Robert Kelly Mcgee Jr.

Caroline Toniolo is a financial advisor at &Partners with eight years of industry experience. She previously worked at Edward Jones and McLeod Health. Caroline serves as a board member for the First Presbyterian Church Child Development Center and as treasurer and board member for All Saints Episcopal Day School in Florence, SC. &Partners serves a broad mix of individual and institutional clients, providing investment management and financial planning through discretionary and non-discretionary approaches that include both proprietary and third-party strategies.

John Du Rant III is a financial advisor at &PARTNERS with a Series 66 designation and one year of industry experience. His prior background includes roles at Crosby Land Company, Inc. and Fludds Summersett Security, as well as involvement with SE DuRant III Farms LLC and Rural Community Insurance Services. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of investment strategies across discretionary and non-discretionary accounts, supported by proprietary and third-party resources.

Leah Paul is a financial advisor with Kestra Advisory, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Headland Capital, LPL Financial, and White Glove Workshops. She owns Pearl Wealth Management LLC, a business focused on life, disability, and annuity insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, investment advice, and employee education, serving a diverse client base that includes large institutional investors.

Jacob Davidson is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra in 2025, he worked at LPL Financial and Michael Milbee. He is also involved with Define Wealth Financial Group, where he provides wealth advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes large institutional investors.

Wendell Jones Jr. is a CFP®-designated financial advisor with over 31 years of industry experience. He joined &Partners in 2023 after 29 years with Edward D. Jones & Co., L.P. He serves as vice chairman of the Dee Dee Land Trust, a land conservation organization in Florence, SC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients, providing investment management and financial planning services alongside brokerage offerings. The firm employs a mix of fundamental, technical, and quantitative analysis, using both proprietary and third-party strategies.

Nathan Love is a financial advisor with &Partners, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He worked at Edward Jones for nine years before joining &Partners in 2024. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, using a variety of analytical approaches and both proprietary and third-party strategies.