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 is a financial advisor at Greenwood Capital Associates, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at WCM Global Wealth LLC and the University of South Carolina. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.668 billion for around 635 clients, including individuals, families, foundations, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, utilizing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Johnathan Burgess is a Series 65-licensed financial advisor with four years of industry experience, currently with Burgess Investment Group, LLC. He has worked at Big Money Management since 2018 and previously held roles outside of finance including at the George Dean School of Economics and Business and Capri's Italian. Burgess serves as president of the University of South Carolina Alumni Association. Burgess Investment Group, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $147 million in assets. The firm combines various analytical approaches and trading strategies and offers a subscription newsletter with investment recommendations, including on cryptocurrencies.

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® 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.

Christopher Wright is a financial advisor at Creekmur Asset Management, LLC with 12 years of industry experience. He holds a Series 65 credential and has worked with multiple firms, including Idle Hill Advisors LLC and Financial Gravity Asset Management, Inc. Outside of his advisory role, he is involved with Wright Retirement LLC and Carolina Insurance Express LLC, where he manages renewal annuity and insurance commissions for existing clients. 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 model managers and third-party tools to align investments 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.

Donald Reichert is a financial advisor at Colton Groome Financial Advisors, LLC with 34 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Colton Groome Financial Advisors in 2025, he held roles at ValMark Advisers, Inc., The Reichert Company, Inc., and Capital Design Associates among others. Outside of his advisory work, he serves as president of The Reichert Company, Inc., which provides business exit planning services, and is involved in community activities including serving as co-chair of a political education seminar and chair of the development committee at Saint Joseph's Catholic School. Colton Groome Financial Advisors, LLC serves individuals, high-net-worth clients, retirement plans, and institutions, managing approximately $725 million in assets. The firm uses a structured investment approach centered on Financial Profiles and Investment Plans, incorporating both passive and active managers as well as alternative strategies, supported by an investment committee and detailed performance analysis tools.

Tate Chatham is an advisor at TruNorth Advisors in Greenville, SC, holding Series 63 and Series 65 licenses. He joined TruNorth Advisors in 2026 and has prior experience with MML Investors Services LLC and MassMutual Life Insurance Company. Outside of finance, Tate operated a lawn care business for five years and worked at Magnolia Green Golf Club for four years. TruNorth Advisors offers discretionary portfolio management, financial planning, and sub-advisory services to individuals, including high-net-worth clients, as well as entities like family offices, trusts, estates, and private foundations. The firm uses modern portfolio theory with a primarily long-term investment approach tailored to each client’s goals and risk tolerance.

Shane Kozusko is a financial advisor at Global View Investment Advisors, LLC with a Series 65 credential and three years of industry experience. Prior to joining Global View in 2022, he served in the US Army from 2014 to 2019 and worked at the University of Georgia. Outside of finance, he has worked in the hospitality sector at The Hub bottle shop. Global View Investment Advisors serves individuals, high-net-worth families, trusts, and business retirement plans with wealth management and consultation services. The firm follows a Margin of Safety investment philosophy, combining fundamental, cyclical, and technical analysis, and emphasizes risk management through downside-risk metrics and probability modeling.

Alyssa Book is a financial advisor at Family Legacy, Inc. in Greenville, SC, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Cherry Bekaert and the Walt Disney Company. She has also been involved with Family Legacy Business Services Inc. for several years. Family Legacy, Inc. provides discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a conservative, long-term investment approach focused on high-quality, income-oriented large-cap stocks and tax-aware strategies tailored to client risk tolerance.

Kendall King is a financial advisor at Foster Victor with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Prudential Insurance Company of America and PRUCO Securities. Outside of his advisory role, he is a partner in Mac3 Holdings, LLC, a family property management entity. Foster Victor Wealth Advisors serves individual, high-net-worth, and institutional clients, offering financial planning, investment management, retirement plan consulting, and family office-type services. The firm employs a diversified investment approach across multiple asset classes and integrates affiliated insurance and real estate activities into its service offerings.

Shawn Penland is a financial advisor at Foster Victor with one year of industry experience. He holds a Series 65 designation and previously worked at Blackwater Asset Management and Penland Automotive Group. Foster Victor Wealth Advisors serves individual, high-net-worth, and institutional clients by providing financial planning, investment management, retirement plan consulting, and family office-type services. The firm employs a balanced, diversified investment approach across multiple asset classes and integrates affiliated activities including insurance and real estate services.

Jamie Stone is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has worked at Means Wealth Management since 2022 and previously held roles at Mercer Global Advisors Inc. from 2015 to 2022. He is based in Greenville, SC, and holds Series 63 and Series 65 licenses. Means Wealth Management serves individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified employer retirement plans. The firm uses a combination of active and passive model portfolios tailored to client needs and offers specialized services including exit planning and investment management for pooled vehicles such as an investment club.