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 designation and previously worked at Wells Fargo Clearing for six years before joining Means Wealth Management in 2016. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and qualified employer retirement plans. The firm employs both active and passive investment strategies, customizes portfolios based on client profiles, and offers specialized services such as exit planning and investment club management.

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.

Miriam Edwards is a financial advisor at Wealth Management Advisors, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Arkadios Capital, Triad Advisors, Inc., LPL Financial, and the Bank of North Carolina. In addition to her advisory role, she is involved in life insurance sales. Wealth Management Advisors, LLC provides financial planning, discretionary portfolio management, retirement-plan advisory services, and a wrap-fee program to individuals, trusts, businesses, and other organizations. The firm serves both retail and high-net-worth clients, using a long-term strategic asset allocation approach with tactical adjustments and discretionary portfolio management.

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.

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.

Stephen Leitzell is a CFP® and ChFC® with 44 years of experience in the financial industry. He is currently with AAN Wealth Advisors LLC and has previous experience with Garden State Investment Advisory Services, Garden State Securities, and Questar Asset Management. Outside of advisory work, he is the owner of Income & Asset Preservation, LLC, which focuses on insurance sales and service. AAN Wealth Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm provides advisory services through model portfolio recommendations and ongoing oversight, working with unaffiliated subadvisors who manage discretionary portfolios.

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.

Andrew Brown is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Foster Victor Wealth Advisors, where he has been since 2022, and previously spent three years with Edward Jones. Foster Victor Wealth Advisors provides financial planning, investment management, and retirement plan consulting services to individuals, high-net-worth clients, and various business entities. The firm employs a fundamental-analysis, balanced approach to portfolio construction and offers family-office style services tailored to clients’ risk tolerance and financial goals.

Christopher Wright is a financial advisor at Creekmur Asset Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Idle Hill Advisors LLC, Financial Gravity Asset Management, Inc., and Verity Asset Management. Wright also maintains ongoing business activities with Wright Retirement LLC and Carolina Insurance Express LLC, through which he services existing clients and receives renewal commissions on annuity and insurance sales. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to align portfolios with client risk profiles.

John Chalk is a financial advisor with Trinity Portfolio Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Trinity Portfolio Advisors since 2009 and has a concurrent affiliation with MassMutual Life Insurance Company since 2000. Outside of his advisory role, he serves on the board of a holding company for clinics, contributing to strategic planning. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for around 689 clients. The firm offers financial planning, consulting, and investment management services to individuals, plans, trusts, estates, charitable organizations, and business entities, employing a risk-focused, probability-based investment approach that combines various analytical methods and proprietary model portfolios.

George Fossing is a financial advisor at Delta Investment Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at Delta since 2019, following prior roles at Retirement Wealth Advisors and Brookstone Capital Management. Fossing is also the owner of NorthStar Financial & Retirement Planning, LLC, where he is involved in retirement planning and insurance sales. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans, typically onboarding clients with account sizes of $50,000 or more. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple distinct investment strategies, including tactical ETF rotation and concentrated equity portfolios.

Clayton Koch is a financial advisor at Wealth Management Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank, N.A., Northwestern Mutual Investment Services LLC, and Heath Johnson. Outside of his advisory work, he is involved as a partner in 413 Investments LLC, which aims to invest in recreational opportunities such as golf courses. Wealth Management Advisors, LLC provides financial planning, discretionary portfolio management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individuals, trusts, businesses, and institutional clients. The firm emphasizes long-term strategic asset allocation combined with tactical adjustments and manages approximately $686 million in discretionary assets using fundamental, technical, and cyclical analysis.

James Gulledge III is a financial advisor with Foster Victor Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Foster Victor since 2016. Foster Victor Wealth Advisors provides financial planning, investment management, retirement plan consulting, and related services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs a fundamental-analysis, balanced approach, constructing diversified portfolios across multiple asset classes and tailoring allocations to clients’ risk tolerance, time horizon, and liquidity needs.

Grant Dowis is a financial advisor at Foster Victor Wealth Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. 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 uses a diversified investment approach across multiple asset classes and provides ERISA fiduciary consulting for retirement plan sponsors.