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, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked at Capital Investment Group, Inc. since 2010 and has longstanding affiliations with National Life Insurance of Vermont and National Financial Services Group since 2003. Outside of his advisory role, he operates an accounting and tax preparation business as a CPA and serves on the advisory board of United Community Bank. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base including individuals, corporations, retirement plans, trusts, and charitable institutions. The firm offers tailored investment solutions using fundamental, technical, and charting analysis and manages the majority of assets on a discretionary basis through a network of over 100 independent investment adviser representatives.

Terry White is a financial advisor at Virtue Capital Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked with firms including Blue Duck Wealth Management and Transamerica Financial Advisors. Outside of his advisory role, he is the organizer and principal agent of IMPACT WealthBuilder, LLC, which provides financial education workshops and planning for families and small business owners focused on life insurance and fixed index annuities. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and sub-advisory support, employing a multi-team model and a mix of tactical, strategic, and dynamic investment approaches.

Victoria Lindsey is a financial advisor at Private Advisor Group, LLC with 35 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked previously at Independent Financial Partners and LPL Financial LLC. Lindsey is also involved in fixed insurance sales as an insurance agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary advisory model, utilizing various investment strategies and technology platforms, and provides access to third-party managers and proprietary programs.