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.

Danielle Harmon is a CFP® credentialed financial advisor with nine years of industry experience. She is currently with Clark Asset Management, LLC and has previously worked at Blue Trust, Origin Financial, and Boundless Financial Services. Clark Asset Management, LLC provides wealth management and financial planning services to individual and high-net-worth clients, primarily using a passive investment approach focused on index funds and ETFs, alongside comprehensive planning for retirement, taxes, risk management, and estate needs.

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.

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.

Andrew Edwards is a financial advisor at Prota Financial in Simpsonville, SC, with three years of industry experience. He holds a Series 65 designation and has prior work experience with Lockheed Martin and the United States Air Force. Prota Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets.

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.

Joshua Gallman is a financial advisor at Wealth Intelligently Navigated, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Intelligently Navigated, he was involved with Unclaimed Furniture for seven years and operated as a self-employed individual for eight years. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm that provides portfolio management, financial planning, and estate-planning consulting to individuals and high net worth clients. The firm uses a variety of investment approaches tailored to client objectives and conducts regular account reviews.

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.

Anthony Mahfood is a financial advisor with Wealth Intelligently Navigated, LLC and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including a decade at Fiduciary Alliance, LLC, and has been with Wealth Intelligently Navigated since its founding in 2026. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm that provides portfolio management, financial planning, and estate-planning consulting primarily to individuals and high-net-worth clients. The firm employs a range of investment strategies tailored to client objectives and risk tolerances and manages over $530 million in assets across approximately 398 client accounts.

Christopher Robbins is a CFP® professional with eight years of industry experience, currently serving with Vestia Personal Wealth Advisors. His prior roles include positions at Larson Financial Securities and Larson Financial Group, as well as work at Taylor University. He is also a managing member of Vestia Insurance, LLC, where he contributes to client introductions for insurance solutions. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, and consulting for retirement plan sponsors. The firm employs an evidence-based investment approach and utilizes a combination of in-house management, third-party sub-advisors, and technology-enabled solutions.

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.