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Ronald L

Series 66

North Augusta, SC

Edward Jones

Ronald Lentz is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, he worked at MML Investors Services LLC and Massachusetts Mutual Life Insurance Co from 2015 to 2017. He is based in North Augusta, South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and provides a range of investment strategies and affiliated services through a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

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

Series 66

Aiken, SC

Edward Jones

Michael Young is a financial advisor with Edward Jones in Aiken, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he serves as a coach for Aiken High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Divorce financial planning Wealth management Retired Founder/Business Owner Executive
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Judith B

Series 63, Series 65

Aiken, SC

Wells Fargo Clearing

Judith Bovitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advising, she owns a horse boarding business in Aiken, SC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Craig A

Series 66

Aiken, SC

Edward Jones

Craig Archer is a Series 66-licensed financial advisor with Edward Jones in Aiken, South Carolina, where he has worked since 2019. He has seven years of industry experience and previously worked at Augusta VAH FCU. Outside of his advisory role, he is a silent investor in a construction and home building business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Dustin E

Series 66

Aiken, SC

Edward Jones

Dustin Ennis is a financial advisor with Edward Jones in Aiken, SC, holding a Series 66 designation and having seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Berlin's Restaurant Supply for twelve years. 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, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branches.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kevin J

Series 66

Aiken, SC

Edward Jones

Kevin Jones is a financial advisor with Edward Jones in Aiken, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and offers various investment strategies and affiliated financial services.

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

Series 66

Aiken, SC

Edward Jones

Ned Kough is a financial advisor with Edward Jones in Aiken, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in retail at Belk. Outside of his advisory role, he has experience working in inventory management for a retail business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering a range of advisory programs and investment solutions with a nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business succession planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James L

Series 63, Series 66

Aiken, SC

J.P. Morgan Securities

James Lovuolo is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). James began his educational journey at Pocono Mountain, where he earned his High School Diploma/GED. He also attended Coastal Carolina University, although no degree was conferred. This background supports his role in providing financial advice and investment management to his clients.

Wealth management Executive Founder/Business Owner
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Jamin K

Series 63, Series 66

Aiken, SC

Merrill

Jamin King is an Associate Resident Director at Merrill, specializing in financial advisory services. He joined Merrill in 2014 after spending five years at Edward Jones as a financial advisor and began his financial services career in 2007 at Fidelity Investments focusing on private wealth and derivative trading. Prior to his career in finance, he served in the United States Navy as an Operation Specialist, a background that informs his disciplined approach to client relationships and clear communication. Jamin's expertise includes executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, and small business strategies. He serves a referred clientele across South Carolina and more than ten other states, including active and retired business owners, C-suite executives, attorneys, physicians, and multiple generations of families. Jamin is a Certified Exit Planning Advisor (CEPA), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). Outside of his professional life, Jamin is involved with several community organizations, serving as Board Chairman of the Salvation Army Boys and Girls Club of Aiken and as a Board Member of United Way Aiken County. He is also affiliated with the Veterans of Foreign Wars. Jamin holds a diploma from Brookland Cayce High School and values spending time with his wife and their five children.

Retirement income strategy Business exit / sale strategy Business Financial Management Wealth management Debt management Founder/Business Owner Executive Attorney Doctor or Medical Professional Established Professionals Approaching retirement Parents
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Joel J

Series 63, Series 65

Aiken, SC

Ameriprise

Joel Johnson is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Day of Days Productions, a business focused on historical memorabilia. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations. The firm serves a large client base through a variety of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Andrew C

Series 66

Aiken, SC

Edward Jones

Andrew Cox is a financial advisor with Edward Jones in Aiken, South Carolina, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked for the Aiken County Public School District. Outside of finance, he is co-owner of South Carolina Computer Company LLC, a hobby business focused on purchasing and repairing high-end computer equipment and arcade machines. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Michael B

CFP®, Series 66

Aiken, SC

Edward Jones

Michael Byrns is a CFP®-designated financial advisor with Edward Jones, where he has worked for 10 years. He has a total of 9 years of industry experience, including a prior role at Winona Delivery. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kimberly K

Series 66

Aiken, SC

Ameriprise

Kimberly Kanagy is a financial advisor with Ameriprise in Aiken, SC, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its related entities since 2008. Outside of her advisory role, she serves as a notary public, providing document notarization services to both Ameriprise clients and others at no charge. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Corbin A

Series 65, Series 63

Aiken, SC

Wells Fargo Clearing

Corbin Asay is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and over four years of experience in the financial services industry. His prior work includes positions at J.P. Morgan Securities and America First Credit Union. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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