Julie M Mesaros

Jonathan Everett is the sole advisor at First Rank Financial in Santee, South Carolina. He holds a Series 65 designation and has one year of experience in financial advising, alongside over two decades of active duty service in the United States Navy. First Rank Financial serves individual households and small businesses with financial planning and portfolio management, offering a mix of fixed-fee planning and assets-under-management investment services. The firm tailors advice based on client goals, risk tolerance, and tax considerations, emphasizing long-term investment strategies and integrated planning.

Derrick Fort is a financial advisor at &Partners with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 12 years. Outside of his advisory role, Fort serves as Senior Pastor at Great Commission Ministries and is involved in agricultural operations through ownership of Fort Farms, where he raises cattle and manages crop planting. He also participates in local community organizations, including serving on the boards of the Clarendon County Chamber of Commerce and the Clarendon Christian Learning Center. &Partners is an enterprise firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, combining proprietary and third-party investment solutions across various strategies, and engages in both commissionable and fee-based activities.

Jesse Surette is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked with the Clarendon County Chamber of Commerce and Simpson Hardware and Sports. Outside of finance, he has assisted full-time staff with live television and venue productions for University of South Carolina sporting events in collaboration with ESPN and the SEC Network. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Helen Bennett is a CFP® with 17 years of industry experience and has been with Edward Jones since 2008. She holds Series 63 and Series 66 licenses and is based in Santee, SC. Outside of her advisory role, she is the president of a retail business, Santee Custom Ink & Embroidery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Daniel Jordan is a financial advisor with Edward Jones in Manning, South Carolina, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in managing a commercial office property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs and maintains a large network of advisors and branch offices across the United States.