Milton Schwartz

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 at &PARTNERS with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved in residential construction through CBJ, LLS, and serves as secretary/treasurer of The Sumter Wateree Club. &PARTNERS serves a diverse client base including individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement consulting. The firm employs a variety of investment strategies and provides both discretionary and non-discretionary account management through multiple platforms.

David Durham is a financial advisor with First Citizens Investor Services, Inc. in Sumter, SC, holding a Series 66 designation and bringing eight years of industry experience. He has been affiliated with First Citizens since 1998 in various roles. Outside of his advisory work, Durham serves as president of the Sumter Partnership of USC Educational Foundation and holds board positions with Sumter United Way and a local homeowners association. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and tax-aware services, utilizing a client-centered process that combines fundamental, quantitative, and technical analysis.

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.

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.