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.

David Kahn is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and previously worked at Apex Systems for four years before joining Raymond James in 2020. Outside of his advisory role, he co-owns 2Kahns LLC, a business involved in managing a family rental property in Costa Rica. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored non-discretionary planning and consulting, employing analytical tools and supports municipal and public finance work through a unique advisor affiliation.

Marvin Odom is a financial advisor at Cetera with 32 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Avantax Advisory Services and Avantax Investment Services, Inc. He is also president of Marvin K. Odom, CPA, PA, a tax preparation and accounting firm. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with various program options and custodial relationships.

Janelle Walters is a CFP®-certified financial advisor with 12 years of experience, currently practicing at Edward Jones in Florence, SC. She has been with Edward Jones since 2014. Outside of her advisory role, she serves as a consultant for a cosmetics business, Mary Kay, helping to obtain products at wholesale prices. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of advisors and offices.

Sharon Ackerman is a CFP®-designated financial advisor with Edward Jones, based in Florence, SC, and has eight years of industry experience. Prior to joining Edward Jones in 2017, she worked for AstraZeneca for nine years. She is also an independent certified coach, trainer, and speaker with the John Maxwell Team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Thomas Kennedy is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has worked at Signature Wealth Group, LLC and Raymond James Financial Services for the duration of his career. In addition to his advisory role, he is involved with Signature Wealth Group, LLC in an associate capacity focused on client advising and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and is known for its municipal advisory capabilities and specialized SIMPLE IRA Employer Advisory program.

Robert Le Master is a ChFC®-designated financial advisor at Edward Jones with 18 years of industry experience, all with the firm since 2008. He holds the Series 66 license and is based in Florence, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Lewis Butler is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and related affiliated entities since 2016, and previously at Signature Wealth Group, LLC. Butler serves as an acting trustee for Butler Address, a role he has held since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide advisor network with specialized programs including municipal advisory and SIMPLE IRA consulting services.

Sydney Conner is a financial advisor at Raymond James & Associates with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Dedicated Community Bank. Outside of finance, her background includes roles in various local businesses and educational institutions. 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—including individuals, institutions, and public entities—and offers a range of financial planning and consulting services with an emphasis on non-discretionary implementation.

Reginald Armstrong is a financial advisor with LPL Financial in Florence, SC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with LPL Financial and its predecessor firms since 2002. Outside of his advisory role, Armstrong serves as the Director of the Permanent Diaconate for the Diocese of Charleston. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning, model portfolio programs, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

Howard Tripp III is a financial advisor at Edward Jones in Hartsville, SC, with 13 years of industry experience. He has held Series 63 and Series 65 designations and has been with Edward Jones since 2012. Outside of his advisory role, he is involved in managing an apartment rental business. 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 approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and tax-efficient services.

Harry Carter III is a financial advisor with LPL Financial in Florence, SC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Linsco/Private Ledger Corp. since 2002. Carter is a member of the Florence Kiwanis Club and serves as a notary public for client documents. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives who may use discretionary or non-discretionary strategies.

Michael O'Neal is a Series 66-licensed financial advisor with Edward Jones, based in Florence, SC, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for nine years with the Darlington County School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm operates under a fiduciary standard and is known for its extensive retail advisor network and affiliated financial services beyond traditional advisory offerings.

Marvin June is a Series 66-licensed financial advisor with Edward Jones in Florence, SC, with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Robert Sasser III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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, including individuals, institutions, and municipal entities, offering a range of planning and advisory services supported by various portfolio management styles and affiliated research.

Arthur Moore Jr. is a financial advisor with Edward Jones in Florence, SC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he is involved in several business ventures including property management, tree farming, and cottage rentals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.