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.

Kathryn Smith is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with eight years of industry experience. She currently serves as a financial planner at Colonial Trust Advisors, Inc. and Colonial Trust Company in Spartanburg, SC, where she has worked since 2021. Prior to that, she held positions at FinTrust Brokerage Services and Ramage Lewis LLC. Kathryn is licensed to sell insurance in South Carolina. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations by providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a team-based investment process led by an internal committee that incorporates fundamental and qualitative analysis, asset allocation, and a combination of long- and short-term trading strategies.

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.

Bert Barre is a CFA® charterholder with 16 years of industry experience, currently serving at Colonial Trust Advisors, Inc. He has been with Colonial Trust Advisors and Colonial Trust Company since 2001 and holds leadership roles including Chairman, President, Chief Operating Officer, and Senior Trust Officer at Colonial Trust Company. Approximately 65% of his time is dedicated to fiduciary and trust services at Colonial Trust Company, with the remainder spent on investment advisory activities. 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 combining fundamental and qualitative analysis, offering discretionary and non-discretionary portfolio management, written financial planning, and retirement plan consulting, supported by its affiliation with Colonial Trust Company, a state-chartered trust company.

Charles Clementson is a financial advisor at Colonial Trust Advisors, Inc. in Spartanburg, SC, with 16 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Truist Advisory Services and BB&T in various capacities. In addition to his advisory role, Charles serves as Vice President and Trust Officer at Colonial Trust Company, where he is involved in fiduciary decision-making and trust 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 combining fundamental and qualitative analysis, asset allocation, and regular portfolio reviews, and maintains a corporate affiliation with Colonial Trust Company that integrates fiduciary and investment management functions.

Donald Reichert is a financial advisor at Colton Groome Financial Advisors, LLC with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Colton Groome Financial Advisors in 2025, he worked at firms including ValMark Advisers, Inc. and operated The Reichert Company, Inc., where he provided business exit planning services. Reichert is also involved in community activities such as serving as Chair of the Development Committee at Saint Joseph's Catholic School and co-chairing a local political education seminar. Colton Groome Financial Advisors, LLC offers 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 a combination of passive and active managers, private placements, and 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.

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.

Joseph Anderson III is a CFP® professional with one year of experience, currently with Colonial Trust Advisors, Inc. in Spartanburg, SC. His prior work includes roles at Johnson Development Associates, PriceWaterhouseCoopers, and Elliot Davis. 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 guided by an internal investment committee, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory 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.

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 roles at Fiduciary Alliance, LLC, Bison Wealth, LLC, and BB&T Investment Services, Inc. Mahfood joined Wealth Intelligently Navigated in 2026, where he is part of a seven-advisor team. Wealth Intelligently Navigated is an SEC-registered advisory firm that provides discretionary and non-discretionary portfolio management, financial planning, and estate-planning consulting primarily to individuals and high net worth clients. The firm uses a combination of asset allocation, dollar-cost averaging, technical analysis, and trading strategies tailored to client objectives and risk tolerances.