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.

Scott Turner is a financial advisor at Landolt Securities, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landolt Securities since 2009. Outside of his advisory role, he serves as an independent contractor for Turner Trading LLC, where he assists with administrative tasks and tax-related documentation. He is also a co-trustee for five family accounts. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages $137.8 million in assets and focuses on small-cap growth stocks, employing both discretionary and non-discretionary portfolio management approaches tailored to client objectives and risk tolerances.

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 licenses and has worked at Colonial Trust Advisors, Colonial Trust Company, Coastal Community Foundation, Wells Fargo Clearing, and Merrill. In addition to his advisory role, he also serves as a Trust Officer at Colonial Trust Company, contributing to fiduciary decision-making and investment management. 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, asset allocation, and trading strategies to deliver portfolio management and financial planning services.

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.

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.

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.

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.

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.

Erin Clifford is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at The Wealth Consulting Group and has prior experience with Minnesota Life Insurance Co, Securian Financial Services Inc, and LPL Financial LLC. Outside of her advisory role, she is a business owner and practitioner of neuro-linguistic programming (NLP) training. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, and retirement plan clients. The firm combines fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering both active and passive portfolio management along with a range of advisory and legal support services.