Joseph Grim is a CFP® and ChFC® with 15 years of experience in financial planning and asset management. He has worked at Advanced Planning, Inc. since 2009 and also has experience with Cetera Wealth Services, LLC and Summit Brokerage Services. Advanced Planning, Inc. advises individuals, trusts, estates, charitable organizations, corporations, and retirement-plan participants, managing approximately $42.7 million in client assets. The firm offers customized portfolio management, 401(k) participant advising, and both modular and comprehensive financial consulting services.

Harrison O Brien is a financial advisor at Norris Financial Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise and TD Bank in various capacities. Norris Financial Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as participant and employer retirement plans. The firm uses risk modeling and routine rebalancing to manage portfolios and offers a bundled wrap fee platform integrated with its advisory and retirement-plan services.

Thomas Smith is a CFA® charterholder with 13 years of industry experience and the principal of Thomas Smith And Associates, Inc. in Greenville, SC, where he has worked since 2003. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he acts as his own real estate agent when buying or selling his personal properties. Thomas Smith And Associates, Inc. provides discretionary investment advisory and portfolio management services to high-net-worth individuals and trusts. The firm manages fully diversified portfolios with a focus on tax and cost efficiency, operating with a small client base and emphasizing individualized portfolio construction and ongoing monitoring.

Maxwell King is a financial advisor with Rogers Financial Advisory Group, LLC, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Rogers Financial Advisory Group and Osaic Wealth, he was self-employed performing contract work and held roles outside the financial industry. He is also licensed to sell life, long-term care, and fixed insurance products. Rogers Financial Advisory Group serves individuals, corporations, and business entities with portfolio management and comprehensive financial planning services. The firm emphasizes fundamental analysis and long-term investment strategies, using risk-tolerance assessments and asset allocation tools to create individualized portfolios.

Richard Humphreys is a financial advisor at Bluestar Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Bluestar Wealth Management in 2025, he worked at Novus Advisors from 2017 to 2025 and Charles Schwab Bank from 2000 to 2017. Bluestar Wealth Management serves individual and high-net-worth clients with customized portfolio management, combining fundamental analysis and modern portfolio theory. The firm offers both discretionary and non-discretionary services, including asset allocation, security selection, and regular portfolio monitoring.

David King is a financial advisor with Rogers Financial Advisory Group, LLC in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Rogers Financial Advisory Group since 2004 and Rogers Financial Group since 2006, and has been associated with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 1995. In addition to advisory roles, he provides tax preparation services for individuals. Rogers Financial Advisory Group serves individuals, corporations, and other business entities with portfolio management and comprehensive financial planning, integrating securities and non-securities elements of clients’ financial situations. The firm employs a fundamental analysis and long-term investment approach, utilizing risk-tolerance assessments and asset allocation tools to create individualized portfolios.

Richard Vandernoord is a CFP® with 24 years of industry experience. He has worked at Van der Noord Financial Advisors, Inc. since 1997 and previously spent six years at THF Advisors, LLC. He holds Series 63 and Series 65 licenses. 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 primarily uses goals-based, passive investment strategies built with ETFs and diversified model portfolios, and is notable for its ERISA-focused retirement plan work and use of third-party service providers incorporating artificial intelligence and machine learning.

Altman Norris is a financial advisor at Norris Financial Group, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Norris Financial Group since 2004 and Osaic since 2005. In addition to his advisory role, he is an insurance agent specializing in life and disability insurance. Norris Financial Group is an independent registered investment adviser serving individuals, retirement plans, trusts, and businesses. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, using risk-assessment tools and a proprietary platform to tailor investment advice according to client goals and risk tolerance.

Jennifer Lahaie is a financial advisor at JEHM Wealth & Retirement, LLC with 11 years of industry experience. She holds the Series 65 credential and has worked at JEHM Wealth & Retirement since 2016. Lahaie is also president of the Laurel Lake Homeowners Association. JEHM Wealth & Retirement serves individual and high-net-worth clients, offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm uses client-specific asset allocation and combines fundamental and technical analysis, implementing portfolios through model strategies and a sub-adviser relationship.

Carroll Carson Jr. is a financial advisor with Advanced Planning, Inc. in Greenville, SC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience and has worked at Advanced Planning, Inc. since 2001, as well as at Cetera Wealth Services, LLC and Summit Brokerage Services Inc. Outside of advising, he serves as a conservator for a minor. Advanced Planning, Inc. manages approximately $42.7 million in client assets across 172 relationships, serving individuals, trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm offers customized asset allocation using fundamental, technical, and charting analysis, providing both discretionary portfolio management and consulting services.

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.

Leila Dudley is a CFP®-certified financial advisor with 13 years of industry experience, currently serving at Mosaic Wealth Strategies LLC in Greenville, SC. She previously worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Dudley is also appointed with outside carriers to broker non-registered insurance products. Mosaic Wealth Strategies LLC is a state-registered advisory firm serving individual and high-net-worth clients with financial planning, retirement and education planning, investment consultation, and business consulting. The firm employs a blended investment approach using Modern Portfolio Theory alongside fundamental and technical analysis, typically arranging portfolio management through third-party managers rather than managing assets directly.

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.

Kimberly Sparks is a financial advisor at William Joseph Capital Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Advisers LLC among other firms. William Joseph Capital Management, Inc. is a multi-advisor investment advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management through customized portfolio construction and third-party sub-advisors accessed via the AssetMark platform.

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.

Jennifer Chandler is a Series 65-licensed financial advisor with eight years of industry experience, currently serving at Family Legacy, Inc. in Greenville, SC. She has been with Family Legacy since 2016, working as part of a seven-advisor team. Family Legacy, Inc. offers discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a long-term, generally conservative investment approach focused on high-quality large-cap stocks complemented by bonds, REITs, mutual funds, and ETFs, and integrates tax-managed strategies primarily for larger clients.

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.

David Means is a financial advisor at Means Wealth Management with 22 years of industry experience. He holds the Series 66 credential and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Means Wealth Management serves individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified employer retirement plans. The firm offers discretionary and non-discretionary portfolio management, integrated financial planning, and exit planning for business owners, employing a combination of active and passive investment strategies customized to client needs.