Harvey Thomas is a financial advisor with Equitable Advisors in Florence, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors, LLC. Outside of his advisory role, Thomas is involved in community activities including volunteering as a spinning class instructor at the Florence Family YMCA and teaching at Jobs4Life/House of Hope Florence. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of investment adviser representatives and third-party asset managers.

Jason Christmas is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he provides tax preparation services for family and offers financial counseling unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 various investment strategies and technology tools.

Nicole Hupfer is a financial advisor at Edward Jones with 26 years of industry experience. She has held her current role since 1999 and holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large national network of advisors and branch offices.

Megan Gioldasis is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her prior work includes roles at Cantella & Co., Inc., Equitable Advisors, and Carolina Bank. She is also involved with CB&T Wealth Management, a DBA affiliated with her LPL business. 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 such as the Bank Wealth Program.

Shawn Bulliner is a financial advisor with Edward Jones in Florence, SC, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Frank O’Shea is a Series 66-licensed financial advisor with Edward Jones in Florence, SC. He joined Edward Jones in 2025 and has prior experience with educational and community organizations, including the South Carolina High School League, Darlington Country Club, Florence 1 Schools, and Darlington County School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management.

Joseph Thomas is a financial advisor at Edward Jones with over 22 years of industry experience. He has held the ChFC® designation and holds Series 63 and Series 65 licenses. Thomas has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

William Mitchell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been a partner and investment officer at Signature Wealth Group LLC since 2017 and owns MMB Operations LLC. Mitchell serves on the finance and stewardship committee of a local church and is a director of the nonprofit Youth Mentors of the Pee Dee. 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 clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized offerings in municipal and public finance.

Brandon Baggette is a financial advisor at Edward Jones in Florence, SC, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked in various roles including positions at Kelly Services, Belk, and Jim's Gun Shop. Outside of his advisory work, he serves as a middle school baseball coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety 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 nationwide network of advisors and branch offices.

Timothy Cunningham is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, he serves on the McLeod Health Board of Directors Grants Committee, participates in the Downtown Florence Committee, and volunteers with the City of Florence Aesthetics Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers a range of third-party and proprietary advisory programs.

Quincy Kennedy IV is a financial advisor with Raymond James Financial, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has worked at Raymond James Financial Services since 2016 and has served on the Florence County Voter Registration and Election Commission for 17 years. Outside of his advisory role, he is involved as an independent contractor with Skydive Carolina / Xtreme Video. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs across an extensive advisor network.

Johnathan Campbell is a financial advisor at Edward Jones in Hartsville, SC, holding a Series 66 designation with two years of industry experience. He has previously worked at Mutual Savings Bank and Francis Marion University, and he was involved with Southern Hops Brewing Company for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large network of advisors and branch offices nationwide.

Matthew Ridenhour is a financial advisor with LPL Financial in Florence, South Carolina. He holds a Series 66 designation and has 19 years of industry experience, including prior work at Edward Jones. Outside of his advisory role, he operates a separate business entity for household payroll 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 and access to third-party asset management, with investment advice delivered through a large network of investment adviser representatives.

Frances Jones is a financial advisor at Stifel in Hartsville, SC, with 14 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2012. Outside of her advisory role, she serves as a trustee for McLeod Regional Health Center and Lake Junaluska Assembly, Inc., where she participates in governance and finance committee activities. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary analysis and probabilistic modeling through its Investment Strategy Group to support client decision-making in areas such as asset allocation and retirement planning.

David Corry is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2010, accumulating 16 years of industry experience. He serves as a board member of Genesis Health Care, Inc. in Darlington, SC, and is the owner of Overwatch Holdings, LLC, a property management business in Lamar, SC. Edward Jones is a full-service wealth management firm serving more than 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, supported by a large nationwide network of financial advisors and branch offices.

Tyler Morris is a CFP® professional with 10 years of industry experience, currently serving at Raymond James & Associates since 2020. Prior to this, he worked at Wells Fargo in various capacities from 2013 to 2020. He also has a longstanding role at Francis Marion University since 2013. Morris serves as Treasurer and Board Member for Tenacious Grace Ministries and participates in the Finance and Investment Committee of The School Foundation, both nonprofit organizations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides financial planning and investment consulting to a broad client base, including individuals, institutional clients, and charitable organizations, utilizing tailored, non-discretionary advisory approaches supported by extensive research and multiple portfolio management styles.

Timothy Williams is a financial advisor with LPL Financial in Florence, South Carolina, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include twelve years at Cantella and Co., Inc. and ongoing involvement with Carolina Bank and Trust, where he also holds a part-time position outside the investment business working with South Carolina high schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Robert McGee Jr. is a financial advisor with MassMutual Investors Services in Hartsville, SC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with MassMutual and its affiliated entities since 1993. Additionally, he serves as an individual life insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager options, and educational seminars.

Marvin Slaughter is a Certified Financial Planner (CFP®) with 36 years of experience, currently serving as a financial advisor at Stifel since 2008. He holds the Series 63 registration and is based in Florence, South Carolina. Outside of his advisory role, he is involved in promoting golf in South Carolina, serving as a board member of the South Carolina Golf Association and as board chair of the Grant Bennett Foundation, which organizes junior golf tournaments. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Coy Kirby is the principal of Kirby Financial Associates, LLC, an independent advisory firm based in Darlington, SC, with 15 years of industry experience. He has worked with Lincoln Financial and its affiliates since 2006. Kirby also operates as a licensed insurance agent offering accident, health, disability, fixed and indexed annuities, traditional life insurance, and insurance components of health savings accounts. Kirby Financial Associates serves individuals, trusts, estates, and charitable organizations by providing investment advisory services through referrals to an unaffiliated third-party investment adviser. The firm does not offer in-house portfolio management or custody but coordinates client reviews and delivers disclosure materials related to the referral arrangement.