Joe Hines Jr. is a CFP® and holds a Series 66 designation, with 27 years of experience in the financial industry. He has been with Global View Investment Advisors, LLC since 2007 and concurrently associated with Cambridge Investment Research, Inc. since 2004. Outside of his advisory role, he serves on the board of Miracle Hill Ministries, a nonprofit organization in Greenville, SC. Global View Investment Advisors provides wealth management and consultation services to individuals, high-net-worth families, trusts, and business retirement plans. The firm employs a Margin of Safety investment philosophy, combining fundamental, cyclical, and technical analysis with an emphasis on downside risk management to align portfolios with client goals.

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 at TruNorth Advisors in Greenville, SC, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, 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, and private foundations. The firm applies modern portfolio theory with a primarily long‑term investment approach, tailoring portfolios to clients’ 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 with 15 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Fidelity Investments. Outside of his advisory role, he serves as Treasurer on the Laurel Creek Reserve Homeowners Association Board in Greenville, South Carolina. Cookson Peirce Wealth Management is a fee-only firm providing wealth management, financial planning, and portfolio management services to a range of clients including individuals, trusts, endowments, and institutional investors. The firm employs a quantitative, technical-analysis investment approach and acts as a sub-advisor to an open-end mutual fund while managing assets across 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 Series 65-licensed advisor with Burgess Investment Group, LLC, where he has worked for three years. He has two years of industry experience and previously held roles at Backcountry Inc. and Jarden Management, Ltd. He spent several years abroad on an international sabbatical between 2016 and 2019. Burgess Investment Group provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a range of investment strategies, including fundamental and technical analysis, and manages approximately $147 million in assets across discretionary and non-discretionary accounts.

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 financial advisor with Burgess Investment Group, LLC, holding a Series 65 designation and one year of industry experience. Her background includes roles at Big Money Retirement, Turner & Miss Curated Good, and the University of South Carolina. Outside of finance, she owns an art business focused on creating and selling original and print artworks. Burgess Investment Group provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment strategies from fundamental to technical analysis and offering both long- and short-term trading options. The firm manages approximately $147 million in assets and delivers a paid newsletter featuring buy/sell recommendations, including coverage of cryptocurrencies.

Kyle Conner is a financial advisor with Big Money Retirement and Big Retirement in Greenville, SC. He holds a Series 65 designation and has two years of industry experience. His prior roles include positions at Curran Financial Partners and New York Life Insurance Company. 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 utilizes a range of investment strategies, including technical and fundamental analysis, and employs both long-term and short-term trading tactics.

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 the Series 63, Series 65, and Series 66 licenses. Since 2016, he has been associated with Foster Victor Wealth Advisors and is also involved with FV Family Services, LLC, a family office and outsourced CFO services firm. Foster Victor Wealth Advisors provides financial planning, investment management, retirement plan consulting, and related services to 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 with diversified portfolios and uses third-party platforms alongside private placements and alternative investments tailored to clients' risk tolerance and goals.

Alan Pedraza is a financial advisor at Burgess Investment Group, LLC with Series 65 credentials and two years of industry experience. Before joining the firm, he worked at Lowe's and has held roles at Clemson University and Ware Shoals High School. 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 a range of analytical techniques and trading strategies, including options and short sales, and also offers a subscription newsletter with investment recommendations.

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.