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 work includes roles at First Citizens Bank and Wells Fargo. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm combines fundamental, quantitative, and technical analysis to manage portfolios, offering a range of services including model portfolios, a Guided Investing platform, and tax-aware strategies.

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.

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.

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.

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.

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.

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.

Emily Ridenhour is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and has been associated with LPL Financial and Armstrong Wealth Management Group since 2011. Emily is also co-owner of Ridenhour, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

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.

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 and Wells Fargo Advisors LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with non-discretionary implementation supported by a range of portfolio management styles and firm research.

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.

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.

Julius Eldridge III is a financial advisor with Raymond James & Associates holding a Series 66 designation and 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2020. Eldridge serves as Treasurer and board member of the All Saints Episcopal Day School, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

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.

Blakely Tepper is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel in 2023, Tepper worked at Adams Outdoor Advertising and American Eagle Outfitters. Tepper serves on the Small Business Person of the Year Committee for the Greater Florence Chamber of Commerce. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Stephen Jones is a CFP®-certified financial advisor with 32 years of experience, currently with Stifel since 2008. He serves on the Francis Marion University Board of Trustees and participates on the Finance & Investment Committee of the McLeod Health Foundation. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Nancy Matthews is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill before joining Edward Jones in 2017. Matthews is involved in multiple community organizations, including serving on the Duke Energy Advisory Board and holding leadership roles with the Florence Symphony Board and Darlington Kiwanis Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and emphasizes fiduciary standards and tax-efficient services.

Mark Wells is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2019. He has seven years of industry experience, including a prior role at Wells Family Partners LLC and over a decade at Enterprise Rent-A-Car. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Jason Newton is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2020, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved in managing two LLCs related to real estate holdings that support his practice's office space and provide housing for his college-aged son. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles and proprietary research.

Frank Brand III is a financial advisor at Stifel with 11 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2015 and holds a Series 66 license. Stifel serves a wide range of clients, including individuals and institutional entities, offering brokerage and investment advisory services grounded in proprietary investment methodologies developed by its Investment Strategy Group.