David Allison is a CFA® charterholder and holds a Series 66 license, with 25 years of industry experience. He has been with Allison Investment Management, LLC since 2003, serving as a principal, and has prior experience with Triad Advisors, Inc. He is also a licensed insurance agent involved in the sale of various insurance products. Allison Investment Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, pension/profit-sharing plans, trusts, estates, and corporate entities. The firm offers discretionary and non-discretionary portfolio management and managed account programs, tailoring investment advice to client goals, risk tolerance, and time horizon.

John Allison is a financial advisor with Allison Investment Management, LLC in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has worked at Allison Investment Management since 2003 and previously with Triad Advisors, Inc. He serves on the board of the South Carolina Archaeological Research Trust, contributing to the promotion and funding of archaeological research. Allison Investment Management provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm offers tailored investment strategies with both discretionary and non-discretionary portfolio management, managing approximately $170 million in assets across about 100 client relationships.