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.

Joseph Toepke is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His career includes roles with Waddell & Reed Inc. and various insurance carriers. Outside of his advisory work, he serves on the Board of Education for Columbia Public Schools and is involved with the American Legion Post 202. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, retirement accounts, and certain corporate clients. The firm employs multiple methods of analysis and a range of strategies tailored to client objectives, operating through a decentralized network of independent Investment Adviser Representatives.

Robert Smith is a financial advisor at Waypoint Strategic Advisors in Orangeburg, SC, holding a Series 65 designation with four years of industry experience. Prior to joining Waypoint Strategic Advisors in 2021, he was involved with Kansas-Smith Farms from 2014 to 2021. Waypoint Strategic Advisors serves individuals, pension and profit-sharing plans, and corporations, offering asset management, ERISA plan advisory services, and financial planning. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Market Hypothesis, primarily utilizing passively managed institutional asset-class mutual funds and model portfolios, with a focus on non-discretionary asset management.

Natalie Harrelson is a financial advisor with Edward Jones, holding a Series 66 designation and 20 years of experience at the firm. She is based in Orangeburg, SC. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Page Jr. is a Series 66 licensed financial advisor with Edward Jones in Orangeburg, SC, with three years of industry experience. Prior to joining Edward Jones, he was the owner of Lions Roar, LLC, a fitness training business where he currently programs and virtually coaches a small number of athletes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large nationwide network of advisors and branch offices.

Dallas Gooden is a financial advisor with Primerica Advisors in Orangeburg, SC, holding Series 65 and Series 63 registrations and having 16 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2009. Outside of his advisory roles, he has been involved in sales related to home security and automation products as well as loan products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and provides a range of portfolio options supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Christopher Lamb is a financial advisor with Osaic Wealth Inc. in Orangeburg, SC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to his current role, he spent 16 years at First Citizens Investor Services, Inc. He also serves as a non-public arbitrator for FINRA, hearing and ruling on securities industry disputes. OSAIC Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management using a range of investment vehicles and third-party solutions.

Jack Rose is a financial advisor with Edward Jones in Orangeburg, SC, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Edward Jones since 1999. 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, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large nationwide network of advisors and branch offices.

Helen Bennett is a CFP® with 17 years of industry experience and has been with Edward Jones since 2008. She holds Series 63 and Series 66 licenses and is based in Santee, SC. 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 both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Nancy Branham is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at OSAIC since 2026 and previously spent 10 years with First Citizens Asset Management and First Citizens Investor Services. Outside of her advisory role, she operates a small flower arranging business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio construction tools, multiple advisory platforms, and access to third-party money managers.

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.

Denise Medaglia is a financial advisor with Primerica Advisors in Orangeburg, SC, holding Series 65 and Series 63 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2014 and Primerica Financial Services since 2013. Outside of finance, she serves as the varsity softball coach at Blackstone Valley Regional Vocational Technical High School and works as a part-time tutor for Wyzant, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors alongside corporate and charitable clients. The firm employs model-delivery strategies from unaffiliated asset managers and offers advisory services through a large network of financial advisors.

Willie Orr Jr. is a Series 66-licensed financial advisor with Edward Jones, based in Orangeburg, SC, with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as a board member of the Hampton County Transportation Committee, where he is responsible for allocating funds for local road maintenance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Robert Utsey Jr. is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Securities America Advisors and Securities Service Network. Outside of his advisory work, he serves as Treasurer of First Baptist Church in Orangeburg, SC, and acts as a deputy historian for an alumni fraternity chapter. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports various managed account platforms.