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.

Preston Schwartz is a CFP® with nine years of industry experience, currently serving as a financial advisor at &Partners, LLC. He previously worked at Wells Fargo Clearing and Davenport & Company. Outside of his advisory work, he is active in his community as a head coach for middle school basketball, treasurer of the Sumter YMCA, chairman of the Sumter County Museum, and a member of several local nonprofit boards. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of investment advisory, brokerage, and financial planning services, employing multiple analytical approaches and managing portfolios through both proprietary and third-party solutions.

Leroy Creech is a financial advisor at &Partners with 36 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at &Partners since 2024, following eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors. Creech serves on the boards of Prisma Hospital Midlands and Palmetto Hospital in South Carolina. &Partners serves a diverse client base including individual and institutional investors such as high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers through the Envestnet platform, and is notable for operating both as a broker-dealer and registered investment advisor.

Ramon Schwartz is a financial advisor at &PARTNERS with a Series 66 designation and two years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing before joining &PARTNERS. Ramon also volunteers at Christ Community Church in Sumter, SC. &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 along with financial planning, retirement plan consulting, and investment banking, using a combination of proprietary and third-party investment strategies.

Malinda Williams is a Series 66-credentialed financial advisor with 16 years of experience, currently serving at Ameritas Advisory Services, LLC. She has worked at several firms including Park Avenue Securities, Guardian Life Insurance, and Northwestern Mutual. Williams is the deputy executive director of Family Housing Advisory Services, a nonprofit providing home buyer education and resources. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach combining in-house model portfolios, third-party managers, and co-advisory relationships to deliver customized investment solutions.

Brenley Davis is a financial advisor at &Partners with 10 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is involved in community organizations in Sumter, SC, serving as assistant secretary of the Sumter Junior Welfare League and president elect of the Wilson Hall Parent Teacher Organization. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing proprietary models and third-party managers through the Envestnet platform, and operates as both an RIA and broker-dealer with additional municipal advisory and underwriting activities.

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 at Empower Advisory Group with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Empower Advisory Group, she worked 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, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Lance Towery is a financial advisor with &PARTNERS, holding a Series 66 designation and 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Towery serves as a board member for the Briarcliffe Homeowners Association. &PARTNERS serves a diverse client base, including individuals, institutions, and sovereign wealth funds, offering investment advisory and brokerage services, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and operates as both a broker-dealer and registered investment advisor.

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, SC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with LPL Financial and Citizens Bank since 2003, where he also performs bank duties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting.

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 at Osaic with 17 years of industry experience. He has previously worked at LPL Financial and Wells Fargo Advisors. Daniel is also involved in authoring a book on family cash-flow and budgeting and serves as a NCAA baseball umpire. Osaic Wealth, Inc. serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm employs various asset-allocation tools and advisory platforms to construct diversified portfolios and offers integrated brokerage and financial planning services.

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 in Sumter, South Carolina, holding Series 63 and Series 66 designations and 44 years of industry experience. He has been with Stifel since 2009. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by 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 in Sumter, SC, holding Series 63 and Series 65 licenses. He has two years of experience in the industry, including prior roles at CogentBlue Wealth and The Cason Group. Before entering financial advising, he worked at NHC Healthcare. 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 strategies, supporting a large network of advisors and branch offices across the country.

Lee Roberts Jr. is a financial advisor at LPL Financial in Sumter, South Carolina, holding a Series 66 designation with ten years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Bank of America, N.A. Roberts is also associated with Safe Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

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 at Edward Jones in Sumter, South Carolina, holding Series 63 and Series 65 designations with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked with the Darlington County School District and Kelly Educational Services. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.