Top advisors focused on inheritance planning 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.

Sean Alexander is a financial advisor at Edward Jones in Boulder, CO, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience in mortgage lending and residential mortgage companies, as well as a role at The Fitter and time at the University of Colorado, Boulder. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Scott Macdonald is a Senior Financial Advisor at Merrill Lynch Wealth Management and the founder of the Special Needs Team. He has spent over thirty years focusing on the financial needs of disabled, special-needs, and elder-abuse victims and their families. Scott and his team specialize in wealth planning and investment management for Special Needs Trusts, court-supervised trusts, and probate investing for Conservatorships and Guardianships. They work closely with attorneys, caregivers, trustees, fiduciaries, benefits counselors, and other professionals to address the short- and long-term financial needs of their clients. Scott applies in-depth knowledge of the Uniform Prudent Investment Act, various state Probate Codes and Rules of Courts, and National Guardianship Standards. Scott holds a Bachelor's Degree from the California State University system. He is a Personal Investment Advisor (PIA) and a Senior Portfolio Manager who manages discretionary personalized and defined investment strategies. He has been recognized by Forbes as one of the Best-in-State Wealth Advisors for six consecutive years from 2020 through 2025. Scott is also a member of the Rotary Club of Tahoe Incline and is involved with the Society for disAbilities and the Tahoe Fire Helicopter Project. Outside of his professional work, Scott enjoys boating, fishing, hiking, skiing, and spending time with his family. He lives in Incline Village, Nevada, with his wife Meredith and their four children.

Clayton Dunkle is a financial advisor with Fermata Advisors based in Sonoma, CA. He holds a Series 65 designation and has five years of industry experience. His prior roles include positions at Sonoma Wealth Advisors, Enso Wealth Management, and experience in the beverage industry with Cline Family Cellar and Mule Head Growers. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm delivers both discretionary and non-discretionary services using a range of analytical approaches and supports employer plans with ERISA fiduciary services.

Maris Galins is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Mg Financial, Inc. Based in Seattle, WA, Galins has led the firm since 2008. Mg Financial, Inc. provides personalized financial planning and advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on non-discretionary asset allocation and utilizes SEI model portfolios and third-party money managers, emphasizing planning and adviser selection rather than direct portfolio management.