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Arthur M

Series 63, Series 66

Florence, SC

Edward Jones

Arthur Moore Jr. is a financial advisor with Edward Jones in Florence, SC, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he is involved in several property and land management activities, including operating a tree farm and managing 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 managed solutions and separately managed accounts. The firm operates under a fiduciary standard and supports its services with a large national network of advisors and branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Inheritance planning Retirement income strategy Retired Founder/Business Owner Executive
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Harvey T

Series 63, Series 65

Florence, SC

Equitable Advisors

Harvey Thomas is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he teaches spinning classes at the Florence Family YMCA, volunteers as a teacher for Jobs4Life/House of Hope Florence, and serves on finance and development committees for local nonprofit organizations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm combines advisory and brokerage/insurance services with a hybrid referral and implementation model tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Jason C

Series 66

Florence, SC

LPL Financial

Jason Christmas is a financial advisor with LPL Financial based in Florence, SC, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he provides tax preparation services for family and has a role in financial counseling unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party strategies.

College savings (529s, UTMA, etc.)
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Nicole H

Series 63, Series 65

Florence, SC

Edward Jones

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.

College savings (529s, UTMA, etc.) Retirement income strategy Retired Founder/Business Owner Executive
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Megan G

Series 66

Florence, SC

LPL Financial

Megan Gioldasis is a financial advisor with LPL Financial in Florence, SC, holding a Series 66 designation and having 17 years of industry experience. She previously worked at Cantella & Co., Inc. for 11 years and has been with LPL Financial and Carolina Bank since 2022. Additionally, she is involved in business entities for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Shawn B

Series 66

Florence, SC

Edward Jones

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.

General retirement planning Retired Founder/Business Owner Executive
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Frank O

Series 66

Florence, SC

Edward Jones

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.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Joseph T

ChFC®, Series 63, Series 65

Hartsville, SC

Edward Jones

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.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
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William M

Series 63, Series 65

Florence, SC

Raymond James Financial

William Mitchell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been a partner and investment officer at Signature Wealth Group, LLC since 2017. Mitchell serves as a director at Youth Mentors of the Pee Dee and is a member of the finance committee at his church. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes tailored financial plans and advisory services, with a significant portion of its business conducted on a non-discretionary basis.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Brandon B

Series 66

Florence, SC

Edward Jones

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.

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

Series 63, Series 65

Florence, SC

Equitable Advisors

Timothy Cunningham is a financial advisor with Equitable Advisors in Florence, SC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Cunningham 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; he also operates a health insurance business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Quincy K

Series 63, Series 65

Florence, SC

Raymond James Financial

Quincy Kennedy IV is a financial advisor with Raymond James Financial Services Advisors, Inc. in Florence, SC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has served in various roles at Raymond James since 2016 and is involved with the Florence County Voter Registration and Election Commission. Outside of his advisory work, he is the owner of QAK4, LLC and works as an independent contractor for Skydive Carolina / Xtreme Video. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client interviews and risk profiling.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Johnathan C

Series 66

Hartsville, SC

Edward Jones

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.

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

Series 66

Florence, SC

LPL Financial

Matthew Ridenhour is a financial advisor with LPL Financial in Florence, South Carolina, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is a household employer managing payroll taxes related to that responsibility. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Frances J

Series 66

Hartsville, SC

STIFEL

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.

General retirement planning Income planning
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David C

CFP®, ChFC®, Series 66

Darlington, SC

Edward Jones

David Corry is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® and ChFC® designations, and has been with Edward Jones since 2010. Outside of his advisory role, Corry serves on the board of Genesis Health Care, Inc. in Darlington, SC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of 23,701 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tyler M

CFP®, Series 63, Series 65

Florence, SC

Raymond James & Associates

Tyler Morris is a CFP® professional with nine years of experience in the financial services industry. He has worked at Raymond James & Associates since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory work, he serves as treasurer and board member for Tenacious Grace Ministries and participates on the Finance and Investment Committee for The School Foundation. Raymond James & Associates provides financial planning and investment consulting 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 investment recommendations through a combination of non-discretionary and discretionary advisory programs.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Timothy W

Series 63, Series 65, Series 66

Florence, SC

LPL Financial

Timothy Williams is a financial advisor at LPL Financial with 25 years of industry experience. His prior roles include positions at Cantella and Co., Inc. and Carolina Bank and Trust. Outside of advisory work, he is employed part-time by South Carolina high schools. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Robert M

Series 63, Series 65

Hartsville, SC

Mass Mutual Investors Services

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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Marvin S

CFP®, Series 63

Florence, SC

STIFEL

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.

General retirement planning Income planning
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