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.

Charles Clementson is a financial advisor at Colonial Trust Advisors, Inc. in Spartanburg, SC, with 16 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Truist Advisory Services and BB&T in various capacities. In addition to his advisory role, Charles serves as Vice President and Trust Officer at Colonial Trust Company, where he is involved in fiduciary decision-making and trust services. 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, asset allocation, and regular portfolio reviews, and maintains a corporate affiliation with Colonial Trust Company that integrates fiduciary and investment management functions.

Joshua Gallman is a financial advisor at Wealth Intelligently Navigated, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Intelligently Navigated, he was involved with Unclaimed Furniture for seven years and operated as a self-employed individual for eight years. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm that provides portfolio management, financial planning, and estate-planning consulting to individuals and high net worth clients. The firm uses a variety of investment approaches tailored to client objectives and conducts regular account reviews.

Joseph Anderson III is a CFP® professional with one year of experience, currently with Colonial Trust Advisors, Inc. in Spartanburg, SC. His prior work includes roles at Johnson Development Associates, PriceWaterhouseCoopers, and Elliot Davis. 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 guided by an internal investment committee, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services.

Anthony Mahfood is a financial advisor with Wealth Intelligently Navigated, LLC and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including a decade at Fiduciary Alliance, LLC, and has been with Wealth Intelligently Navigated since its founding in 2026. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm that provides portfolio management, financial planning, and estate-planning consulting primarily to individuals and high-net-worth clients. The firm employs a range of investment strategies tailored to client objectives and risk tolerances and manages over $530 million in assets across approximately 398 client accounts.

James Burchfield is a financial advisor at MTM Investment Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foster, Towson and Company, Inc. and Raymond James Financial. MTM Investment Management provides investment advisory services to families, individuals, trusts, and retirement plan sponsors, focusing on customized financial profiles and long-term investment strategies that incorporate fundamental, technical, and cyclical analysis. The firm also offers retirement-plan consulting and participant education as part of its comprehensive advisory approach.

Steven Tolleson is a Series 65 licensed financial advisor with 11 years of industry experience. He currently works at Wealth Intelligently Navigated, LLC and previously spent 10 years at Parallel Financial LLC and one year with the Kansas City Royals. Outside of advising, he is a co-founder of Slam Co., a business involved with investing returns from residential property flips into a young engineering company. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm serving individuals and high net worth clients with portfolio management, financial planning, and estate-planning consulting. The firm uses a variety of investment strategies tailored to client goals and risk tolerances and manages over $530 million in assets across seven advisors.

Anna Wolford is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at Wealth Intelligently Navigated, LLC and has prior experience at Parallel Financial LLC, Syntrinsic Investment Counsel, Beacon Pointe Advisors, Cda Group, and Hanover Advisors. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm serving individuals and high net worth clients with portfolio management, financial planning, and estate-planning consulting. The firm customizes investment advice based on client objectives and risk tolerances, using a combination of asset allocation, dollar-cost averaging, technical analysis, and trading strategies.

Thomas Ledbetter is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has worked at Colonial Trust Advisors, Inc. since 2022 and previously was employed by Wells Fargo for five years. 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 and offers portfolio management, financial planning, and retirement-plan advisory services managing approximately $1.8 billion in assets.

Alex Spence is an advisor with Wealth Intelligently Navigated, LLC and holds a Series 65 designation. He has six years of prior work experience at BMW Manufacturing Co., LLC and four years at Bertrandt US Inc. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm serving individuals and high net worth clients with discretionary and non-discretionary portfolio management, financial planning, and estate-planning consulting. The firm employs a variety of investment approaches and manages over $530 million in assets across approximately 398 client accounts.

Cullen Coxe is a financial advisor at Colonial Trust Advisors, Inc. in Spartanburg, SC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Texas Capital Bank and Northmarq, as well as several years affiliated with Southern Methodist University. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations, providing portfolio management, financial planning, and retirement-plan advisory services through a team-based approach that emphasizes fundamental and qualitative analysis and regular portfolio reviews.

James Fiske is a CFP®-designated financial advisor with seven years of industry experience, currently serving at Colonial Trust Advisors, Inc. He previously worked at Brown Advisory and BB&T Securities. In addition to his advisory role, he is Director of Research and Portfolio Management at Colonial Trust Company, where he is involved in investment management and fiduciary services. 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 supported by an investment committee and maintains a corporate affiliation with Colonial Trust Company, enabling integrated advisory and trust services.

Henry Batts III is a Financial Advisor at Colonial Trust Advisors, Inc. with 11 years of industry experience. He previously worked at Janney Montgomery Scott for nine years before joining Colonial Trust Advisors and its affiliated Colonial Trust Company in 2021. Henry holds a Series 66 license and is also licensed to sell insurance in South Carolina and Florida. He spends approximately half of his time managing fiduciary and trust-related business at Colonial Trust Company. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individual and high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an investment committee, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a notable affiliation to the state-chartered Colonial Trust Company that provides fiduciary services.

Sarah Shalala is a financial advisor at Colonial Trust Advisors, Inc. in Spartanburg, SC, with two years of industry experience. She holds a Series 65 designation and has worked at multiple firms, including Resolute Capital, LLC and Sikich Capital Management LLC. Outside of financial advising, she has experience outside the industry, including a role at Przedszkole Genesis. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations, providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a team-based investment process led by an internal committee that uses fundamental and qualitative analysis, asset allocation, and both long- and short-term trading strategies.

William Wieters is a financial advisor at Colonial Trust Advisors, Inc. in Spartanburg, SC, holding Series 66 and Series 65 licenses with eight years of industry experience. He has been with Colonial Trust Advisors and Colonial Trust Company since 2018. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations by providing portfolio management, financial planning, and retirement-plan advisory services through a team-based investment approach. The firm manages approximately $1.8 billion in assets and integrates fundamental and qualitative analysis, asset allocation, and various trading strategies to tailor investment policies.

Barry Wynn is a financial advisor with Colonial Trust Advisors, Inc. in Spartanburg, SC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at Colonial Trust Company and Colonial Trust Advisors, Inc. since 1991 and currently serves as Executive Vice President of Colonial Trust Company, where he is involved in investment management, fiduciary decision making, administrative oversight, and compliance. Approximately 25% of his time is dedicated to Colonial Trust Company, with the remainder spent at Colonial Trust Advisors. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individual and high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by a centralized custody and trading platform and maintains a corporate affiliation with Colonial Trust Company, which enables advisors to balance advisory and fiduciary roles while providing distinct investment management and trust services.

Brittany Bynum is a financial advisor at Colonial Trust Advisors, Inc. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors, LLC, FinTrust Capital Advisors, LLC, and United Community Insurance, Inc. Brittany is also licensed to sell insurance in South Carolina and receives customary compensation for insurance sales. 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 supported by a centralized custody platform and maintains a corporate affiliation with a state-chartered trust company, providing fiduciary and investment management services.

Camp Wynn is a financial advisor at Colonial Trust Advisors, Inc. with 17 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. Wynn also serves as Vice Chairman, Executive Vice President, Chief Investment Officer, and Senior Trust Officer of Colonial Trust Company, where he is involved in investment management, fiduciary decision-making, administrative oversight, and compliance. Colonial Trust Advisors, Inc. is a multi-advisor investment firm managing approximately $1.67 billion for individual and high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an investment committee and is affiliated with Colonial Trust Company, allowing for integrated advisory and fiduciary services while maintaining distinct functions.