Dow Barton is a financial advisor at Delta Investment Management, LLC with 24 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Delta in 2021, he worked at firms including NorthStar Financial & Retirement Planning, Allstate Insurance Company, and Secure Investment Management. Barton is also a Medicare consultant and insurance agent through his own businesses. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple distinct strategies, blending systematic ETF rotation approaches with a concentrated, high-conviction equity mandate.

Steven Tolleson is a Series 65 licensed financial advisor with 11 years of industry experience. He currently works at Wealth Intelligently Navigated, LLC and previously spent 10 years at Parallel Financial LLC and one year with the Kansas City Royals. Outside of advising, he is a co-founder of Slam Co., a business involved with investing returns from residential property flips into a young engineering company. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm serving individuals and high net worth clients with portfolio management, financial planning, and estate-planning consulting. The firm uses a variety of investment strategies tailored to client goals and risk tolerances and manages over $530 million in assets across seven advisors.

Matthew Hart is a CFA® charterholder with 28 years of industry experience. He currently serves as a financial advisor at Foster Victor Wealth Advisors, LLC and previously worked at VALIC Financial Advisors, Inc. and Invesco Advisers, Inc. in various advisory roles. Foster Victor Wealth Advisors serves individual and high-net-worth clients, as well as institutional clients including pension plans, trusts, and corporations. The firm employs a balanced, diversified investment approach using fundamental analysis and model portfolios across multiple asset classes, offering services such as financial planning, investment management, retirement plan consulting, and outsourced family office-type solutions.

Anna Wolford is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at Wealth Intelligently Navigated, LLC and has prior experience at Parallel Financial LLC, Syntrinsic Investment Counsel, Beacon Pointe Advisors, Cda Group, and Hanover Advisors. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm serving individuals and high net worth clients with portfolio management, financial planning, and estate-planning consulting. The firm customizes investment advice based on client objectives and risk tolerances, using a combination of asset allocation, dollar-cost averaging, technical analysis, and trading strategies.

Katherine Sanders is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Foster Victor Wealth Advisors and has previously worked at Madison Avenue Securities and Phillip Allen, Inc. In addition to her advisory role, she serves as a notary public. Foster Victor Wealth Advisors serves individual, high-net-worth, and institutional clients, providing financial planning, investment management, retirement plan consulting, and family office-type services. The firm employs a diversified investment approach across multiple asset classes and offers both discretionary and non-discretionary management.

Anthony Colancecco Jr. is a CFP®-designated financial advisor with 13 years of industry experience, currently serving at BCA Private Wealth, Inc. since 2019. His prior roles include positions at Triad Advisors, Efficient Advisors, LLC, and Apexium Financial LP. Outside of advisory services, he hosts the "Connected by Community" podcast and serves as COO of Ballentine Capital Management. BCA Private Wealth, Inc. serves individuals, trusts, corporations, qualified retirement plans, and brokerage customers with fee-based investment advisory, financial planning, cash management, and retirement plan consulting. The firm employs a structural allocation strategy using exchange-traded funds and mutual funds, combining discretionary portfolio management with digital investment options and fiduciary services.

Thomas Ledbetter is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has worked at Colonial Trust Advisors, Inc. since 2022 and previously was employed by Wells Fargo for five years. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a team-based investment process and offers portfolio management, financial planning, and retirement-plan advisory services managing approximately $1.8 billion in assets.

Dylan Nertavich is a financial advisor at Foster Victor with one year of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments and Investor Acumen. Foster Victor Wealth Advisors provides financial planning, investment management, retirement plan consulting, and related services to individuals, high-net-worth clients, pension plans, trusts, estates, and business entities. The firm employs a fundamental-analysis, balanced approach to portfolio construction, utilizing diversified asset classes and third-party platforms while tailoring strategies to clients’ risk tolerance and financial goals.

Jonathan Wiles is a financial advisor at Global View Investment Advisors, LLC in Greenville, SC, with 20 years of industry experience. He holds the Series 66 designation and has been with Global View and Cambridge Investment Research since 2007. Global View Investment Advisors offers wealth management and consultation services to individuals, high-net-worth families, trusts, and business retirement plans. The firm follows a Margin of Safety investment philosophy, combining multiple methods of analysis, and emphasizes risk management and client education through formal seminars and teaching activities.

Zachary Jenkins is a financial advisor with Delta Investment Management, LLC in Greenville, SC, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at Delta since 2019 and is also associated with NorthStar Financial & Retirement Planning, LLC, where he provides financial advice. Jenkins has experience in insurance sales with Athene USA and Ohio National Life Insurance Company. Delta Investment Management offers discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm combines quantitative macro analysis, fundamental research, and technical indicators across multiple strategies, including ETF-based tactical approaches and a concentrated equity mandate, managing over $850 million in assets.

Alex Spence is an advisor with Wealth Intelligently Navigated, LLC and holds a Series 65 designation. He has six years of prior work experience at BMW Manufacturing Co., LLC and four years at Bertrandt US Inc. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm serving individuals and high net worth clients with discretionary and non-discretionary portfolio management, financial planning, and estate-planning consulting. The firm employs a variety of investment approaches and manages over $530 million in assets across approximately 398 client accounts.

John Saverance is a financial advisor at BCA Private Wealth, Inc. in Greenville, SC, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Ballentine Capital Advisors, Equitable Advisors, Doordash, and Clemson University. BCA Private Wealth, Inc. serves individuals, trusts, corporations, qualified retirement plans, and brokerage customers by providing fee-based investment advisory services, financial planning, and pension consulting. The firm typically manages portfolios on a discretionary, custom basis using a structural allocation strategy focused on ETFs and mutual funds, supplemented by fundamental and technical analysis and a digital investment management option through Betterment.

Travis Smith is a financial advisor at Delta Investment Management, LLC with nine years of industry experience. He holds the PFS™ and Series 66 designations. His prior experience includes roles at NorthStar Financial & Retirement Planning, Davis & Floyd, and several other firms. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm uses a combination of quantitative macro analysis, fundamental research, and technical indicators, offering both tactical ETF strategies and concentrated equity mandates.

Cullen Coxe is a financial advisor at Colonial Trust Advisors, Inc. in Spartanburg, SC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Texas Capital Bank and Northmarq, as well as several years affiliated with Southern Methodist University. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations, providing portfolio management, financial planning, and retirement-plan advisory services through a team-based approach that emphasizes fundamental and qualitative analysis and regular portfolio reviews.

Erik Mizell is a CFP® professional with 13 years of experience in the financial services industry. He has been with Foster Victor Wealth Advisors, LLC since 2016. Erik holds Series 63 and Series 65 licenses. Foster Victor Wealth Advisors serves 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 to portfolio construction, utilizing diversified models and periodic rebalancing tailored to client risk profiles and investment goals.

Amanda Stilwell is a financial advisor at The Wealth Boutique with eight years of industry experience. She holds a Series 65 designation and has worked at The Wealth Boutique since 2023, following a four-year tenure at AlphaStar Capital Management and ongoing involvement with The Assurance Group. At The Assurance Group, she serves as a District Sales Director focused on insurance sales. The Wealth Boutique is a team of seven advisors serving individuals, high-net-worth and multi-generational clients, trusts, and some institutions. The firm offers financial planning and discretionary portfolio management through a goals-based approach, utilizing customized asset allocations and tax- and estate-aware strategies.

James Fiske is a CFP®-designated financial advisor with seven years of industry experience, currently serving at Colonial Trust Advisors, Inc. He previously worked at Brown Advisory and BB&T Securities. In addition to his advisory role, he is Director of Research and Portfolio Management at Colonial Trust Company, where he is involved in investment management and fiduciary services. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an investment committee and maintains a corporate affiliation with Colonial Trust Company, enabling integrated advisory and trust services.

William Brown is a financial advisor at Family Legacy, Inc. in Greenville, SC, with 22 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Family Legacy since 1995. Brown serves as trustee for multiple private foundations and trusts, and as personal representative for an estate. Family Legacy, Inc. provides discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a conservative, long-term investment strategy focused on high-quality, income-oriented large-cap stocks, bonds, REITs, mutual funds, and ETFs, with portfolio construction tailored to client risk tolerance.

James Davis is a CFP®-designated financial advisor with 20 years of industry experience, currently serving at Wealth Management Advisors, LLC in Greenville, SC. His prior experience includes roles at Arkadios Capital and Triad Advisors, Inc. Outside of his advisory work, he is the founder and president of the Antonakos Foundation, a 501(c)(3) charity providing scholarships to college students, and serves on the endowment board of Buncombe Street Methodist Church. Wealth Management Advisors, LLC manages approximately $563 million and offers financial planning, portfolio management, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm emphasizes customized investment plans with a long-term strategic asset allocation and tactical adjustments, and it uniquely serves state and municipal clients as well as insurance companies through a wrap fee program.

Matthew Crider is a CFP® professional with 15 years of industry experience. He is currently with Global View Investment Advisors, LLC and has prior experience at Fidelity Investments and Mass Mutual Life Insurance Company. Global View Investment Advisors provides wealth management and consultation services to individuals, high-net-worth families, trusts, and business retirement plans. The firm follows a Margin of Safety investment philosophy combining fundamental, cyclical, and technical analysis, with an emphasis on risk management and client education.