Lonnie Decker is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to Edward Jones, he worked at Asbury Automotive Group and Dom360. Decker is also the managing member of Decker Dynamics, LLC, a digital marketing business. Edward Jones is a full-service wealth management firm with more than 23,700 advisors serving individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Harold Lawson is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at South State Bank, SunTrust Advisory Services, and SunTrust Investment Services. He also manages Lawson Enterprises LLC, a business he has operated since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning services, and uses diversified strategies supported by proprietary and third-party research.

Thomas Clark is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he helps clients develop personalized wealth management strategies tailored to their unique financial situations and goals. He provides access to Merrill's investment insights as well as banking and lending solutions through Bank of America, aiming to support clients as they navigate changing market conditions and life events. Thomas holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor’s Degree from Southern Methodist University. His approach emphasizes adapting investment strategies to align with clients' evolving needs and retirement objectives.

Daniel Seaman is a financial advisor with Morgan Stanley, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2014, including his current role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he volunteers on the Membership Committee for the Masters of Success Chapter of Business Network International in Charlotte, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Thomas Poteat is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Ronald Payne is a financial advisor at Osaic Wealth Inc with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Next Financial Group and VOYA Financial Advisors. He is also involved in life insurance and fixed annuity sales through Riverstone Wealth Management. Osaic Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing a range of asset-allocation tools, third-party managers, and multiple advisory platforms.

Terence Tysinger Jr. is a financial advisor with LPL Financial based in Greenville, SC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and running Tysinger LLC. Outside of his advisory work, he manages Tysinger Wealth Solutions LLC, a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various technology tools.

Richard Darrow is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 licenses. He has 19 years of industry experience with prior roles including positions at Cetera Advisors LLC and Investors Capital Corporation. Darrow serves as a board member for YMCA Camp Woodstock. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through independent financial professionals utilizing proprietary and third-party model strategies across multiple platform arrangements.

Caryn Vedane is a financial advisor at Edward Jones in Spartanburg, SC, holding a Series 66 designation with 7 years of industry experience. She has been with Edward Jones since 2016 and previously operated Vedane Interiors for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Eric Chisom is a financial advisor at Edward Jones in Simpsonville, SC, holding a Series 66 designation. He joined Edward Jones in 2025 after a 22-year career at Lowe's Home Improvement. 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 and discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,700 advisors.

James Switzer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Raymond James since 2014. Outside of his advisory role, he is involved in agriculture through ownership of Cross Arrow Farms and serves as branch manager of Switzer Wealth Partners in Spartanburg, SC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals and supports services across a broad advisor network, with offerings that include municipal advisory work and specialized SIMPLE IRA employer consulting.

Jefferson Bennie II is a financial advisor at Edward Jones in Greer, SC, holding a Series 66 designation with several years of experience across firms including Franklin Energy and Dream Seat. Prior to his advisory roles, he operated PB&J Renovation for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Matthew Sumner is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020, following an 11-year tenure at Equitable Advisors and AXA Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with a range of investment options and technologies.

William Wimberly Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Synovus Bank and Synovus Securities, Inc. He is also a life and long-term care insurance agent operating as a sole proprietor. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple third-party platforms to manage portfolios that may include a range of investment products.

Phillip Poston is a financial advisor with LPL Financial in Spartanburg, SC, holding a Series 66 designation and over 20 years of industry experience. He previously worked at Cetera and CETERA Advisor Networks LLC and has been involved with Craig, Barry & Poston, P.A. for more than two decades. Outside of his advisory role, he is engaged in tax preparation and accounting services through Craig, Barry & Poston, P.A. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of advisory programs, financial planning services, and portfolio management options supported by research from multiple sources.

John Cribb is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked with Hope Church of SC, Inc. for six years. In addition to his advisory role, he serves on the board of the Evans Training Center, overseeing the management of its endowment fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Angela Mauney is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm in 2015 as a summer intern at the Spartanburg office and transitioned to a full-time financial advisor role after graduating from Wofford College in 2016 with a Bachelor of Arts in Finance and a minor in Economics. Angela specializes in Divorce Transition Planning, Education Planning, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Personal Retirement Planning, Women and Wealth, Tax Minimization, and Retirement Income. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to her professional work, Angela is involved in the Spartanburg community as a former chair of the Spartanburg Young Professionals, an officer for the Spartanburg Zeta Tau Alpha Alumnae Chapter, and a member of The Junior League of Spartanburg. She also supports organizations such as Habitat for Humanity and the Hope Center for Children. Outside of work, she enjoys cooking, gardening, hiking, music, traveling, yoga, and spending time with her family.

Melanie Hendrix is a financial advisor with Thrivent Investment Management in Greer, SC, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm emphasizes holistic, goal-based planning and offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement called “WealthPlan,” while maintaining separate planning and portfolio management services.

Samantha Jones is a Series 66 registered financial advisor with Morgan Stanley, where she has worked for 11 years. She has eight years of industry experience and is based in Spartanburg, SC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and employer-based financial planning agreements.

Mario Stojkoski is a Financial Advisor with Merrill Lynch Wealth Management, bringing over eight years of experience in financial advisory. He specializes in retirement planning, investment management, education funding, and legacy planning. Mario employs a collaborative, goals-based approach to work with individuals, families, and business owners in developing personalized financial strategies. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Mario earned his Bachelor's degree from Newberry College and his Master of Business Administration (MBA) from the University of South Carolina. Outside of his professional role, Mario spends time with his wife and two children. He is involved in volunteer coaching and mentoring youth athletes, and enjoys soccer, hiking, and outdoor activities.