Joseph Toepke is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His background includes work with Waddell & Reed Inc and various insurance carriers. Outside of his financial career, he serves on the Board of Education for Columbia Public Schools and is active with 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 uses multiple methods of analysis and a range of strategies tailored to client goals, operating through a decentralized network of independent Investment Adviser Representatives.

Christopher Lamb is a financial advisor at Arete Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for First Citizens Investor Services, Inc. for 16 years. Lamb serves as a non-public arbitrator for FINRA, hearing and ruling on industry dispute cases. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and employs both advisor-driven and proprietary rule-based model allocations, utilizing third-party sub-advisers and a due-diligence process.

Nancy Branham is a financial advisor with Arete Wealth Advisors, LLC in Orangeburg, SC, holding a Series 66 designation and 11 years of industry experience. She previously worked for First Citizens Asset Management and First Citizens Investor Services, Inc. for 10 years. Outside of her advisory role, she operates a limited flower arranging business servicing friends and family. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and utilizes both advisor-driven and proprietary rule-based model allocations, alongside third-party sub-advisers, while regularly monitoring client accounts.

Robert Smith is a Series 65 licensed financial advisor with five years of industry experience. He has worked at Farther since 2025 and previously spent five years with Waypoint Strategic Advisors. Before entering the financial sector, he was involved with Kansas-Smith Farms for seven years. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

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, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been affiliated with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of his advisory work, he has experience as a business owner in landscaping. Primerica Advisors is a large institution serving individual investors, corporate, and charitable clients through a wrap-fee asset management program that primarily uses model-delivery strategies managed by unaffiliated asset managers.

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.

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, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She also operates Event Temps and has been a varsity softball coach at Blackstone Valley Regional Vocational Technical High School since 2006. Additionally, she tutors through Wyzant, Inc. on a part-time basis. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies managed by third-party asset managers. The firm supports advisors with trade execution and custody services and manages approximately $15.5 billion in assets through a network of nearly 3,700 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.