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.

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 with Wealth Management Advisors, LLC in Greenville, SC, holding a Series 66 designation and nine years of industry experience. Her career includes roles at Arkadios Capital, Triad Advisors, Inc., LPL Financial, and Bank of North Carolina. Outside of her advisory work, she is involved in life insurance sales. Wealth Management Advisors, LLC provides financial planning, discretionary portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, trusts, businesses, and governmental entities. The firm emphasizes individualized investment plans with a long-term strategic asset allocation and tactical adjustments, managing approximately $686 million in discretionary assets.

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 and institutional clients, applying modern portfolio theory with a long-term investment approach tailored to each client’s 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.

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.

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.

Timothy Few is a Series 65-licensed advisor with Wealth Intelligently Navigated, LLC and has been with the firm since its founding in 2026. Prior to joining Wealth Intelligently Navigated, he worked at Parallel Financial, UBER Technologies, Robert Half International, and Rocky Moo LLC. His industry experience is in its early stages. Wealth Intelligently Navigated is an SEC-registered advisory team serving individuals and high net worth clients with portfolio management, financial planning, and estate-planning consulting. The firm uses a combination of asset allocation, dollar-cost averaging, technical analysis, and trading strategies tailored to client objectives, managing over $530 million across approximately 398 accounts.