Charles Fox is a CFP® with 11 years of experience in the financial services industry. He is currently with Burgess Investment Group, LLC and has previously worked at firms including Fidelity, The Vanguard Group, and Edward Jones. Burgess Investment Group, LLC provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients. The firm employs a multi-method investment approach and offers a broad range of strategies and products, including alternative and higher-risk instruments.

James Jaynes III is a financial advisor with Burgess Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing two years of industry experience. His prior work includes roles at Agia and VALIC Financial Advisors, Inc. Outside of advisory work, he is appointed as an agent to sell non-securities insurance products for Agia. Burgess Investment Group, LLC provides portfolio management and financial planning to individuals, charities, and high-net-worth clients through a team-based approach. The firm employs a multi-method investment process and offers a broad range of investment strategies and products, including alternative and higher-risk instruments.

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.

Karen Oeser is a CFA® charterholder with 12 years of industry experience. She joined Means Wealth Management in 2024 and has prior experience at Hart Capital Management, Inc. Karen owns Elevarte Capital LLC dba East Light Investments, where she manages investor communications for a multi-family real estate portfolio. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified retirement plans. The firm uses a combination of active and passive strategies tailored to client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with integrated financial planning and exit planning services.

Kristen Squires is a financial advisor at Family Legacy, Inc. with a Series 65 credential and two years of industry experience. She has been with Family Legacy, Inc. since 2021 and previously worked at Community Association Management Services and Southern Community Services. Family Legacy, Inc. serves individuals, pension plans, trusts, estates, charitable organizations, and corporations with discretionary portfolio management and financial planning. The firm focuses on long-term, generally conservative investment strategies using high-quality, large-cap stocks, bonds, REITs, mutual funds, and ETFs, and coordinates investment advice with affiliated tax and insurance services.

James Davis is a CFP®-designated financial advisor with 20 years of industry experience, currently serving at Wealth Management Advisors, LLC in Greenville, SC. His prior experience includes roles at Arkadios Capital and Triad Advisors, Inc. Outside of his advisory work, he is the founder and president of the Antonakos Foundation, a 501(c)(3) charity providing scholarships to college students, and serves on the endowment board of Buncombe Street Methodist Church. Wealth Management Advisors, LLC manages approximately $563 million and offers financial planning, portfolio management, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm emphasizes customized investment plans with a long-term strategic asset allocation and tactical adjustments, and it uniquely serves state and municipal clients as well as insurance companies through a wrap fee program.

Edward Heiser Jr. is a Series 65-licensed advisor with Burgess Investment Group, LLC, bringing three years of industry experience. His background includes roles at Mutual of Omaha and prior work in various industries. He is also a licensed insurance agent and recommends insurance products. Burgess Investment Group provides portfolio management and financial planning to individuals, charities, and high-net-worth clients, employing a multi-method investment process that includes a broad range of strategies and asset classes. The firm operates as a team of 11 advisors offering tailored investment programs and written investment policies.

Jennifer Osgood is a financial advisor with Wealth Management Advisors, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Arkadios Capital and Triad Advisors, Inc., and has been with Wealth Management Advisors and Wagner Wealth Management since 2014 and 2007, respectively. Osgood serves on the boards of A Child's Haven and Foothills Alliance, organizations focused on therapeutic child care and child abuse prevention. Wealth Management Advisors, LLC manages approximately $563 million and provides financial planning, portfolio management, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, businesses, and municipal entities. The firm emphasizes customized, long-term strategic asset allocation with tactical adjustments and offers services through advisor-managed accounts, third-party managers, and a wrap fee program.

Luke Maloney Grimes is a Series 65-licensed advisor with Burgess Investment Group, LLC in Greenville, SC. He has two years of industry experience, including roles at Backcountry Inc. and Jarden Management, Ltd. Prior to his advisory career, he completed an international sabbatical from 2016 to 2019. Burgess Investment Group provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients. The firm employs a multi-method investment approach and offers a broad array of strategies and products, including alternative and higher-risk instruments.

Saverio Lacroce is a financial advisor at BCA Private Wealth, Inc. in Greenville, SC, holding a Series 65 designation and with experience at several firms including Franklin Square, Northstar Advisory, and Ballentine Capital Advisors. He has been in the industry since 2012. BCA Private Wealth, Inc. serves a range of clients including individuals, trusts, corporations, and qualified retirement plans, offering fee-based investment advisory services, financial planning, and pension consulting. The firm employs a discretionary, custom portfolio management approach with a focus on ETFs, mutual funds, and hedging strategies, integrating both fundamental and technical analysis.

Elizabeth Mungo is a Series 65-licensed advisor at Burgess Investment Group with one year of industry experience. She has previously worked at McIntosh Cottage LLC, Big Money Retirement, and Turner & Miss Curated Good, and has a background that includes teaching at multiple educational institutions. Outside of her advisory role, she owns and operates an art business focused on creating and selling original and print artworks. Burgess Investment Group is a team-based firm that provides portfolio management and financial planning to individuals, charities, and high-net-worth clients. The firm employs a multi-method investment approach and offers a broad range of strategies and investable products, including alternative and higher-risk instruments.

Kyle Conner is a financial advisor at Burgess Investment Group, LLC with three years of industry experience. He holds a Series 65 credential and has worked at firms including Curran Financial Partners and New York Life Insurance Company. His background also includes experience in online e-commerce and insurance. Burgess Investment Group provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients, employing a multi-method investment process and offering a broad range of investment strategies from long-term buy-and-hold to short-term trading. The firm markets both hypothetical and actual performance results and includes alternative investment products in its offerings.

Justin Phillips is a financial advisor at Family Legacy, Inc. in Greenville, SC, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Stokes & Company CPAs, Bradshaw, Gordon & Clinkscales, and Greenville County Schools. Family Legacy, Inc. provides discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm emphasizes long-term, generally conservative investment strategies combining large-cap stocks, bonds, REITs, and ETFs, and coordinates investment advice with tax and insurance services through affiliated practices.

Luke Powers is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He currently works at Visionary Horizons, LLC and previously held roles at Vanbridge, Southwestern Investment Group, Sagespring Wealth Partners, and Raymond James Financial Services. Visionary Horizons provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm constructs model portfolios informed by third-party research and uses equities, fixed income, ETFs, mutual funds, options, and alternatives, while incorporating AI tools in its service delivery.

Kimberly Sparks is a financial advisor at William Joseph Capital Management, Inc. with 28 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at firms including Cetera and LPL Financial. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning into wealth management engagements and offers ERISA plan consulting alongside fee-based insurance product services.

Aden Partee is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. His prior roles include positions at JEHM Wealth & Retirement, Alloy Investment Management, and LPL Financial. Outside of finance, he has work experience in the retail and service industries, including multiple years at Chick-fil-A. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services through a large network of affiliated offices and representatives.

Thomas Andrews is a CFP® professional with 25 years of industry experience. He is currently with Integrated Advisors Network LLC and Capital City Financial Partners, having held prior positions at Fidelity Investments and Strategic Advisors, Inc. Andrews operates an affiliated investment advisory business under a DBA through Capital City Financial Partners. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a risk-profile framework and combines fundamental and quantitative analysis to manage portfolios, frequently utilizing third-party sub-adviser platforms and offering a range of advisory and financial planning services.

Christina Amor is a financial advisor at Perigon Wealth Management, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley, Shipt, Inc., TD Ameritrade, and Scottrade prior to joining Perigon in 2021. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction aligned with clients’ goals and risk tolerance, and it offers discretionary portfolio management along with oversight of sub-advisors and wrap-fee programs.

Robert Leatherwood is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Brookstone Wealth Advisors and R&R Financial Advisors. Outside of his advisory role, he is a consultant for Empower Law & Mediation, serves as a bookkeeper for Russell Community Church, and acts as a financial coach for Stokes CPA. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, and small businesses. The firm utilizes both predefined model portfolios and custom strategies, combining strategic asset allocation with quantitative and tactical analysis, and offers services such as portfolio management, financial planning, and retirement plan consulting.

Margarette Craig is an investment advisor representative at CreativeOne Wealth, LLC with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at MassMutual Life Insurance Company, Reveal Wealth, and New York Life Insurance Company. Since 2004, she has served as owner and investment advisor representative of Legacy Financial Advisors, LLC, focusing on life insurance, fixed annuities, and securities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary and third-party model portfolios, employing modern portfolio theory and various analytical methods across a diverse range of investment vehicles.