Eric Rogers Gaddy

Patrick Burke Jr. is a financial advisor at 133 Legacy in Campobello, SC, with eight years of industry experience and a Series 66 designation. His prior roles include positions at Merrill Lynch and Empower Advisory Group. He is also involved in roofing contracting through Redemption Solar & Roofing. 133 Legacy provides discretionary asset management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, estates, and corporate clients. The firm uses a tailored investment approach incorporating Monte Carlo planning, fundamental and technical analysis, and derivative strategies, and serves as an ERISA 3(21) fiduciary for retirement plans.

Royce Angel Jr. is the principal advisor at Angelroyce Wealth Advisors, LLC in Greer, SC, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Angelroyce Wealth Advisors since 2011 and has prior experience at Change Path LLC and R. Neal Angel, Jr. In addition to his advisory work, Angel serves as an insurance agent and teaches as an instructor at Furman University. Angelroyce Wealth Advisors provides fee-based financial planning and investment management services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a non-discretionary approach, primarily coordinating with third-party institutional managers and employing fundamental, technical, and cyclical investment analysis methods.

Katrina Whitlinger is a financial advisor at Stella Maris Wealth Management with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to founding Stella Maris Wealth, she worked at The Fiduciary Alliance, Broadstreet Global Advisors, Edward Jones, United Community Bank, and NetApp Inc. She is also a licensed independent insurance agent, offering insurance and annuity solutions as part of her financial services. Stella Maris Wealth Management provides advisory and comprehensive financial planning services to individuals, families, high-net-worth clients, business owners, retirees, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary investment management and tailored wealth stewardship planning, utilizing a diversified, tax-aware approach and third-party technology, including AI-assisted tools, to support portfolio and operational functions.

Christopher Anderson is a financial advisor with Anderson Wealth Management, Inc. in Greer, South Carolina. He holds a Series 66 designation and has 21 years of industry experience. Anderson has led his independent advisory firm since 2009. Anderson Wealth Management serves primarily individual clients with asset management, financial planning, and consulting services, while also providing corporate-level consulting and portfolio management. The firm emphasizes tailored portfolios, continuous supervision, and a combination of fundamental and technical analysis in investment decisions.

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.

Andrew Bencivenga is a CFP® with six years of industry experience, currently serving as a financial advisor at Brindle & Bay Financial Advisors, LLC. He has worked at multiple firms including Magni Publicani, LLC and Bona Fide Finance. Outside of his advisory role, Andrew owns and operates Granite Wealth, LLC, a tax preparation and consulting business. Brindle & Bay Financial Advisors provides ongoing financial planning and discretionary portfolio management for individual and high-net-worth clients, focusing on tailored strategies aligned with clients’ goals, risk tolerance, and time horizon. The firm uses a dynamic asset allocation framework supported by third-party model design while maintaining discretion over portfolio management.