® professional with 24 years of industry experience, currently serving at Simplicity Wealth, LLC. He has held roles at several firms including Faith Investor Services and Retirement Specialty Group, and has owned a research newsletter business, Dual Returns, since 2010. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities, providing financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, and offers a technology-driven managed account platform for advisers.

Abigayle Loblein is a financial advisor at Strategic Blueprint, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Northwestern Mutual and Bee Street Advisory Group, as well as experience in education with various school districts. She is also the owner of an insurance agency specializing in health and life insurance products. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers customized, goal-based investment strategies, financial planning, and a unique Subscription Advisory Services program with a flat-fee model for ongoing planning, alongside a focus on client education and alternative investment opportunities.

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 over 21 years of experience in the financial industry. He has been with Tandem Investment Advisors Inc. since 2006. Tandem Investment Advisors manages discretionary equity portfolios for a diverse clientele that includes individuals, retirement plans, corporations, banks, endowments, foundations, and registered investment companies. The firm uses a proprietary semi-quantitative process to limit volatility by focusing on companies with consistent earnings, dividend growth, competitive advantages, and experienced management.

Bryan Heilman is a financial advisor at Kestra Private Wealth Services, LLC with two years of industry experience. He previously worked at Edward Jones and has held roles in various retail and service positions. Heilman is the owner of Heilman Heritage Wealth, LLC and also serves as a wealth advisor at FFA Wealth, focusing on insurance-related advisory services. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and financial planning services, supporting independent advisor decision-making with access to multiple platforms and both in-house and third-party managed solutions.

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.

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 two years of industry experience, currently affiliated with Strategic Blueprint, LLC and Bee Street Advisory Group. He has held roles focused on financial planning and client relation management. Prior to his advisory career, he worked in automotive repair and has academic experience at Charleston Southern University. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of portfolio management and financial planning services, including a formal Subscription Advisory Services program and a focus on client education through seminars and conferences.

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.

John Edmonds Jr. is a financial advisor at Strategic Blueprint, LLC with one year of industry experience. He holds a Series 65 credential. His prior work includes roles at Bee Street Advisory Group, Alpha Omega Wealth Management, and Ivy Asset Group. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies and financial planning services through a network of independent advisory representatives, with notable features including a Subscription Advisory Services program and an emphasis on client education.

Matthew Weglarz is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Key Investment Services LLC. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm employs a strategic asset allocation investment process and offers multiple portfolio management options, supported by a unique integration with retirement-plan and benefits firms that enhances their advisory and plan administration capabilities.

Sean Thompson is a financial advisor at Prime Capital Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Private Client Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a mix of discretionary and non-discretionary investment strategies, supported by affiliated tax advisory and specialized reporting services.

Brandon Grimm is a financial advisor with Equity Services, Inc. He holds the Series 63 and Series 66 designations and has 22 years of industry experience. Prior to joining Equity Services in 2025, he worked for Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company for ten years. He is also the managing director of Hudnall Capital Advisors, an insurance-related business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios with a combination of long-term strategies and options for shorter-term trading.

Adam Bonner is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Cabot Lodge Securities LLC, Apollon Wealth Management LLC, South State Bank, and LPL Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services, including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing centralized due diligence and technology tools to support advisors and clients.

Aaron Schluep is a financial advisor with Empower Advisory Group based in Charleston, SC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Since 2014, he has been associated with Gwfs Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

Eric Farr is a financial advisor at Farther with five years of industry experience. He holds a Series 65 designation and previously worked at Solutions 4 Wealth and Mass Mutual Life Insurance Company. His background also includes service in the South Carolina House of Representatives and experience with Seabreeze Marina. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Sean Groskoph is a financial advisor at Equity Services, Inc. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at National Life Group, CreativeOne Securities, Hudnall Capital Advisors, MassMutual, and a four-year tenure at the College of Charleston. Outside of his advisory work, he is also involved with Hudnall Capital Advisors in an insurance agent capacity. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to a range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms that combine predominantly long-term strategies with options for shorter-term trading, frequently utilizing third-party asset managers and model portfolios.