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.

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.

Cullen Coxe is a financial advisor at Colonial Trust Advisors, Inc. in Spartanburg, SC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Texas Capital Bank and Northmarq, as well as several years affiliated with Southern Methodist University. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations, providing portfolio management, financial planning, and retirement-plan advisory services through a team-based approach that emphasizes fundamental and qualitative analysis and regular portfolio reviews.

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.

Amanda Stilwell is a financial advisor at The Wealth Boutique with eight years of industry experience. She holds a Series 65 designation and has worked at The Wealth Boutique since 2023, following a four-year tenure at AlphaStar Capital Management and ongoing involvement with The Assurance Group. At The Assurance Group, she serves as a District Sales Director focused on insurance sales. The Wealth Boutique is a team of seven advisors serving individuals, high-net-worth and multi-generational clients, trusts, and some institutions. The firm offers financial planning and discretionary portfolio management through a goals-based approach, utilizing customized asset allocations and tax- and estate-aware strategies.

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.