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.

Milton Schwartz is a financial advisor at &Partners with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years and Merrill for fourteen years. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

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.

Leroy Creech is a financial advisor at &Partners with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and UBS Financial Services. He serves on the boards of Palmetto Hospital and Prisma Hospital Midlands, including a role as vice chair at Prisma Hospital. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm utilizes a variety of analytical methods and third-party strategies, with a focus on ongoing monitoring and periodic account reviews.

Ramon Schwartz is a financial advisor at &Partners with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Ramon also volunteers at Christ Community Church in Sumter, South Carolina. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services using a mix of proprietary and third-party strategies, supported by due diligence and ongoing account reviews.

Malinda Williams is a Series 66-credentialed financial advisor with 16 years of industry experience, currently with Ameritas Advisory Services, LLC. Her prior experience includes roles at Edward Jones, TIAA, Guardian Life Insurance, and Park Avenue Securities. She serves as Deputy Executive Director for Family Housing Advisory Services, a nonprofit providing homebuyer education and resources. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies utilizing model portfolios, mutual funds, ETFs, and individual securities, and operates multiple platform programs supported by third-party technology and managers.

David Felder is a Certified Financial Planner® with 24 years of industry experience. He has worked at &PARTNERS since 2024, and previously spent 16 years at Edward Jones and 4 years at Uvest Financial Services Group, Inc. He is also the managing member of Midway 124 LLC, an office building in Sumter, SC. &PARTNERS serves a diverse clientele, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a range of strategies across discretionary and non-discretionary management, combining fundamental, technical, and quantitative analysis with both proprietary and third-party models.

Brenley Davis is a financial advisor with \u0026Partners who holds a Series 66 designation and has 10 years of industry experience. Prior to joining \u0026Partners in 2024, Davis worked at Wells Fargo Clearing for eight years. Outside of advising, Davis is involved in local community organizations, serving as assistant secretary for the Sumter Junior Welfare League and president elect of the Wilson Hall Parent Teacher Organization, both nonprofit groups focused on fundraising and community support in Sumter, SC. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and institutions. The firm offers a variety of investment management and financial planning services through discretionary and non-discretionary accounts, utilizing multiple analytical approaches and both proprietary and third-party strategies.

Jarrod Ison is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He began his advisory career in 2026 after serving in multiple roles within the United States Army from 2016 to 2026. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring model portfolios and discretionary investment management through a centralized team.

Precious Bentley is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and one year of industry experience. Their prior work experience includes positions at Wells Fargo Clearing, Wells Fargo Bank, NA, Cadence Bank, and One Main Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms that include both point-in-time financial plans and optional managed account solutions.

Lance Towery is a financial advisor with \u0026Partners, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Wells Fargo Clearing for 10 years and A. G. Edwards & Sons, Inc. for 7 years. He serves as a board member of the Briarcliffe Homeowners Association in Elgin, SC. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis, and maintains a dual registration as both a registered investment adviser and broker-dealer.

Glenn Quattlebaum is a financial advisor at &PARTNERS with 14 years of industry experience. He holds the Series 66 designation and previously worked for Edward Jones for 15 years before joining &PARTNERS. &PARTNERS serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and brokerage services, employing a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Michael Samsel II is a financial advisor with First Command Advisory Services in Sumter, SC. He holds a Series 66 designation and has six years of industry experience. Prior to joining First Command, he served in the United States Air Force from 2016 to 2018 and worked briefly at Eaton. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs using centralized portfolio management and a selection of approved third-party managers.

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 has held the Series 63 and Series 65 designations and has been with Stifel since 2009. Outside of his advisory role, he serves as president of a local homeowners association and is a director at Vaughan Bassett Furniture Co. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Chalmers Glenn IV is a financial advisor with Stifel in Sumter, SC, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked at Stifel since 2009. Glenn serves as a voluntary board member for the VMI Class of 1980 Foundation, assisting with financial decisions and asset management to support classmates and their widows facing financial difficulties due to health issues. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with 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, South Carolina, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with LPL Financial and Citizens Bank since 2003, where he also performs banking duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Landon Van Patten is a financial advisor with Raymond James & Associates in Sumter, SC, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Advanta Southeast LLC and Nu Ideas, alongside periods as a student. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jonathan Zimpleman is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 23 years of industry experience. He has worked with Cetera and its predecessors since 2012. Outside of his advisory role, he is involved in multiple community and nonprofit activities, including serving as treasurer for the Coins for Alzheimer's Research Trust, a deacon and finance committee member at First Baptist Church in Sumter, SC, and as an assistant governor for Rotary District 7770. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management, financial planning, and retirement services using both affiliated and third-party investment managers.

Donald Daniel is a financial advisor with OSAIC, holding a Series 66 designation and 17 years of industry experience. He has previously worked at LPL Financial, Wells Fargo Clearing, and Edward Jones. Outside of advising, Daniel is an NCAA baseball umpire, a book author focusing on family financial basics, and a radio/podcast host. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing across various investment vehicles and supports both discretionary and non-discretionary account management.

Bradley Watkins is a financial advisor at Edward Jones in Sumter, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in positions at RingCentral, AvidXchange, Research Technical Services, and Continental Tire. Outside of finance, he has experience at Lucas Lepri Jiu Jitsu Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers various advisory strategies supported by a large national network of financial advisors and branch offices.

John Johnson is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2009. The firm serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services supported by 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 financial advisor at Osaic with 14 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Edward Jones, Bank of America, and Merrill. He has served as a pastor at Bethany Baptist Church since 2010. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and third-party platforms to construct portfolios that include a range of investment types.

Edwin Kinney is a financial advisor with Stifel, holding Series 63 and Series 66 designations and bringing 45 years of industry experience. He has been with Stifel since 2009 and previously worked at UBS Financial Services from 2004 to 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services using a proprietary investment methodology developed by its Investment Strategy Group.

James Welch is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2020, he worked at ML Healthcare and Sanofi. 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 wide range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Peter Richards is a financial advisor at Edward Jones with Series 65 and Series 63 credentials and two years of industry experience. He previously worked at CogentBlue Wealth and The Cason Group, as well as in healthcare at NHC Healthcare. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Lee Roberts Jr. is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, Merrill, and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tami Bradford is a financial advisor with Stifel in Sumter, SC, holding a Series 66 designation and 12 years of industry experience. She has been with Stifel since 2009. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Charles Noyes II is a financial advisor with Raymond James & Associates in Sumter, SC, holding Series 63 and Series 65 credentials and over 29 years of industry experience. Prior to joining Raymond James in 2022, he worked at Truist Advisory Services and BB&T Securities. Noyes serves on the Finance and Investment Committees of the Church of the Holy Comforter, participating in oversight of the church’s budget and endowment. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide advisory team.

Leslie Mcintosh is a financial advisor at Raymond James & Associates with 25 years of industry experience and holds a Series 66 designation. Prior to joining Raymond James in 2021, Mcintosh worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Outside of advising, Mcintosh is involved with Camp Legacy, LLC, an organization inspired by the book "Raising a Modern Day Knight," which is focused on guiding fathers in raising their sons as Christian men, and serves on the finance committee of First Baptist Church Manning. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers a broad range of financial planning and consulting services, employing diverse portfolio management styles and providing municipal advisory services alongside market-making and execution roles in municipal and government bonds.

John English is a CFP®-designated financial advisor with 10 years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at Bank of America and Merrill. He is based in Sumter, SC. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Steven Prebish is a financial advisor with Raymond James & Associates in Sumter, South Carolina. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior work includes roles at First Citizens Investor Services and Woodmen Financial Services, Inc., among others. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and research resources.

Kelly Foy is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC Wealth, Inc., Kelly worked at Daniel Wealth Management and held various roles outside the financial industry, including positions at Vail Resorts and Chocolate Moose. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to create diversified portfolios across a range of investment vehicles.

Calvin Rhoden is a financial advisor with Edward Jones in Sumter, South Carolina, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for the Darlington County School District for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large national network of financial advisors and branch offices.