Patrick Burke Jr. is a Series 66-credentialed financial advisor with seven years of industry experience. He is the principal of 133 Legacy, an independent firm based in Campobello, SC. In addition to his advisory work, he is involved with Redemption Solar & Roofing as a roofing contractor and holds an insurance license through which he sells insurance products. 133 Legacy provides discretionary asset management, financial planning, and ERISA plan advisory services to individual investors, high-net-worth clients, trusts, estates, and corporate clients. The firm offers limited-scope ERISA 3(21) fiduciary services and employs a tailored investment approach that includes Monte Carlo planning, fundamental and technical analysis, periodic rebalancing, and the use of options and derivatives.

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.

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 three years of industry experience and holds a Series 65 designation. He has also served as president of Inorbit Consulting Corp., an IT consulting firm, since 2000. TRG Capital Management provides discretionary and non-discretionary portfolio management services to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $118 million in regulatory assets. The firm employs a range of investment strategies tailored to client risk profiles and incorporates both fundamental and technical analysis along with tactical risk-management tools.

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 with ONESOURCE Wealth Advisors in Lyman, SC, holding Series 63 and Series 65 licenses and with 23 years of industry experience. His prior roles include positions at CoreCap Advisors, CoreCap Investments, and Virtue Capital Management. Outside of advisory work, he operates Burlos Marketing LLC and provides tax planning services related to accelerated cost recovery for commercial properties. ONESOURCE Wealth Advisors is a state-registered firm managing approximately $3.2 million for a small client base, including individuals, trusts, estates, and retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services, utilizing a combination of direct portfolio management, sub-advisors, and third-party managers with periodic performance reviews tailored to client objectives.

David Gerdt is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of industry experience. He has worked at Van der Noord Financial Advisors, Inc. since 2011 and previously spent four years at THF Advisors, LLC. 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 employs goals-based, passive investment strategies primarily using ETFs and diversified model portfolios, and it features ERISA-focused retirement plan work and Section 1031 property exchange recommendations for qualifying accredited investors.

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.

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.

Kathryn Smith is a CFP® and PFS™ with seven years of industry experience. She is a financial planner at Colonial Trust Advisors, Inc. and Colonial Trust Company, where she divides her time between investment advisory and fiduciary services. Prior to joining Colonial Trust in 2021, she worked at FinTrust Brokerage Services and Ramage Lewis LLC. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individual and institutional clients. The firm employs a team-based investment process with a centralized platform and maintains a corporate affiliation with Colonial Trust Company, providing integrated advisory and fiduciary services.

Timothy Few is a Series 65-licensed advisor with Wealth Intelligently Navigated, LLC and has been with the firm since its founding in 2026. Prior to joining Wealth Intelligently Navigated, he worked at Parallel Financial, UBER Technologies, Robert Half International, and Rocky Moo LLC. His industry experience is in its early stages. Wealth Intelligently Navigated is an SEC-registered advisory team serving individuals and high net worth clients with portfolio management, financial planning, and estate-planning consulting. The firm uses a combination of asset allocation, dollar-cost averaging, technical analysis, and trading strategies tailored to client objectives, managing over $530 million across approximately 398 accounts.

Bert Barre is a CFA® charterholder with 16 years of industry experience, currently serving at Colonial Trust Advisors, Inc. He has been with Colonial Trust Advisors and Colonial Trust Company since 2001 and holds leadership roles including Chairman, President, Chief Operating Officer, and Senior Trust Officer at Colonial Trust Company. Approximately 65% of his time is dedicated to fiduciary and trust services at Colonial Trust Company, with the remainder spent on investment advisory activities. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process combining fundamental and qualitative analysis, offering discretionary and non-discretionary portfolio management, written financial planning, and retirement plan consulting, supported by its affiliation with Colonial Trust Company, a state-chartered trust company.