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.

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. with eight years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at Coastal Community Foundation, Wells Fargo Clearing, and Merrill. Wieters also serves as a Trust Officer at Colonial Trust Company, where he is involved in investment management and fiduciary decision-making. Colonial Trust Advisors, Inc. serves individual and high-net-worth clients as well as pension plans, charitable organizations, and corporations. The firm employs a team-based investment approach incorporating fundamental and qualitative analysis, asset allocation, and trading strategies, managing approximately $1.8 billion in client assets.

Rebecca Mathis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at EverPar Advisors LLC. Prior to joining EverPar, she worked at Jeter Hrubala Wealth Strategies, Raymond James Financial Services Advisors, Columbia Management Investment Advisors, and Bofa Advisors. She is a committee member of the Spartanburg County Foundation’s Investment Advisory Committee. EverPar Advisors LLC is a team of nine advisors managing approximately $588 million in client assets, offering discretionary portfolio management, financial planning, and retirement plan advisory services primarily to individuals, trusts, estates, and businesses. The firm emphasizes customized, diversified portfolios using low-cost mutual funds and ETFs alongside other investments, employing a mix of fundamental and technical analyses and allowing both long-term strategies and shorter-term tactical adjustments.

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 12 years of industry experience. She holds a Series 66 designation and previously worked at firms including United Community Insurance, Inc. and FinTrust Capital Advisors, LLC. Brittany is also licensed to sell insurance in South Carolina and receives compensation from insurance product sales. 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 incorporating fundamental and qualitative analysis and offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory 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.

Christopher Santoro is a financial advisor at MTM Investment Management, LLC in Spartanburg, SC, holding a Series 65 designation with four years of industry experience. He previously worked at AM Partners, LLC and Johnson Development Associates before joining MTM in 2022. MTM Investment Management provides investment advisory services to families, individuals, trusts, and retirement plan sponsors, offering customized financial profiles and investment plans. The firm combines fundamental, technical, and cyclical analysis to manage equity and fixed-income portfolios and incorporates financial planning within its advisory relationships.

Joseph Towson is a financial advisor at MTM Investment Management, LLC with 48 years of industry experience. He holds a Series 63 designation and has held roles at Raymond James Financial and Foster, Towson and Company, Inc. Outside of finance, he is an author of an illustrated children's book and manages agricultural activities including beekeeping and honey sales. MTM Investment Management provides advisory services to families, individuals, trusts, and retirement plan sponsors, focusing on customized financial profiles and long-term investment strategies. The firm combines fundamental, technical, and cyclical analysis to identify equity opportunities and constructs fixed-income portfolios designed to meet client income needs.

Eric Steele is a CFP® with 27 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC. His prior experience includes roles at LPL Financial, Raymond James Financial, and Truist Investment Services. Outside of his advisory work, he is the owner of Upstate Wealth Management LLC, which offers life insurance and annuity products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities with financial planning, portfolio management, and retirement-plan fiduciary services. The firm combines project-based planning and ongoing asset management through fundamental and cyclical security analysis, proprietary model allocations, and access to external money managers.

Brecken Kanz is a Series 66-registered financial advisor at The AmeriFlex Group with two years of industry experience. Prior to his current role, he worked at Cetera and Cetera Wealth Services. Outside of finance, he is employed as a design engineer at Michelin, where he is responsible for designing internal tire geometry and supporting new product development. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement consulting services with customized strategies delivered via model asset allocations, third-party managers, and discretionary or non-discretionary management.

Bedford Otey is a financial advisor at Larson Financial Group, LLC with 10 years of industry experience. He holds a Series 66 designation and has been with Larson Financial Group and its affiliated broker-dealer since 2015. Outside of his advisory role, he performs in opera productions with Intermountain Opera. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on medical professionals. The firm uses a mix of strategic and tactical investment approaches, including model portfolios and custom discretionary programs, and offers specialized pension consulting and affiliated services.

David Treece is a financial advisor at Creativeone Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Creativeone Wealth since 2023. Previously, he was affiliated with AE Wealth Management and operated TreeceCo Financial. Treece is also president of Clients Excel, an insurance sales business. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of investment methods including modern portfolio theory and quantitative analysis.

Michael Kuckel is a CFA® charterholder with 17 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at Bank of America and Merrill. In addition to his advisory work, he serves as a pastor and elder at Greenville Community Church and teaches as an adjunct professor at North Greenville University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides customized asset management, financial planning, and consulting services, utilizing both advisor-managed and model-based investment programs.

Gerry Cieluch is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Mutual of Omaha and its affiliated entities since 1999. Outside of advisory services, he works as an insurance agent through Cieluch Insurance & Retirement Solutions, focusing on various insurance products including fixed annuities, health, life, and Medicare plans. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering both financial planning and managed account programs. The firm utilizes platform relationships with Envestnet and Pershing, delivering managed solutions through MOIS-approved model portfolios and third-party money managers.

Joshua Spencer is a Series 66-licensed financial advisor at Advisory Services Network with 11 years of industry experience. His prior roles include positions at Palmetto Private Wealth, LPL Financial, and Edward Jones. He is also a licensed insurance professional outside of his advisory activities. Advisory Services Network serves individuals, families, and institutions through a network of independent investment adviser representatives, offering services such as portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach tailored to clients’ objectives and risk tolerances.

Tj Setro is a financial advisor with BFC PLANNING, Inc. in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with BFC PLANNING since 2013 and concurrently associated with Berthel Fisher & Company Financial Services, Inc. since 2008. Outside of his advisory roles, he owns a business involved in life and health insurance sales. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, employing various platforms and investment strategies tailored to client needs.