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 industry experience, currently serving at Raymond James & Associates since 2020. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved in managing LLCs related to real estate holdings for his practice and family use. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional entities. The firm offers tailored financial plans and investment recommendations, supporting both retail and municipal clients through specialized advisory and fiduciary services.

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 with Raymond James Financial in Florence, SC, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2020, he worked at Apex Systems for four years. Outside of his advisory role, he is a business owner of 2Kahns LLC, a family enterprise that manages a rental property in Costa Rica. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary services and manages various programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

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 Series 66–licensed financial advisor with eight years of industry experience, currently affiliated with Raymond James Financial in Florence, SC. He has worked at multiple Raymond James entities since 2017 and is associated with Signature Wealth Group, LLC, where he advises clients and creates financial plans. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors, pension plans, and government entities. The firm offers tailored, primarily non-discretionary advice supported by financial planning tools and asset-allocation analysis, with a notable link to municipal and public finance activities.

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 with Raymond James Financial Services Advisors, Inc. in Florence, SC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Signature Wealth Group, LLC, and has been with Raymond James since 2016. Butler serves as an acting trustee for Butler Address, where he is one of four trustees. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, emphasizing tailored strategies developed through comprehensive client risk profiling and supported by firm research and a broad affiliate network.

Sydney Conner is a financial advisor with Raymond James & Associates, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Raymond James, Conner worked at Fidelity Investments and Dedicated Community Bank. Outside of finance, Conner has experience in diverse roles including at Florence Country Club and Il Buongustaio. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a wide range of clients including individuals, institutions, and government entities, offering wealth advisory planning, investment consulting, and specialized municipal and public finance services.

Reginald Armstrong is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial, including its predecessor Linsco/Private Ledger Corp., since 2002. Outside of his advisory work, Armstrong serves as the Director of the Permanent Diaconate for the Diocese of Charleston. LPL Financial is an SEC-registered adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

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 licenses and having 24 years of industry experience. He has been with Linsco/Private Ledger Corp. since 2002. In addition to his advisory work, he is a member of the Florence Kiwanis Club and serves as a notary public to assist clients with document notarization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory services, including model portfolios and retirement plan consulting, supported by extensive research and technology resources.

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 credentials and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a partner in CAP Real Estate Holdings LLC, involved in assuming lease responsibilities related to a Raymond James branch location. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and maintains public finance and municipal capabilities alongside its retail advisory services.