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.

Constantine Burlos is a financial advisor at OneSource Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CoreCap Advisors and Virtue Capital Management. Outside of advising, he operates Burlos Marketing LLC and provides tax planning services related to accelerated cost recovery for commercial properties. OneSource Wealth Advisors is a two-advisor firm offering discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm employs various investment analysis methods and often engages third-party managers to implement investment models.

Charlotte Morgan is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Family Financial since 2025 and previously held positions at Creative Planning, JBJ Investment Partners, New Planner Recruiting, and Stravolo Wealth Management. Family Financial is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using fundamental and technical analysis and may allocate assets to independent managers while utilizing ETFs, mutual funds, individual securities, and digital currency.

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.