Joseph Anderson III is a CFP® professional with one year of experience, currently with Colonial Trust Advisors, Inc. in Spartanburg, SC. His prior work includes roles at Johnson Development Associates, PriceWaterhouseCoopers, and Elliot Davis. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a team-based investment process guided by an internal investment committee, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services.

Shawn Penland is a financial advisor at Foster Victor Wealth Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at Blackwater Asset Management and Penland Automotive Group. Foster Victor Wealth Advisors provides financial planning, investment management, retirement plan consulting, and related services to individuals, high-net-worth clients, trusts, estates, corporations, and other entities. The firm employs a fundamental-analysis, balanced approach with diversified portfolios and periodic rebalancing, utilizing third-party platforms and offering family-office style services.

Anthony Mahfood is a financial advisor with Wealth Intelligently Navigated, LLC and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including roles at Fiduciary Alliance, LLC, Bison Wealth, LLC, and BB&T Investment Services, Inc. Mahfood joined Wealth Intelligently Navigated in 2026, where he is part of a seven-advisor team. Wealth Intelligently Navigated is an SEC-registered advisory firm that provides discretionary and non-discretionary portfolio management, financial planning, and estate-planning consulting primarily to individuals and high net worth clients. The firm uses a combination of asset allocation, dollar-cost averaging, technical analysis, and trading strategies tailored to client objectives and risk tolerances.

Jamie Stone is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has worked at Means Wealth Management since 2022 and previously held roles at Mercer Global Advisors Inc. from 2015 to 2022. He is based in Greenville, SC, and holds Series 63 and Series 65 licenses. Means Wealth Management serves individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified employer retirement plans. The firm uses a combination of active and passive model portfolios tailored to client needs and offers specialized services including exit planning and investment management for pooled vehicles such as an investment club.

Corrine Lowitz is a Series 66 licensed financial advisor at Foster Victor with six years of industry experience. Her prior roles include positions at Ameriprise, Resolute Capital, and Raymond James Financial Services. Foster Victor Wealth Advisors provides financial planning, investment management, and retirement plan consulting to a diverse client base that includes high-net-worth individuals, trusts, estates, and business entities. The firm employs a fundamental-analysis, balanced approach with diversified portfolios and utilizes third-party platforms and alternative investments tailored to client needs.

Clemmy Osborne Jr. is a financial advisor with Big Money Retirement and Big Retirement in Greenville, SC. He holds a Series 65 designation and has three years of industry experience, including roles at BIG Money and ReGenesis. Outside of his advisory work, Osborne serves on the finance committee of Freedom Fellowship and is a board member of the Pebble Grove Home Owners Association. Big Money operates as a team of 11 advisors providing ongoing portfolio management and financial planning to individuals, charities, and high-net-worth clients. The firm uses a multi-method investment process and implements a wide range of strategies across diverse asset classes, including alternative investments and higher-risk instruments.

James Burchfield is a financial advisor at MTM Investment Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foster, Towson and Company, Inc. and Raymond James Financial. MTM Investment Management provides investment advisory services to families, individuals, trusts, and retirement plan sponsors, focusing on customized financial profiles and long-term investment strategies that incorporate fundamental, technical, and cyclical analysis. The firm also offers retirement-plan consulting and participant education as part of its comprehensive advisory approach.

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 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 65 and Series 63 licenses and has worked with several firms, including NorthStar Financial & Retirement Planning, where he also advises and enrolls clients in Medicare plans. Additionally, he has experience as a self-employed insurance agent. 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 strategies, including tactical ETF rotation and concentrated equity mandates, managing over $850 million in assets.

Steven Tolleson is a financial advisor at Wealth Intelligently Navigated, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Parallel Financial LLC for 10 years and Bison Wealth, LLC for one year. Outside of his advisory role, he is co-founder of Slam Co., a venture involved in capital investments related to residential property flipping and early-stage engineering companies. 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 strategies based on client objectives and risk tolerance, employing a combination of asset allocation, dollar-cost averaging, technical analysis, and varied trading approaches.

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.

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, currently serving as an advisor at BCA Private Wealth, Inc. in Greenville, SC. His prior roles include positions at Efficient Advisors, LLC and Apexium Financial LP. He hosts the "Connected by Community" podcast produced by Ballentine Capital Advisors and participates as a panelist on an industry collaboration panel at Axos Advisor Services. BCA Private Wealth, Inc. serves individuals, trusts, corporations, qualified retirement plans, and certain brokerage customers, offering fee-based advisory, financial planning, cash management, and retirement plan consulting. The firm employs a structural allocation strategy primarily using ETFs and mutual funds, combining discretionary portfolio management with options such as individual stock recommendations and fiduciary services for retirement plans.

Thomas Ledbetter is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has worked at Colonial Trust Advisors, Inc. since 2022 and previously was employed by Wells Fargo for five years. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a team-based investment process and offers portfolio management, financial planning, and retirement-plan advisory services managing approximately $1.8 billion in assets.

Joshua Ord is an advisor at TruNorth Advisors with a Series 65 designation and two years of industry experience. His prior work includes roles at Resolute Capital, LLC and Volt Energy. 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 employs modern portfolio theory with a primarily long-term investment approach, tailoring portfolios to individual client goals and risk tolerance.