Bryson Shook is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. His prior work includes roles at Hagerty Consulting, American Red Cross, City of Asheville, and Samaritan’s Purse. Outside of finance, Shook is the owner of Evernorth Marketing, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Mary Crowley is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its Private Bank division since 2014. Outside of her advisory role, she serves as a board member of the Sagent Society, a Spartanburg-based women’s group that hosts speakers from various local associations and charities. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering customized financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market models.

Jonas Harley is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he collaborates with corporate executives and their families to develop financial plans tailored to their specific needs, values, and goals. He has been with Fidelity Investments since 2016, progressing through various roles including Benefits & Planning Consultant, Executive Services; Workplace Planning Consultant II and I; High Net Worth Associate; and Financial Representative - Full Trader. He holds the designation of CERTIFIED FINANCIAL PLANNER™ professional and possesses a California Insurance License. Outside of his professional career, Jonas has interests in baseball, fitness, football, hiking, museums, and reading.

Richard Rhodes is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 designation and seven years of industry experience. He previously worked at AssuredPartners from 2016 to 2019 before joining Edward Jones in 2019. 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, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Mary Steele is a CFP® with 12 years of industry experience. She is currently with Osaic Wealth, Inc. and previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of her advisory role, she serves on the board of the Financial Services Institute and is involved in community activities including fundraising for Spartanburg Day School and serving as a treasurer for a local Girl Scouts troop. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing various tools and third-party resources to construct and manage client portfolios.

Angela Conner is a financial advisor with Merrill based in Spartanburg, SC, holding Series 63 and Series 66 designations and having 25 years of industry experience. She has worked at Merrill since 2006 and Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Marcus Elliott Sr. is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked with firms including Elliott & Painter, LLP and 1st Global Advisors, Inc. Elliott is also a CPA partner at Elliott & Painter LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.

Christopher Schwendimann is a financial advisor with LPL Financial who holds a Series 66 designation and has 26 years of industry experience. He has been with LPL Financial since 2011 and concurrently serves as an officer in the South Carolina Army National Guard. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Hill is a financial advisor with Edward Jones in Greer, SC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors, LLC. Outside of advising, he is involved in private security and training through ownership of Comsec 360 and serves as president of Omega Solutions, a security contracting business. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory services and investment strategies supported by a nationwide network of over 23,000 advisors and manages approximately $1.01 trillion in assets under management.

Samuel Galloway Jr. is a financial advisor with Raymond James & Associates in Spartanburg, SC, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He previously worked at Morgan Keegan & Company, LLC and Citigroup Global Markets. Outside of his advisory role, he serves as an officer and board member for the Bobby Chapman Junior Invitational, a nonprofit junior golf tournament involved in planning and fundraising. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by firm research, multiple portfolio management styles, and municipal advisory services.

Sonja Parker is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Bank of America for four years before joining Edward Jones. Outside of her advisory role, she serves on the finance committee of the Upstate Family Resource Center and the investment advisory committee for the Spartanburg County Foundation, and mentors small business owners through OneSpartanburg’s Power UP program. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of financial advisors and branch offices.

Dianna Rogers is a financial advisor with Wells Fargo Clearing in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Steven Blanton is a financial advisor with LPL Financial in Spartanburg, SC, holding a Series 66 designation and 12 years of industry experience. He is a partner at Elliott & Painter, LLP, where he provides tax preparation and accounting services. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Duane Haimbach is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Spartanburg, South Carolina. He has been in the financial services industry since 1993, initially with Banc of America Investment Services Inc., now Merrill Lynch Wealth Management. Duane holds the CERTIFIED FINANCIAL PLANNER® certification and the Personal Investment Advisor (PIA) designation. He graduated from Wofford College in 1986 with a Bachelor of Arts in English and received a Master's Degree from the U.S. Army War College in 2012. Duane serves clients in areas including education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. He is a retired Colonel from the South Carolina Army National Guard and a veteran of Operation Enduring Freedom. Duane has participated in various civic and community organizations such as Mobile Meals Spartanburg and Habitat for Humanity, and he is a member of the Spartanburg Estate Planning Council. Outside of his professional work, Duane enjoys cooking, fishing, and golfing. He is also involved with NewSpring Church. His approach emphasizes working one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.

Marielena Sloney is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1990. Outside of her advisory role, she serves on the Governance Committee for Children's Cancer Partners of the Carolina's, a charitable organization in Spartanburg, SC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, combining internal and third-party management with customized portfolio implementation.

Heidi Edwards is a Series 66-credentialed advisor at Thrivent Investment Management with four years of industry experience. She previously worked at BW Flexible Systems from 2006 to 2022 before joining Thrivent Financial and Thrivent Investment Management in 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Timothy Gantt is a CFP®-designated financial advisor with 16 years of industry experience, currently serving clients at Edward Jones since 2017. His prior experience includes roles at New York Life and NYLIFE Securities LLC from 2009 to 2017, as well as a position at Pier 1 Imports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jason Karr is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Raymond James Financial Services from 2003 to 2008. Outside of his advisory role, he is a certified notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Robert Richardson is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. His career includes roles at Citigroup Global Markets and Morgan Stanley Smith Barney before joining Morgan Stanley Private Bank, National Association. He serves as a board member of the Spartanburg County Foundation’s Investment Committee. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Juan Martinez is a financial advisor with Edward Jones in Inman, SC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2006. Outside of advising, he is co-owner of Bronco Mexican Restaurant in Inman, SC. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.