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 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, holding Series 63 and Series 65 licenses and bringing two years of industry experience. His prior work includes roles at Agia and VALIC Financial Advisors, Inc. Outside of advisory work, he is appointed as an agent to sell non-securities insurance products for Agia. Burgess Investment Group, LLC provides portfolio management and financial planning to individuals, charities, and high-net-worth clients through a team-based approach. The firm employs a multi-method investment process and offers a broad range of investment 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.