Kenan Kurtz

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.

John Mitchell is the sole advisor at JM Tax & Financial LLC in Tega Cay, SC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at H.D. Vest Investment Services and had a 30-year career at American Airlines. In addition to financial advising, Mitchell owns and operates a tax preparation and bookkeeping business serving individuals and small businesses. JM Tax & Financial LLC provides portfolio management and financial planning services to individual and high-net-worth clients, integrating discretionary and non-discretionary approaches. The firm combines investment advisory with tax preparation, bookkeeping, and payroll services, emphasizing active management with technical analysis and consideration of clients’ tax situations.

Steven Mullooly is a CFP® with 33 years of industry experience. He is the principal advisor at Mullooly Wealth Planning LLC, an independent firm he has been with since 2022. Prior to this, he held roles at Osaic Wealth, Inc., ALPS Distributors, Inc., and Cullen Capital Management. He also works as a compliance consultant through Compliance Risk Concepts. Mullooly Wealth Planning provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes institutional and retirement-plan services and offers educational programs alongside its investment and planning services.

Richard Heckard is a financial advisor with Osaic Wealth, Inc. based in Rock Hill, SC, holding a Series 66 designation and 18 years of industry experience. His prior work includes over a decade at FSC Securities Corporation and ongoing roles with Continuum Capital Advisory, LLC and Heckard Financial Services. He serves as president of a nonprofit focused on financial education and is a board member of Westminster Towers and the York County Natural Gas Authority. OSAIC is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm employs a technology-driven investment process and offers a wide range of advisory programs and third-party manager access through a large network of financial advisors.

Philip Corson is a financial advisor with Strategic Planning Corporation in Fort Mill, SC, holding Series 65 and Series 66 credentials and bringing 14 years of industry experience. He is also a member of Legacy Law Firm, LLC, where he practices law. Strategic Planning Corporation provides personalized investment advisory services, financial and estate planning, and educational seminars for individuals, corporations, and trusts, focusing on diversified asset-class allocations and referrals to third-party money managers rather than direct portfolio management.