Mary Green is a CFP® professional with 26 years of industry experience, currently serving at Abacus Planning Group, Inc. in Columbia, SC. She has been with Abacus Planning Group since 2016. Abacus Planning Group is an SEC-registered adviser providing comprehensive financial planning and discretionary portfolio management to high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm focuses on strategic asset allocation across diverse asset classes using a largely long-term orientation combined with tactical adjustments and employs manager due diligence and risk-management tools to align portfolios with client objectives.

Christopher Antley is a financial advisor with CCM Investment Advisers, LLC in Columbia, SC, holding a Series 65 credential and 17 years of industry experience. He has been with CCM Investment Advisers since 1990. CCM Investment Advisers is an independent firm managing approximately $1.318 billion across about 741 client accounts, serving individuals, high-net-worth clients, and various institutional investors including municipalities and public pension plans. The firm uses a proprietary Total Portfolio Management System and employs fundamental analysis alongside an internally developed stock-ranking system to guide investment decisions.

Christian Leveque is a financial advisor at CCM Investment Advisers, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining CCM Investment Advisers in 2023, he worked at Payden & Rygel for seven years. CCM Investment Advisers provides discretionary portfolio management to individual, high-net-worth, and institutional clients, including pension plans, foundations, endowments, and municipalities. The firm employs a fundamental analysis-driven investment process supported by a proprietary Total Portfolio Management System and manages separate equity, fixed income, and balanced portfolios tailored to client parameters.

Mackenzie Macklen is a financial advisor at CCM Investment Advisers, LLC in Columbia, SC. She holds a Series 65 designation and has been with the firm since 2025. Prior to joining CCM, Mackenzie was a full-time student for ten years. CCM Investment Advisers is an independent firm managing approximately $1.3 billion across individual, high-net-worth, and institutional clients. The firm uses a proprietary Total Portfolio Management System and employs fundamental analysis alongside internal and external research to guide portfolio management across equity, fixed-income, and balanced strategies.

William Jeter is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Abacus Planning Group, Inc. since 2013. Abacus Planning Group provides investment advisory and comprehensive financial planning 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 mix of passive and selective active management, and serves as managing partner of multiple affiliated private funds for qualified clients.

Cheryl Holland is a CFP® professional with 16 years of experience at Abacus Planning Group, Inc., where she has worked since 1998. She is based in Columbia, SC, and is part of a five-advisor team. 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 a mix of passive and selective active strategies and manages multiple affiliated private funds for qualified clients.

Peter Pigeon is a Certified Financial Planner (CFP®) with 24 years of experience in the financial services industry. He has worked at Hobbs Group Advisors LLC since 2006 and also serves as Vice President of Wealth Alliance Inc., an insurance agency. Hobbs Group Advisors LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $584 million in client assets and employs a client-specific advisory process that includes fundamental analysis and a combination of traditional and digital portfolio management.

David Strange is a CFP® with 14 years of experience in financial advising. He is affiliated with Hobbs Group Advisors LLC and has previously worked with Triad Advisors, Inc. He is also involved with Wealth Alliance, where he helps sell life, health, and disability insurance. Additionally, he has a land management role at US 6, LLC. Hobbs Group Advisors LLC offers investment management, financial planning, pension consulting, and other wealth services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $584 million in assets and emphasizes client-specific investment policies, risk tolerance, and fundamental analysis while providing both traditional and digital investment management options.

Thomas Manly is a financial advisor at Hobbs Group Advisors LLC in Columbia, SC, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Hobbs Group Advisors since 2016, previously working at Triad Advisors, Inc. from 2016 to 2023. Hobbs Group Advisors LLC offers investment management, wealth planning, pension consulting, and financial advisory services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $584 million in client assets, employing client-specific investment policies, risk assessment, and a combination of traditional and digital portfolio management options.

Francesca Passen is a financial advisor with Hobbs Group Advisors LLC in Columbia, SC, holding a Series 65 designation and having five years of industry experience. Her prior work includes roles at Bare Minerals and The Main Course, as well as concurrent positions at the University of South Carolina and Bubbles Juice & Tea Company. Hobbs Group Advisors LLC provides investment management, financial planning, pension consulting, and related services to individuals, pension and profit sharing plans, charitable organizations, and businesses. The firm manages approximately $584 million in client assets and employs a client-specific advisory process incorporating investment policy statements, risk tolerance assessments, and fundamental analysis, with both traditional and digital portfolio management options.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Donnie Whisenhunt is a financial advisor at Stephens with 31 years of industry experience. He holds a Series 63 designation and has worked at Stephens since 2010, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he is a one-third owner and secretary/treasurer of a family farm in Orangeburg, South Carolina. Stephens provides investment advisory and wealth management services to individual investors, institutions, and government entities. The firm offers a range of financial planning and portfolio management solutions, utilizing both bottom-up security selection and top-down fixed-income strategies.

Craig Mcdaniel is a CFP® with 42 years of industry experience, currently serving at Capital Investment Advisory Services, LLC since 2009. He also has a background with Capital Investment Group, Inc. dating back to 2004. Outside of advisory work, Mcdaniel is an insurance agent with The McDaniel Corporation and is a self-employed lender to individuals. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a range of analytical methods and conducting ongoing portfolio reviews.

Joshua Huggins is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Capital Investment Group, Inc, The McDaniel Corporation, and Agnew Lake Services. He is also active as an insurance agent with The McDaniel Corporation. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and risk disclosures.

Jason Burkett is a financial advisor at First Citizens Asset Management, Inc. with nine years of industry experience. He holds a Series 66 credential and has worked within various First Citizens entities since 2013. Outside of his advisory work, he serves as Vice President on the board of the Forest Glen Home Owner's Association. First Citizens Asset Management provides model-based sub-advisory and direct investment services to individuals, trusts, institutions, and municipalities. The firm employs a multi-asset class investment approach combining fundamental, quantitative, and technical analysis, with discretionary management focused on strategic asset allocation and risk control.

Beverley Dunlap Jr. is a financial advisor at Stephens with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stephens since 2012. Prior to that, he was with Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stephens provides investment advisory and wealth management services to a wide range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm offers financial planning, portfolio management, private equity, alternative investments, and institutional equity research through multiple programs and investment committees.

Boyd Jones is a financial advisor with Synovus Securities, Inc. in Columbia, SC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Synovus Securities since 2002 and was previously employed by Synovus Bank from 1991 to 2026. Synovus Securities, Inc. serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers investment advisory and brokerage services with a range of portfolio management programs using the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Jeffrey Muthig is a financial advisor with Synovus Securities, Inc. in Columbia, SC, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Synovus Securities since 2015, with concurrent roles at Synovus bank and most recently at Pinnacle Bank since 2026. Outside of his advisory work, he assists with expense management for Muthig Environmental, an environmental consulting business. Synovus Securities serves a diverse client base including individual, high-net-worth, and institutional investors, offering both advisory and brokerage services with a range of portfolio management programs on the Envestnet platform.

Patrick Moody is a financial advisor at Great Valley Advisor Group, LLC with five years of industry experience. He holds the Series 66 designation and has held roles at Good Life Advisors, LLC, LPL Financial LLC, and Cornerstone Financial Management. Outside of his advisory work, Moody serves as a swimming coach at Blythewood High School and is employed at Gray Collegiate Academy. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers a range of investment management, financial planning, and retirement-plan consulting services, utilizing both in-house strategies and third-party managers, with an emphasis on individualized portfolio construction and ongoing oversight.

Shawn Kenney is a financial advisor at B. Riley Wealth Advisors, Inc. with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been affiliated with B. Riley Wealth Management since 2016 and B. Riley Wealth Advisors since 2022. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and business clients. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.