Paul Michael Baily

Royce Angel is the sole advisor at Angelroyce Wealth Advisors, LLC, an independent firm based in Greer, SC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Angelroyce Wealth Advisors in 2011, he was associated with Change Path LLC for one year and has been involved with R. Neal Angel, Jr. since 2002. He also works as an insurance agent and serves as an instructor at Furman University. Angelroyce Wealth Advisors provides investment management and financial planning services primarily for individual clients, as well as trusts, estates, charitable organizations, and business entities. The firm operates on a non-discretionary basis, typically recommending third-party institutional managers, and offers services including asset management, financial planning, pension distribution consulting, and advice on tax, insurance, estate, and cash-flow matters.

Katrina Whitlinger is a ChFC® and Series 66-licensed financial advisor with seven years of industry experience. She currently serves as the sole advisor at Stella Maris Wealth Management, an independent firm she joined in 2026. Prior to this, she worked at The Fiduciary Alliance, Broadstreet Global Advisors, Edward Jones, United Community Bank, and NetApp Inc. Whitlinger is also a licensed insurance agent, offering clients insurance solutions when appropriate to complement their financial strategies. 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 utilizes a "Wealth Stewardship Planning" process, emphasizing diversified, tax-aware portfolios and long-term risk management supported by third-party analytics and AI-assisted tools.

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 five years of industry experience, currently serving at Brindle & Bay Financial Advisors, LLC. He has previously worked with Magni Publicani, LLC and Bona Fide Finance. Outside of his advisory role, he owns and operates Granite Wealth, LLC, a tax preparation and consulting business. Brindle & Bay Financial Advisors provides financial planning and discretionary investment management to individual and high-net-worth clients, using a dynamic-weighting asset allocation approach with portfolios primarily composed of ETFs, stocks, bonds, and mutual funds.

William Gray is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he assists clients by understanding their situations and goals to develop strategies that help keep them on track financially. He emphasizes engaging in conversations to identify what is most important to clients and the goals they are saving for, enabling him to co-create tailored financial plans. Prior to his current role, William worked at Fidelity Investments as an Investment Solutions Representative from 2021 to 2023. His earlier experience includes positions as a Registered Representative at MML Investor Services and Hornor Townsend & Kent, as well as roles with Mass Mutual Life Insurance Company, Penn Mutual Life Insurance Company, and Northwestern Mutual between 2018 and 2021. This range of experience reflects his background in investment consulting and financial advisory services. Outside of his professional work, William's personal interests include football, golf, and skiing.