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 been with Stephens since 2010. Outside of his advisory role, he is a one-third owner and secretary/treasurer of a family farm. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients, offering tailored portfolio programs supported by committee-based oversight and a range of financial planning and retirement services.

Jennifer Weed is a financial advisor with First Citizens Asset Management, Inc. in Columbia, SC, holding a Series 66 designation and 19 years of industry experience. She has worked with First Citizens Asset Management since 2009 and with First Citizens Investor Services, Inc. since 2016. Outside of her advisory role, she maintains a hobby involving breeding and selling goats to manage her herd and obtain goat milk. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and employs a global, multi-asset investment approach with dynamic asset allocation and ongoing portfolio monitoring.

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.

Keith Barron is a Series 65-licensed financial advisor with Regal Investment Advisors LLC in Columbia, SC, where he has worked since 2010. He has 15 years of industry experience and also operates Barron Insurance Services, LLC, providing financial and insurance services. Outside of his advisory roles, Barron has worked in psychological consulting and is an author, writing articles, papers, chapters, and books for publication. He also serves as an instructor for continuing education at the University of South Carolina. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management services to independent advisers and their clients, including individuals, charitable, and corporate entities. The firm utilizes a range of proprietary and third-party model portfolios, allowing financial advisers to select and manage allocations with discretionary authority.

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 credentials and has been with Stephens since 2012. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

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.

John Thorne is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 57 years of industry experience. He has held roles at several firms, including Capital Investment Group, Inc. and Manequity, Inc., and has been self-employed in financial services for over five decades. Outside of advisory work, he operates an insurance agency as a sole proprietor. Capital Investment Advisory Services provides portfolio management and supervisory services to a range of clients, including individuals, corporations, and nonprofit entities. The firm customizes portfolios based on client objectives, time horizons, and risk tolerance, primarily managing assets on a discretionary basis using a variety of investment strategies and analyses.

Maxwell Holland is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Wells Fargo Clearing Services and Capital City Financial Partners, where he also serves as a Client Service Manager. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative approaches and frequently utilizes third-party sub-adviser platforms to implement client strategies.

Michael Coleman is a financial advisor at Integrated Advisors Network LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Morgan Stanley, including its Private Bank division. Outside of his advisory role, he serves as a Committee Director for the Omega Psi Phi Fraternity, where he contributes to developing the group's economic outlook and creating a networking interface for members. Integrated Advisors Network is a multi-team SEC-registered investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a variety of investment approaches and frequently utilizes third-party sub-advisers and diversified managed account platforms to implement and oversee client portfolios.

Patrick Moody is a financial advisor at Good Life Advisors, LLC in Columbia, SC, holding a Series 66 designation with four years of industry experience. Prior to joining Good Life Advisors in 2022, he worked at LPL Financial and Cornerstone Financial Management. Outside of advising, he serves as a swimming coach at Blythewood High School and works as a color analyst for ESPN. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple analysis methods to tailor advice and offers a range of portfolio management and planning solutions, including educational seminars and subscription-based services.

Jason Heming is a financial advisor with Integrated Advisors Network LLC in Columbia, SC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Integrated Advisors Network since 2018 and concurrently with Capital City Financial Partners since 2016. Outside of advisory roles, Heming also works as an independent insurance agent providing insurance and fixed product sales. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a risk-profile framework combined with fundamental and quantitative analysis and offers access to third-party managers through various managed account solutions.

Ashby Simmons is a financial advisor with First Citizens Asset Management, Inc. based in Columbia, SC. He holds Series 63 and Series 66 credentials and has five years of industry experience. Prior to joining First Citizens Asset Management in 2023, Simmons worked at LPL Financial LLC, CUNA Brokerage Services, Inc., Palmetto Citizens FCU, and Carolina Fine Jewelry. He also serves as an officer/director for a local homeowners association. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform, offering global, multi-asset model portfolios with dynamic asset allocation and ongoing monitoring.

Virginia Pope is a financial advisor with Synovus Securities, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes multiple tenures at Synovus Securities, Inc. and Synovus Bank dating back to 2001. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering a range of investment advisory and brokerage services. The firm employs Envestnet’s platform for portfolio management and provides access to alternative investments and educational services for ERISA plans.