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.

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.

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.

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 with 45 years of industry experience. He has been with Allison Investment Management since 2003 and previously worked at Triad Advisors, Inc. He serves as a board member of the South Carolina Archaeological Research Trust, where he helps review and qualify archaeological projects for funding. 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 for 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 tolerance.

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.

John Moorman is a financial advisor with Anchor Investment Management in Columbia, SC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Anchor Investment Management since 2004. Anchor Investment Management is a team adviser serving individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages over $1.3 billion in client assets and utilizes an equity-blend investment approach based on fundamental analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan advisory services.

Greg Dunston is a financial advisor with Anchor Investment Management in Columbia, SC, holding Series 66, Series 63, and Series 65 licenses and eight years of industry experience. He previously worked at Walker Reynolds and Thornhill Securities Inc. before joining Anchor in 2020. Anchor Investment Management serves individual and institutional clients, including trusts, estates, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, retirement plan advisory, and estate planning guidance, employing an equity-blend investment strategy focused on large-cap stocks supplemented by ETFs and mutual funds, with accounts managed under written investment plans on a discretionary or non-discretionary basis.

Robert Key is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at CCM Investment Advisers, LLC since 1998. He holds the Series 63 designation and works within a seven-advisor team based in Columbia, SC. CCM Investment Advisers is an independent firm managing approximately $1.3 billion across individual, high-net-worth, and institutional clients, including municipalities and public pension plans. The firm employs a proprietary Total Portfolio Management System and combines fundamental analysis with internal stock-ranking and risk evaluation methods to manage discretionary portfolios across equity, fixed-income, and balanced strategies.

Susan Mccants is a CFP® and Series 65 credentialed financial advisor with 20 years of industry experience. She has been with Abacus Planning Group, Inc. since 2001. Abacus Planning Group provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, as well as pension/profit-sharing plans and charitable organizations. The firm emphasizes long-term, diversified asset allocation with a combination of passive and selective active management, and manages multiple affiliated private funds for qualified clients.

W Dorn is a CFA® charterholder with 20 years of experience in the financial advisory industry. He has been with Anchor Investment Management, LLC since 2000. Anchor Investment Management is a team adviser managing over $1.3 billion in client assets, serving individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm uses a financial profile and Investment Policy Statement to guide portfolio management, emphasizing individual stock selection complemented by ETFs and mutual funds, with investment decisions based on fundamental analysis.

Michael Burkett is a CFA® charterholder with 17 years of industry experience. He has been with CCM Investment Advisers, LLC since 1998. CCM Investment Advisers is an independent firm managing approximately $1.3 billion across individual, high-net-worth, and institutional clients, including municipalities and public pension plans. The firm employs a proprietary Total Portfolio Management System and fundamental analysis to manage discretionary equity, fixed-income, and balanced portfolios.