Jeffrey Lee Richardson

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® and holds the Series 66 designation with 24 years of industry experience. He has worked at MTM Investment Management, LLC since 2018 and previously at Mcham Taylor & Co. from 2010 to 2018. Taylor manages a holding company and serves on the investment committee for Spartanburg Day School. MTM Investment Management, LLC provides investment advisory services to families, individuals, trusts, and retirement plan sponsors, offering customized financial profiles and long-term investment strategies. The firm integrates financial planning into advisory relationships and provides retirement plan consulting and participant education.

John Moore is a Series 65 licensed advisor with nine years of industry experience. He is currently with MTM Investment Management, LLC in Spartanburg, SC, where he has worked since 2018. Prior to that, he was with McHam Taylor & Co. and served as a Spartanburg County Magistrate. Moore is a minority shareholder in a food distribution business and manages an entity providing administrative services to a private investment fund. MTM Investment Management provides advisory services to families, individuals, trusts, and retirement plan sponsors, emphasizing customized financial profiles and long-term investment strategies. The firm integrates financial planning with portfolio management and offers retirement-plan consulting and participant education.

Matthew Van Name is a CFP® professional with 18 years of industry experience. He currently serves as an advisor at Colonial Trust Advisors, Inc., where he has worked since 2022. His prior experience includes roles at Truist, USI Advisors, and BB&T Retirement & Institutional Services. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a team-based investment process using fundamental and qualitative analysis, asset allocation, and both long- and short-term trading strategies to manage approximately $1.8 billion in client assets.

Henry Barre is a financial advisor with Colonial Trust Advisors, Inc. in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Colonial Trust Advisors and its affiliated Colonial Trust Company since 1989, where he serves as Executive Vice President, Chief Financial Officer, and Senior Trust Officer, dividing his time between fiduciary, investment management, and administrative roles. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an investment committee and benefits from its corporate affiliation with Colonial Trust Company, allowing integrated advisory and fiduciary services.

Kathryn Smith is a CFP® and PFS™ with seven years of industry experience. She is a financial planner at Colonial Trust Advisors, Inc. and Colonial Trust Company, where she divides her time between investment advisory and fiduciary services. Prior to joining Colonial Trust in 2021, she worked at FinTrust Brokerage Services and Ramage Lewis LLC. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individual and institutional clients. The firm employs a team-based investment process with a centralized platform and maintains a corporate affiliation with Colonial Trust Company, providing integrated advisory and fiduciary services.