David Smallidge Sr.

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.

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.