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Robert T

Series 63, Series 66

Florence, SC

Truist Advisory Services

Robert Timms is a financial advisor with Truist Advisory Services in Florence, SC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked across multiple Truist and BB&T entities since 2014. Timms serves as Vice President of Greater Florence Habitat for Humanity, a nonprofit organization assisting families in need of safer homes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment management with AI-enabled research tools and offers a manager-selection program supported by robust inter-affiliate integration.

Founder/Business Owner Executive
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Jason T

Series 66

Florence, SC

Janney Montgomery Scott

Jason Thompson is a financial advisor with Janney Montgomery Scott in Florence, SC, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 20 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Leah P

Series 66

Hartsville, SC

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Jacob D

Series 66

Hartsville, SC

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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John C

CFP®, Series 66

Florence, SC

Janney Montgomery Scott

John Chase Jr. is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has worked with Janney Montgomery Scott since 2017, with prior experience at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is a finance committee member at Central United Methodist Church in Florence, SC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of services including brokerage, financial planning, and advisory programs, utilizing both in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Virginia A

Series 63, Series 66

Florence, SC

Janney Montgomery Scott

Virginia Allen is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons. Allen has been with Janney Montgomery Scott since 2017. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal organizations, offering a range of brokerage, financial planning, and advisory services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Phillip H

Series 63, Series 65

Florence, SC

Janney Montgomery Scott

Phillip Hobbs is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at State Farm Investment Management Corp and several insurance agencies. Hobbs also served three years in the South Carolina House of Representatives. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients—including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities—and offers brokerage services, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Jessica H

Series 63, Series 66

Florence, SC

Janney Montgomery Scott

Jessica Hill is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Janney since 2018 and previously held roles at FirstBancorp and Infinex Investments. Janney Montgomery Scott LLC is a large SEC-registered investment adviser and broker-dealer managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Wayne H

Series 63, Series 65

Florence, SC

Janney Montgomery Scott

Wayne Howle is a financial advisor with Janney Montgomery Scott in Florence, SC, holding Series 63 and 65 licenses and bringing 41 years of industry experience. His career includes positions at Wells Fargo Clearing, Raymond James Financial, and Wachovia Securities. He serves as a ruling elder and committee chair at Darlington Presbyterian Church. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It offers a broad range of services to individuals, families, trusts, corporate sponsors, and municipal clients through a combination of in-house and third-party portfolio management and provides custody and trustee services uncommon among large advisers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Edward R

Series 63, Series 65

Florence, SC

Janney Montgomery Scott

Edward Reames is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2019. Prior to that, he was with Wells Fargo Clearing and J.J.B. Hilliard, W.L. Lyons, LLC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage, financial planning, consulting, and wrap/advisory programs through a combination of in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Emily R

Series 66

Florence, SC

LPL Financial

Emily Ridenhour is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and has been associated with LPL Financial and Armstrong Wealth Management Group since 2011. Emily is also co-owner of Ridenhour, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Hannah A

Series 66

Hartsville, SC

Edward Jones

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.

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

Series 66

Hartsville, SC

Edward Jones

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.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Edward M

Series 63, Series 66

Hartsville, SC

Edward Jones

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.

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Nancy M

Series 66

Darlington, SC

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) Attorney Engineering Professional Widow/Widower
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Marvin O

PFS™, Series 63

Hartsville, SC

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Reginald A

Series 63, Series 65

Florence, SC

LPL Financial

Reginald Armstrong is a financial advisor with LPL Financial in Florence, SC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with LPL Financial and its predecessor firms since 2002. Outside of his advisory role, Armstrong serves as the Director of the Permanent Diaconate for the Diocese of Charleston. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning, model portfolio programs, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Howard T

Series 63, Series 65

Hartsville, SC

Edward Jones

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.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Harry C

Series 63, Series 65

Florence, SC

LPL Financial

Harry Carter III is a financial advisor with LPL Financial in Florence, SC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Linsco/Private Ledger Corp. since 2002. Carter is a member of the Florence Kiwanis Club and serves as a notary public for client documents. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives who may use discretionary or non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jason C

Series 66

Florence, SC

LPL Financial

Jason Christmas is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he provides tax preparation services for family and offers financial counseling unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities 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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Johnathan C

Series 66

Hartsville, SC

Edward Jones

Johnathan Campbell is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His career includes multiple roles at Edward Jones, as well as positions at Mutual Savings Bank and Francis Marion University. He also has experience in the brewing industry, having worked at Southern Hops Brewing Company for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with discretionary and non-discretionary strategies, including access to separately managed accounts and affiliated mutual funds.

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. He holds a Series 66 designation and has 19 years of industry experience, including prior work at Edward Jones. Outside of his advisory role, he operates a separate business entity for household payroll purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with investment advice delivered through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2010, accumulating 16 years of industry experience. He serves as a board member of Genesis Health Care, Inc. in Darlington, SC, and is the owner of Overwatch Holdings, LLC, a property management business in Lamar, SC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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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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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Coy K

Series 63, Series 65

Darlington, SC

Kirby Financial Associates, LLC

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.

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