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.

Wallace Mason is a financial advisor at Advisory Services Network with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robert W. Baird for 13 years. Outside of his advisory role, Mason owns an 80-acre farm in North Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting with a focus on tailored strategies across various asset classes and multiple implementation options.

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.

George Baughman is a CFP® professional with 16 years of industry experience. He is currently with Modera Wealth Management, LLC and has previously worked at Parsec Financial Management Inc. and Holistiplan. Modera Wealth Management, LLC offers wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm’s investment strategy is based on diversified asset allocation using Modern Portfolio Theory and combines large-scale advisory operations with in-house accounting and tax services.

Dudley Whitlock is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Advisory Services Network, LLC since 2014. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.

Lena Meredith is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 65 designations. She has 22 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Co. Meredith is involved with Blue Ridge Wealth Management, LLC, a non-investment-related business activity. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting with a range of investment solutions and ongoing account monitoring.

Timothy Calvert is an investment advisor representative at First Citizens Asset Management, Inc. with 26 years of industry experience. He has worked with First Citizens Asset Management since 2006 and First Citizens Investor Services, Inc. since 2016. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and employs global, multi-asset model portfolios with dynamic asset allocation and ongoing monitoring.

Timothy Doozan is a CFP® with 17 years of industry experience, currently serving as an advisor at Keel Point, LLC since 2016. He also owns Clear Financial Concepts, an LLC used for business expense management. Keel Point, LLC is a multi-team registered investment adviser managing over $4 billion, serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm utilizes a team-based investment approach combining fundamental and quantitative analysis, offering a range of portfolio management and consulting services including OCIO and corporate retirement benefits.

Eric Gaddy is a financial advisor with AlphaStar Capital Management, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. His prior roles include positions at Shankland Financial Advisors, Integrated Financial Strategies, and Capital Investment Group. Mr. Gaddy is also the author of *Retirement Made Simple*, a book on retirement topics. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, participant account management, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and advisor-directed models.

Rhonda Fisher is a financial advisor at Gradient Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously spent 16 years at Secure Financial Solutions, Inc., where she was owner and Investment Advisor Representative. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a non-discretionary approach supported by detailed risk analysis and multiple portfolio evaluation methods.

Debra Carmody is a financial advisor with AlphaStar Capital Management in Boiling Springs, SC. She holds Series 63 and Series 65 designations and has 10 years of industry experience. Her prior roles include positions at Shawmut Corporation, Shankland Financial Advisors, and Ethos Wealth Group. She is also a licensed insurance agent. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management with both predefined model portfolios and custom strategies that utilize quantitative analysis and third-party research.

Lauchlin Hines is a financial advisor with Thurston Springer Advisors in Campobello, SC, holding a Series 66 designation and over 23 years of industry experience. He has been with Thurston Springer Miller Herd & Titak, Inc. since 2015 and owns a part-time consulting business serving the chemical and automotive industries. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing both buy-and-hold and active investment strategies tailored to client goals.

Daniel Lancaster is a financial advisor with Janney Montgomery Scott in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he serves as a Notary Public in Spartanburg, providing notary services on a voluntary basis. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.