Marion Fowler IV is a Certified Financial Planner (CFP®) with 13 years of industry experience. He currently operates Fowler Wealth Management, an independent advisory firm he founded in 2024. Prior to this, he worked at Websterrogers Financial Advisors, LLC for seven years and Edward Jones for four years. Fowler Wealth Management provides fee-based, discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy combined with fundamental analysis, using a range of securities including ETFs, mutual funds, and corporate and government debt, with nearly all assets managed on a discretionary basis.

David Green is a financial advisor with Edward Jones in Lake City, SC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a member of In The Green LLC in Lake City. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Anthony Holladay is a financial advisor with Ameriprise in Lake City, SC, holding a Series 66 designation and eight years of industry experience. His prior work includes eight years at Edward Jones and three years at Palmetto Engineering and Consulting. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, with a centralized consulting team delivering automated and tailored recommendations.

Brandon Green is a financial advisor with Edward Jones in Lake City, SC, holding CFP® and ChFC® designations with 10 years of industry experience. He previously worked at Protective Life for six years before joining Edward Jones in 2021. 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 and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Smith is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he owns rental property in Kingstree, South Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.