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.

Katherine Sanders is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Foster Victor Wealth Advisors and has previously worked at Madison Avenue Securities and Phillip Allen, Inc. In addition to her advisory role, she serves as a notary public. Foster Victor Wealth Advisors serves individual, high-net-worth, and institutional clients, providing financial planning, investment management, retirement plan consulting, and family office-type services. The firm employs a diversified investment approach across multiple asset classes and offers both discretionary and non-discretionary management.

Christian Pruitt is an advisor at LifeTyme Financial Advisors, LLC with Series 65 and Series 63 credentials. He has experience working at Core Financial Resources from 2016 to 2023 and is currently involved with Wellington Capital Reserve, where he also engages in insurance sales and services. Pruitt has been with LifeTyme Financial Advisors since 2026. LifeTyme Financial Advisors provides investment advice primarily as a co-advisor for client accounts on the Matson Money platform, serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes suitability assessments, ongoing monitoring, and client liaison services while conducting educational seminars and workshops for individuals and business owners.

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®-designated financial advisor with 13 years of industry experience, currently serving at BCA Private Wealth, Inc. since 2019. His prior roles include positions at Triad Advisors, Efficient Advisors, LLC, and Apexium Financial LP. Outside of advisory services, he hosts the "Connected by Community" podcast and serves as COO of Ballentine Capital Management. BCA Private Wealth, Inc. serves individuals, trusts, corporations, qualified retirement plans, and brokerage customers with fee-based investment advisory, financial planning, cash management, and retirement plan consulting. The firm employs a structural allocation strategy using exchange-traded funds and mutual funds, combining discretionary portfolio management with digital investment options and fiduciary 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.

Tyler Decker is a financial advisor with Burgess Investment Group, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at TD Bank N.A., TD Private Client Wealth LLC, Wells Fargo Clearing, Wells Fargo Bank, and First Command Financial Planning. He also served in the United States Military for nine years. Burgess Investment Group provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $147 million in assets. The firm employs various investment strategies, including long- and short-term trading tactics, and offers a paid subscription newsletter with buy/sell recommendations and cryptocurrency commentary.

Dylan Nertavich is a financial advisor at Foster Victor with one year of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments and Investor Acumen. Foster Victor Wealth Advisors provides financial planning, investment management, retirement plan consulting, and related services to individuals, high-net-worth clients, pension plans, trusts, estates, and business entities. The firm employs a fundamental-analysis, balanced approach to portfolio construction, utilizing diversified asset classes and third-party platforms while tailoring strategies to clients’ risk tolerance and financial goals.

Carson Strom is a financial advisor at WebsterRogers Financial Advisors, LLC in Greenville, SC, holding a CFA® designation and a Series 65 license with four years of industry experience. Prior to joining WebsterRogers in 2021, he worked at Zion and Company and held positions at the University of South Carolina. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing investment management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and risk management tools, and integrates advisory services with accounting through its affiliation with WebsterRogers LLP.

Jonathan Wiles is a financial advisor at Global View Investment Advisors, LLC in Greenville, SC, with 20 years of industry experience. He holds the Series 66 designation and has been with Global View and Cambridge Investment Research since 2007. Global View Investment Advisors offers wealth management and consultation services to individuals, high-net-worth families, trusts, and business retirement plans. The firm follows a Margin of Safety investment philosophy, combining multiple methods of analysis, and emphasizes risk management and client education through formal seminars and teaching activities.

Charles Fox is a CFP® with 11 years of industry experience, currently with Burgess Investment Group, LLC. His prior experience includes roles at Fidelity, The Vanguard Group, MassMutual, and Financial Engines Advisors. Burgess Investment Group, LLC provides portfolio management and financial planning to individual and high-net-worth clients, offering a paid subscription newsletter with investment recommendations. The firm employs a range of analytical approaches and trading strategies, serving several hundred client relationships with approximately $147 million in assets under management.

Zachary Jenkins is a financial advisor with Delta Investment Management, LLC in Greenville, SC, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at Delta since 2019 and is also associated with NorthStar Financial & Retirement Planning, LLC, where he provides financial advice. Jenkins has experience in insurance sales with Athene USA and Ohio National Life Insurance Company. Delta Investment Management offers discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm combines quantitative macro analysis, fundamental research, and technical indicators across multiple strategies, including ETF-based tactical approaches and a concentrated equity mandate, managing over $850 million in assets.

James Jaynes III is a financial advisor with Burgess Investment Group, LLC in Greenville, SC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Northwestern Mutual and Agia. He is also appointed as an agent to sell non-securities insurance products for Agia. Burgess Investment Group, LLC provides portfolio management and financial planning to individual and high-net-worth clients, managing approximately $147 million in assets. The firm employs a range of analysis techniques and trading strategies and offers a subscription newsletter with buy/sell recommendations, including cryptocurrency commentary.

Alex Spence is an advisor with Wealth Intelligently Navigated, LLC and holds a Series 65 designation. He has six years of prior work experience at BMW Manufacturing Co., LLC and four years at Bertrandt US Inc. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm serving individuals and high net worth clients with discretionary and non-discretionary portfolio management, financial planning, and estate-planning consulting. The firm employs a variety of investment approaches and manages over $530 million in assets across approximately 398 client accounts.

John Saverance is a financial advisor at BCA Private Wealth, Inc. in Greenville, SC, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Ballentine Capital Advisors, Equitable Advisors, Doordash, and Clemson University. BCA Private Wealth, Inc. serves individuals, trusts, corporations, qualified retirement plans, and brokerage customers by providing fee-based investment advisory services, financial planning, and pension consulting. The firm typically manages portfolios on a discretionary, custom basis using a structural allocation strategy focused on ETFs and mutual funds, supplemented by fundamental and technical analysis and a digital investment management option through Betterment.

Matthew Hastings is a financial advisor at Burgess Investment Group, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan and Bank of America. Outside of finance, he is a minority owner of a small market garden business. Burgess Investment Group provides portfolio management and financial planning services to individual and high-net-worth clients, using a range of analytical approaches and trading strategies. The firm also offers a subscription newsletter with investment recommendations and manages approximately $147 million in assets.

Braden Weems is a financial advisor at Resolute Capital, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including The Stafford Corporation and Desert Rose Capital Management. Outside of his advisory role, he has a background that includes positions at Aptive Environmental and Brigham Young University - 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, emphasizing tailored investment strategies based on modern portfolio theory and client-specific goals.

Karen Oeser is a CFA® charterholder with 12 years of industry experience. She joined Means Wealth Management in 2024 and has prior experience at Hart Capital Management, Inc. Karen owns Elevarte Capital LLC dba East Light Investments, where she manages investor communications for a multi-family real estate portfolio. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified retirement plans. The firm uses a combination of active and passive strategies tailored to client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with integrated financial planning and exit planning services.