Stewart Nelson is a financial advisor at Edward Jones in Greer, SC, holding a Series 66 designation with three years of industry experience. He previously worked for NEIS, Inc. for eight years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Matthew Smith is a financial advisor with LPL Financial in Spartanburg, SC, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include positions at First Heartland Capital Inc., Concourse Financial Group Securities, Inc., First Heartland Consultants, Inc., and Ameriprise. Smith is also involved with MCS Wealth Management, LLC, a business entity for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives using a range of investment strategies and support tools.

Johnathan Reece is a Series 66-licensed advisor with Thrivent Investment Management and has one year of industry experience. His prior work includes roles at Northwestern Mutual and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations across a wide range of financial topics without providing discretionary portfolio management.

Thomas Mc Carver is a financial advisor with Edward Jones in Spartanburg, SC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, Mc Carver is involved in freelance photography and serves as chairman of the Media Ministry at First Baptist Church of Spartanburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a nationwide network of more than 23,000 advisors.

Harry Foster is a financial advisor with Raymond James Financial in Spartanburg, SC, holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. He has been with Raymond James Financial Services since 1999 and serves as president of the H Daniel Foster Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical modeling and supports clients through various advisory programs and institutional consulting.

Kareem Johnson is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones for 13 years. Outside of his advisory work, he serves as a trustee responsible for maintenance and security at Friendship Baptist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Shawn Creal Jr. is a financial advisor with Edward Jones in Spartanburg, SC, holding Series 65 and Series 63 licenses and seven years of industry experience. His work history includes roles at Bridgestone Americas and Michelin North America before joining Edward Jones in 2018. 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.

Hollie O'Shields is a financial advisor at Raymond James Financial with 20 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 18 years before joining Raymond James in 2022. Outside of advisory work, she is involved as an associate at Jeter Hrubala Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools to align with client goals and supports its services with municipal advisory capabilities and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Judith Brown is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she co-manages a rental property with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory programs and maintains a large national network of advisors and branches.

Thomas Dixon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. He is the sole owner of TWD of Spartanburg LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and supports municipal and public finance activities through a unique municipal advisor affiliation.

Richard Mahon is a financial advisor with LPL Financial in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at LPL Financial since 2004 and was previously with UBS Financial Services from 2000 to 2004. Outside of his advisory role, he is involved with Mahon & Associates, LLC, a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by advanced operational tools and a broad non-advisory financial services platform.

Frances Kerhulas is a financial advisor with Raymond James Financial Services Advisors, Inc. in Spartanburg, SC, holding Series 63 and 65 licenses and 37 years of industry experience. Prior to joining Raymond James in 2021, she worked at Oppenheimer & Co for eight years. Outside of advisory work, she serves as an operations manager for Switzer Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting client decisions through its advisory programs and affiliated firms.

Bobby Ragan is a financial advisor with LPL Financial in Greer, SC, holding a Series 66 credential and 10 years of industry experience. He has been with LPL Financial since 2016. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a broad network of investment adviser representatives using a variety of investment strategies.

Joseph Christiano is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. Prior to joining Edward Jones, he founded Christiano Financial Coaching and spent 15 years at Duke Energy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Michael Ashworth is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also a board member of the Polk County Schools Board of Education in Columbus, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trusts, and institutions. The firm offers comprehensive financial planning and investment solutions through a broad network of advisors utilizing various portfolio models, third-party asset management, and institutional platforms.

Katheryn Gordon is a Series 66 credentialed advisor with 10 years of industry experience, currently practicing at LPL Financial since 2020. She previously worked at Wells Fargo Clearing from 2016 to 2020. Gordon is also a commissioned Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Timothy Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Jeffrey Tompkins is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves as the relationship manager for his team. With a career in financial services beginning in 1982, Jeffrey has worked with Morgan Stanley Smith Barney and Deutsche Bank prior to joining Merrill Lynch in 2015. He specializes in delivering comprehensive wealth management strategies tailored to meet individual client needs, focusing on areas such as family wealth management, retirement income planning, portfolio management, tax minimization, and services for defined benefit and contribution plans. Jeffrey works closely with business executives and professionals to help them build, preserve, and transfer wealth. His approach involves careful listening and detailed inquiries to understand clients' priorities and aspirations, enabling him to provide sophisticated financial strategies that address every aspect of their financial lives. He holds the Personal Investment Advisor (PIA) designation and attended Western State College of Colorado, as well as New Trier High School. Jeffrey resides in Boca Raton with his wife of 38 years and has two adult children. He is proud that his son, Justin, has joined him as his partner at Merrill Lynch Wealth Management. Outside of his professional work, Jeffrey supports charitable organizations including JARC and SEVA Foundation. He enjoys playing golf, traveling, and listening to live music.

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.