Patrick Burke Jr. is a financial advisor at 133 Legacy in Campobello, SC, with eight years of industry experience and a Series 66 designation. His prior roles include positions at Merrill Lynch and Empower Advisory Group. He is also involved in roofing contracting through Redemption Solar & Roofing. 133 Legacy provides discretionary asset management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, estates, and corporate clients. The firm uses a tailored investment approach incorporating Monte Carlo planning, fundamental and technical analysis, and derivative strategies, and serves as an ERISA 3(21) fiduciary for retirement plans.

Michael Dickey is a Series 66-credentialed financial advisor with 11 years of industry experience. He currently works at Intellivest Wealth Management Corporation and previously held roles at Capital Investment Group Inc and Edward Jones. Outside of his advisory role, he operates a real estate appraisal business providing single-family home valuations in the Boiling Springs, SC area. Intellivest Wealth Management Corporation offers comprehensive financial planning, investment management, and qualified plan consulting to a diverse client base including individuals, families, trusts, and businesses. The firm employs a proprietary strategic asset-allocation approach integrating various analytical methods and includes digital estate-planning services as part of its offering.

Logan Dickey is a financial advisor at IntelliVest Wealth Management with seven years of industry experience. He holds the Series 66 designation and has worked previously at Thornburg Securities Corp and Edward Jones. IntelliVest Wealth Management provides comprehensive financial planning, investment management, and qualified plan consulting to a broad client base including individuals, high-net-worth clients, families, trusts, and retirement plans. The firm integrates financial planning into portfolio construction using a proprietary strategic asset-allocation methodology and employs a mix of analytical approaches to build diversified portfolios aligned with client goals.

Stephen Stravolo is a PFS™ credentialed financial advisor with 24 years of industry experience. He is principal of Stravolo Wealth Management, LLC, which he founded in 2009, and has also worked at LPL Financial and Cetera Advisor Networks. Stravolo Wealth Management, LLC serves individual investors and select pension and profit-sharing plans, managing approximately $9 million in discretionary assets. The firm utilizes an active, tactical investment approach focused on a limited range of mutual funds and variable annuity subaccounts, primarily catering to non–high-net-worth clients.

Constantine Burlos is a financial advisor with ONESOURCE Wealth Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has previously worked at CoreCap Advisors and CoreCap Investments. Outside of advisory work, he operates Burlos Marketing LLC and serves as a licensed insurance agent, spending part of his time on a tax planning strategy related to accelerated cost recovery for commercial property. ONESOURCE Wealth Advisors is a small, state-registered firm managing approximately $3.2 million for a select client base of 17 relationships. The firm serves individuals, trusts, estates, and retirement plans, offering discretionary asset management and comprehensive financial planning through direct portfolio management, sub-advisors, and third-party managers.

Edward Beeker II is a Series 66-credentialed advisor with 18 years of industry experience. He is currently with Apollon Financial, LLC and has prior experience at LPL Financial, Good Life Advisors, and Waddell & Reed. Outside of his advisory role, he has been involved with insurance agencies and independent investment advisory services. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and utilizes a combination of centrally managed models, advisor-led portfolios, and sub-advisers, complemented by various investment strategies including ESG models and tax-aware techniques.

David Taylor is a CFP® with 25 years of industry experience and currently serves as an advisor at MTM Investment Management, LLC. He previously worked at Mcham Taylor & Co. and Raymond James Financial, including an eight-year tenure at Raymond James Financial Services, Inc. Outside of his advisory role, Taylor manages a holding company and participates on the investment committee of Spartanburg Day School. MTM Investment Management provides advisory services to families, individuals, trusts, and retirement plan sponsors, focusing on long-term strategies that combine fundamental, technical, and cyclical analysis for equity selection and structured fixed-income portfolios. The firm integrates financial planning into its services and offers retirement plan consulting and participant education.

John Moore is a Series 65 licensed advisor with nine years of industry experience. He is currently with MTM Investment Management, LLC in Spartanburg, SC, where he has worked since 2018. Prior to that, he was with McHam Taylor & Co. and served as a Spartanburg County Magistrate. Moore is a minority shareholder in a food distribution business and manages an entity providing administrative services to a private investment fund. MTM Investment Management provides advisory services to families, individuals, trusts, and retirement plan sponsors, emphasizing customized financial profiles and long-term investment strategies. The firm integrates financial planning with portfolio management and offers retirement-plan consulting and participant education.

Matthew Van Name is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Colonial Trust Advisors, Inc. He has held prior roles at firms including Truist, USI Advisors, BB&T Retirement & Institutional Services, and Kestra Advisory. Colonial Trust Advisors manages approximately $1.8 billion for individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a team-based investment process using fundamental and qualitative analysis, asset allocation, and both long- and short-term trading strategies to implement individualized investment policies.

Henry Barre is a financial advisor with Colonial Trust Advisors, Inc. in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Colonial Trust Advisors and its affiliated Colonial Trust Company since 1989, where he serves as Executive Vice President, Chief Financial Officer, and Senior Trust Officer, dividing his time between fiduciary, investment management, and administrative roles. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an investment committee and benefits from its corporate affiliation with Colonial Trust Company, allowing integrated advisory and fiduciary services.

Kathryn Smith is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with eight years of industry experience. She currently serves as a financial planner at Colonial Trust Advisors, Inc. and Colonial Trust Company in Spartanburg, SC, where she has worked since 2021. Prior to that, she held positions at FinTrust Brokerage Services and Ramage Lewis LLC. Kathryn is licensed to sell insurance in South Carolina. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations by providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a team-based investment process led by an internal committee that incorporates fundamental and qualitative analysis, asset allocation, and a combination of long- and short-term trading strategies.

Bert Barre is a CFA® charterholder with 16 years of industry experience, currently serving at Colonial Trust Advisors, Inc. He has been with Colonial Trust Advisors and Colonial Trust Company since 2001 and holds leadership roles including Chairman, President, Chief Operating Officer, and Senior Trust Officer at Colonial Trust Company. Approximately 65% of his time is dedicated to fiduciary and trust services at Colonial Trust Company, with the remainder spent on investment advisory activities. 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 combining fundamental and qualitative analysis, offering discretionary and non-discretionary portfolio management, written financial planning, and retirement plan consulting, supported by its affiliation with Colonial Trust Company, a state-chartered trust company.

Charles Clementson is a financial advisor at Colonial Trust Advisors, Inc. in Spartanburg, SC, with 16 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Truist Advisory Services and BB&T in various capacities. In addition to his advisory role, Charles serves as Vice President and Trust Officer at Colonial Trust Company, where he is involved in fiduciary decision-making and trust services. 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 combining fundamental and qualitative analysis, asset allocation, and regular portfolio reviews, and maintains a corporate affiliation with Colonial Trust Company that integrates fiduciary and investment management functions.

Joseph Anderson III is a CFP® professional with one year of experience, currently with Colonial Trust Advisors, Inc. in Spartanburg, SC. His prior work includes roles at Johnson Development Associates, PriceWaterhouseCoopers, and Elliot Davis. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a team-based investment process guided by an internal investment committee, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services.

James Burchfield is a financial advisor at MTM Investment Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foster, Towson and Company, Inc. and Raymond James Financial. MTM Investment Management provides investment advisory services to families, individuals, trusts, and retirement plan sponsors, focusing on customized financial profiles and long-term investment strategies that incorporate fundamental, technical, and cyclical analysis. The firm also offers retirement-plan consulting and participant education as part of its comprehensive advisory approach.

Thomas Ledbetter is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has worked at Colonial Trust Advisors, Inc. since 2022 and previously was employed by Wells Fargo for five years. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a team-based investment process and offers portfolio management, financial planning, and retirement-plan advisory services managing approximately $1.8 billion in assets.

Cullen Coxe is a financial advisor at Colonial Trust Advisors, Inc. in Spartanburg, SC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Texas Capital Bank and Northmarq, as well as several years affiliated with Southern Methodist University. Colonial Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations, providing portfolio management, financial planning, and retirement-plan advisory services through a team-based approach that emphasizes fundamental and qualitative analysis and regular portfolio reviews.

James Fiske is a CFP®-designated financial advisor with seven years of industry experience, currently serving at Colonial Trust Advisors, Inc. He previously worked at Brown Advisory and BB&T Securities. In addition to his advisory role, he is Director of Research and Portfolio Management at Colonial Trust Company, where he is involved in investment management and fiduciary services. 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 an investment committee and maintains a corporate affiliation with Colonial Trust Company, enabling integrated advisory and trust services.

Scott Turner is a financial advisor at Landolt Securities, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landolt Securities since 2009. Outside of his advisory role, he serves as an independent contractor for Turner Trading LLC, where he assists with administrative tasks and tax-related documentation. He is also a co-trustee for five family accounts. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages $137.8 million in assets and focuses on small-cap growth stocks, employing both discretionary and non-discretionary portfolio management approaches tailored to client objectives and risk tolerances.

Henry Batts III is a Financial Advisor at Colonial Trust Advisors, Inc. with 11 years of industry experience. He previously worked at Janney Montgomery Scott for nine years before joining Colonial Trust Advisors and its affiliated Colonial Trust Company in 2021. Henry holds a Series 66 license and is also licensed to sell insurance in South Carolina and Florida. He spends approximately half of his time managing fiduciary and trust-related business at Colonial Trust Company. Colonial Trust Advisors, Inc. is a multi-advisor 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, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a notable affiliation to the state-chartered Colonial Trust Company that provides fiduciary services.