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Robert V

Series 63, Series 66, Series 65

Greenville, SC

Foster Victor

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.

Retirement income strategy Tax-loss harvesting Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive Retired
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Brittany B

Series 66

Spartanburg, SC

Colonial Trust Advisors, Inc.

Brittany Bynum is a financial advisor at Colonial Trust Advisors, Inc. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors, LLC, FinTrust Capital Advisors, LLC, and United Community Insurance, Inc. Brittany is also licensed to sell insurance in South Carolina and receives customary compensation for insurance sales. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by a centralized custody platform and maintains a corporate affiliation with a state-chartered trust company, providing fiduciary and investment management services.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner Retired
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Alan P

Series 65

Greenville, SC

DBA Big Money Retirement and Big Retirement

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.

Options & derivatives strategies Private / alternative investments Annuities Real estate investing
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Michael C

Series 63, Series 65

Greenville, SC

Freedom Day Solutions, LLC

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.

Active portfolio management
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Christopher B

CFP®, PFS™, Series 65

Greenville, SC

Family Legacy, Inc.

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Real estate investing
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Camp W

CFA®, Series 63, Series 65

Spartanburg, SC

Colonial Trust Advisors, Inc.

Camp Wynn is a financial advisor at Colonial Trust Advisors, Inc. with 17 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. Wynn also serves as Vice Chairman, Executive Vice President, Chief Investment Officer, and Senior Trust Officer of Colonial Trust Company, where he is involved in investment management, fiduciary decision-making, administrative oversight, and compliance. Colonial Trust Advisors, Inc. is a multi-advisor investment firm managing approximately $1.67 billion for individual and high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an investment committee and is affiliated with Colonial Trust Company, allowing for integrated advisory and fiduciary services while maintaining distinct functions.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner Retired
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Michael C

Series 66

Greenville, SC

Foster Victor

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.

Retirement income strategy Tax-loss harvesting Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive Retired
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Robert F

Series 65

Greer, SC

Wealth intelligently navigated, LLC

Robert Francis is a financial advisor with Wealth Intelligently Navigated, LLC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Goldman Sachs, Deutsche Bank Securities, Inc., and DB USA Core Corporation. He is part of a seven-advisor team at Wealth Intelligently Navigated. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm serving individuals and high net worth clients with portfolio management, financial planning, and estate-planning consulting. The firm uses a combination of asset allocation, dollar-cost averaging, technical analysis, and various trading approaches tailored to client objectives and risk tolerances.

Annuities
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Christopher S

Series 65

Spartanburg, SC

MTM Investment Management, LLC

Christopher Santoro is a financial advisor at MTM Investment Management, LLC in Spartanburg, SC, holding a Series 65 designation with four years of industry experience. He previously worked at AM Partners, LLC and Johnson Development Associates before joining MTM in 2022. MTM Investment Management provides investment advisory services to families, individuals, trusts, and retirement plan sponsors, offering customized financial profiles and investment plans. The firm combines fundamental, technical, and cyclical analysis to manage equity and fixed-income portfolios and incorporates financial planning within its advisory relationships.

Private / alternative investments Real estate investing
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Joseph T

Series 63

Spartanburg, SC

MTM Investment Management, LLC

Joseph Towson is a financial advisor at MTM Investment Management, LLC with 48 years of industry experience. He holds a Series 63 designation and has held roles at Raymond James Financial and Foster, Towson and Company, Inc. Outside of finance, he is an author of an illustrated children's book and manages agricultural activities including beekeeping and honey sales. MTM Investment Management provides advisory services to families, individuals, trusts, and retirement plan sponsors, focusing on customized financial profiles and long-term investment strategies. The firm combines fundamental, technical, and cyclical analysis to identify equity opportunities and constructs fixed-income portfolios designed to meet client income needs.

Private / alternative investments Real estate investing
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Walter T

Series 66

Greenville, SC

Greenwood Capital Associates, LLC

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.

Founder/Business Owner Executive
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Aden P

CFP®, Series 65

Greenville, SC

Foundations Investment Advisors LLC

Aden Partee is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Foundations Investment Advisors LLC and Alloy Investment Management, having previously worked at JEHM Wealth & Retirement, LPL Financial, and other positions. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients through a large network of investment adviser representatives. The firm serves individuals, trusts, estates, and registered investment companies, offering portfolio management, financial planning, and retirement-plan support using a range of investment products and third-party sub-advisers.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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Eric S

CFP®, Series 66

Greer, SC

CreativeOne Securities, LLC

Eric Steele is a CFP® professional with 27 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC since 2015. He previously worked with Client One Securities, LLC and is involved with other financial services ventures related to life insurance and retirement plan sales. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, including high-net-worth clients, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning and ongoing asset management through a proprietary advisory platform and offers a range of services including discretionary portfolio management and retirement-plan fiduciary services.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Thomas A

CFP®, Series 63, Series 66

Greenville, SC

Integrated Advisors Network LLC

Thomas Andrews is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Integrated Advisors Network LLC. His prior experience includes roles at Fidelity Investments and Strategic Advisors, Inc. He is also affiliated with Capital City Financial Partners. Integrated Advisors Network is a multi-team SEC-registered investment adviser that provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a range of investment approaches and frequently utilizes third-party sub-adviser platforms while managing ongoing portfolio oversight.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Justin C

Series 65

Greenville, SC

Advisory Services Network

Justin Chamberlin is a Series 65 licensed advisor at Advisory Services Network with one year of industry experience. His prior roles include positions at Williams Wealth Management, First Citizens Bank, and as a State Farm agent with Gene Dukes. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Mathew H

Series 65, Series 63

Greenville, SC

Fortis Capital Advisors, LLC

Mathew Hultquist is a financial advisor at Fortis Capital Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and concurrently manages The Hultquist Firm CPA, P.C., a certified public accounting business he founded in 2003. Outside of advising, he operates Y Knot Farm LLC, which focuses on crop farming. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisors with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm provides customized investment advice using a combination of discretionary management, advisor-specific styles, and model portfolios that include passive, active, tactical, and ESG-oriented strategies.

ESG / Sustainable investing Options & derivatives strategies Active portfolio management Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Executive
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Robert L

Series 65

Greenville, SC

AlphaStar Capital Management

Robert Leatherwood is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Brookstone Wealth Advisors and R&R Financial Advisors. Outside of his advisory role, he is a consultant for Empower Law & Mediation, serves as a bookkeeper for Russell Community Church, and acts as a financial coach for Stokes CPA. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, and small businesses. The firm utilizes both predefined model portfolios and custom strategies, combining strategic asset allocation with quantitative and tactical analysis, and offers services such as portfolio management, financial planning, and retirement plan consulting.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Cary U

Series 63, Series 65

Greenville, SC

Consolidated Portfolio Review Corp

Cary Urich is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has previously worked with Vanderbilt Advisory Services, Vanderbilt Securities, LLC, and H. Beck, Inc. Outside of his advisory role, Urich serves as President of EM-Greenville, an organization focused on spreading the Gospel. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment approach that combines strategic asset allocation with fundamental and technical analysis across a broad range of securities.

Active portfolio management Wealth management
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Bedford O

Series 66

Greer, SC

Larson Financial Group, LLC

Bedford Otey is a financial advisor at Larson Financial Group, LLC with 10 years of industry experience. He holds a Series 66 designation and has been with Larson Financial Group and its affiliated broker-dealer since 2015. Outside of his advisory role, he performs in opera productions with Intermountain Opera. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on medical professionals. The firm uses a mix of strategic and tactical investment approaches, including model portfolios and custom discretionary programs, and offers specialized pension consulting and affiliated services.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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Glennon D

Series 65, Series 63

Greenville, SC

Belpointe Asset Management LLC

Glennon Donohue is a financial advisor at Belpointe Asset Management LLC with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Belpointe, he worked at Metric Financial, ASE Private Wealth, and held positions outside finance including roles at Fluor Corporation and health systems in Greenville, SC. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and co-advisory relationships with third-party managers.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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