Top financial advisors working with clients approaching retirement in Orangeburg, SC

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.

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.

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.

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.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.