Carl David Tolson III

Regina Ryan is a financial advisor at Bison Wealth Management, LLC with 12 years of industry experience. She holds a Series 63 designation and has worked at Summit Capital Inc since 2014. Ryan joined Bison Wealth Management in 2026. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning to individual and high net worth clients. The firm’s investment approach is primarily long-term focused, employing ETFs, individual equities, bonds, and low-cost mutual funds, with continuous account monitoring and at least annual reviews.

Kevin Keller is a financial advisor with Delta Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Carolina Piedmont Investments, Retirement Wealth Advisors, and Ohio National Financial Services. Outside of advising, he is involved in managing a timber farm and supports marketing and business management for a real estate firm. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, also serving as a subadvisor to other firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning with asset management.

Charles Mansfield is a CFA® charterholder with 24 years of industry experience, currently serving at MissionSquare Retirement since 2018. He previously worked at LPL Financial LLC from 2016 to 2018. In addition to his advisory role, Mansfield is a Higher Education Academic Specialist at Wake Forest University, where he instructs and reviews courses in Quantitative Methods, Macroeconomics, Managerial Economics, and Finance. He has also acted in interactive dinner theater shows with The Dinner Detective. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Scott Vanderlinden is a financial advisor with Chelsea Advisory Services, Inc. in Lancaster, SC, holding Series 63 and Series 65 designations and 23 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. Vanderlinden also operates a sole proprietorship, Veritus Financial Strategies, where he markets investment, insurance, and financial planning services. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios with an option for discretionary account management and allowing client-imposed investment restrictions.

George Mcdow is a CFP® professional with 17 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. since 2013. He is also the owner of The Mcdow Group, LLC, where he works as an insurance agent specializing in life, health, annuities, dental, property and casualty, disability, and Medicare supplement insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and managed account solutions, working primarily through a network of Investment Advisor Representatives who implement strategies using approved products and managers.

Garry Pakozdy is a financial advisor with Foundations Investment Advisors LLC holding a Series 65 credential and 14 years of industry experience. He has worked at Foundations Investment Advisors since 2018 and has been involved in other business activities including insurance and annuities sales at Chadmere Capital and property management through Coastal Real Estate SC, LLC. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm serves individuals, trusts, estates, and registered investment companies, offering portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives.