Top advisors focused on sri/esg (socially responsible investing/environmental, social and corporate governance) 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.

Tucker Horsley is a CFP® with two years of industry experience, currently serving as an advisor at Mariner Wealth in Sarasota, FL. Prior to joining Mariner Wealth, he worked at Allegiant Private Advisors and operated Lucky-U Cycles. Horsley is a board member of Take Stock in Children of Sarasota County, a nonprofit organization. Mariner Wealth is a large, multi-advisor wealth management firm managing approximately $98.6 billion in assets. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, tax services, and family-office style administration.

David Cereghino is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Walnut Creek office since 2009. He serves wealthy families and business owners by developing customized wealth management strategies that emphasize cash flow analysis and risk assessment. David collaborates with firm specialists and leverages the resources of Merrill and Bank of America to assist clients with banking, insurance, financing, and estate planning needs. David began his financial advisory career in 1996 at Merrill Lynch Wealth Management in San Francisco, initially focusing on Silicon Valley executives managing large concentrated positions of company stock. He holds a Bachelor of Science degree in Finance from the University of San Francisco and graduated from Bellarmine College Preparatory. David maintains his Personal Investment Advisor (PIA) designation. Residing in Moraga, California, David balances his professional responsibilities with family life alongside his wife and three children. His client focus includes family wealth management, legacy planning, socially responsible investing, and services for endowments, foundations, and non-profits.

Kimberly Taylor is a financial advisor at The Wealth Consulting Group with four years of industry experience. She holds a Series 66 designation and has teaching roles at the University of New Mexico and Rice University. Additionally, she is president of The Kimberly Corp, which offers workshops on better communication. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple platforms and offers fiduciary services as well as legal-service integration through advisor-attorneys and third-party referrals.

Sarah Fitzgerald is a CFP® and Series 65 registered advisor representative with Northfork Advisors, based in Bozeman, MT. She has four years of industry experience and has held roles at 45North Partners LLC and Northfork Financial LLC since 2019. In addition to advising clients, she oversees day-to-day operations at Northfork Advisors. Northfork Advisors is an independent, fee-only registered investment advisor serving individuals, high-net-worth families, foundations, trusts, nonprofits, and other entities. The firm emphasizes long-term, risk-managed asset allocation and specializes in values-aligned and ESG investing, offering comprehensive financial planning and portfolio management services.

Phillip Hohn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads the Hohn Group, which provides customized, objective guidance to clients with a focus on creating personalized wealth management strategies that prioritize risk-averse investment portfolios and streamlined financing options. The group serves technology executives, high-net-worth individuals, and small business owners across 16 states. Phillip offers expertise in areas such as portfolio management, retirement planning, education and estate planning, concentrated stock exit strategies, and corporate retirement plan asset management. With over four decades of industry experience, Phillip and his team emphasize a holistic and individualized approach to wealth management, tailoring strategies to each client's unique goals, time horizon, and risk tolerance. The group extensively supports clients with stock option and Employee Stock Plan Services, particularly assisting Silicon Valley technology executives since 1998. Phillip holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Phillip earned his High School Diploma/GED from Chabot College. He is bilingual in Persian and English. Outside of his professional focus, Phillip engages in community volunteer work and enjoys personal interests such as biking, boating, camping, fishing, hiking, reading, woodworking, traveling, spending time with family, and watching movies.