Bradford Small

Jeffrey Venables is the principal of Venables Financial Solutions in Rock Hill, SC, holding a Series 65 designation and one year of industry experience. He has been employed as a teacher with Rock Hill School District since 1995. Venables Financial Solutions provides investment management and financial planning services to individual and corporate clients, using an investment approach that emphasizes asset allocation based on modern portfolio theory. The firm offers discretionary portfolio management, written financial plans, and access to outside managers and platform strategies, serving a modest client base with a combination of passive and active investment strategies.

Terrell Stauffer is a CFP® with six years of industry experience, currently operating as the sole advisor at Stauffer Financial, LLC. His prior experience includes roles at Wealth Enhancement Group and LPL Financial. Outside of financial advising, he is a part owner of Seamless Paint and Epoxy, a business unrelated to his advisory services. Stauffer Financial is a newly established investment manager providing discretionary asset management to individuals, high-net-worth clients, and business entities. The firm’s investment approach focuses on fundamental analysis with long-term strategies, portfolio monitoring, rebalancing, and tax-loss harvesting tailored to client objectives.

Justin Anderson is a financial advisor at Anderson Griggs Investments with 20 years of industry experience. He holds a Series 65 designation and has worked at Anderson Griggs & Co., Inc. since 2008. Anderson Griggs Investments provides investment supervisory services and individual portfolio management to individuals, trusts, and charitable organizations, typically managing accounts of at least $100,000. The firm’s investment approach emphasizes asset allocation through index-tracking ETFs and individual large-cap global equities, using a combination of fundamental, quantitative, qualitative, and cyclical analysis methods.

Kendall Anderson is a CFA charterholder with 19 years of industry experience. He has been with Anderson Griggs Portfolio Management since 1996. Anderson Griggs Investments provides investment supervisory services and individual portfolio management to individuals, trusts, and charitable organizations. The firm’s approach emphasizes asset allocation through index-tracking ETFs and selected large-cap global equities, focusing on long-term holdings with the flexibility for short-term trading when appropriate.

Craig Ferguson Sr. is a financial advisor at Anderson Griggs Investments with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Anderson Griggs & Co., Inc. since 2018, following positions at Dempsey Lord Smith, LLC and Southeast Investments, N.C. Inc. Anderson Griggs Investments provides investment supervisory services and portfolio management to individuals, trusts, and charitable organizations, typically managing accounts of at least $100,000. The firm employs a disciplined investment approach focused on asset allocation through index-tracking ETFs and selected large-cap equities, emphasizing long-term holdings and generally avoiding actively managed mutual funds.

Phillip Smiley is a financial advisor with Burkett Financial Services, LLC in Rock Hill, SC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Westminster Financial Securities for 15 years and has been with Burkett Financial Services since 2000. Outside of advising, he is a partner in the real estate company Prorentals, LLC. Burkett Financial Services serves individual investors, high-net-worth clients, and retirement plans by providing financial planning, portfolio management, and consulting services. The firm offers discretionary management and targeted consulting, often integrating investment strategies with tax and accounting expertise through an affiliated CPA firm.