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 at Anchor Investment Management in Columbia, SC, with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Walker Reynolds and Thornhill Securities Inc. Anchor Investment Management serves individual and institutional clients, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs an equity-blend investment approach with a large-cap bias, integrating individual stocks, ETFs, mutual funds, and proprietary investment models.

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.

James Teeter III is a financial advisor with Adapt Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at APEX Investment Advisors and Cambridge Investment Research, Inc. Teeter is also the founder of Premarital Planner, an education and podcast platform focused on premarital planning. Adapt Wealth Advisors serves individuals and entities such as family offices, trusts, and qualified retirement plans, providing personalized financial planning and investment management. The firm emphasizes a customized planning process and employs a long-term investment approach with flexibility for shorter-term trading when appropriate.

Kylee Holderied is a financial advisor at Hobbs Group Advisors LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Onthemarc Catering. Hobbs Group Advisors LLC provides investment advice to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary investment management, combining portfolio oversight with financial planning, and uses client interviews and risk-tolerance questionnaires to develop individualized investment policies.

Charles Flowers is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Abacus Planning Group, Inc. in Columbia, SC, where he has worked since 2001. He holds a Series 65 license and is part of a five-advisor team. 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, diversified asset allocation with a combination of passive and selective active management, and manages multiple affiliated private funds for qualified clients.

Melvin Stubbs is a Series 65 licensed advisor with 11 years of industry experience, currently serving at Christy Capital Management, Inc. since 2014. Prior to this, he was involved with Stubbs Property Management for 14 years. He is also individually licensed to sell fixed insurance products, dedicating less than 25% of his time to this activity. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, and manages client assets through discretionary and non-discretionary programs, often contracting with unaffiliated subadvisors.

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.