Dan Worthing

Taylor Stokes is the sole advisor at Stokes Capital Advisors, LLC in Greenwood, SC. He holds the CFA® designation and has 10 years of industry experience. In addition to his advisory role, he owns Paradiddle Properties, LLC, which manages the office building leased by his firm. Stokes Capital Advisors provides portfolio management and investment consulting to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm emphasizes dividend-growth equity selection combined with strategic asset allocation and conducts regular portfolio reviews, managing approximately $499 million across 277 client relationships.

John Cooper is a CFP®-designated financial advisor with Greenwood Capital Associates, LLC, where he has worked since 2016. He has 10 years of experience in the industry and previously worked for Bank of America and SouthState Bank from 2004 to 2016. Outside of his advisory role, Mr. Cooper is involved in property management as a joint owner and manager of Midtown Property Management, LLC. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.7 billion for a diverse client base including individuals, high-net-worth families, institutions, and municipalities. The firm offers comprehensive financial planning and discretionary portfolio management, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Brian Disher is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Greenwood Capital Associates, LLC since 2015. Based in Greenville, SC, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with DACC, LLC, an entity that holds lake property in South Carolina. Greenwood Capital Associates, LLC is an SEC-registered firm managing approximately $1.668 billion for a diverse client base including individuals, families, foundations, endowments, trusts, and institutional clients. The firm provides financial planning, discretionary portfolio management, and specialized investment services supported by a weekly Investment Committee and a range of strategic approaches.

Karen Smith is a financial advisor at Greenwood Capital Associates, LLC with seven years of industry experience. She holds the Series 65 designation and has worked at Greenwood Capital Associates since 2016, following a year at South State Bank. Greenwood Capital Associates manages approximately $1.668 billion for individuals, families, foundations, endowments, trusts, and institutional clients, offering financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting. The firm utilizes a top-down investment approach overseen by a weekly Investment Committee and serves a diverse client base that includes municipalities, healthcare providers, and higher-education institutions.

Brandon Williams is a financial advisor at Greenwood Capital Associates, LLC with a Series 65 credential and one year of industry experience. Prior to joining Greenwood Capital Associates, he worked at Wallick Investments, LLC and has a background that includes roles at Columbia Playmakers, Penske Truck Leasing, Top Tier Baseball, Presbyterian College, and Tinley Park High School. Greenwood Capital Associates is an SEC-registered advisory firm managing approximately $1.668 billion for individuals, families, institutions, and other clients. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, utilizing a multi-disciplinary investment approach overseen by a weekly Investment Committee.

Callie Roper is a financial advisor at Greenwood Capital Associates, LLC with 3 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at E*TRADE Securities LLC and Clemson University. Greenwood Capital Associates, LLC manages approximately $1.668 billion for a diverse client base including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, discretionary portfolio management, and sub-advisory services, employing a top-down investment approach overseen by an Investment Committee that meets weekly.