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.

Robert Norman is a CFP® professional with experience at Anchor Investment Management, First Merchants Private Wealth Advisors, Fifth Third Bank, and other financial and retail firms. He is currently part of the Anchor Investment Management team in Columbia, SC. Anchor Investment Management is a team-based adviser managing over $1.3 billion in client assets, offering portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs an equity-blend investment approach with fundamental analysis and provides both discretionary and non-discretionary account management.

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.

Jonathan Dootson is a financial advisor at DaVinci Financial Designs with three years of industry experience. He holds the Series 66 designation and has worked with LPL Financial and DaVinci Financial Designs since 2019. Outside of advising, he provides administrative support to DaVinci Financial Designs. DaVinci Financial Designs is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and charitable organizations through a five-advisor team. The firm offers comprehensive financial planning and discretionary asset management with a focus on tailored portfolios, continuous supervision, and tax-aware practices.

Joy Watkins is a financial advisor with Anchor Investment Management in Columbia, SC, holding CFP® and ChFC® designations with 42 years of industry experience. She previously worked at Watkins-Jones Financial Group and ProEquities, Inc. from 2005 to 2017. Outside of her advisory role, she serves as a board member for Camp Discovery at HIS Acres, a nature and science camp, and as treasurer for the Trenholm Road United Methodist Foundation. Anchor Investment Management is a team adviser managing over $1.3 billion in assets, providing portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm uses an equity-blend approach emphasizing individual stock selection complemented by ETFs and mutual funds, with investment decisions based on fundamental analysis and regular reviews.

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.

Charles Williams Jr. is a financial advisor at Anchor Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Anchor since 2016. 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 services, emphasizing an equity-blend investment approach primarily focused on large-cap individual stocks complemented by ETFs and mutual funds.

Patrick Burgess is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Davinci Financial Designs since 2012, where he works as part of a five-person team. Outside of his advisory role, Burgess is involved in the sale of fixed and indexed insurance products through Davinci Risk Designs. Davinci Financial Designs provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business owners. The firm emphasizes an alpha-based, risk-adjusted investment approach and offers services including Life Design financial planning, generational planning, and business design, managing approximately $198 million in assets.

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.