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.

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 Jr. is a financial advisor with Greenwood Capital Associates, LLC, holding Series 63 and Series 65 designations and possessing nine years of industry experience. He has been with Greenwood Capital since 2017 and previously worked at Wcm Global Wealth LLC for one year. Greenwood Capital Associates is an SEC-registered investment advisory firm that offers financial planning and portfolio management services to individuals, families, and institutional clients, including foundations, endowments, and government entities. The firm utilizes a combination of fundamental, technical, cyclical, and active-risk analysis to inform its investment strategies and provides discretionary management, model portfolios, and managed retirement plan assets.

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®-certified financial advisor with seven years of industry experience. He currently works at Foster Victor Wealth Advisors, where he has been since 2022, and previously spent three years with Edward Jones. Foster Victor Wealth Advisors provides financial planning, investment management, and retirement plan consulting services to individuals, high-net-worth clients, and various business entities. The firm employs a fundamental-analysis, balanced approach to portfolio construction and offers family-office style services tailored to clients’ risk tolerance and financial goals.

Christopher Wright is a financial advisor at Creekmur Asset Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Idle Hill Advisors LLC, Financial Gravity Asset Management, Inc., and Verity Asset Management. Wright also maintains ongoing business activities with Wright Retirement LLC and Carolina Insurance Express LLC, through which he services existing clients and receives renewal commissions on annuity and insurance sales. 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 third-party tools and managers to align portfolios 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 with Colton Groome Financial Advisors, LLC, holding a ChFC® designation and over 35 years of industry experience. His career includes roles at ValMark Advisers, Inc., The Reichert Company, Inc., and Capital Design Associates, among others. He is president of The Reichert Company, Inc., where he advises business owners on exit planning, and serves as chair of the development committee at Saint Joseph's Catholic School. Colton Groome Financial Advisors, LLC provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, and institutions. The firm employs a strategic asset allocation approach using both passive and active managers and supports retirement plans with participant education and customized performance analysis.

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.

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.