Kenneth Eugene Dunlap

Debra Jones is a financial advisor with Jones & Co Wealth Management, Inc, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Jones & Co Wealth Management since 2004 and also teaches business and economics courses at Orangeburg-Calhoun Technical College and Northern Virginia Community College. Jones & Co Wealth Management is an independent, state-registered investment adviser serving primarily individual clients and occasionally companies. The firm provides financial planning and consulting on a flat-fee hourly basis, focusing on non-discretionary portfolio management with investment strategies ranging from long-term holdings to short-term trading.

Following the establishment and successful sale of her ownership in a prominent financial advisory practice in Northeast Florida, Deana found herself presented with the opportunity to retire at the young age of 43. However, fueled by her unwavering dedication to advocate for women, she chose to channel her passion and talent by creating Contemporary Financial Planning and BagLady Divorce. Contemporary Financial Planning is a registered investment advisory firm providing financial planning and investment management. BagLady Divorce is a platform devoted to educating women about divorce and money.

Scott Mc Dowall is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He has been with CapSouth Partners, Inc., now operating as CapSouth Wealth Management, since 2015. The firm provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and retirement plans. CapSouth manages approximately $884 million in assets and employs a long-term, fundamentally driven investment approach supplemented by tactical strategies and partnerships with select sub-managers.

Robert Williams Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Hiawassee, GA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with Capital Investment Group, Inc. since 2010 and has been associated with National Life Insurance of Vermont and National Financial Services Group since 2003. Outside of his advisory role, Williams is a CPA who provides accounting and tax preparation services and serves on the advisory board of United Community Bank. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs a personalized investment process using discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and risk disclosures.

James Huhn is a financial advisor at Foundations Investment Advisors LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including IAMS Wealth Management, Brookstone Wealth Advisors, and SIGMA Financial Corporation. In addition to his advisory work, he is president of Wellness Technologies Group, which sells nutritional and technology products. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Terry White is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 16 years of industry experience. He has been with Virtue Capital Management since 2018 and previously worked at Blue Duck Wealth Management. White is also the owner and principal agent of IMPACT WealthBuilder, LLC, where he provides workshop-based financial education focused on family and business protection as well as wealth accumulation. Virtue Capital Management is an SEC-registered firm serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of active tactical, strategic, and dynamic investment strategies, supported by quantitative analysis and third-party manager due diligence, to customize portfolios according to clients’ objectives and risk tolerances.