Douglas Rickert

Douglas Bruner III is a financial advisor at &PARTNERS with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Edward Jones. Bruner also serves as an officer in the US Army Reserve and is involved in a family-owned newspaper and advertising business. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a wide range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models.

Gina Rogers is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63 and Series 65 licenses and has experience in the financial sector dating back to 2016, including roles at First Citizens Bank and SunTrust Bank. Prior to her current position, she worked in education with Saluda County School District One. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and business entities. The firm’s approach combines risk- and outcomes-based asset allocation with discretionary management and utilizes both fundamental and quantitative analysis, supported by its affiliation with a bank holding company.

George Barnes is a financial advisor at &PARTNERS with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Edward Jones. Outside of his advisory role, he owns a CPA and tax preparation business as well as an automated storage unit business. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan advisory services, combining platform technology with proprietary and third-party strategy models to deliver customized investment solutions.

Elijah Harris is a Series 66 licensed advisor with Thrivent Investment Management, based in Lexington, SC, and has seven years of industry experience. He has been with Thrivent Financial and its affiliates since 2017 in various roles. Prior to his financial services career, Harris worked at Christian Builders and was involved with Sardis Baptist Church and Columbia International University. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning that addresses a broad range of topics while keeping planning services separate from managed-account programs.

Grant Stoffle III is a financial advisor at Edward Jones in Lexington, SC, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked for The Vrdolyak Law Group LLC from 2014 to 2020. 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 strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Karen Ross is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Cushman Wakefield, The Beach Company, Blue Ridge Company, Palmetto Health, and owned a business called Cee Squared Services. Outside of her advisory role, she owns Karen Ross Properties, Inc., a real estate management company, though this activity is currently on hold. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large network of advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.