Sarah Shalala

Patrick Burke is a financial advisor at 133 Legacy with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and Empower Advisory Group. In addition to his advisory role, he is a licensed insurance agent and also works part-time as a roofing contractor with Redemption Solar & Roofing. 133 Legacy Planning Group is an independent advisory firm serving individuals, trusts, estates, and corporate clients. The firm provides discretionary asset management, financial planning, and ERISA 3(21) consulting for retirement plans, employing an investment process that includes asset allocation, fundamental and technical analysis, and the use of derivatives and leverage in managed accounts.

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.

Joshua Spencer is a financial advisor with Palmetto Private Wealth, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial LLC, First Citizens Investor Services, Edward Jones, and Wells Fargo. He is also a licensed insurance professional in a non-investment capacity. Palmetto Private Wealth advises individuals, high-net-worth clients, trusts, estates, and businesses, offering discretionary investment management alongside financial planning and retirement-account guidance. The firm employs a long-term, goals-based approach combining fundamental and technical analysis to tailor portfolios to client risk tolerance and time horizon.

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.

Paul Baily is a financial advisor at Palmetto Private Wealth, LLC with 14 years of industry experience. He previously worked at LPL Financial, LLC and Edward Jones. Baily holds a Series 66 designation and is also a licensed insurance professional. Palmetto Private Wealth advises individuals, high-net-worth clients, trusts, estates, and businesses, offering discretionary investment management alongside financial planning and retirement-account guidance. The firm manages approximately $49 million in client assets and constructs portfolios using ETFs, individual stocks, mutual funds, and independent managers, following a long-term, goals-based approach tailored to each client’s risk tolerance and time horizon.

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.