Anne Marie Ashworth is a CFP® professional with seven years of experience, currently serving as an advisor at Abacus Planning Group, Inc. in Greenville, SC, where she has worked since 2015. Abacus Planning Group provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, as well as pension and charitable organizations. The firm emphasizes long-term asset allocation with a mix of passive and selective active management, and manages multiple affiliated private funds for qualified clients.

Melissa Mendenall is a financial advisor at Wealthspan Investment Management, LLC with six years of industry experience. She holds a Series 65 credential and has previously worked at FIRST CITIZENS BANK, Brookstone Wealth Advisors, and Retirement Wealth Advisors, Inc. Outside of her advisory role, she provides tax preparation services through Lisa Mendenall CPA and works as a controller for a real estate development firm. Wealthspan Investment Management serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, offering comprehensive financial planning, consulting, and discretionary portfolio management using both active and passive model-based strategies. The firm incorporates fundamental and technical analysis and utilizes sub-advisers and third-party managers when appropriate.

Stephen Maggard is a financial advisor at Abacus Planning Group, Inc. in Columbia, SC, holding a Series 65 credential with six years of industry experience. His background includes service in the U.S. Army from 2016 to 2019, followed by a role at Independent Advisor Alliance before joining Abacus Planning Group in 2020. Abacus Planning Group is an SEC-registered advisory firm that provides comprehensive financial planning and discretionary portfolio management to high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm emphasizes strategic asset allocation across a broad opportunity set with a long-term orientation, combining low-cost passive exposure with selective manager selection and risk-management tools.

Jacklyn Mason is a CFP® professional with 14 years of experience, currently serving as an advisor at Abacus Planning Group, Inc. in Columbia, SC. She has been with Abacus Planning Group since 2008. Abacus Planning Group provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, pension/profit-sharing plans, and charitable organizations. The firm emphasizes long-term asset allocation with multi-asset diversification and offers access to affiliated private funds for qualified clients.

Karlyn Jones is a CFP® professional with five years of experience at Abacus Planning Group, Inc. in Columbia, SC. Prior to joining Abacus Planning Group in 2021, she held roles at VPC Associates and in the hospitality industry. Abacus Planning Group provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, as well as pension 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.

Ephraim Ulmer is a financial advisor at Godsey & Gibb Wealth Management in Columbia, SC, with 34 years of industry experience. He holds a Series 65 designation and has been with Godsey & Gibb since 1991. Outside of his advisory role, he serves as a director and shareholder of G&G Insurance Services, Inc. Godsey & Gibb Wealth Management offers portfolio management, financial planning, tax preparation, and financial education services to individuals, high-net-worth clients, and a variety of institutional clients, including sovereign wealth funds. The firm employs fundamental and technical analysis across fixed income, equities, and ETFs, and features an in-house CPA team for integrated tax services.

Jonathan Robertson is a CFP® and holds a Series 65 license, with 16 years of experience in financial advising. He has been with Abacus Planning Group, Inc. since 2007. Abacus Planning Group provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients, as well as pension 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.

Rebecca Rhodes is a financial advisor with CCM Investment Advisers, LLC in Columbia, SC, holding a Series 65 designation and 17 years of industry experience. She has been with CCM Investment Advisers since 2001. CCM Investment Advisers is an independent firm managing approximately $1.318 billion across individual, high-net-worth, and institutional clients, including municipalities and public pension plans. The firm uses a proprietary Total Portfolio Management System and fundamental analysis to manage separate portfolios, offering discretionary management across equity, fixed-income, and balanced strategies.

Marc Murray is a financial advisor with Hobbs Group Advisors LLC in Columbia, SC, holding a Series 66 designation and 19 years of industry experience. He has worked at several firms including Daniel Advisors, Wealth Alliance, Inc., Wallick Investments, LLC, and has been Managing Director at Shandon Hill Capital LLC since 2011. Hobbs Group Advisors LLC provides investment advice to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, wealth management, pension consulting, and other consulting services, using individualized investment policies and a combination of fundamental analysis and asset allocation strategies.

Corinne Hanna is a CFP® professional with 10 years of experience at Abacus Planning Group, Inc. in Columbia, SC, where she has worked since 2011. She is part of a five-advisor team providing financial planning and investment advisory services. Abacus Planning Group offers comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, pension/profit-sharing plans, and charitable organizations. The firm emphasizes long-term, diversified asset allocation and manages multiple affiliated private funds, serving qualified clients with a combination of passive and selective active investment strategies.

Anthony Carimi is a financial advisor at CCM Investment Advisers, LLC in Columbia, SC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Synovus Securities, Synovus Bank, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. 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 uses a proprietary Total Portfolio Management System and fundamental analysis to tailor separate portfolios, participating in third-party wrap-fee programs and incorporating ESG factors in security analysis.

Bailey Davis is a financial advisor at Abacus Planning Group, Inc. in Columbia, SC, with six years at the firm and a total of four years in the industry. Davis holds a Series 65 credential and previously worked at the University of South Carolina. Abacus Planning Group is an SEC-registered adviser serving high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing strategic asset allocation with a long-term orientation and a combination of low-cost passive investments and selective manager selection.

Richard Linden is a financial advisor at CCM Investment Advisers, LLC with 15 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at South State Advisory and Synovus Securities, Inc., as well as Synovus Trust Company. CCM Investment Advisers provides discretionary portfolio management to individual, high-net-worth, and institutional clients, including pension plans, foundations, and municipalities. The firm uses a proprietary Total Portfolio Management System and internal ranking models to tailor equity, fixed income, and balanced portfolios according to client objectives and restrictions.

William Miles is a financial advisor at WebsterRogers Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Smith Drug Company and the PGA Tour, and was self-employed prior to joining WebsterRogers. WebsterRogers Financial Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm emphasizes long-term strategies based on Modern Portfolio Theory and diversified allocations, employing tools such as risk-tolerance questionnaires and Monte Carlo simulations to tailor portfolios.

Lucas Clark is a financial advisor with REDW Wealth LLC, holding a Series 65 designation and currently entering his second year in the industry. His prior work experience includes roles outside the financial sector, such as operating Edisto Beach Surf Shop and involvement with Cloud Peak Legal, LLC. REDW Wealth LLC provides personalized financial planning and wealth management services to a diverse client base including individuals, pension plans, trusts, charitable organizations, small businesses, Native American tribes, and government entities. The firm focuses on strategic asset allocation with tactical adjustments and offers coordinated tax and advisory services as a subsidiary of a certified public accounting firm.

Ekta Patel is a CFP® with 19 years of experience in the financial industry. She has been with Altfest Personal Wealth Management since 2014 and currently works at the firm's Columbia, SC office. Altfest provides investment management, financial planning, ERISA fiduciary services, and manages pooled investment vehicles for a diverse client base including individuals, retirement plans, trusts, corporations, and private funds. The firm employs a range of analytical approaches under investment committee oversight to develop tailored investment policies and asset allocation strategies.

Robert Mendenall is a financial advisor at Wealthspan Investment Management, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Brookstone Wealth Advisors, LLC for nine years. In addition to his advisory role, he independently provides college admissions and financial aid consulting through The College Funding Center of SC, LLC, where he is president and owner. Wealthspan Investment Management serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, offering comprehensive financial planning, consulting, and discretionary portfolio management using a combination of active and passive model portfolios. The firm incorporates fundamental and technical analysis and may delegate management to outside advisers when appropriate.

Ann Beckwith is a CFP® professional with six years of industry experience, currently serving at Abacus Planning Group, Inc. in Columbia, SC. She has been with Abacus Planning Group since 2017 and previously worked for The Heritage Foundation from 2007 to 2017. Abacus Planning Group provides investment advisory and comprehensive financial planning primarily to individual and high-net-worth clients, as well as pension/profit-sharing plans and charitable organizations. The firm emphasizes long-term asset allocation, multi-asset diversification, and a combination of passive and selective active management, managing approximately $1.9 billion in assets across five advisors.

Mark Hobbs is a financial advisor with Hobbs Group Advisors LLC in Columbia, SC, holding Series 63, 65, and 66 licenses and over 20 years of industry experience. He has worked at Triad Advisors and Wealth Alliance and serves as managing partner of The Hobbs Group, PA, a CPA firm. Outside of advisory work, Hobbs is involved in managing a CPA firm and holds leadership roles in several family and commercial business ventures. Hobbs Group Advisors LLC provides investment advice and wealth management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm develops individualized investment policies and employs asset allocation and fundamental analysis strategies, utilizing both discretionary and digital platforms.

Ximena Chastain is a CFP® professional with 21 years of experience in financial advising. She has been with Abacus Planning Group, Inc. since 1998, contributing to the firm for over 28 years. Based in Columbia, SC, she works as part of a five-advisor team. Abacus Planning Group offers 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 using a combination of passive and selective active management, and it manages multiple affiliated private funds for qualified clients.