Michael Hyer is a Series 65 licensed financial advisor with nine years of industry experience, currently with Foster Victor Wealth Advisors since 2017. Before joining Foster Victor, he worked briefly at Carolina Triathlon, where he also assisted occasionally as a bike shop mechanic on weekends. 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, constructing diversified portfolios and utilizing model portfolios alongside third-party platforms to tailor strategies to clients’ specific 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 63 and Series 65 licenses and has worked at several firms, including Allstate Insurance Company and Secure Investment Management, LLC. Barton is also involved in Medicare consulting and insurance sales through NorthStar Financial & Retirement Planning, LLC, and as a self-employed insurance agent. Delta Investment Management provides discretionary investment management and financial planning services to individuals, institutions, trusts, and pension plans, employing a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple distinct strategies. The firm serves clients with a minimum account size of $50,000 and acts as a subadvisor to other investment advisors.

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 the Series 66 license and is based in Greenville, SC. Altman Advisors offers discretionary portfolio management and investment consulting to individuals, trusts, retirement plans, and business clients. The firm’s investment approach focuses on fundamental analysis and strategic asset allocation, utilizing both long- and short-term strategies along with derivative instruments where appropriate.

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® with eight years of industry experience, currently serving as a financial advisor at Foster Victor Wealth Advisors. Her previous experience includes roles at Madison Avenue Securities, Capital Investment Group, and Phillip Allen. She is also a commissioned notary public. 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 with diversified portfolios and utilizes third-party platforms to tailor investment strategies to clients’ risk tolerance and goals.

Christian Pruitt is a financial advisor with LifeTyme Financial Advisors, LLC in Williamston, SC. He holds Series 63 and Series 65 licenses and has experience at Core Financial Resources and Wellington Capital Reserve. Outside of his advisory role, he is involved in insurance sales and services as an agent with Wellington Capital Reserve. LifeTyme Financial Advisors operates as a co-advisor on the Matson Money platform, providing retirement-plan advisory services including ERISA 3(21) fiduciary support and participant education. The firm offers public educational seminars and uses model portfolios aligned with a modern-portfolio approach, while Matson Money holds discretionary trading authority.

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® with 13 years of industry experience and is currently an advisor at BCA Private Wealth, Inc., where he has worked since 2019. His prior roles include positions at Triad Advisors, Efficient Advisors, LLC, and Apexium Financial LP. He hosts the "Connected by Community" podcast produced by Ballentine Capital Advisors. BCA Private Wealth, Inc. provides fee-based investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a structural allocation strategy focused on risk reduction using ETFs and mutual funds, offering custom discretionary portfolio management alongside a digital investment platform and pension consulting 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 at Burgess Investment Group, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at TD Bank N.A., TD Private Client Wealth LLC, Wells Fargo Clearing, Wells Fargo Bank, and First Command Financial Planning. Prior to his financial career, he served nine years in the United States Military. Burgess Investment Group, LLC provides portfolio management and financial planning to individuals, charities, and high-net-worth clients through a team approach. The firm uses a multi-method investment process and invests in a broad range of products, including alternative and higher-risk instruments.

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 CFA® charterholder and Series 65 licensed financial advisor with four years of industry experience. He has worked at WebsterRogers Financial Advisors, LLC since 2021 and previously was with Zion and Company from 2019 to 2021. Before entering the financial sector, he spent five years at the University of South Carolina in various roles. WebsterRogers Financial Advisors, LLC serves individuals, trusts, small businesses, charitable organizations, and retirement plan sponsors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach based on Modern Portfolio Theory and diversified allocations, utilizing tools such as Monte Carlo simulation and third-party platforms for tax-efficient portfolio management.

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 experience in the financial services industry. He is currently with Burgess Investment Group, LLC and has previously worked at firms including Fidelity, The Vanguard Group, and Edward Jones. Burgess Investment Group, LLC 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 range of strategies and products, including alternative and higher-risk instruments.

Zachary Jenkins is a financial advisor at Delta Investment Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Delta Investment Management since 2019. Jenkins is also involved with NorthStar Financial & Retirement Planning, LLC, where he provides financial advice. Delta Investment Management offers discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple investment strategies, including ETF-based tactical approaches and concentrated equity mandates.