Kenneth Dunlap

Debra Jones is a financial advisor with Jones & Co Wealth Management, Inc, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Jones & Co Wealth Management since 2004 and also teaches business and economics courses at Orangeburg-Calhoun Technical College and Northern Virginia Community College. Jones & Co Wealth Management is an independent, state-registered investment adviser serving primarily individual clients and occasionally companies. The firm provides financial planning and consulting on a flat-fee hourly basis, focusing on non-discretionary portfolio management with investment strategies ranging from long-term holdings to short-term trading.

Following the establishment and successful sale of her ownership in a prominent financial advisory practice in Northeast Florida, Deana found herself presented with the opportunity to retire at the young age of 43. However, fueled by her unwavering dedication to advocate for women, she chose to channel her passion and talent by creating Contemporary Financial Planning and BagLady Divorce. Contemporary Financial Planning is a registered investment advisory firm providing financial planning and investment management. BagLady Divorce is a platform devoted to educating women about divorce and money.

Scott Mc Dowall is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He has been with CapSouth Partners, Inc., now operating as CapSouth Wealth Management, since 2015. The firm provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and retirement plans. CapSouth manages approximately $884 million in assets and employs a long-term, fundamentally driven investment approach supplemented by tactical strategies and partnerships with select sub-managers.

Robert Williams Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Hiawassee, GA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with Capital Investment Group, Inc. since 2010 and has been associated with National Life Insurance of Vermont and National Financial Services Group since 2003. Outside of his advisory role, Williams is a CPA who provides accounting and tax preparation services and serves on the advisory board of United Community Bank. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs a personalized investment process using discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and risk disclosures.

Terry White is a financial advisor at Virtue Capital Management, LLC with 16 years of industry experience. He holds a Series 65 credential and has worked previously at Blue Duck Wealth Management and Transamerica Financial Advisors, Inc. White is also the owner and principal agent of IMPACT WealthBuilder, LLC, which provides workshop-based financial education focused on family and business protection as well as wealth accumulation through permanent cash value life and fixed index annuity planning. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs quantitative optimization and proprietary models to implement strategic, tactical, and dynamic investment strategies primarily using mutual funds and ETFs, and offers services including discretionary portfolio management, financial planning, and ERISA consulting.

Matthew Bradshaw is a financial advisor with Credit Union Investment Services in Hayesville, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has previously worked at FR Owen & Associates and Gwn Securities Inc. Bradshaw also serves as a Financial Advisory Services Specialist with State Employees' Credit Union and as an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisers who offer recommendations while clients retain final decision-making authority.