Ramon Franklin is the president of Capital Focus, Inc. in Greenville, SC, with 15 years of industry experience. He holds the CFP® designation and Series 65 license. In addition to his advisory role, he is a licensed real estate broker in South Carolina and Georgia and serves as a part-time adjunct faculty member at Clemson University, where he teaches undergraduate courses in real estate, corporate and personal finance, and investment. Capital Focus, Inc. provides investment counsel and financial planning to individuals, trusts, estates, and business entities, specializing in retirement planning, education funding, tax preparation, and real estate investment and management. The firm operates on a fee-only, non-discretionary basis, emphasizing asset allocation, diversification, and value-oriented stock selection with low turnover.

Peter Gulli is a CFA® charterholder and Series 63 licensee with 14 years of industry experience. He currently serves as the sole advisor at Olympia Advisors LLC and has previously worked at Citigroup and Dalton, Greiner, Hartman, Maher & Co., LLC. Olympia Advisors LLC provides discretionary asset management to individuals and high-net-worth clients, focusing on ETF and mutual fund portfolios with ongoing oversight and rebalancing. The firm emphasizes customized portfolio management based on client goals and risk tolerance, employing both fundamental and technical analysis.

Natalie Cooper is a financial advisor at Matty AI Inc. with nine years of industry experience. She holds a Series 65 credential and has previously worked at Sentry Wealth, Inc. and Cooper Law Firm, P.C. In addition to her advisory role, she owns Balanced Bookmasters, a bookkeeping services business. Matty AI provides discretionary portfolio management primarily through a proprietary mobile app, serving individual clients who are not high-net-worth. The firm’s investment approach focuses on equity securities and ETFs, utilizing automated methods including technical and fundamental analysis.

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.

Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

Jason Freeman is the principal advisor at J. Freeman & Associates in Greenville, SC, holding the ChFC® designation and Series 63 license with 28 years of industry experience. He has worked at DFPG Investments, Inc. since 2019 and has been involved with JFA Advisors, LLC and J. Freeman & Associates since 2003. Freeman is also the CEO and sole producer of his firm, which offers comprehensive insurance and wealth management services. J. Freeman & Associates provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, small businesses, trusts, and estates. The firm builds portfolios based on client objectives and risk tolerance, utilizing both fundamental and technical analysis, and offers fiduciary services for qualified retirement plans.

Royce Angel is the sole advisor at Angelroyce Wealth Advisors, LLC, an independent firm based in Greer, SC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Angelroyce Wealth Advisors in 2011, he was associated with Change Path LLC for one year and has been involved with R. Neal Angel, Jr. since 2002. He also works as an insurance agent and serves as an instructor at Furman University. Angelroyce Wealth Advisors provides investment management and financial planning services primarily for individual clients, as well as trusts, estates, charitable organizations, and business entities. The firm operates on a non-discretionary basis, typically recommending third-party institutional managers, and offers services including asset management, financial planning, pension distribution consulting, and advice on tax, insurance, estate, and cash-flow matters.

Craig Ritter is a CFP® with 17 years of industry experience and has been the sole advisor at Continuum Wealth Management, LLC since 2007. He holds a Series 63 license and operates out of Greenville, SC. Continuum Wealth Management also provides administrative, non-advisory services to other financial advisory firms. Continuum Wealth Management offers ongoing investment management and integrated financial planning to individuals, families, retirement plans, trusts, and estates. The firm focuses on strategic asset allocation and a macroeconomic approach, managing diversified portfolios primarily with institutional-class no-load mutual funds and passive ETFs on a discretionary basis.

David Landry is a CFA® charterholder and the sole advisor at DeMesne Investments in Greenville, SC, with six years of industry experience. He previously worked at Investure, LLC for six years and has been with DeMesne, LLC since 2019. Landry is a minority owner of IO Digital Index Partners LLC, which produces an index of publicly traded digital infrastructure businesses. DeMesne Investments provides discretionary investment management to individual, high-net-worth, institutional, corporate, and charitable clients. The firm focuses on fundamental analysis to identify undervalued equities and manages long-biased, primarily equity-focused portfolios tailored to client objectives and risk tolerance.

Christopher Anderson is a financial advisor with Anderson Wealth Management, Inc. in Greer, South Carolina. He holds a Series 66 designation and has 21 years of industry experience. Anderson has led his independent advisory firm since 2009. Anderson Wealth Management serves primarily individual clients with asset management, financial planning, and consulting services, while also providing corporate-level consulting and portfolio management. The firm emphasizes tailored portfolios, continuous supervision, and a combination of fundamental and technical analysis in investment decisions.

Norman Avinger is a CFP® with 18 years of experience in financial advising. He is the sole advisor at Greenville Capital, where he has worked since 2020. His prior experience includes roles at Advisory Services Network, LLC and Planfirst. Greenville Capital provides discretionary portfolio management along with holistic financial planning and trust advisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a building-block investment approach across multiple asset classes, combining active managers, active indexers, and passive funds, and conducts institutional-style manager due diligence.

Richard Matthews is a financial advisor with Matthews Wealth Management LLC in Greenville, SC. He holds a Series 66 designation and has 20 years of industry experience. Prior to founding Matthews Wealth Management in 2017, he worked at Purshe Kaplan Sterling Investments, Inc. and SeaCrest Wealth Management, LLC. Outside of his advisory role, he manages commercial property leases as a managing member for two LLCs in Fountain Inn, SC. Matthews Wealth Management provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach, combining fundamental, technical, and cyclical analysis to tailor portfolios built largely with ETFs, supplemented by occasional tactical trades and specialized products.

Norman Poole Jr is the sole advisor at Money Poole...Solutions For Life, LLC in Greenville, SC, holding a Series 66 designation with 15 years of industry experience. He has worked at Patient Financial Strategies and has managed his current firm since 2011. Money Poole...Solutions For Life, LLC provides investment management and advisory services to individuals, families, trusts, estates, fiduciaries, charitable organizations, and business clients. The firm employs a total-return, primarily equity-based investment approach combining bottom-up fundamental analysis with technical metrics and manages accounts on a non-discretionary basis.

Aden Partee is a financial advisor at JEHM Wealth & Retirement, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial and Chick-fil-A in various roles. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients with comprehensive financial planning, consulting, and discretionary portfolio management. The firm employs client-specific asset allocation and combines fundamental and technical analysis, implementing portfolios through model strategies and a sub-adviser relationship.

Mason Scott is a financial advisor at Taverik Capital, LLC with one year of industry experience. He holds a Series 65 designation and has worked at WCM Global Wealth, LLC since 2023. Outside of finance, Mason has experience in education and the talent management industry. Taverik Capital provides discretionary investment supervisory services and financial planning for individuals, pooled investment vehicles, charitable organizations, and pension/profit-sharing plans. The firm employs a range of active investment strategies, including equity selection, hedging, options, and short selling, tailoring services to client-specific objectives and restrictions.

Hans Blake is a CFA® charterholder with 14 years of industry experience. He has been with Intelligent Investing since 2016 and previously worked at Planfirst for six years. The firm primarily serves individual clients, including high-net-worth households, as well as pension and employee benefit plans. Intelligent Investing offers discretionary portfolio management, financial planning, and pension consulting, using customized model portfolios and tax-aware strategies, and provides investment-education seminars and participant enrollment meetings as part of its services.

Amanda Blake is a financial advisor at Intelligent Investing with a Series 65 designation and two years of industry experience. She has been with Intelligent Investing since 2018. Intelligent Investing primarily serves individual clients, including high-net-worth households, as well as pension and employee benefit plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, using tailored advice, model portfolios, and tax-aware techniques to manage client assets.

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.

Jennifer Belshe is a financial advisor with Novus Advisors in Greenville, SC, holding a Series 66 designation and 15 years of industry experience. She has held roles at Lafayette Advisors, Novus Wealth Management, and Doc On Call, where she provides oversight and sales/marketing support for telehealth services. In addition to her advisory work, she is involved in insurance sales and administration of multiple employer plans. Novus Advisors manages approximately $203 million across 366 client relationships, offering discretionary and non-discretionary portfolio management, financial and retirement planning for individuals, trusts, estates, charitable and corporate entities, and retirement plans. The firm emphasizes fundamental analysis and employs mutual funds, ETFs, and individual securities, with options for third-party money manager delegation and ERISA-focused fiduciary consulting and investment management services.

Christopher Connelly is a financial advisor with Novus Advisors in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Novus Advisors since 2011 and previously held roles at Trustmont Advisory Group, Inc. and Trustmont Financial Group, Inc. Outside of his advisory work, Connelly is involved with Doc on Call, LLC, a telehealth and ancillary services business. Novus Advisors manages approximately $203 million across 366 client relationships, offering portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm uses fundamental analysis to build portfolios with mutual funds, ETFs, and individual securities and provides ERISA-focused fiduciary consulting and investment management services.