Charlotte Morgan is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Family Financial since 2025 and previously held positions at Creative Planning, JBJ Investment Partners, New Planner Recruiting, and Stravolo Wealth Management. Family Financial is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using fundamental and technical analysis and may allocate assets to independent managers while utilizing ETFs, mutual funds, individual securities, and digital currency.

David Gerdt is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of industry experience. He has worked at Van der Noord Financial Advisors, Inc. since 2011 and previously spent four years at THF Advisors, LLC. Van der Noord Financial Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering financial planning, discretionary portfolio management, and retirement plan advisory services. The firm employs goals-based, passive investment strategies primarily using ETFs and diversified model portfolios, and it features ERISA-focused retirement plan work and Section 1031 property exchange recommendations for qualifying accredited investors.

Terry Norris is a CFP® and ChFC® with 42 years of experience in the financial services industry. He has been with Norris Financial Group, LLC since 2000 and also owns Terry L. Norris Financial Services, Inc. Outside of his advisory work, he has been involved in life insurance and fixed annuity sales since 1974. Norris Financial Group, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plans for participants and employers. The firm uses risk-based portfolio management and offers discretionary and non-discretionary services, operating a bundled wrap fee platform integrated with its advisory and retirement-plan offerings.

Calvin Davis is a financial advisor with Norris Financial Group, LLC in Greenville, SC, holding a Series 66 designation and 10 years of industry experience. He has worked at Norris Financial Group since 2017 and previously spent two years at Merrill and has been affiliated with Bank of America since 2015. Outside of advising, he is also an insurance agent at Norris Financial Group. Norris Financial Group is an independent registered investment adviser serving individuals, retirement plans, trusts, and businesses. The firm provides investment advisory services, financial planning, and retirement plan consulting, using a discretionary portfolio management approach through its Vision2020 Wealth Management Platform, which incorporates risk assessment and asset allocation tailored to client goals.

Henry Hasty is a financial advisor at Idle Hill Advisors LLC with five years of industry experience. He holds a Series 65 designation and has worked at Idle Hill Advisors since 2021, following prior roles at Financial Gravity Asset Management, Inc. and Insurance Made Easy, LLC. Outside of his advisory role, he holds a management position at Insurance Made Easy and its affiliated companies, which provide insurance agent services, tax planning, estate planning consulting, and business valuation. Idle Hill Advisors LLC offers discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and business entities. The firm employs a combination of cyclical, fundamental, and quantitative analysis to build tailored portfolios and provides ESG and faith-based investment options.

Paul Foster is a CFP® with 22 years of experience in financial advising. He is a member of Foster Victor Wealth Advisors, LLC, where he has worked since 2016, and also participates in FV Family Services, LLC, a family office and outsourced CFO services firm. Foster is based in Greenville, SC. Foster Victor Wealth Advisors provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and various business entities. The firm employs a balanced, fundamental-analysis approach, constructing diversified portfolios and utilizing third-party platforms while tailoring strategies to clients’ risk tolerance and objectives.

Jackson Morrissey is a financial advisor at Foster Victor with a Series 65 credential and three years of industry experience. He previously worked at Match Grade Advisors and has been with Foster Victor since 2024. Foster Victor Wealth Advisors serves individual and high-net-worth clients as well as institutional clients, providing financial planning, investment management, retirement plan consulting, and outsourced family office-type services. The firm employs a balanced, diversified investment approach across multiple asset classes and uses both discretionary and non-discretionary management strategies.

Randall Baughman Jr. is a CFP® with 16 years of industry experience and has been with Foster Victor Wealth Advisors, LLC since 2016. He is based in Greenville, SC, and holds the Series 63 license. Foster Victor Wealth Advisors provides financial planning, investment management, retirement plan consulting, and family-office style services to individuals, high-net-worth clients, and various business entities. The firm employs a fundamental-analysis, balanced approach to portfolio construction and utilizes third-party platforms, offering tailored investment solutions based on client risk tolerance and liquidity needs.

Jonathan Burns is a financial advisor with BCA Private Wealth, Inc. in Greenville, SC, holding a Series 66 designation and one year of industry experience. Prior to joining BCA, he worked at Ballentine Capital Advisors, Equitable Advisors, and Thomasville National Bank Financial Services. He is also licensed as an insurance agent, conducting insurance sales alongside his advisory role. BCA Private Wealth, Inc. serves individuals, trusts, corporations, and retirement plans by providing fee-based investment advisory services, financial planning, and pension consulting. The firm manages portfolios using a discretionary, custom structural allocation strategy focused on ETFs, mutual funds, and select individual securities, combining fundamental and technical analysis with digital investment options.

Edward Beeker II is a Series 66-credentialed advisor with 18 years of industry experience. He is currently with Apollon Financial, LLC and has prior experience at LPL Financial, Good Life Advisors, and Waddell & Reed. Outside of his advisory role, he has been involved with insurance agencies and independent investment advisory services. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and utilizes a combination of centrally managed models, advisor-led portfolios, and sub-advisers, complemented by various investment strategies including ESG models and tax-aware techniques.

David Taylor is a CFP® and holds the Series 66 designation with 24 years of industry experience. He has worked at MTM Investment Management, LLC since 2018 and previously at Mcham Taylor & Co. from 2010 to 2018. Taylor manages a holding company and serves on the investment committee for Spartanburg Day School. MTM Investment Management, LLC provides investment advisory services to families, individuals, trusts, and retirement plan sponsors, offering customized financial profiles and long-term investment strategies. The firm integrates financial planning into advisory relationships and provides retirement plan consulting and participant education.

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.

John Moore is a Series 65 licensed advisor with nine years of industry experience. He is currently with MTM Investment Management, LLC in Spartanburg, SC, where he has worked since 2018. Prior to that, he was with McHam Taylor & Co. and served as a Spartanburg County Magistrate. Moore is a minority shareholder in a food distribution business and manages an entity providing administrative services to a private investment fund. MTM Investment Management provides advisory services to families, individuals, trusts, and retirement plan sponsors, emphasizing customized financial profiles and long-term investment strategies. The firm integrates financial planning with portfolio management and offers retirement-plan consulting and participant education.

Matthew Van Name is a CFP® professional with 18 years of industry experience. He currently serves as an advisor at Colonial Trust Advisors, Inc., where he has worked since 2022. His prior experience includes roles at Truist, USI Advisors, and BB&T Retirement & Institutional Services. 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 using fundamental and qualitative analysis, asset allocation, and both long- and short-term trading strategies to manage approximately $1.8 billion in client assets.

Robert Coleman IV is a CFP® with 14 years of industry experience, currently serving as an advisor at Foster Victor Wealth Advisors, LLC since 2016. He holds Series 63 and Series 65 licenses and is based in Greenville, SC. Foster Victor Wealth Advisors provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and various business entities. The firm employs a fundamental-analysis, balanced approach to portfolio construction, utilizing diversified asset classes and model portfolios tailored to client needs.

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.

Henry Barre is a financial advisor with Colonial Trust Advisors, Inc. in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Colonial Trust Advisors and its affiliated Colonial Trust Company since 1989, where he serves as Executive Vice President, Chief Financial Officer, and Senior Trust Officer, dividing his time between fiduciary, investment management, and administrative roles. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for a diverse client base including 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 benefits from its corporate affiliation with Colonial Trust Company, allowing integrated advisory and fiduciary services.

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.

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.

Andrew Brown is a CFP® professional with six years of industry experience, currently serving as an advisor at Foster Victor. Prior to joining Foster Victor, he worked at Edward Jones from 2019 to 2022. Foster Victor Wealth Advisors serves individual, high-net-worth, and institutional clients, offering financial planning, investment management, retirement plan consulting, and outsourced family office services. The firm employs a diversified investment approach using multiple asset classes and various strategies, and it integrates advisory services with affiliated insurance and real estate activities.