Ramon Grier 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 credentials and has two years of industry experience. Prior to founding SE Hunt Capital, he served for 15 years in the US Army and worked briefly at SRS Capital Advisors, Inc. and Central Carolina Technical College. SE Hunt Capital provides discretionary investment management and integrated wealth-management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamentally based, primarily long-term investment approach, tailoring portfolios to clients’ goals, risk tolerance, and tax considerations using ETFs, individual securities, and low-cost mutual funds.

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 25 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in homebuilding through CBJ, LLC and serves as secretary/treasurer of The Sumter Wateree Club, a timberland and recreational organization. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, retirement plan consulting, and investment banking, utilizing a combination of proprietary models and third-party managers across a range of investment approaches.

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.

Milton Schwartz is a financial advisor at &Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse range of clients, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing proprietary models and third-party manager solutions across discretionary and non-discretionary portfolio management.