Patrick Burke is a financial advisor at 133 Legacy with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and Empower Advisory Group. In addition to his advisory role, he is a licensed insurance agent and also works part-time as a roofing contractor with Redemption Solar & Roofing. 133 Legacy Planning Group is an independent advisory firm serving individuals, trusts, estates, and corporate clients. The firm provides discretionary asset management, financial planning, and ERISA 3(21) consulting for retirement plans, employing an investment process that includes asset allocation, fundamental and technical analysis, and the use of derivatives and leverage in managed accounts.

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.

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.

Joshua Spencer is a financial advisor with Palmetto Private Wealth, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial LLC, First Citizens Investor Services, Edward Jones, and Wells Fargo. He is also a licensed insurance professional in a non-investment capacity. Palmetto Private Wealth advises individuals, high-net-worth clients, trusts, estates, and businesses, offering discretionary investment management alongside financial planning and retirement-account guidance. The firm employs a long-term, goals-based approach combining fundamental and technical analysis to tailor portfolios to client risk tolerance and time horizon.

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.

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 Longstrom is a financial advisor at TRG Capital Management, Inc. with two years of industry experience and holds a Series 65 designation. He has worked at Inorbit Consulting Corp. since 2000, where he serves as president and provides IT consulting services. TRG Capital Management is an SEC-registered investment adviser managing approximately $103 million in assets, serving a diverse client base including individuals, businesses, and charitable organizations. The firm uses a multi-strategy approach combining fundamental and technical analysis to construct customized portfolios.

Paul Baily is a financial advisor at Palmetto Private Wealth, LLC with 14 years of industry experience. He previously worked at LPL Financial, LLC and Edward Jones. Baily holds a Series 66 designation and is also a licensed insurance professional. Palmetto Private Wealth advises individuals, high-net-worth clients, trusts, estates, and businesses, offering discretionary investment management alongside financial planning and retirement-account guidance. The firm manages approximately $49 million in client assets and constructs portfolios using ETFs, individual stocks, mutual funds, and independent managers, following a long-term, goals-based approach tailored to each client’s risk tolerance and time horizon.

Richard Vandernoord is a CFP® with 24 years of industry experience. He has worked at Van der Noord Financial Advisors, Inc. since 1997 and previously spent six years at THF Advisors, LLC. He holds Series 63 and Series 65 licenses. Van der Noord Financial Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, discretionary portfolio management, and retirement plan advisory services. The firm primarily uses goals-based, passive investment strategies built with ETFs and diversified model portfolios, and is notable for its ERISA-focused retirement plan work and use of third-party service providers incorporating artificial intelligence and machine learning.

Stephen Stravolo is a PFS™ credentialed financial advisor with 24 years of industry experience. He is principal of Stravolo Wealth Management, LLC, which he founded in 2009, and has also worked at LPL Financial and Cetera Advisor Networks. Stravolo Wealth Management, LLC serves individual investors and select pension and profit-sharing plans, managing approximately $9 million in discretionary assets. The firm utilizes an active, tactical investment approach focused on a limited range of mutual funds and variable annuity subaccounts, primarily catering to non–high-net-worth clients.

Constantine Burlos is a financial advisor at OneSource Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CoreCap Advisors and Virtue Capital Management. Outside of advising, he operates Burlos Marketing LLC and provides tax planning services related to accelerated cost recovery for commercial properties. OneSource Wealth Advisors is a two-advisor firm offering discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm employs various investment analysis methods and often engages third-party managers to implement investment models.

David Gerdt is a CFP® with 12 years of industry experience. He is an advisor at Van der Noord Financial Advisors, Inc., where he has worked since 2011, and previously spent four years at THG Advisors, LLC. Van der Noord Financial Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, discretionary portfolio management, and retirement plan advisory services. The firm manages approximately $152 million across 126 client relationships and employs goals-based, passive investment strategies primarily using ETFs and diversified model portfolios.

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.

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.