Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Caroline T

Series 66

Florence, SC

&PARTNERS

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.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

John D

Series 66

Florence, SC

&PARTNERS

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.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Wendell J

CFP®, Series 63

Florence, SC

&PARTNERS

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.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Nathan L

Series 63, Series 65, Series 66

Florence, SC

&PARTNERS

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.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)