Daniel Trent Lancaster

Patrick Burke Jr. is a Series 66-credentialed financial advisor with seven years of industry experience. He is the principal of 133 Legacy, an independent firm based in Campobello, SC. In addition to his advisory work, he is involved with Redemption Solar & Roofing as a roofing contractor and holds an insurance license through which he sells insurance products. 133 Legacy provides discretionary asset management, financial planning, and ERISA plan advisory services to individual investors, high-net-worth clients, trusts, estates, and corporate clients. The firm offers limited-scope ERISA 3(21) fiduciary services and employs a tailored investment approach that includes Monte Carlo planning, fundamental and technical analysis, periodic rebalancing, and the use of options and derivatives.

Michael Dickey is a Series 66-credentialed financial advisor with 11 years of industry experience. He currently works at Intellivest Wealth Management Corporation and previously held roles at Capital Investment Group Inc and Edward Jones. Outside of his advisory role, he operates a real estate appraisal business providing single-family home valuations in the Boiling Springs, SC area. Intellivest Wealth Management Corporation offers comprehensive financial planning, investment management, and qualified plan consulting to a diverse client base including individuals, families, trusts, and businesses. The firm employs a proprietary strategic asset-allocation approach integrating various analytical methods and includes digital estate-planning services as part of its offering.

Logan Dickey is a financial advisor at IntelliVest Wealth Management with seven years of industry experience. He holds the Series 66 designation and has worked previously at Thornburg Securities Corp and Edward Jones. IntelliVest Wealth Management provides comprehensive financial planning, investment management, and qualified plan consulting to a broad client base including individuals, high-net-worth clients, families, trusts, and retirement plans. The firm integrates financial planning into portfolio construction using a proprietary strategic asset-allocation methodology and employs a mix of analytical approaches to build diversified portfolios aligned with client goals.

Stephen Stravolo is a PFS™ credentialed financial advisor with 24 years of industry experience. He is principal of Stravolo Wealth Management, LLC, which he founded in 2009, and has also worked at LPL Financial and Cetera Advisor Networks. Stravolo Wealth Management, LLC serves individual investors and select pension and profit-sharing plans, managing approximately $9 million in discretionary assets. The firm utilizes an active, tactical investment approach focused on a limited range of mutual funds and variable annuity subaccounts, primarily catering to non–high-net-worth clients.

Constantine Burlos is a financial advisor with ONESOURCE Wealth Advisors in Lyman, SC, holding Series 63 and Series 65 licenses and with 23 years of industry experience. His prior roles include positions at CoreCap Advisors, CoreCap Investments, and Virtue Capital Management. Outside of advisory work, he operates Burlos Marketing LLC and provides tax planning services related to accelerated cost recovery for commercial properties. ONESOURCE Wealth Advisors is a state-registered firm managing approximately $3.2 million for a small client base, including individuals, trusts, estates, and retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services, utilizing a combination of direct portfolio management, sub-advisors, and third-party managers with periodic performance reviews tailored to client objectives.

Charlotte Morgan is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Family Financial since 2025 and previously held positions at Creative Planning, JBJ Investment Partners, New Planner Recruiting, and Stravolo Wealth Management. Family Financial is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using fundamental and technical analysis and may allocate assets to independent managers while utilizing ETFs, mutual funds, individual securities, and digital currency.