Anthony Holladay

Marion Fowler IV is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He is the principal and sole advisor at Fowler Wealth Management, which he founded in 2024. Prior to establishing his firm, he worked at Websterrogers Financial Advisors, LLC for seven years and Edward Jones for four years. Fowler Wealth Management is an independent, state-registered investment adviser managing approximately $20.9 million for around 40 clients. The firm offers fee-based, discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, employing a tactical allocation approach combined with fundamental analysis.

David Green is a financial advisor with Edward Jones in Lake City, SC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a member of In The Green LLC in Lake City. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Brandon Green is a financial advisor with Edward Jones in Lake City, SC, holding CFP® and ChFC® designations with 10 years of industry experience. He previously worked at Protective Life for six years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.