Robert Gray Davis Jr.

Gregory Ruoss is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Empower, he served in the United States Marine Corps for nine years and worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he is involved in a part-time equestrian tack care business, Tack Appeal, based in Aiken, SC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to select IRA and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio strategies and annual rebalancing within plan lineups established by sponsors.

Thomas Herlong Sr. is a ChFC® with 33 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and has held roles at The Herlong Financial Group LLC and Herlong & Doran Financial Group, LLC. Outside of his advisory work, he serves as Chairman of the Finance Committee at Harmony United Methodist Church and holds board positions with the Aiken Symphony Orchestra and the Ridge Healthcare Foundation, among other community roles. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and operates primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Douglas Bruner III is a financial advisor at &Partners with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Edward Jones. Bruner also serves as an officer in the US Army Reserve and is involved in a family-owned newspaper and advertising business. &Partners serves a diverse clientele including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing the Envestnet platform to provide a mix of proprietary and third-party investment solutions.

Gina Rogers is a financial advisor with First Citizens Investor Services, Inc. She holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining First Citizens Investor Services in 2024, she worked at First Citizens Bank and SunTrust Bank, and also has experience with the Saluda County School District One. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs a client-centered process that includes assessments of financial needs, risk tolerance, and time horizon, applying various analyses to allocate assets among equities, fixed income, mutual funds, and ETFs.

George Barnes is a financial advisor at &PARTNERS with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Edward Jones. Outside of his advisory role, he owns a CPA and tax practice, Barnes & Associates CPA, LLC. &PARTNERS serves a diverse client base including individual and institutional investors, providing investment advisory and brokerage services alongside financial planning, ERISA consulting, retirement plan management, and investment banking. The firm employs a combination of proprietary and third-party investment strategies and operates as both a registered investment adviser and broker-dealer.

Andy Shumpert is a financial advisor with Edward Jones in Leesville, South Carolina, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Shumpert teaches voice lessons at Edisto Performing Arts Studio and serves as Minister of Music at Roundhill Baptist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.