Tara Buckley

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.

Steven Tolleson is a Series 65-licensed financial advisor with 11 years of industry experience, currently with The Fiduciary Alliance in Greenville, SC. His prior experience includes roles with the Kansas City Royals and Baltimore Orioles, as well as Lakeview Capital Partners. Outside of his advisory work, he co-founded SlamaCo, a venture that invested in residential property flips and a young engineering company. The Fiduciary Alliance offers discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of representatives, employing a mix of analytical approaches and allowing allocations to third-party managers.

Anna Wolford is a CFP® and Series 65 credentialed advisor with four years of industry experience. She is currently with The Fiduciary Alliance and has previously worked at Parallel Financial LLC, Syntrinsic Investment Counsel, Beacon Pointe Advisors, Cda Group, and Hanover Advisors. The Fiduciary Alliance offers discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach incorporating fundamental, technical, cyclical, and charting analyses and operates through multiple divisions and a network of investment advisor representatives.

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.

Edward Beeker II is a financial advisor with Good Life Advisors, LLC in Spartanburg, SC, holding a Series 66 designation and 17 years of industry experience. He has worked at Good Life Advisors and LPL Financial since 2017 and previously spent eight years with Waddell & Reed, Inc. and various insurance carriers. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis to tailor advice and offers a range of programmatic solutions alongside educational seminars and subscription planning services.

David Taylor is a CFP® with 24 years of industry experience, currently serving as an advisor at MTM Investment Management, LLC since 2018. Prior to MTM, he worked at Mcham Taylor & Co. for eight years. He is a member of the Spartanburg Day School Investment Committee, where he assists with reviewing the school's investments. MTM Investment Management, LLC manages approximately $621 million for families, individuals, trusts, and retirement plans, providing discretionary and non-discretionary portfolio management along with financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis to guide long-term investment decisions and also offers retirement-plan consulting and participant education services.