Joseph Arthur Toepke

Christopher Lamb is a financial advisor at Arete Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for First Citizens Investor Services, Inc. for 16 years. Lamb serves as a non-public arbitrator for FINRA, hearing and ruling on industry dispute cases. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and employs both advisor-driven and proprietary rule-based model allocations, utilizing third-party sub-advisers and a due-diligence process.

Nancy Branham is a financial advisor with Arete Wealth Advisors, LLC in Orangeburg, SC, holding a Series 66 designation and 11 years of industry experience. She previously worked for First Citizens Asset Management and First Citizens Investor Services, Inc. for 10 years. Outside of her advisory role, she operates a limited flower arranging business servicing friends and family. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and utilizes both advisor-driven and proprietary rule-based model allocations, alongside third-party sub-advisers, while regularly monitoring client accounts.

Robert Smith is a Series 65 licensed financial advisor with five years of industry experience. He has worked at Farther since 2025 and previously spent five years with Waypoint Strategic Advisors. Before entering the financial sector, he was involved with Kansas-Smith Farms for seven years. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

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 with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been affiliated with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of his advisory work, he has experience as a business owner in landscaping. Primerica Advisors is a large institution serving individual investors, corporate, and charitable clients through a wrap-fee asset management program that primarily uses model-delivery strategies managed by unaffiliated asset managers.