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.

John Moore is a financial advisor at MTM Investment Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Moore Capital and McHam Taylor & Co. He also served as a Spartanburg County Magistrate from 2011 to 2017. Outside of advising, he is a minority shareholder in a food distribution business. MTM Investment Management manages approximately $621 million for families, individuals, trusts, and retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored investment strategies and provides retirement-plan consulting and participant education services.

Matthew Van Name is a CFP® with 17 years of industry experience. He currently serves as a financial advisor at Colonial Trust Advisors, Inc., joining the firm in 2022. His prior experience includes roles at Truist, USI Advisors, BB&T Retirement & Institutional Services, and NFP Securities, among others. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individual, high-net-worth, retirement plan, charitable, and corporate clients. The firm employs a team-based investment process supported by an investment committee and offers services including discretionary and non-discretionary portfolio management, written financial planning, held-away account management, and retirement plan consulting, with a distinctive affiliation to Colonial Trust Company that integrates advisory and fiduciary roles.

Henry Barre is a financial advisor with Colonial Trust Advisors, Inc. in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Colonial Trust Advisors and its affiliated Colonial Trust Company since 1989, where he serves as Executive Vice President, Chief Financial Officer, and Senior Trust Officer, dividing his time between fiduciary, investment management, and administrative roles. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an investment committee and benefits from its corporate affiliation with Colonial Trust Company, allowing integrated advisory and fiduciary services.

Kathryn Smith is a CFP® and PFS™ with seven years of industry experience. She is a financial planner at Colonial Trust Advisors, Inc. and Colonial Trust Company, where she divides her time between investment advisory and fiduciary services. Prior to joining Colonial Trust in 2021, she worked at FinTrust Brokerage Services and Ramage Lewis LLC. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individual and institutional clients. The firm employs a team-based investment process with a centralized platform and maintains a corporate affiliation with Colonial Trust Company, providing integrated advisory and fiduciary services.

Bert Barre is a CFA® charterholder with 16 years of industry experience, currently serving at Colonial Trust Advisors, Inc. He has been with Colonial Trust Advisors and Colonial Trust Company since 2001 and holds leadership roles including Chairman, President, Chief Operating Officer, and Senior Trust Officer at Colonial Trust Company. Approximately 65% of his time is dedicated to fiduciary and trust services at Colonial Trust Company, with the remainder spent on investment advisory activities. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process combining fundamental and qualitative analysis, offering discretionary and non-discretionary portfolio management, written financial planning, and retirement plan consulting, supported by its affiliation with Colonial Trust Company, a state-chartered trust company.

Charles Clementson is a financial advisor at Colonial Trust Advisors, Inc. in Spartanburg, SC, with 16 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Truist Advisory Services and BB&T in various capacities. In addition to his advisory role, Charles serves as Vice President and Trust Officer at Colonial Trust Company, where he is involved in fiduciary decision-making and trust services. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process combining fundamental and qualitative analysis, asset allocation, and regular portfolio reviews, and maintains a corporate affiliation with Colonial Trust Company that integrates fiduciary and investment management functions.

Joseph Anderson is a CFP® professional at Colonial Trust Advisors, Inc. in Spartanburg, SC, with experience at Johnson Development Associates, PriceWaterhouseCoopers, and Elliot Davis. He has been with Colonial Trust Advisors since 2025. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individual and institutional clients, offering portfolio management, financial planning, held-away account management, and retirement plan consulting. The firm employs a team-based investment approach supported by an investment committee and maintains a corporate affiliation with Colonial Trust Company, providing integrated advisory and fiduciary services.

James Burchfield is a financial advisor at MTM Investment Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foster, Towson and Company, Inc. and Raymond James Financial Services. MTM Investment Management, LLC manages approximately $621 million for families, individuals, trusts, and retirement plans, providing discretionary and non-discretionary portfolio management alongside financial planning. The firm employs fundamental, technical, and cyclical analysis to construct diversified portfolios and also offers retirement-plan consulting and participant education services.

Thomas Ledbetter is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Colonial Trust Advisors, Inc. in Spartanburg, SC. He has three years of industry experience, including prior roles at Wells Fargo and Clemson University. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individual and high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment approach supported by an investment committee, provides a range of portfolio management and fiduciary services, and maintains a corporate affiliation with Colonial Trust Company that allows for distinct but complementary advisory and trust functions.

James Fiske is a CFP®-designated financial advisor with seven years of industry experience, currently serving at Colonial Trust Advisors, Inc. He previously worked at Brown Advisory and BB&T Securities. In addition to his advisory role, he is Director of Research and Portfolio Management at Colonial Trust Company, where he is involved in investment management and fiduciary services. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an investment committee and maintains a corporate affiliation with Colonial Trust Company, enabling integrated advisory and trust services.

Henry Batts III is a Financial Advisor at Colonial Trust Advisors, Inc. with 11 years of industry experience. He previously worked at Janney Montgomery Scott for nine years before joining Colonial Trust Advisors and its affiliated Colonial Trust Company in 2021. Henry holds a Series 66 license and is also licensed to sell insurance in South Carolina and Florida. He spends approximately half of his time managing fiduciary and trust-related business at Colonial Trust Company. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individual and high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an investment committee, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a notable affiliation to the state-chartered Colonial Trust Company that provides fiduciary services.

Sarah Shalala is a financial advisor at Colonial Trust Advisors, Inc. with one year of industry experience. She holds a Series 65 designation and has previously worked at Resolute Capital, LLC, Wealth Management Advisors, and Sikich Capital Management LLC. Colonial Trust Advisors, Inc. is a multi-advisor investment advisory firm managing approximately $1.67 billion for individual and high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an investment committee and offers discretionary and non-discretionary portfolio management, financial planning, held-away account management, and retirement plan consulting and fiduciary services.

William Wieters is a financial advisor with Colonial Trust Advisors, Inc. in Spartanburg, SC, holding Series 65 and Series 66 licenses and seven years of industry experience. He has worked at Colonial Trust Advisors and Colonial Trust Company since 2018 and previously spent seven years at Coastal Community Foundation. Wieters also serves as a Trust Officer at Colonial Trust Company, where he participates in investment management and fiduciary decision-making. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individual and institutional clients, employing a team-based investment process with fundamental and qualitative analysis. The firm is affiliated with Colonial Trust Company, allowing advisors to integrate fiduciary trust services with investment management while maintaining distinct roles.

Barry Wynn is a financial advisor with Colonial Trust Advisors, Inc. in Spartanburg, SC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at Colonial Trust Company and Colonial Trust Advisors, Inc. since 1991 and currently serves as Executive Vice President of Colonial Trust Company, where he is involved in investment management, fiduciary decision making, administrative oversight, and compliance. Approximately 25% of his time is dedicated to Colonial Trust Company, with the remainder spent at Colonial Trust Advisors. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individual and high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by a centralized custody and trading platform and maintains a corporate affiliation with Colonial Trust Company, which enables advisors to balance advisory and fiduciary roles while providing distinct investment management and trust services.

Brittany Bynum is a financial advisor at Colonial Trust Advisors, Inc. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors, LLC, FinTrust Capital Advisors, LLC, and United Community Insurance, Inc. Brittany is also licensed to sell insurance in South Carolina and receives customary compensation for insurance sales. Colonial Trust Advisors, Inc. is a multi-advisor firm managing approximately $1.67 billion for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by a centralized custody platform and maintains a corporate affiliation with a state-chartered trust company, providing fiduciary and investment management services.

Camp Wynn is a financial advisor at Colonial Trust Advisors, Inc. with 17 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. Wynn also serves as Vice Chairman, Executive Vice President, Chief Investment Officer, and Senior Trust Officer of Colonial Trust Company, where he is involved in investment management, fiduciary decision-making, administrative oversight, and compliance. Colonial Trust Advisors, Inc. is a multi-advisor investment firm managing approximately $1.67 billion for individual and high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team-based investment process supported by an investment committee and is affiliated with Colonial Trust Company, allowing for integrated advisory and fiduciary services while maintaining distinct functions.

Christopher Santoro is a Series 65-licensed advisor at MTM Investment Management, LLC with three years of industry experience. He previously worked at AM Partners, LLC and Johnson Development Associates, and has held roles at Telos Corporation. Santoro is based in Spartanburg, SC. MTM Investment Management serves families, individuals, trusts, and retirement plans, managing approximately $621 million. The firm provides discretionary and non-discretionary portfolio management along with financial planning, employing a mix of fundamental, technical, and cyclical analysis to guide long-term investment decisions.

Joseph Towson is a financial advisor with MTM Investment Management, LLC, holding a Series 63 designation and bringing 48 years of industry experience. His prior roles include positions at Raymond James Financial and Foster, Towson and Company, Inc. Outside of his advisory work, he is involved in agriculture and beekeeping, and he has authored an illustrated children's book featuring his grandchildren as characters. 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 services. The firm employs a combination of fundamental, technical, and cyclical analysis to develop customized investment strategies and also offers retirement-plan consulting and participant education.

Tony Walker Jr. is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked with Members Trust Company since 2022 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2019 or earlier. Outside of his advisory roles, he serves as a financial advisory services specialist and life insurance agent within the State Employees' Credit Union system. Credit Union Investment Services serves primarily individual investors in North Carolina with non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with client decisions implemented at their discretion.