James Layton Switzer

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, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has previously worked at CoreCap Advisors and CoreCap Investments. Outside of advisory work, he operates Burlos Marketing LLC and serves as a licensed insurance agent, spending part of his time on a tax planning strategy related to accelerated cost recovery for commercial property. ONESOURCE Wealth Advisors is a small, state-registered firm managing approximately $3.2 million for a select client base of 17 relationships. The firm serves individuals, trusts, estates, and retirement plans, offering discretionary asset management and comprehensive financial planning through direct portfolio management, sub-advisors, and third-party managers.

Edward Beeker II is a Series 66-credentialed advisor with 18 years of industry experience. He is currently with Apollon Financial, LLC and has prior experience at LPL Financial, Good Life Advisors, and Waddell & Reed. Outside of his advisory role, he has been involved with insurance agencies and independent investment advisory services. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and utilizes a combination of centrally managed models, advisor-led portfolios, and sub-advisers, complemented by various investment strategies including ESG models and tax-aware techniques.

David Taylor is a CFP® with 25 years of industry experience and currently serves as an advisor at MTM Investment Management, LLC. He previously worked at Mcham Taylor & Co. and Raymond James Financial, including an eight-year tenure at Raymond James Financial Services, Inc. Outside of his advisory role, Taylor manages a holding company and participates on the investment committee of Spartanburg Day School. MTM Investment Management provides advisory services to families, individuals, trusts, and retirement plan sponsors, focusing on long-term strategies that combine fundamental, technical, and cyclical analysis for equity selection and structured fixed-income portfolios. The firm integrates financial planning into its services and offers retirement plan consulting and participant education.