Leah Paul is a financial advisor with Kestra Advisory, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Headland Capital, LPL Financial, and White Glove Workshops. She owns Pearl Wealth Management LLC, a business focused on life, disability, and annuity insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, investment advice, and employee education, serving a diverse client base that includes large institutional investors.

Jacob Davidson is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra in 2025, he worked at LPL Financial and Michael Milbee. He is also involved with Define Wealth Financial Group, where he provides wealth advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes large institutional investors.

Hannah Amell is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020. Prior to her career in financial advising, she worked at Sinclair Broadcasting for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Jordan Melton is a financial advisor with Edward Jones in Hartsville, South Carolina, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Melton owns and operates businesses involved in land management and timber/raw land holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs and affiliated products, supported by a large national network of advisors and branch offices.

Edward Melton Jr. is a financial advisor with Edward Jones in Hartsville, SC, holding Series 63 and Series 66 designations and over 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Melton serves as a consulting member of the finance team at Kelleytown Baptist Church, assisting with the church’s annual budgeting process. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Nancy Matthews is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill before joining Edward Jones in 2017. Matthews is involved in multiple community organizations, including serving on the Duke Energy Advisory Board and holding leadership roles with the Florence Symphony Board and Darlington Kiwanis Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and emphasizes fiduciary standards and tax-efficient services.

Marvin Odom is a financial advisor at Cetera with 32 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Avantax Advisory Services and Avantax Investment Services, Inc. He is also president of Marvin K. Odom, CPA, PA, a tax preparation and accounting firm. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with various program options and custodial relationships.

Howard Tripp III is a financial advisor at Edward Jones in Hartsville, SC, with 13 years of industry experience. He has held Series 63 and Series 65 designations and has been with Edward Jones since 2012. Outside of his advisory role, he is involved in managing an apartment rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and tax-efficient services.

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.

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.

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 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.

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.

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.