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Phillip H

Series 63, Series 65

Florence, SC

Janney Montgomery Scott

Phillip Hobbs is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at State Farm Investment Management Corp and several insurance agencies. Hobbs also served three years in the South Carolina House of Representatives. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients—including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities—and offers brokerage services, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Jessica H

Series 63, Series 66

Florence, SC

Janney Montgomery Scott

Jessica Hill is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Janney since 2018 and previously held roles at FirstBancorp and Infinex Investments. Janney Montgomery Scott LLC is a large SEC-registered investment adviser and broker-dealer managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Michael J

Series 65, Series 63

Florence, SC

First Citizens Investor Services, Inc.

Michael Johnson is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior roles include positions at Wells Fargo and First Citizens Bank. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset-allocation approaches and offers services on both discretionary and non-discretionary terms.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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William S

Series 66

Florence, SC

Commonwealth Financial Network

William Spires is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2011. Outside of his advisory role, he serves as Vice President and Co-Owner of CalmWater Advisors, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Wayne H

Series 63, Series 65

Florence, SC

Janney Montgomery Scott

Wayne Howle is a financial advisor with Janney Montgomery Scott in Florence, SC. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to joining Janney in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a ruling elder on the session of Darlington Presbyterian Church, where he chairs either the Property Committee or Stewardship. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of brokerage, financial planning, and advisory services, employing a combination of in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Nathan L

Series 63, Series 65, Series 66

Florence, SC

&PARTNERS

Nathan Love is a financial advisor at &PARTNERS with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and worked previously at Edward Jones for nine years before joining &PARTNERS in 2024. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory, brokerage, financial planning, and retirement services, utilizing a range of proprietary and third-party investment strategies delivered through the Envestnet platform.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Edward R

Series 63, Series 65

Florence, SC

Janney Montgomery Scott

Edward Reames is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Janney Montgomery Scott since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2012 to 2019. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Jessica C

CFP®, Series 66

Florence, SC

Commonwealth Financial Network

Jessica Cook is a CFP® professional affiliated with Commonwealth Financial Network, with 13 years of industry experience. She has worked at Commonwealth Financial Network since 2014, with a brief tenure at Crown Capital Securities in 2017. Outside of her advisory role, she is a co-owner of CalmWater Advisors, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by in-house investment management, technology, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Erik M

Series 63, Series 65

Florence, SC

Tlg Advisors, Inc.

Erik Marechal is a financial advisor at TLG Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nationwide Insurance and Nationwide Securities, Inc. for 15 years. He is also the owner and CEO of Accountable Insurance Partners, LLC, a property and casualty, life, and long-term care insurance agency. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Julie C

CFP®, ChFC®, Series 63

Florence, SC

Eagle Strategies (NY Life)

Julie Cord is a financial advisor with Eagle Strategies (NY Life) in Florence, SC, holding the CFP®, ChFC®, and Series 63 designations. She has 13 years of industry experience, including roles at NYLIFE Securities LLC and New York Life since 2012. Outside of her advisory work, she serves as a Chamber Ambassador for the Florence Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, offering a range of program types tailored to client objectives. The firm manages a significant portion of its assets on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Emily R

Series 66

Florence, SC

LPL Financial

Emily Ridenhour is a financial advisor with LPL Financial in Florence, SC, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial and Armstrong Wealth Management Group since 2011 and previously worked at Stella & Dot for five years. She is co-owner of Ridenhour, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Copeland E

CFP®, ChFC®, Series 66

Florence, SC

Edward Jones

Copeland Edmunds is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2007. Outside of advising, he serves as a trustee for a family trust managing distributions for health, education, and welfare purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Hannah A

Series 66

Hartsville, SC

Edward Jones

Hannah Amell is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020. Prior to her career in financial advising, she worked at Sinclair Broadcasting for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ashley A

Series 66

Florence, SC

Raymond James & Associates

Ashley Alexander is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. Prior to joining Raymond James in 2020, Ashley worked at Wells Fargo Clearing from 2016 to 2020 and at Wells Fargo Advisors LLC from 2009 to 2016. Raymond James & Associates provides financial planning and investment consulting to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a focus on public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Michael G

Series 66

Florence, SC

STIFEL

Michael Grice is a Series 66-licensed financial advisor at Stifel with 14 years of industry experience, serving clients since 2011. He is active in his community as a member of the City of Marion Planning and Zoning Commission, a deacon at Marion Baptist Church, and holds leadership roles with the Francis Marion University Education Foundation, including chairing its board overseeing student housing. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Jordan M

Series 66

Hartsville, SC

Edward Jones

Jordan Melton is a financial advisor with Edward Jones in Hartsville, South Carolina, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Melton owns and operates businesses involved in land management and timber/raw land holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs and affiliated products, supported by a large national network of advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Edward M

Series 63, Series 66

Hartsville, SC

Edward Jones

Edward Melton Jr. is a financial advisor with Edward Jones in Hartsville, SC, holding Series 63 and Series 66 designations and over 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Melton serves as a consulting member of the finance team at Kelleytown Baptist Church, assisting with the church’s annual budgeting process. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Lauren K

Series 66

Florence, SC

Edward Jones

Lauren Kremidas is a Series 66 licensed financial advisor with Edward Jones, based in Florence, SC, and has 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a partner in the Sunrise Drive-In restaurant in Florence. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory programs, combining a large retail advisor network with affiliated services such as a trust company and securities-based lending.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Julius E

Series 66

Florence, SC

Raymond James & Associates

Julius Eldridge III is a financial advisor with Raymond James & Associates in Florence, SC, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves as Treasurer and a board member for All Saints Episcopal Day School, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Christina S

Series 63, Series 65

Florence, SC

Thrivent Investment Management

Christina Schneider is a financial advisor at Thrivent Investment Management with four years of experience in the industry. She holds the Series 63 and Series 65 designations and has worked primarily with Thrivent Financial since 2022. Prior to entering financial services, she held roles in communications and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations across a range of financial planning topics. The firm offers these planning services independently from portfolio management and emphasizes ongoing client reviews.

Business ownership considerations
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