Jonathan Everett is the sole advisor at First Rank Financial in Santee, South Carolina. He holds a Series 65 designation and has one year of experience in financial advising, alongside over two decades of active duty service in the United States Navy. First Rank Financial serves individual households and small businesses with financial planning and portfolio management, offering a mix of fixed-fee planning and assets-under-management investment services. The firm tailors advice based on client goals, risk tolerance, and tax considerations, emphasizing long-term investment strategies and integrated planning.

Julie Mesaros is a financial advisor with MBIA Capital Advisors, holding a Series 65 designation and one year of industry experience. Prior to joining MBIA Capital Advisors, she worked in education for eight years with Harnett County Schools and Clovis Municipal School District. Outside of her advisory role, she is involved in the sale of life insurance and annuity products through an independent insurance agency. MBIA Capital Advisors provides fee-based investment management and financial planning services to individuals, trusts, foundations, and retirement accounts. The firm’s investment approach emphasizes fundamental analysis with a focus on dividend growth and fixed-income, blending large-cap value with multi-cap growth and momentum strategies, and incorporates tax and insurance coordination through its affiliation with certified public accounting firms.

Helen Bennett is a financial advisor with Edward Jones in Santee, SC, holding the CFP® designation and Series 63 and 66 licenses. She has 18 years of industry experience, all with Edward Jones since 2008. Outside of her advisory role, she is the president of a retail business, Santee Custom Ink & Embroidery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm offers a variety of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

Chase Langford is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Schwab entities since 2015, including Charles Schwab Trust Bank and Charles Schwab Premiere Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure that includes custody, brokerage, and alternative investment services.