Corrine Lowitz is a financial advisor at Foster Victor with five years of industry experience. She holds a Series 66 designation and has previously worked at Resolute Capital, Ameriprise Financial Services, and Raymond James Financial Services. Foster Victor Wealth Advisors serves individual and high-net-worth clients as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a balanced, diversified investment approach using multiple asset classes and offers financial planning, investment management, retirement plan consulting, and family office-type services.

Clemmy Osborne Jr. is a financial advisor with the firms DBA Big Money Retirement and Big Retirement, holding a Series 65 credential and three years of industry experience. His prior roles include positions at BIG Money and ReGenesis. Osborne serves on the finance committee of Freedom Fellowship and is a board member of the Pebble Grove Home Owners Association. BIGL documents client objectives and risk tolerance in an Investment Policy Statement and uses a range of analysis techniques alongside both long-term and short-term trading tactics to manage portfolios. The firm serves individual and high-net-worth clients through discretionary portfolio management and financial planning.

Eric Baker is a financial advisor with Means Wealth Management in Greenville, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Means Wealth Management, he worked at LPL Financial and Atlas Financial Group, and spent nine years at CT Distributing. Means Wealth Management provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and retirement plans. The firm employs both active and passive investment strategies, customized to client needs, and offers services such as portfolio management, financial planning, and exit planning for business owners.

Michael Hyer is a Series 65-licensed financial advisor with Foster Victor in Greenville, SC, where he has worked since 2017. He has eight years of industry experience. Outside of his advisory role, he occasionally works weekends as a sales mechanic at a local bike shop. Foster Victor Wealth Advisors provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and various business entities. The firm employs a fundamental-analysis, balanced investment approach with diversified portfolios and uses third-party platforms and alternative investments tailored to clients’ risk profiles and liquidity 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 65 and Series 63 designations. Prior to joining Delta in 2021, he worked at firms including NorthStar Financial & Retirement Planning, Allstate Insurance Company, and Secure Investment Management. Barton is also a Medicare consultant and insurance agent through his own businesses. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple distinct strategies, blending systematic ETF rotation approaches with a concentrated, high-conviction equity mandate.

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 a Series 66 license and is based in Greenville, SC. Altman Advisors provides discretionary portfolio management and investment consulting to individuals, trusts, retirement plans, and business clients. The firm emphasizes fundamental analysis, strategic asset allocation, and individualized account management through its wrap fee family office and asset management services.

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.