Amanda Elizabeth Pate

James Roberts is a CFP® with 18 years of experience in financial advisory services. He is currently with Intentional, LLC and has previously worked at COMMUNITY WEALTH, Commonwealth Financial Network, Cetera Advisors LLC, PRUCO Securities, LLC, and LPL Financial. Roberts conducts fixed insurance sales in his individual capacity. Intentional provides discretionary portfolio management, financial planning, and advisory services for individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and specialized due diligence for alternative and private investments, employing a comprehensive investment process that integrates fundamental, technical, and economic analysis.

Ryan Hammond is a financial advisor at Hammond Wealth Partners with one year of industry experience. He has held positions at Amplified Planning, The Vanguard Group, and Wells Fargo. Hammond Wealth Partners is a fee-only fiduciary firm providing discretionary investment management and financial planning mainly to individuals, families, and high-net-worth clients. The firm offers customized portfolios combining strategic asset allocation, tax-efficient management, and active tactical approaches based on multiple analysis methods, with clients able to impose reasonable investment restrictions.

John Mitchell is the sole advisor at JM Tax & Financial LLC in Tega Cay, SC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at H.D. Vest Investment Services and had a 30-year career at American Airlines. In addition to financial advising, Mitchell owns and operates a tax preparation and bookkeeping business serving individuals and small businesses. JM Tax & Financial LLC provides portfolio management and financial planning services to individual and high-net-worth clients, integrating discretionary and non-discretionary approaches. The firm combines investment advisory with tax preparation, bookkeeping, and payroll services, emphasizing active management with technical analysis and consideration of clients’ tax situations.

Steven Mullooly is a CFP® with 33 years of industry experience. He is the principal advisor at Mullooly Wealth Planning LLC, an independent firm he has been with since 2022. Prior to this, he held roles at Osaic Wealth, Inc., ALPS Distributors, Inc., and Cullen Capital Management. He also works as a compliance consultant through Compliance Risk Concepts. Mullooly Wealth Planning provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes institutional and retirement-plan services and offers educational programs alongside its investment and planning services.

Richard Heckard is the president of Continuum Capital Advisory, LLC and holds a Series 66 designation with 19 years of industry experience. His prior work includes roles at FSC Securities Corporation and OSAIC. Outside of his advisory work, Heckard serves on the boards of the Westminster Towers nonprofit and the York County Natural Gas Authority, and he is president of a nonprofit providing financial education in collaboration with his CPA firm. Continuum Capital Advisory offers investment management primarily through sponsored wrap-fee programs, model portfolios, and separately managed accounts, serving individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm emphasizes asset-allocation tools, portfolio optimization, and uses third-party managers while also providing retirement plan consulting and financial planning.

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom. The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances. I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees. I completed a double major at Appalachian State University and hold Bachelor degrees in Music and Marketing. I later earned an MBA at the University of South Carolina’s Moore School of Business. I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! That’s why I started Intrepid Eagle. I spend my days helping families like mine who value things like God, Family, and Country. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I am an active supporter of independent education and homeschooling. My wife and I are active supporters of helping others get started and find success with their own homeschool journey. When I am not working with other families, I spend time with my own family. My wife Amy and I make our home in South Carolina with our three children. Our family is active in our homeschool each day where we work hard and play hard. We spend our breaks on time outdoors, playing music, traveling, and serving our church family. Visit our website to learn more about how we use technology to serve you wherever you are located.