Miriam Edwards is a financial advisor with Wealth Management Advisors, LLC in Greenville, SC, holding a Series 66 designation and nine years of industry experience. Her career includes roles at Arkadios Capital, Triad Advisors, Inc., LPL Financial, and Bank of North Carolina. Outside of her advisory work, she is involved in life insurance sales. Wealth Management Advisors, LLC provides financial planning, discretionary portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, trusts, businesses, and governmental entities. The firm emphasizes individualized investment plans with a long-term strategic asset allocation and tactical adjustments, managing approximately $686 million in discretionary assets.

James Ballentine is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with Discipline Wealth Solutions, Inc. and has held roles at BCA Private Wealth, Inc., Triad Advisors, Inc., and Ballentine Capital Management, Inc. In addition to his advisory work, he hosts the Ballentine Capital Advisors Connected by Community podcast and is an author on wealth management topics. Discipline Wealth Solutions, Inc. serves individuals, corporations, other registered advisers, and retirement plans, providing portfolio management, financial planning, and sub-advisory services. The firm manages client assets on a discretionary basis, tailoring investment strategies to clients’ objectives and risk tolerance, and offers ERISA 3(38) investment manager services with participant education.

Johnathan Burgess is a Series 65-licensed financial advisor with four years of industry experience, currently with Burgess Investment Group, LLC. He has worked at Big Money Management since 2018 and previously held roles outside of finance including at the George Dean School of Economics and Business and Capri's Italian. Burgess serves as president of the University of South Carolina Alumni Association. Burgess Investment Group, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $147 million in assets. The firm combines various analytical approaches and trading strategies and offers a subscription newsletter with investment recommendations, including on cryptocurrencies.

Danielle Harmon is a CFP® credentialed financial advisor with nine years of industry experience. She is currently with Clark Asset Management, LLC and has previously worked at Blue Trust, Origin Financial, and Boundless Financial Services. Clark Asset Management, LLC provides wealth management and financial planning services to individual and high-net-worth clients, primarily using a passive investment approach focused on index funds and ETFs, alongside comprehensive planning for retirement, taxes, risk management, and estate needs.

Clayton Koch is a financial advisor at Wealth Management Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank, N.A., Northwestern Mutual Investment Services LLC, and Heath Johnson. Outside of his advisory work, he is involved as a partner in 413 Investments LLC, which aims to invest in recreational opportunities such as golf courses. Wealth Management Advisors, LLC provides financial planning, discretionary portfolio management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individuals, trusts, businesses, and institutional clients. The firm emphasizes long-term strategic asset allocation combined with tactical adjustments and manages approximately $686 million in discretionary assets using fundamental, technical, and cyclical analysis.

Donald Reichert is a financial advisor at Colton Groome Financial Advisors, LLC with 34 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Colton Groome Financial Advisors in 2025, he held roles at ValMark Advisers, Inc., The Reichert Company, Inc., and Capital Design Associates among others. Outside of his advisory work, he serves as president of The Reichert Company, Inc., which provides business exit planning services, and is involved in community activities including serving as co-chair of a political education seminar and chair of the development committee at Saint Joseph's Catholic School. Colton Groome Financial Advisors, LLC serves individuals, high-net-worth clients, retirement plans, and institutions, managing approximately $725 million in assets. The firm uses a structured investment approach centered on Financial Profiles and Investment Plans, incorporating both passive and active managers as well as alternative strategies, supported by an investment committee and detailed performance analysis tools.

Andrew Edwards is a financial advisor at Prota Financial in Simpsonville, SC, with three years of industry experience. He holds a Series 65 designation and has prior work experience with Lockheed Martin and the United States Air Force. Prota Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets.

Alyssa Book is a financial advisor at Family Legacy, Inc. in Greenville, SC, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Cherry Bekaert and the Walt Disney Company. She has also been involved with Family Legacy Business Services Inc. for several years. Family Legacy, Inc. provides discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a conservative, long-term investment approach focused on high-quality, income-oriented large-cap stocks and tax-aware strategies tailored to client risk tolerance.

Christopher Robbins is a CFP® professional with eight years of industry experience, currently serving with Vestia Personal Wealth Advisors. His prior roles include positions at Larson Financial Securities and Larson Financial Group, as well as work at Taylor University. He is also a managing member of Vestia Insurance, LLC, where he contributes to client introductions for insurance solutions. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, and consulting for retirement plan sponsors. The firm employs an evidence-based investment approach and utilizes a combination of in-house management, third-party sub-advisors, and technology-enabled solutions.

Jamie Stone is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has worked at Means Wealth Management since 2022 and previously held roles at Mercer Global Advisors Inc. from 2015 to 2022. He is based in Greenville, SC, and holds Series 63 and Series 65 licenses. Means Wealth Management serves individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified employer retirement plans. The firm uses a combination of active and passive model portfolios tailored to client needs and offers specialized services including exit planning and investment management for pooled vehicles such as an investment club.

Clemmy Osborne Jr. is a financial advisor with the firms DBA Big Money Retirement and Big Retirement, holding a Series 65 credential and three years of industry experience. His prior roles include positions at BIG Money and ReGenesis. Osborne serves on the finance committee of Freedom Fellowship and is a board member of the Pebble Grove Home Owners Association. BIGL documents client objectives and risk tolerance in an Investment Policy Statement and uses a range of analysis techniques alongside both long-term and short-term trading tactics to manage portfolios. The firm serves individual and high-net-worth clients through discretionary portfolio management and financial planning.

Eric Baker is a financial advisor with Means Wealth Management in Greenville, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Means Wealth Management, he worked at LPL Financial and Atlas Financial Group, and spent nine years at CT Distributing. Means Wealth Management provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and retirement plans. The firm employs both active and passive investment strategies, customized to client needs, and offers services such as portfolio management, financial planning, and exit planning for business owners.

Anthony Colancecco Jr. is a CFP®-designated financial advisor with 13 years of industry experience, currently serving at BCA Private Wealth, Inc. since 2019. His prior roles include positions at Triad Advisors, Efficient Advisors, LLC, and Apexium Financial LP. Outside of advisory services, he hosts the "Connected by Community" podcast and serves as COO of Ballentine Capital Management. BCA Private Wealth, Inc. serves individuals, trusts, corporations, qualified retirement plans, and brokerage customers with fee-based investment advisory, financial planning, cash management, and retirement plan consulting. The firm employs a structural allocation strategy using exchange-traded funds and mutual funds, combining discretionary portfolio management with digital investment options and fiduciary services.

Andrew Sladky is a financial advisor at Family Legacy, Inc. in Greenville, SC, holding a Series 65 designation. He has prior experience at Moore Colson CPAs and Advisors and Elliott Davis. Family Legacy, Inc. provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $377 million across about 240 client relationships and employs a long-term, generally conservative investment approach with a combination of high-quality stocks, bonds, REITs, mutual funds, and ETFs.

Alexander Means is a financial advisor at Means Wealth Management with 14 years of industry experience. He holds the Series 66 designation and has worked at Means Wealth Management since 2017, with prior experience at Advantage Investment Management LLC and LPL Financial. Outside of his advisory role, he is a partner in a real estate investment LLC focused on buying, selling, and renting residential properties. Means Wealth Management provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified retirement plans. The firm uses both active and passive investment strategies tailored to client objectives and risk tolerance and offers comprehensive financial planning along with specialized services such as exit planning for business owners.

Tyler Decker is a financial advisor with Burgess Investment Group, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at TD Bank N.A., TD Private Client Wealth LLC, Wells Fargo Clearing, Wells Fargo Bank, and First Command Financial Planning. He also served in the United States Military for nine years. Burgess Investment Group provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $147 million in assets. The firm employs various investment strategies, including long- and short-term trading tactics, and offers a paid subscription newsletter with buy/sell recommendations and cryptocurrency commentary.

Charles Fox is a CFP® with 11 years of industry experience, currently with Burgess Investment Group, LLC. His prior experience includes roles at Fidelity, The Vanguard Group, MassMutual, and Financial Engines Advisors. Burgess Investment Group, LLC provides portfolio management and financial planning to individual and high-net-worth clients, offering a paid subscription newsletter with investment recommendations. The firm employs a range of analytical approaches and trading strategies, serving several hundred client relationships with approximately $147 million in assets under management.

James Jaynes III is a financial advisor with Burgess Investment Group, LLC in Greenville, SC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Northwestern Mutual and Agia. He is also appointed as an agent to sell non-securities insurance products for Agia. Burgess Investment Group, LLC provides portfolio management and financial planning to individual and high-net-worth clients, managing approximately $147 million in assets. The firm employs a range of analysis techniques and trading strategies and offers a subscription newsletter with buy/sell recommendations, including cryptocurrency commentary.

John Saverance is a financial advisor at BCA Private Wealth, Inc. in Greenville, SC, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Ballentine Capital Advisors, Equitable Advisors, Doordash, and Clemson University. BCA Private Wealth, Inc. serves individuals, trusts, corporations, qualified retirement plans, and brokerage customers by providing fee-based investment advisory services, financial planning, and pension consulting. The firm typically manages portfolios on a discretionary, custom basis using a structural allocation strategy focused on ETFs and mutual funds, supplemented by fundamental and technical analysis and a digital investment management option through Betterment.

Matthew Hastings is a financial advisor at Burgess Investment Group, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan and Bank of America. Outside of finance, he is a minority owner of a small market garden business. Burgess Investment Group provides portfolio management and financial planning services to individual and high-net-worth clients, using a range of analytical approaches and trading strategies. The firm also offers a subscription newsletter with investment recommendations and manages approximately $147 million in assets.