Jason Peroni is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Simplicity Wealth. His prior work includes roles at Firm Foundation Wealth Advisors, Faith Investor Services, and several other firms dating back to 2001. Outside of his advisory work, he owns Dual Returns, a monthly paid research newsletter. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, institutions, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, while providing model portfolios, independent manager oversight, and technology-enabled solutions such as a private-label asset management platform and back-office services for advisors.

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 financial advisor at Tandem Investment Advisors Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and Lakeview Capital Partners. Davis also has several years of experience at the College of Charleston. 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 approach focusing on companies with consistent earnings, dividend growth, and competitive advantages, managing concentrated portfolios with generally low turnover.

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 investment adviser representative with Vicus Capital, Inc., holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at firms including Cetera Wealth Services and LPL Financial. Outside of his advisory role, Kostukovich is involved with Blue Grayhunt Club, LLC, which manages timberland used for recreational hunting and fishing. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various strategies and emphasizes retirement-plan consulting and fiduciary services, offering a broad range of portfolio implementation options and third-party manager access.

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 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 with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His previous roles include positions at Maryland Financial Group, Inc., LPL Financial, FSC Securities Corporation, Merrill, and Morgan Stanley. He is involved with Legacy Wealth Management and Financial Advocacy Network in Mt. Pleasant, SC, where he spends time on non-variable insurance activities. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves a diverse client base, including individuals, high-net-worth families, trusts, and institutions, using a combination of centrally managed strategies and locally managed portfolios supported by advanced research tools and governance processes.

John Edmonds Jr. is a Series 65 licensed advisor at Strategic Blueprint, LLC with one year of industry experience. His prior work includes roles at Bee Street Advisory Group, Alpha Omega Wealth Management, and Ivy Asset Group. Outside of financial advising, he has experience working with Tidal Wave Water Sports. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers customized, goal-based strategies through various portfolio management services, financial planning, and educational programs, including a formal Subscription Advisory Services program with an annual flat-fee model.

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.

Trey Taylor is a CERTIFIED FINANCIAL PLANNER™ professional at NewEdge Advisors with one year of experience in the industry. He previously worked at Forvis Mazars Wealth Advisors, LLC and Johnson and Johnson Insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures that combine in-house manager selection with third-party strategies and technology tools.

Adam Bonner is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Cabot Lodge Securities, Apollon Wealth Management, South State Bank, and LPL Financial. Outside of NewEdge, he is actively involved with Apollon Wealth Management, where he works on investment advisory and model portfolio management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing both in-house and third-party strategies with a focus on due diligence, technology tools, and recently incorporating artificial intelligence in certain operations.

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.