Greggory Vaughn

Charles Crouch is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at CMC Wealth Management, LLC in Lexington, SC. He previously worked at Doyle Wealth Management, Inc. and Great West Life and Annuity. CMC Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm operates primarily on a non-discretionary basis, emphasizing client control over trade decisions and employing a combination of charting, fundamental, technical, and cyclical analysis in its investment process.

Forest Dutton is a financial advisor at Brightworks Financial Planning LLC in Lexington, SC, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Northwestern Mutual and Prisma Health, as well as service with the United States Public Health Service. Outside of advisory duties, he occasionally sells life and disability insurance as a sole proprietor. Brightworks Financial Planning provides financial planning, investment management, and retirement consulting for individuals, businesses, and pension plans. The firm employs both passive and active investment strategies and uses third-party managers and model marketplaces to manage approximately $72.9 million in client assets.

William Fields is the owner, CEO, and CCO of Shadow Wealth Management, LLC in Lexington, SC, with 34 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at Structured Financial Associates, Inc. since 2008 and Intercarolina Financial Services since 2021. Shadow Wealth Management provides customized investment management primarily for individual and high-net-worth clients, managing approximately $15.4 million across about 35 client relationships. The firm employs a mix of fundamental, technical, cyclical, and behavioral analysis with a generally long-term orientation while allowing tactical adjustments, including the use of options, margin, short sales, and private placements where appropriate.

Jonathan Wallace is a CFA® charterholder and Series 65 licensed advisor with two years of industry experience. He is the founder of Wayfinder Wealth Warriors LLC and previously served 20 years in the United States Navy. Outside of his advisory role, he works as a Senior Naval Science Instructor teaching Navy JROTC at Lexington One School District in South Carolina. Wayfinder Wealth Warriors LLC provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer plan sponsors, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach combining passive and active strategies and places particular emphasis on retirement plan services including participant education and ERISA 3(38) investment management.

Melissa Mendenall is a financial advisor at Wealthspan Investment Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at First Citizens Bank and Retirement Wealth Advisors, Inc. prior to joining Wealthspan. Outside of advisory work, Mendenall provides tax preparation services as a CPA through Lisa Mendenall CPA. Wealthspan Investment Management serves individuals, high-net-worth clients, corporations, and retirement plans with comprehensive financial planning, consulting, and discretionary portfolio management. The firm employs both active and passive investment models, combining fundamental and technical analysis, and maintains multiple formal affiliations with other investment advisers and related businesses.

Blake Amick is a CFP® and ChFC® with 40 years of experience in financial advising. He is currently with Wingstem Wealth, LLC and has prior experience at Cetera Advisor Networks LLC. Outside of advisory work, he is involved in fixed insurance sales through Wingstem Services, Inc., manages timberland via Covey Call LLC, and is a 50% owner of an employee benefits firm, Amick, Bahnmueller and Associates. Wingstem Wealth provides advisory services to individuals, retirement plan sponsors, and corporate clients, combining quantitative, fundamental, technical, and economic analysis to manage portfolios. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting with a focus on regular client reporting and written summaries of material changes.