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.

Elizabeth Gibson is a Series 66 licensed financial advisor with eight years of industry experience. She currently works with Integris Wealth Management, LLC and previously held roles at Ameriprise Financial Services, Inc., Global View Investment Advisor, JP Morgan Securities LLC, and Morgan Stanley. Outside of her advisory work, she also engages as a shopper for Instacart on a part-time basis. Integris Wealth Management serves individuals, families, trusts, pension and profit-sharing plans, as well as for-profit and not-for-profit corporations. The firm provides investment management and comprehensive financial planning, utilizing a long-term, diversification-oriented investment approach focused on passive mutual funds and ETFs, and manages approximately $812 million across about 344 client relationships.

Jennifer Hagadorn is a CFP® professional with six years of experience at Foster Victor Wealth Advisors, where she has worked since 2020. Prior to joining the firm, she was a student for 15 years. Foster Victor Wealth Advisors serves individual and high-net-worth clients as well as institutional clients, offering financial planning, investment management, retirement plan consulting, and outsourced family office-type services. The firm uses a balanced, diversified investment approach across multiple asset classes and integrates affiliated services including insurance and real estate offerings.

Robert Victor is a financial advisor at Foster Victor with 17 years of industry experience. He holds Series 63, 65, and 66 designations and has worked previously at Northwestern Mutual Investment Management. He is a member of FV Family Services, LLC, which provides family office and outsourced CFO services. Foster Victor Wealth Advisors offers financial planning, investment management, retirement plan consulting, and related services to individuals, high-net-worth clients, and various business entities. The firm uses a fundamental-analysis, balanced approach to constructing diversified portfolios and incorporates family-office style services tailored to clients’ risk tolerance and financial goals.

Michael Catalano is a financial advisor with Freedom Day Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Freedom Day Solutions since 2006. In addition to his advisory role, he is licensed in Texas to sell life insurance and fixed annuity contracts and is a limited partner in Kruecat Ventures, LP. Freedom Day Solutions provides investment management primarily to individual clients, including high-net-worth households, along with retirement plan consulting, sub-advisory services, and estate-planning support. The firm uses a mix of fundamental and technical analysis to manage assets across ETFs, equities, and fixed income, and may allocate to digital assets for qualifying clients.

Christopher Brown is a CFP®, PFS™, and Series 65 credentialed advisor with 22 years of industry experience. He has worked at Family Legacy, Inc. and William W. Brown, CPA, PA since 1995. Outside of his advisory role, he is a member of Legacy Insurance, LLC, a non-investment consulting business, and he receives trustee fees when acting as a trustee for some clients. 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 approach focused on high-quality, income-oriented large-cap stocks and tax-aware strategies tailored to client risk tolerance.

Michael Crosby is a financial advisor at Foster Victor Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Artisan Family Advisors, Raymond James Financial Services Advisors, Inc., and Werth Wealth Management LLC. Foster Victor Wealth Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, and various business entities by providing financial planning, investment management, retirement plan consulting, and family-office style services. The firm employs a fundamental-analysis, balanced approach with diversified portfolios and utilizes third-party platforms and alternative investments tailored to client needs.

Robert Francis is a financial advisor at Wealth Intelligently Navigated, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Goldman Sachs, DB USA Core Corporation, and Deutsche Bank Securities. He joined Wealth Intelligently Navigated in 2026, where he is part of a seven-advisor team. Wealth Intelligently Navigated is an SEC-registered firm providing 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.

Luke Powers is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He currently works at Visionary Horizons, LLC and previously held roles at Vanbridge, Southwestern Investment Group, Sagespring Wealth Partners, and Raymond James Financial Services. Visionary Horizons provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm constructs model portfolios informed by third-party research and uses equities, fixed income, ETFs, mutual funds, options, and alternatives, while incorporating AI tools in its service delivery.

Walter Todd III is a financial advisor at Greenwood Capital Associates, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Greenwood Capital Associates since 2011. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.668 billion for around 635 clients, including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, personalized investment advice, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by a weekly meeting Investment Committee.