Jonathan Everett is a financial advisor at First Rank Financial in Santee, South Carolina, holding a Series 65 designation. He has experience managing advisory activities while serving as an active-duty naval officer. First Rank Financial provides financial planning and portfolio management services to individual households and small businesses. The firm offers tailored advice based on clients’ goals and risk tolerance, employing strategies such as strategic asset allocation, tax-aware planning, and retirement modeling through both fee-based planning and assets-under-management investment management.

Julie Mesaros is a financial advisor with MBIA Capital Advisors, holding a Series 65 designation and one year of industry experience. Prior to joining MBIA Capital Advisors, she worked in education for eight years with Harnett County Schools and Clovis Municipal School District. Outside of her advisory role, she is involved in the sale of life insurance and annuity products through an independent insurance agency. MBIA Capital Advisors provides fee-based investment management and financial planning services to individuals, trusts, foundations, and retirement accounts. The firm’s investment approach emphasizes fundamental analysis with a focus on dividend growth and fixed-income, blending large-cap value with multi-cap growth and momentum strategies, and incorporates tax and insurance coordination through its affiliation with certified public accounting firms.

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.

Chase Langford is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Schwab entities since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a large scale and integrated structure with a client relationship model that offers both non-discretionary advisory guidance and access to discretionary separately managed accounts.