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.

Constantine Burlos is a financial advisor with ONESOURCE Wealth Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has previously worked at CoreCap Advisors and CoreCap Investments. Outside of advisory work, he operates Burlos Marketing LLC and serves as a licensed insurance agent, spending part of his time on a tax planning strategy related to accelerated cost recovery for commercial property. ONESOURCE Wealth Advisors is a small, state-registered firm managing approximately $3.2 million for a select client base of 17 relationships. The firm serves individuals, trusts, estates, and retirement plans, offering discretionary asset management and comprehensive financial planning through direct portfolio management, sub-advisors, and third-party managers.

Thomas Miller is a financial advisor with Professional Planning & Wealth, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Osaic Advisory Services, Financial Partners Group, MML Investors Services, and MassMutual Life Insurance Company. He is also active in life and health insurance sales. Professional Planning & Wealth serves individuals, high-net-worth families, estates, trusts, retirement and pension plans, corporations, and charitable foundations. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, employing a blend of fundamental, quantitative, and technical analysis alongside strategic asset allocation.

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.

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.

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.

Edward Beeker II is a Series 66-credentialed advisor with 18 years of industry experience. He is currently with Apollon Financial, LLC and has prior experience at LPL Financial, Good Life Advisors, and Waddell & Reed. Outside of his advisory role, he has been involved with insurance agencies and independent investment advisory services. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and utilizes a combination of centrally managed models, advisor-led portfolios, and sub-advisers, complemented by various investment strategies including ESG models and tax-aware techniques.

David Taylor is a CFP® with 25 years of industry experience and currently serves as an advisor at MTM Investment Management, LLC. He previously worked at Mcham Taylor & Co. and Raymond James Financial, including an eight-year tenure at Raymond James Financial Services, Inc. Outside of his advisory role, Taylor manages a holding company and participates on the investment committee of Spartanburg Day School. MTM Investment Management provides advisory services to families, individuals, trusts, and retirement plan sponsors, focusing on long-term strategies that combine fundamental, technical, and cyclical analysis for equity selection and structured fixed-income portfolios. The firm integrates financial planning into its services and offers retirement plan consulting and participant education.

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.

John Moore is a Series 65 licensed advisor with nine years of industry experience. He is currently with MTM Investment Management, LLC in Spartanburg, SC, where he has worked since 2018. Prior to that, he was with McHam Taylor & Co. and served as a Spartanburg County Magistrate. Moore is a minority shareholder in a food distribution business and manages an entity providing administrative services to a private investment fund. MTM Investment Management provides advisory services to families, individuals, trusts, and retirement plan sponsors, emphasizing customized financial profiles and long-term investment strategies. The firm integrates financial planning with portfolio management and offers retirement-plan consulting and participant education.

Matthew Van Name is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Colonial Trust Advisors, Inc. He has held prior roles at firms including Truist, USI Advisors, BB&T Retirement & Institutional Services, and Kestra Advisory. Colonial Trust Advisors manages approximately $1.8 billion for individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a team-based investment process using fundamental and qualitative analysis, asset allocation, and both long- and short-term trading strategies to implement individualized investment policies.

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.