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.

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 at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of his advisory role, he has experience as a former owner of a landscaping business. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Christopher Lamb is a financial advisor with Osaic Wealth Inc. holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked at First Citizens Investor Services from 2010 to 2026. Lamb also serves as a non-public arbitrator for FINRA, hearing and ruling on securities industry disputes. OSAIC Wealth Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory and brokerage services through a large network of advisors.

Jack Rose is a financial advisor with Edward Jones in Orangeburg, SC, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large nationwide network of advisors and branch offices.

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.

Nancy Branham is a financial advisor at Osaic Wealth, Inc. with 10 years of industry experience. She holds the Series 66 designation and previously worked for First Citizens Asset Management and First Citizens Investor Services, Inc. Branham also operates a small personal flower arranging business. Osaic Wealth, Inc. serves a diverse client base including individuals, pension plans, corporations, and nonprofits, offering advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

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.

Denise Medaglia is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 11 years of industry experience. She has been with Primerica Advisors since 2014 and has previously worked at Event Temps and the USPS. Outside of financial advising, she serves as the varsity softball coach at Blackstone Valley Regional Vocational Technical High School and tutors through Wyzant, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Willie Orr Jr. is a Series 66-licensed financial advisor with Edward Jones, based in Orangeburg, SC, with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as a board member of the Hampton County Transportation Committee, where he is responsible for allocating funds for local road maintenance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Robert Utsey Jr. is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes long tenures at Securities America Advisors, Securities Service Network, and Manulife Financial. Outside of his advisory work, he serves as Treasurer of the First Baptist Church in Orangeburg, SC, and acts as a deputy historian for the Theta Commission, a Citadel alumni Kappa Alpha fraternity chapter. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charities. The firm combines risk-tolerance assessments with advanced asset allocation tools and offers a broad range of investment options and advisory programs through a large network of financial advisors.