Stephen Hunt is the sole advisor at SE Hunt Capital, LLC, an independent firm based in Sumter, SC. He holds Series 65 and Series 66 licenses and has one year of experience in the financial advisory industry. Prior to entering finance, Hunt served 15 years 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. The firm uses fundamental analysis with a long-term focus, tailoring portfolios to clients’ goals, risk tolerance, and tax considerations through ETFs, individual securities, mutual funds, and independent managers.

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 previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in homebuilding through a separate business and serves as secretary/treasurer of The Sumter Wateree Club, a timberland and recreation organization. &PARTNERS serves a diverse client base including individuals, retirement plans, and institutions, offering portfolio management, financial planning, and estate consulting. The firm combines platform technology with proprietary and third-party strategies and provides both discretionary and non-discretionary management options.

David Durham is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and seven years of industry experience. He has been with First Citizens Investor Services since 2018 and has worked at First Citizens Bank since 1998. Outside of his advisory role, he serves as president of the Sumter Partnership of USC Educational Foundation and holds board positions with Sumter United Way and Salt and Light Baptist Church. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base including individuals, trusts, estates, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, offering portfolio management through wrap programs and automated investing platforms, supported by its affiliation with a bank holding company.

Steven Ziegler is a financial advisor with First Command Advisory Services in Sumter, SC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining First Command, he served 20 years in the U.S. Air Force. Outside of his advisory role, he engages in woodworking as a hobby and occasionally completes custom projects. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that provides financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and structured 12-month planning engagements supported by an in-house investment management team.

Milton Schwartz is a financial advisor with &PARTNERS, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners, providing services such as portfolio management, financial and tax planning, estate consulting, and retirement plan education. The firm combines platform technology with proprietary and third-party strategies, offering both discretionary and non-discretionary management tailored to client needs.

Preston Schwartz is a CFP® with nine years of industry experience, currently serving as a financial advisor at &Partners. His prior roles include positions at Wells Fargo Clearing and Davenport & Company. Outside of his advisory work, he is involved in several community roles in Sumter, SC, including serving as head coach for cross country and middle school basketball, treasurer of the Sumter YMCA, chairman of the Sumter County Museum, chair of the finance committee at Sumter Methodist Church, treasurer of the Epicurean Club, and a trustee for the Williams Brice Edwards Charitable Trust. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a wide range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to provide customized advisory solutions.

Leroy Creech is a financial advisor at &Partners with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves on the boards of Palmetto Hospital and Prisma Hospital Midlands, where he is vice chair. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners, offering services such as portfolio management, financial planning, and estate consulting. The firm integrates technology platforms with proprietary and third-party strategies, providing both discretionary and non-discretionary management tailored to client needs.

Ramon Schwartz is a financial advisor at &PARTNERS with two years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he volunteers at Christ Community Church in Sumter, SC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial planning, estate consulting, and retirement plan education, combining technology platforms with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.

Malinda Williams is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Edward Jones, Park Avenue Securities, Guardian Life Insurance, and Northwestern Mutual, among others. She serves as deputy executive director of Family Housing Advisory Services, a nonprofit providing home buyer education and resources. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management and retirement plan consulting, utilizing a range of strategies including model portfolios and third-party sub-advisers.

Brenley Davis is a Series 66-licensed financial advisor with nine years of industry experience, currently practicing at &Partners, LLC since 2024. Prior to joining &Partners, Davis worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, Davis is involved in community organizations including the Sumter Junior Welfare League, where they serve as assistant secretary, and the Wilson Hall Parent Teacher Organization as president elect. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

John Humphries is a financial advisor with First Command Advisory Services, holding a Series 66 designation and eight years of industry experience. He has been with First Command and its affiliated entities since 2017. Outside of his advisory role, he owns and operates Flyers Cross, a flight instruction and pilot services business. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement alongside discretionary asset management managed by an in-house investment team.

Lance Towery is a financial advisor with Wells Fargo Clearing in Sumter, SC, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member of the Briarcliffe Homeowners Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Michael Samsel II is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. His career includes roles at First Command Advisory Services and affiliated entities since 2019, as well as prior service in the United States Air Force. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform that features financial planning, discretionary asset management, and brokerage and insurance product distribution. The firm emphasizes advisor-led, face-to-face financial coaching and structured 12-month planning engagements, supported by an in-house Investment Management Team that manages discretionary model portfolios.

Joel Bowers is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. He previously operated as a self-employed professional for 14 years and was affiliated with Common Sense Society for two years. Outside of advisory work, he owns and oversees operations at DecoyPro, LLC, an e-commerce business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and has a significant presence with thousands of financial advisors and branch offices nationwide.

Savannah Bahnmuller is a financial advisor with Edward Jones in Sumter, SC, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. Her prior roles include positions at Lord Abbett, Investment Distributors, Inc., Protective Life Insurance Company, and she served in the South Carolina House of Representatives from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options. The firm is known for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Isaac Carr is a financial advisor with Ameriprise in Sumter, South Carolina, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Carr serves on the boards of Rotary International, the Sumter YMCA, and Sertoma International, a nonprofit for the hearing impaired, and he is a member of the South Carolina Air National Guard. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Dabney Sharp is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel since 2009, following nearly a decade at UBS Financial Services. Outside of his advisory role, Sharp serves as president of a local homeowner's association and is a director at Vaughan Bassett Furniture Co. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach employs proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Chalmers Glenn IV is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel since 2009 and at UBS Financial Services since 2006. He serves as a voluntary board member of the VMI Class of 1980 Foundation, assisting with financial decisions and asset management to support classmates and their widows facing financial difficulties. Stifel provides brokerage and investment advisory services to a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, using a proprietary investment methodology developed by its Investment Strategy Group.

Tyler Bahnmuller is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked eight years at Abbvie Pharmaceuticals. 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, including discretionary and non-discretionary strategies, and supports approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branches.

Catherine Watkins is a CFP®-certified financial advisor with Edward Jones, based in Sumter, SC, and has 24 years of industry experience. She has been with Edward Jones since 2001. 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, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Brant Bahnmuller is a financial advisor with Edward Jones in Sumter, South Carolina. He holds Series 63 and Series 66 designations and has 28 years of industry experience, all with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Rett Summerville is a financial advisor with Primerica Advisors in Sumter, SC, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he serves as a personal representative for settling an estate in Sumter, SC, and is the owner of The Ruins Plantation in the same area. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Samuel Dubose is a financial advisor with LPL Financial in Sumter, SC, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with LPL Financial and Citizens Bank since 2003. His other business activities include bank duties at The Citizens Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Landon Van Patten is a financial advisor with Raymond James & Associates in Sumter, South Carolina. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Advanta Southeast LLC and Nu Ideas, as well as multiple periods as a student. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory programs.

Jonathan Zimpleman is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Cetera and First Allied Advisory Services. Outside of his advisory work, he is involved in several community and nonprofit activities, including serving as treasurer for Coins for Alzheimer’s Research Trust and holding leadership positions with Rotary District 7770 and First Baptist Church in Sumter, SC. Cetera Investment Advisers provides services to individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

Donald Daniel is a financial advisor with Osaic, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Advisors. Outside of advising, he works as a baseball umpire in NCAA baseball and is authoring a book on family financial basics. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process using risk-tolerance analysis, portfolio optimization, and access to various investment products and third-party managers.

John Johnson is a financial advisor at Stifel with 20 years of industry experience and holds a Series 66 designation. He has worked at Stifel since 2009 and previously at UBS Financial Services. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Charles Burns is a financial advisor with Edward Jones in Sumter, South Carolina, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as the executor for the Estate of Richard B Burns Jr. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Chandler Jr. is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with OSAIC and has previously worked at LPL Financial, Edward Jones, Bank of America, and Merrill. Outside of his advisory work, he serves as a pastor at Bethany Baptist Church in Bishopville, SC. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm uses a combination of risk-tolerance assessments, asset-allocation planning software, and portfolio optimization tools to manage a wide range of investment products across both discretionary and non-discretionary accounts.

Edwin Kinney is a financial advisor with Stifel and holds Series 63 and Series 66 licenses. He has 44 years of industry experience, including 26 years at UBS Financial Services and 17 years with Stifel. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. Its investment approach incorporates proprietary methodologies developed by the firm’s Investment Strategy Group, relying on forward-looking capital market assumptions and probabilistic modeling.

James Welch is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience, including prior roles at ML Healthcare and Sanofi. Outside of his advisory work, he is a joint owner of a mortgage portfolio management business run by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Peter Richards is a financial advisor at Edward Jones with two years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at CogentBlue Wealth, The Cason Group, and NHC Healthcare. 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, including discretionary and non-discretionary strategies, and supports approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices.

Lee Roberts Jr. is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC and Bank of America. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Tami Bradford is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 66 designation and has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, which serve as a basis for client decisions.

Charles Noyes II is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He serves on the Finance and Investment Committees of the Church of the Holy Comforter in Sumter, SC. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program, serving individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides both non-discretionary advisory relationships and institutional consulting, with a focus that includes public finance and municipal work.

Leslie McIntosh is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Scott & Stringfellow, Inc. and Bb&T Securities, LLC. Outside of his advisory role, McIntosh is involved with Camp Legacy, LLC, an organization based on the book "Raising a Modern Day Knight" that focuses on guiding fathers in raising their sons as Christian men, and he serves on the finance committee at First Baptist Church Manning. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses and supports both non-discretionary and discretionary advisory relationships.

John English is a CFP® and holds a Series 66 license, with 10 years of experience in the financial industry. He has worked at Edward Jones since 2020 and previously was employed at Bank of America, Merrill, and First Allied Securities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated funds and tax-efficient services.

Steven Prebish is a financial advisor with Raymond James & Associates in Sumter, SC, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at First Citizens Investor Services, Woodmen Financial Services, and Woodmen of the World Life Insurance Society. He is also currently affiliated with Laurence Manning Academy. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships, and maintains specialized services in public finance and municipal work.

Kelly Foy is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and previously worked at Daniel Wealth Management. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment programs supported by advanced portfolio management tools and access to multiple custodial platforms.

Calvin Rhoden is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Edward Jones in 2017, he worked in education roles with the Darlington County School District, Kelly Educational Services, and The Citadel: The Military College of South Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a variety of advisory programs including managed solutions, separately managed accounts, and affiliated mutual funds.