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.

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.

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.

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 with the firms DBA Big Money Retirement and Big Retirement, holding a Series 65 credential and three years of industry experience. His prior roles include positions at BIG Money and ReGenesis. Osborne serves on the finance committee of Freedom Fellowship and is a board member of the Pebble Grove Home Owners Association. BIGL documents client objectives and risk tolerance in an Investment Policy Statement and uses a range of analysis techniques alongside both long-term and short-term trading tactics to manage portfolios. The firm serves individual and high-net-worth clients through discretionary portfolio management and financial planning.

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 Foster Victor in Greenville, SC, where he has worked since 2017. He has eight years of industry experience. Outside of his advisory role, he occasionally works weekends as a sales mechanic at a local bike shop. 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 investment approach with diversified portfolios and uses third-party platforms and alternative investments tailored to clients’ risk profiles and liquidity 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 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.

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 a Series 66 license and is based in Greenville, SC. Altman Advisors provides discretionary portfolio management and investment consulting to individuals, trusts, retirement plans, and business clients. The firm emphasizes fundamental analysis, strategic asset allocation, and individualized account management through its wrap fee family office and asset management services.

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.