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.

Edward Heiser Jr. is a Series 65-licensed advisor with Burgess Investment Group, LLC, bringing three years of industry experience. His background includes roles at Mutual of Omaha and prior work in various industries. He is also a licensed insurance agent and recommends insurance products. Burgess Investment Group provides portfolio management and financial planning to individuals, charities, and high-net-worth clients, employing a multi-method investment process that includes a broad range of strategies and asset classes. The firm operates as a team of 11 advisors offering tailored investment programs and written investment policies.

Jennifer Osgood is a financial advisor with Wealth Management Advisors, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Arkadios Capital and Triad Advisors, Inc., and has been with Wealth Management Advisors and Wagner Wealth Management since 2014 and 2007, respectively. Osgood serves on the boards of A Child's Haven and Foothills Alliance, organizations focused on therapeutic child care and child abuse prevention. Wealth Management Advisors, LLC manages approximately $563 million and provides financial planning, portfolio management, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, businesses, and municipal entities. The firm emphasizes customized, long-term strategic asset allocation with tactical adjustments and offers services through advisor-managed accounts, third-party managers, and a wrap fee program.

Joe Hines Jr. is a CFP® and Series 66-registered advisor with 27 years of industry experience. He has been with Global View Investment Advisors, LLC since 2007, after previously working at Cambridge Investment Research, Inc and Merrill. Outside of his advisory role, he serves as a board member for Miracle Hill Ministries, a nonprofit organization. Global View Investment Advisors provides wealth management and consultation to individuals, high-net-worth families, trusts, and business retirement plans. The firm applies a Margin of Safety investment philosophy, combining fundamental, cyclical, and technical analysis, with a risk management process focused on downside-risk metrics.

Brandon Casas is a financial advisor with TruNorth Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Bank of America N.A., Merrill, and The Vanguard Group, Inc. TruNorth Advisors provides discretionary portfolio management, financial planning, and sub-advisory services to individual clients, including high-net-worth individuals, as well as entities such as family offices, trusts, estates, and private foundations. The firm uses a primarily long-term investment approach based on modern portfolio theory, tailoring asset allocation and security selection to clients’ specific goals and risk tolerance.

Byron Hurren is a financial advisor at Resolute Capital, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Resolute Capital since 2022, following a two-year tenure at TruNorth. 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, using modern portfolio theory to tailor investment strategies to client goals, risk tolerance, and tax considerations.

Matthew Burke is a financial advisor at Delta Investment Management, LLC in Greenville, SC. He holds a Series 66 designation and has recently begun his career in the industry, with prior experience at firms including JP Morgan Chase and Kestra Investment Services LLC. Outside of his advisory role, he is also active as an insurance agent. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and serves as a subadvisor to other advisory firms. The firm offers a range of strategies including systematic ETF-based tactical rotation, concentrated equity mandates, custom portfolios, and access to alternative investments, integrating financial planning as part of its asset management services.

Gregory Liro is a financial advisor at Cookson Peirce Wealth Management in Greenville, SC, with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Fidelity Brokerage Services LLC, and UBS Financial Services Inc. He serves as treasurer for the Laurel Creek Reserve Homeowners Association Board. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients and institutional advisors, employing a quantitative, rules-based investment approach that incorporates technical equity analysis, macroeconomic evaluation of ETFs, and fixed-income laddering strategies. The firm also acts as sub-advisor to the Catalyst Dynamic Alpha Fund and participates in multiple wrap fee programs.

Adam Taylor II is a financial advisor at Resolute Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Resolute Capital since 2023, with prior experience at TruNorth Advisors and Oxford Advisory Group. Before entering the advisory field, he spent eight years at BYU-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, using modern portfolio theory to tailor investment strategies to each client’s goals, risk tolerance, and tax considerations.

Jonathan Mcadams is a CFA® charterholder with 16 years of experience in the financial industry. He is currently with Foster Victor Wealth Advisors, LLC, where he has worked since 2021. Prior to that, he was with WCM Global Wealth for six years. Foster Victor Wealth Advisors serves individual and high-net-worth clients as well as institutional clients, providing financial planning, investment management, retirement plan consulting, and outsourced family office-type services. The firm uses a balanced, diversified investment approach based on fundamental analysis and model portfolios that include multiple asset classes and various investment vehicles.

Luke Maloney Grimes is a financial advisor at Burgess Investment Group, LLC with a Series 65 designation and two years of industry experience. His background includes prior roles at Backcountry Inc. and Jarden Management, Ltd., along with an international sabbatical and periods as a student. Burgess Investment Group serves individuals, charities, and high-net-worth clients by providing portfolio management and financial planning through a team approach. The firm employs a multi-method investment process and offers a broad range of investment strategies, including alternative and higher-risk products.

Saverio Lacroce is a financial advisor at BCA Private Wealth, Inc. in Greenville, SC, holding a Series 65 designation and with experience at several firms including Franklin Square, Northstar Advisory, and Ballentine Capital Advisors. He has been in the industry since 2012. BCA Private Wealth, Inc. serves a range of clients including individuals, trusts, corporations, and qualified retirement plans, offering fee-based investment advisory services, financial planning, and pension consulting. The firm employs a discretionary, custom portfolio management approach with a focus on ETFs, mutual funds, and hedging strategies, integrating both fundamental and technical analysis.

Elizabeth Mungo is a Series 65-licensed advisor at Burgess Investment Group with one year of industry experience. She has previously worked at McIntosh Cottage LLC, Big Money Retirement, and Turner & Miss Curated Good, and has a background that includes teaching at multiple educational institutions. Outside of her advisory role, she owns and operates an art business focused on creating and selling original and print artworks. Burgess Investment Group is a team-based firm that provides portfolio management and financial planning to individuals, charities, and high-net-worth clients. The firm employs a multi-method investment approach and offers a broad range of strategies and investable products, including alternative and higher-risk instruments.

Kyle Conner is a financial advisor at Burgess Investment Group, LLC with three years of industry experience. He holds a Series 65 credential and has worked at firms including Curran Financial Partners and New York Life Insurance Company. His background also includes experience in online e-commerce and insurance. Burgess Investment Group provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients, employing a multi-method investment process and offering a broad range of investment strategies from long-term buy-and-hold to short-term trading. The firm markets both hypothetical and actual performance results and includes alternative investment products in its offerings.

Matthew Dixon is a financial advisor with TruNorth Advisors in Greenville, SC, holding a Series 65 designation and six years of industry experience. He has worked at Resolute Capital, LLC and Black Harbor Advisors, LLC, and owns MBD Services LLC, a licensed insurance agency. TruNorth Advisors offers discretionary portfolio management, financial planning, and sub-advisory services to individuals and entities, including high-net-worth clients, family offices, and private foundations. The firm utilizes modern portfolio theory with a long-term investment approach, tailoring strategies to client objectives and occasionally using shorter-term trades when appropriate.

Justin Phillips is a financial advisor at Family Legacy, Inc. in Greenville, SC, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Stokes & Company CPAs, Bradshaw, Gordon & Clinkscales, and Greenville County Schools. Family Legacy, Inc. provides discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm emphasizes long-term, generally conservative investment strategies combining large-cap stocks, bonds, REITs, and ETFs, and coordinates investment advice with tax and insurance services through affiliated practices.