Robert Lee Utsey Jr.

Joseph Toepke is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His career includes roles with Waddell & Reed Inc. and various insurance carriers. Outside of his advisory work, he serves on the Board of Education for Columbia Public Schools and is involved with the American Legion Post 202. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, retirement accounts, and certain corporate clients. The firm employs multiple methods of analysis and a range of strategies tailored to client objectives, operating through a decentralized network of independent Investment Adviser Representatives.

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 with Primerica Advisors in Orangeburg, SC, holding Series 65 and Series 63 registrations and having 16 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2009. Outside of his advisory roles, he has been involved in sales related to home security and automation products as well as loan products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and provides a range of portfolio options supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Christopher Lamb is a financial advisor with Osaic Wealth Inc. in Orangeburg, SC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to his current role, he spent 16 years at First Citizens Investor Services, Inc. He also serves as a non-public arbitrator for FINRA, hearing and ruling on securities industry disputes. OSAIC Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management using a range of investment vehicles and third-party solutions.