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.

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 with Norris Financial Group, LLC in Greenville, SC, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at OSAIC since 2005 and Norris Financial Group since 2004. Outside of advisory services, he operates as an insurance agent specializing in life and disability insurance. 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 customizes investment advice based on risk tolerance and written investment policies, uses risk modeling and routine rebalancing, and offers a distinctive bundled wrap fee platform integrated with advisory and retirement-plan services.

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.

Jacqueline Benjamin Hatherley is a financial advisor at The Retirement Solutions Group with three years of industry experience. She holds a Series 65 credential and has previously worked at Capstone Capital Wealth Advisors and The Investment Counsel Company. In addition to her advisory role, she owns and consults for RIA Ops LLC, a staffing and operations consulting firm. The Retirement Solutions Group serves individual investors, including both high-net-worth and non-HNW households, offering discretionary and non-discretionary asset management as well as financial planning and consulting. The firm focuses on retirement income planning, tax considerations, estate preservation, and investment selection tailored to client goals and risk tolerance.

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.

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.

Louis Porter is a financial advisor with TruNorth Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Strategic Wealth Designers, The Vanguard Group, and Wells Fargo. TruNorth Advisors provides discretionary portfolio management, financial planning, and sub‑advisory services to individual clients and entities such as family offices and private foundations. The firm employs modern portfolio theory with a long‑term investment approach tailored to client-specific goals and risk tolerance.

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.

Timothy Trier is a financial advisor at TruNorth Advisors in Greenville, SC, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Resolute Capital, Lord and Richards Wealth Management, AE Wealth Management, Living Tower FMC, and Thrivent. Trier maintains an active advisory role at Lord & Richards alongside his work at TruNorth Advisors. TruNorth Advisors provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, and private foundations. The firm employs modern portfolio theory with a primarily long-term investment approach tailored to individual client goals and risk tolerance.

William Coxe Jr. is a financial advisor with Greenwood Capital Associates, LLC, holding Series 63 and Series 65 designations and possessing nine years of industry experience. He has been with Greenwood Capital since 2017 and previously worked at Wcm Global Wealth LLC for one year. Greenwood Capital Associates is an SEC-registered investment advisory firm that offers financial planning and portfolio management services to individuals, families, and institutional clients, including foundations, endowments, and government entities. The firm utilizes a combination of fundamental, technical, cyclical, and active-risk analysis to inform its investment strategies and provides discretionary management, model portfolios, and managed retirement plan assets.

Nathaniel Unger is a financial advisor with TruNorth Advisors in Greenville, SC, holding a Series 65 credential. He has one year of industry experience, with previous roles at Resolute Capital, LLC, Bank of America, Auro Hotels, and The Preiss Co. He attended Clemson University from 2019 to 2023. TruNorth Advisors provides discretionary portfolio management, financial planning, and sub-advisory services to individuals and entities, including high-net-worth clients and private foundations. The firm employs a primarily long-term investment approach based on modern portfolio theory while tailoring strategies to individual client goals and risk tolerances.

Kirbie Crowe is a Series 65-credentialed advisor with eight years of industry experience, currently practicing at Natural Investments since 2017. Prior to joining Natural Investments, Crowe worked at Goodwill for three years. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, institutions, and charitable entities. The firm employs a long-term, diversified investment approach emphasizing socially responsible investments and operates under a unique ownership and governance structure as a public-benefit LLC with a perpetual purpose trust.