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.

Matthew Smith is a financial advisor at Benjamin F. Edwards Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and Wachovia Bank, N.A. Outside of his role at Benjamin F. Edwards, he is involved with Lakenorth Investment Group, LLC, where he provides investment advice as an independent contractor. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, and charitable organizations. The firm offers discretionary investment management, financial planning, and consulting services, implementing portfolios through a combination of internal portfolio managers, affiliated broker-dealer solutions, and third-party managers.

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 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Foster Victor Wealth Advisors since 2019. Prior to that, he was with The Prudential Insurance Company of America and PRUCO Securities, LLC from 2013 to 2019. Foster Victor Wealth Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a fundamental-analysis, balanced approach with diversified portfolios and uses third-party platforms alongside family-office style services.

Shawn Penland is a financial advisor at Foster Victor Wealth Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at Blackwater Asset Management and Penland Automotive Group. Foster Victor Wealth Advisors provides financial planning, investment management, retirement plan consulting, and related services to individuals, high-net-worth clients, trusts, estates, corporations, and other entities. The firm employs a fundamental-analysis, balanced approach with diversified portfolios and periodic rebalancing, utilizing third-party platforms and offering family-office style services.

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.

Corrine Lowitz is a financial advisor at Foster Victor with five years of industry experience. She holds a Series 66 designation and has previously worked at Resolute Capital, Ameriprise Financial Services, and Raymond James Financial Services. Foster Victor Wealth Advisors serves individual and high-net-worth clients as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a balanced, diversified investment approach using multiple asset classes and offers financial planning, investment management, retirement plan consulting, and family office-type services.

Clemmy Osborne Jr. is a financial advisor at Big Money Retirement and Big Retirement with three years of industry experience. He holds a Series 65 designation and has previously worked at ReGenesis and experienced a period of retirement. Outside of his advisory role, Osborne serves on the finance committee of Freedom Fellowship and is a board member of the Pebble Grove Home Owners Association. Big Money Retirement operates as a team of advisors providing ongoing portfolio management and financial planning to individuals, charities, and high-net-worth clients. The firm employs a multi-method investment process across a wide range of strategies and asset classes, including alternative and higher-risk investments.

Eric Baker is a financial advisor with Means Wealth Management in Greenville, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Means Wealth Management, he worked at LPL Financial and Atlas Financial Group, and spent nine years at CT Distributing. Means Wealth Management provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and retirement plans. The firm employs both active and passive investment strategies, customized to client needs, and offers services such as portfolio management, financial planning, and exit planning for business owners.

Michael Hyer is a Series 65 licensed financial advisor with nine years of industry experience, currently with Foster Victor Wealth Advisors since 2017. Before joining Foster Victor, he worked briefly at Carolina Triathlon, where he also assisted occasionally as a bike shop mechanic on weekends. 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 investment approach, constructing diversified portfolios and utilizing model portfolios alongside third-party platforms to tailor strategies to clients’ specific needs.

Julie Worley is a financial advisor at Resolute Capital, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Foothills Wealth Management and Cambridge Investment Research. Resolute Capital serves individual clients, including high-net-worth individuals, as well as family offices, trusts, and private foundations, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm employs investment strategies based on modern portfolio theory, tailored to clients’ goals and risk tolerance, and provides educational workshops at no cost.

Dow Barton is a financial advisor at Delta Investment Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Allstate Insurance Company and Secure Investment Management, LLC. Barton is also involved in Medicare consulting and insurance sales through NorthStar Financial & Retirement Planning, LLC, and as a self-employed insurance agent. Delta Investment Management provides discretionary investment management and financial planning services to individuals, institutions, trusts, and pension plans, employing a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple distinct strategies. The firm serves clients with a minimum account size of $50,000 and acts as a subadvisor to other investment 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.

Ryan Safko is a CFP® with nine years of industry experience currently serving at Altman Advisors. His prior roles include positions at Briaud Financial Advisors, UBS Financial Services, Bank of America, and Merrill. He holds the Series 66 license and is based in Greenville, SC. Altman Advisors offers discretionary portfolio management and investment consulting to individuals, trusts, retirement plans, and business clients. The firm’s investment approach focuses on fundamental analysis and strategic asset allocation, utilizing both long- and short-term strategies along with derivative instruments where appropriate.

Katherine Sanders is a CFP® with eight years of industry experience, currently serving as a financial advisor at Foster Victor Wealth Advisors. Her previous experience includes roles at Madison Avenue Securities, Capital Investment Group, and Phillip Allen. She is also a commissioned notary public. 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 with diversified portfolios and utilizes third-party platforms to tailor investment strategies to clients’ risk tolerance and goals.

Justin Bartanus is a financial advisor at Greenwood Capital Associates, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Greenwood Capital since 2018. Prior to this, he worked at Baylor College of Medicine from 2013 to 2017. Greenwood Capital Associates is an SEC-registered advisory firm managing approximately $1.668 billion for a diverse client base, including individuals, high-net-worth 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, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Anthony Colancecco Jr. is a CFP® with 13 years of industry experience and is currently an advisor at BCA Private Wealth, Inc., where he has worked since 2019. His prior roles include positions at Triad Advisors, Efficient Advisors, LLC, and Apexium Financial LP. He hosts the "Connected by Community" podcast produced by Ballentine Capital Advisors. BCA Private Wealth, Inc. provides fee-based investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a structural allocation strategy focused on risk reduction using ETFs and mutual funds, offering custom discretionary portfolio management alongside a digital investment platform and pension consulting services.

Andrew Sladky is a financial advisor at Family Legacy, Inc. in Greenville, SC, holding a Series 65 designation. He has prior experience at Moore Colson CPAs and Advisors and Elliott Davis. Family Legacy, Inc. provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $377 million across about 240 client relationships and employs a long-term, generally conservative investment approach with a combination of high-quality stocks, bonds, REITs, mutual funds, and ETFs.

Joshua Ord is a financial advisor at TruNorth Advisors in Greenville, SC, holding a Series 65 credential with three years at TruNorth and two years at Resolute Capital, LLC. Prior to his advisory roles, he worked for seven years at Volt Energy. TruNorth Advisors provides discretionary portfolio management, financial planning, and sub-advisory services to individuals and entities such as family offices and private foundations. The firm emphasizes a long-term investment approach based on modern portfolio theory and offers educational seminars as part of its client engagement.

Alexander Means is a financial advisor at Means Wealth Management with 14 years of industry experience. He holds the Series 66 designation and has worked at Means Wealth Management since 2017, with prior experience at Advantage Investment Management LLC and LPL Financial. Outside of his advisory role, he is a partner in a real estate investment LLC focused on buying, selling, and renting residential properties. Means Wealth Management provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified retirement plans. The firm uses both active and passive investment strategies tailored to client objectives and risk tolerance and offers comprehensive financial planning along with specialized services such as exit planning for business owners.