Daniel Whitman Jordan

Julie Mesaros is a financial advisor with MBIA Capital Advisors, holding a Series 65 designation and one year of industry experience. Prior to joining MBIA Capital Advisors, she worked in education for eight years with Harnett County Schools and Clovis Municipal School District. Outside of her advisory role, she is involved in the sale of life insurance and annuity products through an independent insurance agency. MBIA Capital Advisors provides fee-based investment management and financial planning services to individuals, trusts, foundations, and retirement accounts. The firm’s investment approach emphasizes fundamental analysis with a focus on dividend growth and fixed-income, blending large-cap value with multi-cap growth and momentum strategies, and incorporates tax and insurance coordination through its affiliation with certified public accounting firms.

Derrick Fort is a financial advisor at &PARTNERS with 14 years of industry experience, including 12 years at Edward Jones before joining &PARTNERS in 2024. He holds a Series 66 designation. Outside of his advisory role, Fort serves as a senior pastor at Great Commission Ministries and owns a cattle-raising operation called Fort Farms. He also holds volunteer board positions with the Clarendon County Chamber of Commerce and Clarendon Christian Learning Center. &PARTNERS serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a variety of strategies using both proprietary and third-party models, with services delivered through discretionary and non-discretionary arrangements.

Jesse Surette is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked with the Clarendon County Chamber of Commerce and Simpson Hardware and Sports. Outside of finance, he has assisted full-time staff with live television and venue productions for University of South Carolina sporting events in collaboration with ESPN and the SEC Network. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.