David Wright Durham

Stephen Hunt Jr. is the sole advisor at SE Hunt Capital, LLC, an independent investment advisory firm. He holds Series 65 and Series 66 licenses and has two years of industry experience, including prior roles at SRS Capital Advisors, Inc. and a 15-year career in the US Army. SE Hunt Capital provides discretionary investment management and integrated wealth planning to individuals, high-net-worth clients, trusts, estates, and businesses, utilizing ETFs, stocks, bonds, and selective mutual funds. The firm emphasizes fundamental analysis with a long-term focus while tailoring portfolios to clients’ goals, risk tolerance, and tax considerations.

David Smallidge Sr. is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Choreo, LLC, where he has worked since 2022. Prior to that, he spent over two decades at RSM US Wealth Management LLC. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment process focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Charles James is a financial advisor with &PARTNERS, holding a Series 66 license and 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Outside of his advisory role, he is involved in real estate development through CBJ, LLS and serves as secretary/treasurer of the Sumter Wateree Club, a timberland and recreation organization. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and a range of financial services using a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Steven Ziegler is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and two years of industry experience. Prior to his advisory career, he served 20 years in the U.S. Air Force. Outside of work, he pursues woodworking as a hobby, occasionally creating custom projects for compensation. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios and third-party managers.

Milton Schwartz is a financial advisor with \u0026Partners, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Merrill. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through discretionary and non-discretionary approaches, utilizing both proprietary and third-party strategies.

Preston Schwartz is a CFP® professional with 10 years of industry experience. He currently works at &Partners, where he has been since 2024, following prior roles at Wells Fargo Clearing and Davenport & Company. Outside of his advisory role, Schwartz serves as a head basketball coach at Wilson Hall and holds several community leadership positions, including chairman of the Sumter County Museum board and finance chairman at Sumter Methodist Church. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, using a combination of proprietary and third-party strategies evaluated through ongoing monitoring and due diligence.