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.

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.

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.

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.

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.

Polly Stoecklein is a Certified Financial Planner (CFP®) with 43 years of industry experience. She is currently with Pinkerton Wealth Partners and has held roles at firms including LPL Financial and Independent Advisor Alliance. Since 2010, she has served as a trustee of the Greater Manhattan Community Foundations. Pinkerton Wealth Partners serves individuals, families, foundations, and institutional clients with a range of asset management and fiduciary services. The firm employs a formula-driven investment process that combines active, passive, and tactical strategies through multiple model portfolios and educational programs.

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.