James Fiske is a CFP®-designated financial advisor with seven years of industry experience, currently serving at Colonial Trust Advisors, Inc. He previously worked at Brown Advisory and BB&T Securities. In addition to his advisory role, he is Director of Research and Portfolio Management at Colonial Trust Company, where he is involved in investment management and fiduciary 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 supported by an investment committee and maintains a corporate affiliation with Colonial Trust Company, enabling integrated advisory and trust services.

William Brown is a financial advisor at Family Legacy, Inc. in Greenville, SC, with 22 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Family Legacy since 1995. Brown serves as trustee for multiple private foundations and trusts, and as personal representative for an estate. Family Legacy, Inc. provides discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a conservative, long-term investment strategy focused on high-quality, income-oriented large-cap stocks, bonds, REITs, mutual funds, and ETFs, with portfolio construction tailored to client risk tolerance.

James Davis is a CFP®-designated financial advisor with 20 years of industry experience, currently serving at Wealth Management Advisors, LLC in Greenville, SC. His prior experience includes roles at Arkadios Capital and Triad Advisors, Inc. Outside of his advisory work, he is the founder and president of the Antonakos Foundation, a 501(c)(3) charity providing scholarships to college students, and serves on the endowment board of Buncombe Street Methodist Church. Wealth Management Advisors, LLC manages approximately $563 million and offers financial planning, portfolio management, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm emphasizes customized investment plans with a long-term strategic asset allocation and tactical adjustments, and it uniquely serves state and municipal clients as well as insurance companies through a wrap fee program.

Matthew Crider is a CFP® with 16 years of experience in the financial services industry, currently serving at Global View Investment Advisors, LLC. His prior roles include positions at Fidelity Investments and Mass Mutual Life Insurance Company. Global View Investment Advisors provides wealth management and consultation to individuals, high-net-worth families, trusts, and business retirement plans. The firm employs a Margin of Safety investment philosophy that integrates fundamental, cyclical, and technical analysis with an emphasis on downside-risk metrics to align portfolios with client goals.

Emily Nelson is a CFP® with one year of industry experience, currently serving as an advisor at Foster Victor. She previously worked at First Citizens Investor Services and First Citizens Bank. Foster Victor Wealth Advisors provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and various institutions. The firm employs a fundamental-analysis, balanced approach to construct diversified portfolios and uses third-party platforms alongside private placements and alternative investments as appropriate.

Jennifer Osgood is a financial advisor with Wealth Management Advisors, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Arkadios Capital and Triad Advisors, Inc., and has been with Wealth Management Advisors and Wagner Wealth Management since 2014 and 2007, respectively. Osgood serves on the boards of A Child's Haven and Foothills Alliance, organizations focused on therapeutic child care and child abuse prevention. Wealth Management Advisors, LLC manages approximately $563 million and provides financial planning, portfolio management, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, businesses, and municipal entities. The firm emphasizes customized, long-term strategic asset allocation with tactical adjustments and offers services through advisor-managed accounts, third-party managers, and a wrap fee program.

Joe Hines Jr. is a CFP® and Series 66-registered advisor with 27 years of industry experience. He has been with Global View Investment Advisors, LLC since 2007, after previously working at Cambridge Investment Research, Inc and Merrill. Outside of his advisory role, he serves as a board member for Miracle Hill Ministries, a nonprofit organization. Global View Investment Advisors provides wealth management and consultation to individuals, high-net-worth families, trusts, and business retirement plans. The firm applies a Margin of Safety investment philosophy, combining fundamental, cyclical, and technical analysis, with a risk management process focused on downside-risk metrics.

Henry Batts III is a Financial Advisor at Colonial Trust Advisors, Inc. with 11 years of industry experience. He previously worked at Janney Montgomery Scott for nine years before joining Colonial Trust Advisors and its affiliated Colonial Trust Company in 2021. Henry holds a Series 66 license and is also licensed to sell insurance in South Carolina and Florida. He spends approximately half of his time managing fiduciary and trust-related business at Colonial Trust Company. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individual and high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an investment committee, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a notable affiliation to the state-chartered Colonial Trust Company that provides fiduciary services.

Sarah Shalala is a financial advisor at Colonial Trust Advisors, Inc. in Spartanburg, SC, with two years of industry experience. She holds a Series 65 designation and has worked at multiple firms, including Resolute Capital, LLC and Sikich Capital Management LLC. Outside of financial advising, she has experience outside the industry, including a role at Przedszkole Genesis. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations, providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a team-based investment process led by an internal committee that uses fundamental and qualitative analysis, asset allocation, and both long- and short-term trading strategies.

Matthew Burke is a financial advisor at Delta Investment Management, LLC in Greenville, SC. He holds a Series 66 designation and has recently begun his career in the industry, with prior experience at firms including JP Morgan Chase and Kestra Investment Services LLC. Outside of his advisory role, he is also active as an insurance agent. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and serves as a subadvisor to other advisory firms. The firm offers a range of strategies including systematic ETF-based tactical rotation, concentrated equity mandates, custom portfolios, and access to alternative investments, integrating financial planning as part of its asset management services.

William Wieters is a financial advisor at Colonial Trust Advisors, Inc. with eight years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at Coastal Community Foundation, Wells Fargo Clearing, and Merrill. Wieters also serves as a Trust Officer at Colonial Trust Company, where he is involved in investment management and fiduciary decision-making. Colonial Trust Advisors, Inc. serves individual and high-net-worth clients as well as pension plans, charitable organizations, and corporations. The firm employs a team-based investment approach incorporating fundamental and qualitative analysis, asset allocation, and trading strategies, managing approximately $1.8 billion in client assets.

Jonathan Mcadams is a CFA® charterholder with 17 years of experience in the financial services industry. He is currently a financial advisor at Foster Victor Wealth Advisors, where he has worked since 2021. His previous experience includes roles at WCM Global Wealth and Mission Capital Management, LLC. 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 investment approach with diversified portfolios and customized allocations based on clients’ risk tolerance and needs.

Rebecca Mathis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at EverPar Advisors LLC. Prior to joining EverPar, she worked at Jeter Hrubala Wealth Strategies, Raymond James Financial Services Advisors, Columbia Management Investment Advisors, and Bofa Advisors. She is a committee member of the Spartanburg County Foundation’s Investment Advisory Committee. EverPar Advisors LLC is a team of nine advisors managing approximately $588 million in client assets, offering discretionary portfolio management, financial planning, and retirement plan advisory services primarily to individuals, trusts, estates, and businesses. The firm emphasizes customized, diversified portfolios using low-cost mutual funds and ETFs alongside other investments, employing a mix of fundamental and technical analyses and allowing both long-term strategies and shorter-term tactical adjustments.

Saverio Lacroce is a financial advisor at BCA Private Wealth, Inc. in Greenville, SC, holding a Series 65 designation and with experience at several firms including Franklin Square, Northstar Advisory, and Ballentine Capital Advisors. He has been in the industry since 2012. BCA Private Wealth, Inc. serves a range of clients including individuals, trusts, corporations, and qualified retirement plans, offering fee-based investment advisory services, financial planning, and pension consulting. The firm employs a discretionary, custom portfolio management approach with a focus on ETFs, mutual funds, and hedging strategies, integrating both fundamental and technical analysis.

Barry Wynn is a financial advisor with Colonial Trust Advisors, Inc. in Spartanburg, SC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at Colonial Trust Company and Colonial Trust Advisors, Inc. since 1991 and currently serves as Executive Vice President of Colonial Trust Company, where he is involved in investment management, fiduciary decision making, administrative oversight, and compliance. Approximately 25% of his time is dedicated to Colonial Trust Company, with the remainder spent at Colonial Trust Advisors. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individual and high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by a centralized custody and trading platform and maintains a corporate affiliation with Colonial Trust Company, which enables advisors to balance advisory and fiduciary roles while providing distinct investment management and trust services.

Jennifer Hagadorn is a CFP® professional with six years of experience at Foster Victor Wealth Advisors, where she has worked since 2020. Prior to joining the firm, she was a student for 15 years. Foster Victor Wealth Advisors serves individual and high-net-worth clients as well as institutional clients, offering financial planning, investment management, retirement plan consulting, and outsourced family office-type services. The firm uses a balanced, diversified investment approach across multiple asset classes and integrates affiliated services including insurance and real estate offerings.

Robert Victor is a financial advisor at Foster Victor with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Foster Victor Wealth Advisors in 2016, he worked at Northwestern Mutual Investment Management from 2014 to 2016. He is also a member of FV Family Services, LLC, a family office and outsourced CFO services firm. 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, utilizing diversified portfolios and model strategies tailored to client needs.

Brittany Bynum is a financial advisor at Colonial Trust Advisors, Inc. with 12 years of industry experience. She holds a Series 66 designation and previously worked at firms including United Community Insurance, Inc. and FinTrust Capital Advisors, LLC. Brittany is also licensed to sell insurance in South Carolina and receives compensation from insurance product sales. 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 incorporating fundamental and qualitative analysis and offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services.

Christopher Brown is a CFP®, PFS™, and Series 65 credentialed advisor with 22 years of industry experience. He has worked at Family Legacy, Inc. and William W. Brown, CPA, PA since 1995. Outside of his advisory role, he is a member of Legacy Insurance, LLC, a non-investment consulting business, and he receives trustee fees when acting as a trustee for some clients. Family Legacy, Inc. provides discretionary portfolio management and financial planning 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.

Camp Wynn is a financial advisor at Colonial Trust Advisors, Inc. with 17 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. Wynn also serves as Vice Chairman, Executive Vice President, Chief Investment Officer, and Senior Trust Officer of Colonial Trust Company, where he is involved in investment management, fiduciary decision-making, administrative oversight, and compliance. Colonial Trust Advisors, Inc. is a multi-advisor investment firm managing approximately $1.67 billion for individual and high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an investment committee and is affiliated with Colonial Trust Company, allowing for integrated advisory and fiduciary services while maintaining distinct functions.