Tara Wilkerson Buckley

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.

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.