Top advisors focused on consultant in South Carolina

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.

Kristin Manna is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Consolidated Planning Holdings, Inc. Prior to entering the financial industry, she worked in education for eight years. Outside of advising, Kristin is an author and publisher of a basketball coaching notebook and works as a math tutor for high school students. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

Anthony Watts serves as a Senior Financial Advisor within Merrill Lynch Wealth Management. In his role, he provides financial guidance and investment strategies to clients, leveraging his expertise as a Personal Investment Advisor (PIA). He holds a Bachelor's Degree from the University of Charleston. This educational background supports his professional qualifications and role in advising clients on wealth management.

Matthew Sandberg is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory work, he operates a boat charter business, taking clients on trips along the intracoastal waterway. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining a separation between these services.

Michael Hunt is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at several firms including Prudential Insurance Company of America, Principal Securities Inc, and Hunt Financial Solutions. Outside of advising, he is involved in tax preparation and planning through his co-ownership of multiple tax service entities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, operational support, and investment management services, including discretionary model portfolios and customized solutions, while enabling advisors to offer tailored advice under Commonwealth’s supervision.

Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Prior to joining Citigroup in 2022, Wanqiu worked at Citibank N.A. from 2017 to 2022 and at Bloomingdales from 2015 to 2017. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant activities.

Ken Mason is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works closely with clients to develop wealth strategies that incorporate their workplace benefits, aiming to support them in pursuing their financial goals. Ken emphasizes building trust through a consultative approach, ensuring clients receive personalized and understandable financial plans. He is committed to helping clients achieve peace of mind by focusing on what matters most to them. Specific details about his education, credentials, or personal interests were not provided.

Margaret Halloran is a financial advisor at Carnegie Investment Counsel with 10 years of industry experience. She holds a Series 65 designation and has worked at Carnegie Investment Counsel since 2017, following a 17-year tenure at Midwest Investment Management LLC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a combination of fundamental, technical, cyclical, and ESG analysis in its investment process and offers both discretionary and non-discretionary portfolio management, accommodating client preferences and working with third-party advisers as part of its service model.

Zack Gutches is a CFP® professional with five years of industry experience, currently serving as the sole advisor at True Riches Financial Planning in Denver, CO. His prior experience includes roles at LearnLux, where he provides consulting on financial well-being and company benefits, and Brighton Jones. He also performs tax preparation services for advisory clients. True Riches Financial Planning offers comprehensive financial planning and discretionary investment management through a Household CFO model, serving individual and non‑high‑net‑worth clients. The firm integrates modern portfolio theory with various analytical approaches and manages accounts using both active and passive investment vehicles, incorporating tax-aware strategies and socially responsible investment options when requested.

John Reyes is a Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates closely with clients to align financial and retirement goals, integrating various aspects of their personal and financial situations to support their life objectives. Prior to his current position, John held several roles at Fidelity Investments, including Investment Consultant (2025-2026), Relationship Manager (2024-2025), and Workplace Planning Associate (2023-2024). His professional experience also includes working as an Equity Derivatives Trader from 2022 to 2023 and serving as a Bilingual Senior Benefits Consultant at GoHealth from 2021 to 2022. Outside of his professional career, John engages in family activities, fitness, golf, playing musical instruments, and outdoor adventures.