Lauchlin Vernon Hines

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.

Daryl Shankland is a financial advisor at Shankland Financial Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shankland Financial Advisors in various capacities since 2006. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life insurance and annuities. Shankland Financial Advisors provides financial and retirement planning, consulting, and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-HNW clients, employing a combination of fundamental and technical analysis with a long-term investment approach that includes tactical flexibility and periodic rebalancing.

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.

Roger Sheffield is a CFA® charterholder with eight years of industry experience. He is the sole advisor at Rinascita, LLC, an independent firm he has led since 2022. His prior roles include positions at Cornercap Investment Counsel Inc and his own Sheffield Investment Management, Inc. Rinascita provides discretionary asset management primarily for high-net-worth individuals, focusing on client-specific investment goals and risk tolerances. The firm employs fundamental analysis and discretion to manage portfolios that may include options strategies and margin use, along with active tax-loss harvesting.