Christopher Lamb

Robert Smith is a financial advisor at Waypoint Strategic Advisors in Orangeburg, SC, holding a Series 65 designation with four years of industry experience. Prior to joining Waypoint Strategic Advisors in 2021, he was involved with Kansas-Smith Farms from 2014 to 2021. Waypoint Strategic Advisors serves individuals, pension and profit-sharing plans, and corporations, offering asset management, ERISA plan advisory services, and financial planning. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Market Hypothesis, primarily utilizing passively managed institutional asset-class mutual funds and model portfolios, with a focus on non-discretionary asset management.

Natalie Harrelson is a financial advisor with Edward Jones, holding a Series 66 designation and 20 years of experience at the firm. She is based in Orangeburg, SC. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Page Jr. is a Series 66 licensed financial advisor with Edward Jones in Orangeburg, SC, with three years of industry experience. Prior to joining Edward Jones, he was the owner of Lions Roar, LLC, a fitness training business where he currently programs and virtually coaches a small number of athletes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large nationwide network of advisors and branch offices.

Dallas Gooden is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of his advisory role, he has experience as a former owner of a landscaping business. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Jack Rose is a financial advisor with Edward Jones in Orangeburg, SC, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large nationwide network of advisors and branch offices.

Nancy Branham is a financial advisor at Osaic Wealth, Inc. with 10 years of industry experience. She holds the Series 66 designation and previously worked for First Citizens Asset Management and First Citizens Investor Services, Inc. Branham also operates a small personal flower arranging business. Osaic Wealth, Inc. serves a diverse client base including individuals, pension plans, corporations, and nonprofits, offering advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.