Erik Mizell is a CFP® professional with 13 years of experience in the financial services industry. He has been with Foster Victor Wealth Advisors, LLC since 2016. Erik holds Series 63 and Series 65 licenses. Foster Victor Wealth Advisors serves 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 to portfolio construction, utilizing diversified models and periodic rebalancing tailored to client risk profiles and investment goals.

Amanda Stilwell is a financial advisor at The Wealth Boutique with eight years of industry experience. She holds a Series 65 designation and has worked at The Wealth Boutique since 2023, following a four-year tenure at AlphaStar Capital Management and ongoing involvement with The Assurance Group. At The Assurance Group, she serves as a District Sales Director focused on insurance sales. The Wealth Boutique is a team of seven advisors serving individuals, high-net-worth and multi-generational clients, trusts, and some institutions. The firm offers financial planning and discretionary portfolio management through a goals-based approach, utilizing customized asset allocations and tax- and estate-aware strategies.

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.

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.

Jeffrey Lindsey is a financial advisor at TruNorth Advisors in Greenville, SC, with three years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Equitable Advisors, Wells Fargo Securities, Wells Fargo Bank, and The Vanguard Group. TruNorth Advisors provides discretionary portfolio management, financial planning, and sub-advisory services to individuals and entities such as family offices, trusts, estates, and private foundations. The firm applies modern portfolio theory with a primarily long-term investment orientation, tailoring portfolios to individual client goals and risk tolerances.

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.

Edward Heiser Jr. is a Series 65-licensed advisor with Burgess Investment Group, LLC, bringing three years of industry experience. His background includes roles at Mutual of Omaha and prior work in various industries. He is also a licensed insurance agent and recommends insurance products. Burgess Investment Group provides portfolio management and financial planning to individuals, charities, and high-net-worth clients, employing a multi-method investment process that includes a broad range of strategies and asset classes. The firm operates as a team of 11 advisors offering tailored investment programs and written investment policies.

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.

Melissa Myers is a financial advisor at TruNorth Advisors with Series 63 and Series 65 designations and one year of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA between 2008 and 2026. 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 uses modern portfolio theory with a primarily long-term investment approach while tailoring strategies to client-specific goals and risk tolerance.

Brandon Casas is a financial advisor with TruNorth Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Bank of America N.A., Merrill, and The Vanguard Group, Inc. TruNorth Advisors provides discretionary portfolio management, financial planning, and sub-advisory services to individual clients, including high-net-worth individuals, as well as entities such as family offices, trusts, estates, and private foundations. The firm uses a primarily long-term investment approach based on modern portfolio theory, tailoring asset allocation and security selection to clients’ specific goals and risk tolerance.

Byron Hurren is a financial advisor at Resolute Capital, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Resolute Capital since 2022, following a two-year tenure at TruNorth. Resolute Capital serves individual clients, including high-net-worth individuals, as well as family offices, trusts, estates, and private foundations. The firm provides discretionary portfolio management, financial planning, and sub-advisory services, using modern portfolio theory to tailor investment strategies to client goals, risk tolerance, and tax considerations.

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.

Gregory Liro is a financial advisor at Cookson Peirce Wealth Management with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, UBS Financial Services, and Morgan Stanley. Liro serves as treasurer on the board of his local homeowners association in Greenville, South Carolina. Cookson Peirce Wealth Management is a fee-only adviser that provides wealth management, financial planning, and discretionary portfolio management to a range of private and institutional clients. The firm uses a quantitative, rules-based approach to securities selection and manages fixed-income portfolios with investment-grade bonds, offering diversified model strategies and working with third-party managers for specialized asset segments.

Adam Taylor II is a financial advisor at Resolute Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Resolute Capital since 2023, with prior experience at TruNorth Advisors and Oxford Advisory Group. Before entering the advisory field, he spent eight years at BYU-Idaho. Resolute Capital serves individual clients, including high-net-worth individuals, as well as family offices, trusts, estates, and private foundations. The firm provides discretionary portfolio management, financial planning, and sub-advisory services, using modern portfolio theory to tailor investment strategies to each client’s goals, risk tolerance, and tax considerations.

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.

Luke Maloney Grimes is a Series 65-licensed advisor with Burgess Investment Group, LLC in Greenville, SC. He has two years of industry experience, including roles at Backcountry Inc. and Jarden Management, Ltd. Prior to his advisory career, he completed an international sabbatical from 2016 to 2019. Burgess Investment Group provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients. The firm employs a multi-method investment approach and offers a broad array of strategies and products, including alternative and higher-risk instruments.

Elizabeth Mungo is a Series 65-licensed advisor at Burgess Investment Group with one year of industry experience. She has previously worked at McIntosh Cottage LLC, Big Money Retirement, and Turner & Miss Curated Good, and has a background that includes teaching at multiple educational institutions. Outside of her advisory role, she owns and operates an art business focused on creating and selling original and print artworks. Burgess Investment Group is a team-based firm that provides portfolio management and financial planning to individuals, charities, and high-net-worth clients. The firm employs a multi-method investment approach and offers a broad range of strategies and investable products, including alternative and higher-risk instruments.

Kyle Conner is a financial advisor at Burgess Investment Group, LLC with three years of industry experience. He holds a Series 65 credential and has worked at firms including Curran Financial Partners and New York Life Insurance Company. His background also includes experience in online e-commerce and insurance. Burgess Investment Group provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients, employing a multi-method investment process and offering a broad range of investment strategies from long-term buy-and-hold to short-term trading. The firm markets both hypothetical and actual performance results and includes alternative investment products in its offerings.

Matthew Dixon is a financial advisor with TruNorth Advisors in Greenville, SC, holding a Series 65 designation and six years of industry experience. He has worked at Resolute Capital, LLC and Black Harbor Advisors, LLC, and owns MBD Services LLC, a licensed insurance agency. TruNorth Advisors offers discretionary portfolio management, financial planning, and sub-advisory services to individuals and entities, including high-net-worth clients, family offices, and private foundations. The firm utilizes modern portfolio theory with a long-term investment approach, tailoring strategies to client objectives and occasionally using shorter-term trades when appropriate.

Elizabeth Gibson is a Series 66 licensed financial advisor with eight years of industry experience. She currently works with Integris Wealth Management, LLC and previously held roles at Ameriprise Financial Services, Inc., Global View Investment Advisor, JP Morgan Securities LLC, and Morgan Stanley. Outside of her advisory work, she also engages as a shopper for Instacart on a part-time basis. Integris Wealth Management serves individuals, families, trusts, pension and profit-sharing plans, as well as for-profit and not-for-profit corporations. The firm provides investment management and comprehensive financial planning, utilizing a long-term, diversification-oriented investment approach focused on passive mutual funds and ETFs, and manages approximately $812 million across about 344 client relationships.