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.

Daryl Shankland is a financial advisor at Shankland Financial Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shankland Financial Advisors in various capacities since 2006. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life insurance and annuities. Shankland Financial Advisors provides financial and retirement planning, consulting, and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-HNW clients, employing a combination of fundamental and technical analysis with a long-term investment approach that includes tactical flexibility and periodic rebalancing.

Lenward Jones III is a ChFC® credentialed financial advisor with three years of experience at Envision Planning, LLC. He also operates Wesley Jones CPA PLLC, a tax preparation and consulting firm he founded in 1998. Envision Planning, LLC is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, including smaller, non-high-net-worth clients, as well as select institutional clients. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, integrating financial planning and educational services into its advisory work.

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.

Germaine brings to the Inspired Financial mix her considerable experience as a financial planner, investment advisor and wealth manager — along with a keen sense of humor, honed by her life’s rich experience. Germaine has ridden out not just one hurricane, but two. In 1969 she lost her childhood Pass Christian home to Hurricane Camille then Hurricane Katrina destroyed their Ocean Springs home in 2005! Hurricane forces are nothing compared to Germaine’s. Having “flunked Retirement 101” (her words) she leaped at the opportunity to co-found Inspired Financial Planners with Tricia Kollath, CFP(r), CPA, in 2019. Their combined talents pair well with their shared passion for helping people navigate a complex financial world. Germaine has a master’s degree from the University of Southern Mississippi, and a bachelor’s degree from the University of Mississippi. She is a CPA with a Personal Financial Specialist™ credential (MS certificate 5504 and NC certificate 43722), as well as a Certified Financial Planner™ practitioner. Germaine founded and continues to chair the North Carolina CPA Association’s Financial Planning Networking Group to help her fellow CPAs understand the complex financial planning issues their clients face. Outside of her career, Germaine is an enthusiastic advocate for the arts. She is a life member of the Walter Anderson Museum of Art, having served various roles including its board since the early 1990s. She and her husband John (a physician) stay young by hiking the Blue Ridge Mountains that surround their North Carolina home. These days, Germaine and John divide their time between western North Carolina and the Mississippi Gulf Coast, where Germaine enjoys kayaking … when the waters are calm.

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.

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.

Eric Warren is a financial advisor at Blueprint Financial Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Spartan Planning & Wealth Management, the Henderson County Tax Department, and Kilpatrick Land Surveying. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets, offering diversified portfolios and incorporating a proprietary strategic-and-tactical framework that emphasizes trend-following and momentum across multiple asset classes.

Wallace Mason is a financial advisor at Advisory Services Network with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robert W. Baird for 13 years. Outside of his advisory role, Mason owns an 80-acre farm in North Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting with a focus on tailored strategies across various asset classes and multiple implementation options.

Michael Kuckel is a CFA® charterholder with 17 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at Bank of America and Merrill. In addition to his advisory work, he serves as a pastor and elder at Greenville Community Church and teaches as an adjunct professor at North Greenville University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides customized asset management, financial planning, and consulting services, utilizing both advisor-managed and model-based investment programs.

Adam Carey is a financial advisor at Blueprint Financial Advisors with six years of industry experience. He holds a Series 65 credential and has worked previously at firms including International Assets Investment Management and The Dantas Advisory Group. Outside of advisory services, he is a licensed insurance agent offering fixed insurance products. Blueprint Financial Advisors is a multi-advisor SEC-registered firm that provides portfolio management, financial planning, and retirement consulting to a diverse client base including individuals, trusts, pension plans, and nonprofits. The firm manages approximately $1.4 billion in assets using a proprietary strategic-and-tactical framework that incorporates trend-following and momentum rules to guide asset allocation.

George Baughman is a CFP® professional with 16 years of industry experience. He is currently with Modera Wealth Management, LLC and has previously worked at Parsec Financial Management Inc. and Holistiplan. Modera Wealth Management, LLC offers wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm’s investment strategy is based on diversified asset allocation using Modern Portfolio Theory and combines large-scale advisory operations with in-house accounting and tax services.

Joshua Miller is a financial advisor with Mutual Advisors, LLC and holds a Series 65 designation. He has one year of experience in financial advising and concurrently works with Mitchell CPA PLLC. He previously worked at Hospice of Henderson County and BGW CPA. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs a mix of active and passive portfolio management strategies tailored to client objectives and is notable for its large-scale institutional work and variety of specialized services.

Daniel Andreotta is a financial advisor with Foundations Investment Advisors LLC in Hendersonville, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Consolidated Planning Inc, and Independent Life Insurance. Outside of his advisory work, he serves as a church musician. Foundations Investment Advisors provides financial planning and ongoing portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and offers services through a large network of affiliated advisers.

Dudley Whitlock is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Advisory Services Network, LLC since 2014. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.

Lena Meredith is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 65 designations. She has 22 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Co. Meredith is involved with Blue Ridge Wealth Management, LLC, a non-investment-related business activity. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting with a range of investment solutions and ongoing account monitoring.

Eric Gaddy is a financial advisor with AlphaStar Capital Management, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. His prior roles include positions at Shankland Financial Advisors, Integrated Financial Strategies, and Capital Investment Group. Mr. Gaddy is also the author of *Retirement Made Simple*, a book on retirement topics. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, participant account management, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and advisor-directed models.

Jeremie Kelt is a CFP® with three years of industry experience, currently affiliated with PFG Advisors in Hendersonville, NC. His background includes positions in emergency medical centers and financial services firms such as Securities America and iHn Family Legacy Planning, where he is also involved through a DBA. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs and supports a distributed network of over 100 advisors across multiple platforms.

Michael Teel is a financial advisor with Leavell Investment Management, Inc. in Flat Rock, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Leavell Investment Management and its predecessor firm since 1998 and also served at Samford University for 30 years. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets and offers portfolio management, financial planning, and family-office services to a diverse client base including individuals, families, businesses, and institutional entities. The firm employs a fundamental investment approach focused on broad diversification, risk control, and long-term compounding, managing client accounts through team-based oversight and regular portfolio reviews.

Debra Carmody is a financial advisor with AlphaStar Capital Management in Boiling Springs, SC. She holds Series 63 and Series 65 designations and has 10 years of industry experience. Her prior roles include positions at Shawmut Corporation, Shankland Financial Advisors, and Ethos Wealth Group. She is also a licensed insurance agent. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management with both predefined model portfolios and custom strategies that utilize quantitative analysis and third-party research.