Brent Tatum is a financial advisor with Edward Jones in Summerville, SC, holding CFP®, ChFC®, and Series 66 designations and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Andy OnCall and Mosquito Squad, and earlier at 911 Driving School. He serves as Chairman of the board for Dorchester Habitat for Humanity in Summerville. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Richard Olszewski is a financial advisor with Edward Jones in Summerville, SC, holding Series 63 and Series 66 designations and 23 years of industry experience. His prior roles include positions at WealthVest, MML Investors Services, MassMutual, and Foresters Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

James Cestone is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His work history includes roles at the United States Postal Service and Gateway Logistic Corp prior to joining Raymond James in 2016. 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Korey Banks is a financial advisor at Edward Jones in Summerville, SC, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. He has been with Edward Jones since 2009. 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 financial advisors and branch offices.