Gregory Ruoss is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing and served nine years in the United States Marine Corps. Outside of finance, he co-owns an equestrian tack cleaning and preservation business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

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

Douglas Bruner III is a financial advisor at &PARTNERS with 10 years of industry experience. He holds a Series 66 credential and previously worked at Ameriprise and Edward Jones. Bruner serves as an officer in the US Army Reserves and is involved in a family-owned newspaper and advertising business. &PARTNERS serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement plan consulting. The firm delivers discretionary and non-discretionary portfolio management using a range of proprietary and third-party strategies, supported by ongoing monitoring and account reviews.

Gina Rogers is a financial advisor at First Citizens Investor Services, Inc. with 2 years of industry experience. She holds Series 63 and Series 65 designations and has worked at First Citizens Bank since 2019, with prior experience at SunTrust Bank and Saluda County School District One. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management, wrap programs, and financial planning through a client-centered approach that incorporates fundamental, quantitative, and technical analysis.

George Barnes is a financial advisor with \u0026PARTNERS in Leesville, South Carolina, holding a Series 66 designation and 11 years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Ameriprise Financial Services, LLC from 2020 to 2026 and Edward Jones from 2014 to 2020. Outside of his advisory role, Barnes owns a CPA and tax preparation practice and operates an automated storage unit business. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and other advisory services through a combination of proprietary and third-party strategies, delivered via discretionary and non-discretionary platforms.

Christopher Smith Jr. is a CFP® with 12 years of industry experience. He has worked at Edward Jones from 2014 to 2026 and currently serves as an advisor at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Andy Shumpert is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Shumpert teaches voice 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 individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of over 23,000 financial advisors.

Dana Fletcher is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Fletcher worked at Rodan+Fields and Benefitfocus. Outside of financial advising, Fletcher co-owns a small horse sanctuary and provides one-to-one and group tutoring for CFP applicants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment solutions and operates under a fiduciary standard.

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.

Christopher Whitehead is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Michelin North America for one year and Bridgestone Retail Operations for twelve years. He serves as president of a Business Networking International chapter in Columbia, South Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Robert Davis Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and with 36 years of industry experience. He has worked at LPL Financial since 2009 and previously at Morgan Keegan & Company, LLC. Outside of his advisory work, he owns a cattle ranch, dedicating a portion of his time to this activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, and supports advisors with model portfolios, third-party subadvisors, and various investment strategies.

Greggory Vaughn is a financial advisor at Treehouse Financial, Inc. with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Becket Financial Group, H & R Block, and Kleen Sites Geoservices Inc. Treehouse Financial, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm manages assets on a mostly non-discretionary basis and is distinguished by its smaller scale and its affiliation with an insurance company, allowing advisors to offer insurance products alongside investment advice.