Jonathan Wallace is a CFA® charterholder and Series 65 licensed advisor with two years of industry experience. He is the founder of Wayfinder Wealth Warriors LLC and previously served 20 years in the United States Navy. Outside of his advisory role, he works as a Senior Naval Science Instructor teaching Navy JROTC at Lexington One School District in South Carolina. Wayfinder Wealth Warriors LLC provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer plan sponsors, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach combining passive and active strategies and places particular emphasis on retirement plan services including participant education and ERISA 3(38) investment management.

Gary Langham is a CFA® charterholder based in Columbia, SC, with three years of industry experience. He is the principal advisor at BarbCo Financial, where he has worked since 2024. Prior to this, he held roles at Net of Advisory and RCL Advisors, LLC. He is also involved with After Tax Reporting Solutions, a business he has been associated with since 2018. BarbCo Financial is a state-registered investment adviser serving individual and high-net-worth clients, as well as retirement plans and pension arrangements. The firm focuses on low-cost, tax-efficient portfolio management using passive index mutual funds and ETFs, and offers both discretionary and non-discretionary account supervision tailored to client preferences.

Charles Estes is a financial advisor with Better Things Financial Partners LLC in Lexington, SC, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has operated as a sole proprietor since 2012 and has been with Better Things Financial Partners since 2014. Approximately half of his time is spent on insurance sales and services. Better Things Financial Partners is an independent firm providing fee-based investment management and financial planning primarily to individual clients. The firm offers non-discretionary portfolio management alongside comprehensive planning services covering wills, estate/trust matters, taxes, and insurance.

Victoria Matise is a financial advisor at Wallick Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wallick Investments in 2025, she held various roles including positions at Athens Country Club and Chick-Fil-A. Wallick Investments provides discretionary investment management and advisory services to individuals, trusts, endowments, foundations, and other advisors, managing approximately $168.3 million in discretionary assets. The firm employs a quantitative, factor-based investment approach using proprietary security-selection models and offers tailored portfolio management along with customized models and non-discretionary advisement options.

Richard Newsome is a CFP® certificant with 19 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 2004. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for around 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and maintains a medium-to-long-term investment orientation while offering related accounting, tax-preparation, and estate-administration services through affiliated entities.

Jeremiah Barwick is a Series 65-licensed financial advisor at Keen Capital, Ltd with one year of industry experience. He previously worked at Wealth Enhancement Group and TrinityPoint Wealth, LLC. Prior to entering the financial industry, he served four years in the United States Air Force. Keen Capital provides financial planning, investment management, and integrated wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm follows a long-term investment approach based on Modern Portfolio Theory and offers advisor-delivered accounting and tax services alongside investment advice.

Ashleigh Brooker is the sole advisor at A. J. Brooker Financial Associates in Columbia, SC, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has led her firm since 2011 and concurrently serves as a business consultant at the Small Business Development Center, assisting business owners with developing business plans. A. J. Brooker Financial Associates provides comprehensive financial planning and wealth management services primarily for individual clients, including those focused on philanthropy and charitable giving. The firm employs a conservative, buy-and-hold investment approach centered on mutual funds, index funds, and ETFs, delivering non-discretionary portfolio management supported by independent research and third-party platforms.

Joshua Greene is a CFA® charterholder with seven years of industry experience. He currently serves as an advisor at Pendleton Street Advisors, LLC, where he has worked since 2024. Prior to this, he was with Carolina Financial Securities, LLC and Carofin, LLC from 2020 to 2024 and served at the SC Investment Commission from 2013 to 2020. Greene is a board member and treasurer of the Greater Columbia Community Relations Council and is a finance committee member for the Columbia Museum of Art. Pendleton Street Advisors manages discretionary portfolios primarily for individuals, charitable organizations, trusts, and estates, with a minimum household size of $500,000. The firm employs fundamental analysis and third-party research in its investment process and offers both portfolio management and fixed-fee consulting services.

William Walkup is a Series 65-licensed advisor with 16 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 1992. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for about 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and a medium-to-long-term orientation, and offers related accounting, tax-preparation, and estate-administration services through affiliated entities.

Jesse Stinnette Jr. is a financial advisor at Wallick Investments, LLC with 17 years of industry experience. He holds the Series 65 designation and serves as Senior Vice President at CertusBank, where he is responsible for investing client accounts through CertusWealth. Wallick Investments provides discretionary investment management and advisory services to individuals, trusts, endowments, foundations, and other advisors, managing approximately $168.3 million in assets. The firm employs a quantitative, factor-based investment approach using proprietary models and third-party research, offering tailored portfolio management including core equity, tactical asset allocation, and fixed-income strategies.

Daniel Wallick is a financial advisor at Wallick Investments, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked with Uvest Financial Services Group and Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2001. Wallick Investments provides discretionary investment management and advisory services to individuals, trusts, endowments, foundations, and other advisors, managing approximately $168.3 million in assets. The firm employs a quantitative, factor-based investment approach using proprietary security-selection models and offers tailored portfolio management including equity, tactical asset allocation, and fixed-income strategies.

Thomas Gore is a CFP® with 21 years of experience in the financial industry. He is currently with Keen Capital, Ltd and serves as President of Core Advisors, Ltd, a registered investment advisor. His prior work includes roles at Lifemark Securities Corp. since 2005. Keen Capital serves individuals, trusts, estates, retirement plans, businesses, and charitable organizations, providing comprehensive wealth management that integrates financial planning, investment management, and accounting and tax-related services on fixed-fee arrangements. The firm employs a Modern Portfolio Theory-based investment approach, utilizing low-cost diversified funds, individual securities, and independent managers as appropriate.

Blake Amick is a CFP® and ChFC® with 40 years of experience in financial advising. He is currently with Wingstem Wealth, LLC and has prior experience at Cetera Advisor Networks LLC. Outside of advisory work, he is involved in fixed insurance sales through Wingstem Services, Inc., manages timberland via Covey Call LLC, and is a 50% owner of an employee benefits firm, Amick, Bahnmueller and Associates. Wingstem Wealth provides advisory services to individuals, retirement plan sponsors, and corporate clients, combining quantitative, fundamental, technical, and economic analysis to manage portfolios. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting with a focus on regular client reporting and written summaries of material changes.

Katherine Hollenbeck is a CFP® and CFA® with 16 years of industry experience. She has worked at Core Advisors, Ltd. since 2015. She serves as President and CEO of the CFA Society South Carolina, a nonprofit professional organization. Keen Capital, Ltd. provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, businesses, and charitable organizations. The firm combines financial planning and investment management with retirement plan advisory and offers accounting and tax-related services on fixed-fee arrangements.

John Barnes is a CFP® with 17 years of industry experience and has been with Pendleton Street Advisors, LLC since 2013. He is licensed to sell insurance in South Carolina and allocates a small portion of his time to this activity. Pendleton Street Advisors serves individuals, trusts, estates, and charitable organizations, offering discretionary portfolio management along with project-based consulting and business valuation services. The firm integrates third-party research and ratings in its security selection process and combines traditional wealth management with consulting on an institutional custody platform.

David Allison is a CFA® charterholder and holds a Series 66 license, with 24 years of experience in the financial industry. He is a principal at Allison Investment Management, LLC, where he has worked since 2003, and has also been affiliated with Osaic Wealth, Inc. since 2024. Allison is licensed as an insurance agent and engages in the sale of various insurance products. Allison Investment Management serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and corporate entities. The firm manages approximately $138.2 million across about 97 client relationships, offering discretionary and non-discretionary portfolio management, financial planning consulting, and managed-account services tailored to clients’ objectives, time horizons, and risk tolerances.

Christian Tyler is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Pendleton Street Advisors, LLC. His prior experience includes roles at Apollon Wealth Management, Prudeo Partners, and Celtic Works. He is also licensed to sell insurance in South Carolina and dedicates a portion of his time to this activity. Pendleton Street Advisors serves individuals, charitable organizations, trusts, and estates, managing approximately $83 million on a discretionary basis. The firm offers discretionary portfolio management and project-based consulting, using fundamental analysis and third-party research in its investment approach.

Christopher Walkup is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 1996. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for roughly 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and manages stock investment partnerships, offering related accounting, tax-preparation, and estate-administration services through affiliated entities.

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.

William Amick is a CFP® professional with 13 years of experience in financial advisory services. He is currently with Wingstem Wealth, LLC and Private Client Services, having previously worked at Cetera Advisor Networks LLC. Outside of his advisory work, he serves on the board of the state division of Ducks Unlimited and is involved in conservation-related activities through Covey Call LLC. Wingstem Wealth provides advisory services to individuals, retirement plan sponsors, and corporate clients, employing a combination of quantitative, fundamental, technical, and economic analysis to manage portfolios. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting, with a focus on regular client reporting and performance reviews.