Jeffrey Richardson

Steven Tolleson is a Series 65-licensed financial advisor with 11 years of industry experience, currently with The Fiduciary Alliance in Greenville, SC. His prior experience includes roles with the Kansas City Royals and Baltimore Orioles, as well as Lakeview Capital Partners. Outside of his advisory work, he co-founded SlamaCo, a venture that invested in residential property flips and a young engineering company. The Fiduciary Alliance offers discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of representatives, employing a mix of analytical approaches and allowing allocations to third-party managers.

Anna Wolford is a CFP® and Series 65 credentialed advisor with four years of industry experience. She is currently with The Fiduciary Alliance and has previously worked at Parallel Financial LLC, Syntrinsic Investment Counsel, Beacon Pointe Advisors, Cda Group, and Hanover Advisors. The Fiduciary Alliance offers discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach incorporating fundamental, technical, cyclical, and charting analyses and operates through multiple divisions and a network of investment advisor representatives.

Edward Beeker II is a financial advisor with Good Life Advisors, LLC in Spartanburg, SC, holding a Series 66 designation and 17 years of industry experience. He has worked at Good Life Advisors and LPL Financial since 2017 and previously spent eight years with Waddell & Reed, Inc. and various insurance carriers. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis to tailor advice and offers a range of programmatic solutions alongside educational seminars and subscription planning services.

David Taylor is a CFP® with 24 years of industry experience, currently serving as an advisor at MTM Investment Management, LLC since 2018. Prior to MTM, he worked at Mcham Taylor & Co. for eight years. He is a member of the Spartanburg Day School Investment Committee, where he assists with reviewing the school's investments. MTM Investment Management, LLC manages approximately $621 million for families, individuals, trusts, and retirement plans, providing discretionary and non-discretionary portfolio management along with financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis to guide long-term investment decisions and also offers retirement-plan consulting and participant education services.

John Moore is a financial advisor at MTM Investment Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Moore Capital and McHam Taylor & Co. He also served as a Spartanburg County Magistrate from 2011 to 2017. Outside of advising, he is a minority shareholder in a food distribution business. MTM Investment Management manages approximately $621 million for families, individuals, trusts, and retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored investment strategies and provides retirement-plan consulting and participant education services.

Matthew Van Name is a CFP® with 17 years of industry experience. He currently serves as a financial advisor at Colonial Trust Advisors, Inc., joining the firm in 2022. His prior experience includes roles at Truist, USI Advisors, BB&T Retirement & Institutional Services, and NFP Securities, among others. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individual, high-net-worth, retirement plan, charitable, and corporate clients. The firm employs a team-based investment process supported by an investment committee and offers services including discretionary and non-discretionary portfolio management, written financial planning, held-away account management, and retirement plan consulting, with a distinctive affiliation to Colonial Trust Company that integrates advisory and fiduciary roles.