Brandon Vincent is a financial advisor at Apollon Financial, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Good Life Advisors, and Oakwood Capital. Vincent is also the owner of Vincent Enterprises LLC, a non-investment-related business. Apollon Financial, LLC serves individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans, managing approximately $1.45 billion. The firm combines centrally managed model strategies with advisor-led portfolios, offers ESG risk-based models, tax-aware techniques, and access to private and alternative investments through a multi-office, affiliated advisor platform.

Susan Dixson is a CFP® certificant with 30 years of industry experience, currently serving as an advisor at Headland Capital. Her prior roles include positions at LPL Financial, Maryland Financial Group dba Coastal Wealth Management, Bank of America, and Merrill. Outside of her advisory work, she volunteers with Hospice Interim Healthcare providing respite care and serves as executrix for a family estate. Headland Capital is a registered investment adviser with a team of ten advisors that serves individuals—including high-net-worth clients—and various entities such as family offices, trusts, and corporate clients. The firm offers personalized financial planning, portfolio management, and retirement plan advisory services, managing approximately $559 million with an investment process focused on fundamental analysis and a predominately long-term orientation.

Alexander Day is a financial advisor at Headland Capital with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at LPL Financial LLC and Northwestern Mutual Wealth Management Company. Outside of advisory work, he has ongoing employment with Uber Eats. Headland Capital is a registered investment adviser team of ten advisors serving individuals, including high-net-worth clients, as well as various entities such as family offices and private foundations. The firm offers personalized financial planning and portfolio management with a client-driven investment approach focused on fundamental analysis and a predominantly long-term orientation.

After graduating from the University of Dayton, Michael was like many other millennials (easy targets!); unsure of his career path and a lack of confidence in managing his own finances. Early in his career while working for one of the largest investment management firms in the country he attended the National Personal Financial Planner(NAPFA) conference. After hearing a few of the speakers(s/o Michael Kitces!), and meeting some of the attendees he knew financial planning was the field he wanted to pursue. He always had a passion for educating himself and others, and helping people along their financial journey quickly became his goal. Michael earned the CFP® (Certified Financial Planner™) designation in 2018 to learn fundamentals of comprehensive financial planning. The education covers Investments, Estate Planning, Insurance, Education Planning, Retirement Planning, and Cash Flow Management. In early 2020, Michael created Black Dog Financial Planning to help professionals and families in their 30s and 40s with their finances. After working at a few firms, he realized the majority of investment advisors primarily focus on pre-retirees and retirees. Meanwhile his peer group was significantly under-served. He launched the firm to make high quality financial advice more affordable and accessible for his peer group, and to help individuals and families live great lives by making smarter financial decisions. When Michael isn’t helping his clients, he’s spending time with his own family. He and his wife, Katie, were married in May of 2018 after relocating to Charleston from Chicago, IL. They welcomed their first child, daughter Annie Rose, on February 6, 2020. Annie joins big “fur-brother”, Barkley, to which the firm, Black Dog Financial Planning, gets its name. Barkley is a rescue from PAWS Chicago, a no kill animal shelter. Barkley was 3 months old and 25 pounds when Mike and Katie adopted him. He’s now 3 years old and 80 pounds and his favorite pastime is watching squirrels from the window and chasing them out of the backyard. Mike and Katie enjoy low-country living, especially golf, the beach, and oyster roasts, but also love to travel. They got engaged in Paris in 2017 and have traveled around Europe and Asia together. Next up, they hope to visit South America, Australia and Africa. They look forward to raising their family in the low-country and traveling together whenever they can. Read Michael's blog here: https://blackdogfp.com/blog

Matthew Ritt is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has worked at Ironview Capital Management, LLC since 2026 and previously spent nine years at Kinwell LLC and three years at Questis Advisor Partners, LLC. Ironview Capital Management, LLC serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a mix of fundamental, technical, and quantitative analysis to tailor asset allocations, employing various strategies including options and alternative investments.

Robert Gorman is a CFP® and ChFC® affiliated with Apollon Financial, LLC in Mount Pleasant, SC, with 21 years of industry experience. He has worked at Apollon Financial since 2022 and previously spent over a decade with Northwestern Mutual in various roles. Outside of his advisory work, Gorman maintains membership in the Screen Actors Guild. Apollon Financial is an SEC-registered firm serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion and combines centrally managed models with advisor-led portfolios, offering a range of investment strategies including ESG models, Direct Indexing, and tax-aware techniques.

Christian Salomone is Chief Investment Officer at Ballast Rock Private Wealth with 24 years of industry experience. His prior roles include 17 years at Goldman Sachs and positions at Merrill and Bank of America. He is president of the Yale Club of Charleston, a local alumni organization. Ballast Rock Private Wealth offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a long-term, quantitatively informed investment approach tailored to client goals and risk tolerances.

Navarone Simpson is a financial advisor with Armstrong Dixon in Mount Pleasant, SC, holding CFP® and Series 66 designations and having 11 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors and LPL Financial. Outside of his advisory work, Simpson has engaged in non-investment activities such as driving for Lyft. Armstrong Dixon provides discretionary investment management and financial planning services to individuals, high-net-worth families, charitable organizations, small business owners, and retirement plan sponsors. The firm employs a strategic, global asset allocation approach that integrates active and passive strategies, third-party research, and risk-management metrics, managing approximately $447.5 million in assets for around 290 clients.

Christopher Mcquade is a financial advisor with Curran Financial Partners, LLC, holding Series 65 and Series 63 licenses and 14 years of industry experience. His prior positions include roles at Pruco Securities, LLC, Allstate, and Healthmarkets. He is also licensed to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, using both passive and active investment approaches. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed advisor representatives.

Adam Curran is a CFP® professional with 17 years of industry experience. He is a managing member of B&B Media Group, LLC, a consulting and media buying business, alongside his role at Curran Financial Partners, LLC, where he has worked since 2016. Prior to that, he was with Global Financial Private Capital from 2013 to 2016. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses client-specific investment policies implemented through both passive and active management, incorporating technical analysis as a primary method.

Morgan Crawford is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Headland Capital, LLC and has previously worked at Maryland Financial Group, LPL Financial, and PM Financial Group. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, including high-net-worth clients, and various entities such as family offices and trusts. The firm offers personalized financial planning and portfolio management with a client-driven investment process focused on fundamental analysis and a long-term orientation.

Glenn Dehollander is a CFP® with 27 years of industry experience, currently serving as an advisor at Apollon Financial, LLC. His prior experience includes positions at LPL Financial, Dehollander & Janse Financial Group, and Commonwealth Financial Network. Outside of financial advising, he has been involved in business entities related to real estate and tax investment purposes. Apollon Financial is an SEC-registered advisory firm managing approximately $1.45 billion across a team of 16 advisors. The firm serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering a blend of centrally managed and advisor-led portfolios with access to private and alternative investments.

Kayleigh Zarndt is a financial advisor at Apollon Financial, LLC with a ChFC® designation and five years of industry experience. She has worked at firms including LPL Financial, Northwestern Mutual Wealth Management Company, and Wealth Enhancement Advisory Services. Zarndt also holds a notary commission. Apollon Financial, LLC is an SEC-registered advisory firm that manages approximately $1.45 billion through a team of 16 advisors. The firm serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments.

Tyson Marlow is a financial advisor at Quartz Partners Investment Management with 18 years of industry experience. He holds a Series 66 designation and has held roles at firms including Blue Oak Group and Kalos Management. Outside of advisory work, Marlow co-owns Uniworks Cleaning, a commercial janitorial services company serving the Charleston, SC area. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management strategies. The firm combines top-down macro analysis with bottom-up stock selection across multiple model portfolios, offering discretionary account management, Sub-Account Overlay services, and model delivery through various platform arrangements.

Tyler Mc Ardle is a financial advisor at Aspect Partners, LLC with seven years of industry experience. He holds the Series 66 designation and has held roles at firms including Almanack Investment Partners and Lincoln Financial Advisors. Aspect Partners serves a diverse client base including individuals, trusts, nonprofits, pension and profit-sharing plans, and businesses, providing asset management, financial planning, and retirement plan consulting. The firm uses quantitative and technical analysis, monitors portfolios actively, and incorporates third-party managers and advanced technology such as artificial intelligence in its investment process.

Francis Ferez is a financial advisor at Curran Financial Partners, LLC, holding a Series 65 designation and currently in his first year in the industry. Prior to joining Curran Financial Partners, he worked at Colonial Life for six years and attended Clemson University. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs both passive, index-based portfolios and active management strategies, including technical analysis, and also serves as a sub-adviser to an exchange-traded fund.

Noah Speaks is a financial advisor at Curran Financial Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles including at Clemson University and several service industry positions. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, employing both passive and active investment strategies with a focus on technical analysis. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed advisors.

Colin Stewart is a financial advisor at Curran Financial Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial LLC, South State Bank, Marshall & Sterling Wealth Advisors, and Northwestern Mutual. Stewart is also licensed to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs both passive and active investment strategies, including technical analysis, and acts as a sub-adviser to an exchange-traded fund with a political-activity screen.

Paige Smith Ducey is a financial advisor at McLean Asset Management Corporation with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Bull Harbor Capital, Curran Financial Partners, and Voya Financial Advisors, among others. McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-advisor team approach and develops portfolios based on Modern Portfolio Theory and broad asset-allocation principles.

Michael Baer is a financial advisor at Curran Financial Partners, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including The Prudential Insurance Company of America and Pruco Securities LLC. He is also licensed to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses both passive and active investment approaches, employing technical analysis and third-party managers, and also offers sub-advisory services to an exchange-traded fund with a political-activity screen.