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.

James Jaynes III is a financial advisor with Burgess Investment Group, LLC in Greenville, SC. He holds Series 63 and Series 65 licenses and has two years of industry experience. Jaynes has worked at several firms, including Agia and Northwestern Mutual, and is also appointed as an agent to sell non-securities insurance products for Agia. Burgess Investment Group, LLC provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients using a multi-method investment approach. The firm offers tailored investment programs and employs a broad range of strategies and products, including alternative and higher-risk instruments.

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 the Series 66 designation and has worked at firms including JP Morgan Securities, Bank of America, and Merrill. Outside of financial services, he is a minority owner of a small family market garden business. Burgess Investment Group provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients. The firm uses a multi-method investment approach and offers a broad range of investment strategies and products.

Braden Weems is a financial advisor at TruNorth Advisors in Greenville, SC, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Resolute Capital, The Stafford Corporation, MBD Services, Desert Rose Capital Management, Aptive Environmental, and Brigham Young University–Idaho. TruNorth Advisors offers 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 employs modern portfolio theory with a long-term investment approach tailored to each client’s goals and risk tolerance, and provides educational seminars and workshops to support client engagement.

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.

Kani Cassens is a financial advisor with TruNorth Advisors in Greenville, SC, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. Prior to joining TruNorth Advisors, Kani worked at Ameriprise, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo, covering roles from 2012 through 2026. TruNorth Advisors provides discretionary portfolio management, financial planning, and sub-advisory services to individual clients, including high-net-worth individuals, as well as family offices, trusts, estates, and private foundations. The firm uses modern portfolio theory with a long-term investment focus, tailoring strategies to clients’ goals and risk tolerances, and also offers educational seminars and workshops.

Travis Smith is a financial advisor at Delta Investment Management, LLC with nine years of industry experience. He holds the PFS™ and Series 66 designations. His prior experience includes roles at NorthStar Financial & Retirement Planning, Davis & Floyd, and several other firms. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm uses a combination of quantitative macro analysis, fundamental research, and technical indicators, offering both tactical ETF strategies and concentrated equity mandates.

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.

Kristen Squires is a financial advisor at Family Legacy, Inc. with a Series 65 credential and two years of industry experience. She has been with Family Legacy, Inc. since 2021 and previously worked at Community Association Management Services and Southern Community Services. Family Legacy, Inc. serves individuals, pension plans, trusts, estates, charitable organizations, and corporations with discretionary portfolio management and financial planning. The firm focuses on long-term, generally conservative investment strategies using high-quality, large-cap stocks, bonds, REITs, mutual funds, and ETFs, and coordinates investment advice with affiliated tax and insurance 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.

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.