Jeffrey Smith is a financial advisor with Compass Financial, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Compass Financial since 2010. In addition to his advisory role, Mr. Smith is a licensed insurance agent selling life, health, and variable insurance products. Compass Financial, LLC provides asset management and pension consulting services to individuals, small businesses, trusts, estates, pooled vehicles, and charities, with a particular focus on qualified retirement plan sponsors. The firm develops investment strategies based on client goals, time horizons, and risk tolerance, primarily operating on a non-discretionary basis and employing both fundamental and technical analysis.

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.

Douglas Rickert is a financial advisor with Edward Jones in Leesville, South Carolina. He holds a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, he operated Rickert Lawncare for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Myron Hunt is a financial advisor with Edward Jones in Prosperity, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Whitehead is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones, he worked at Michelin North America and Bridgestone Retail Operations. Whitehead serves as president of the Columbia, SC chapter of Business Networking International, where he leads weekly meetings and participates on the leadership team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Robert Davis Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he owns and manages a cattle ranch. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Laura Batsche is a financial advisor with LPL Financial in Prosperity, SC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. She has been associated with Linsco/Private Ledger Corp. since 2003. Laura has a related business activity under Batsche Financial Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with access to various model portfolios, research, and advanced portfolio management technologies.