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.

Delayla Dodgens is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2018, with prior experience at SunTrust Bank and SunTrust Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and a formal advisory role to registered investment companies.

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.

Margaret Illner is a financial advisor with Edward Jones in Duncan, SC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Rizzo is a Series 66 licensed financial advisor with Edward Jones, based in Woodruff, SC, and has seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Zero Chaos and other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ryan Arrowsmith is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and previously worked at Robert Bosch, LLC for seven years. Arrowsmith serves on the Board of Directors and Finance Committee for the Pine Street School Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

Gregory Gibson is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 38 years of industry experience, including roles at Dempsey Lord Smith, LLC, and founding Gibson Retirement Planning, LLC. His activities also include work as an insurance agent and involvement in related financial services ventures. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.

Richard Strauss is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Canon USA from 2014 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jeremy Rankin currently serves as Vice President, Executive Planning Consultant at Fidelity Investments, a role he has held since 2022. Over the course of 25 years at Fidelity, he has gained extensive experience in wealth planning and financial consulting. Throughout his career at Fidelity, Jeremy has progressed through various roles including VP Financial Consultant, Senior Investments Consultant, Branch Investments Representative, Financial Planning Consultant, Senior Retirement Services Specialist, and Service Trader II. He holds an Arkansas Insurance License that supports his work in financial and retirement planning. Outside his professional responsibilities, Jeremy enjoys activities such as cars, family activities, fitness, football, golf, and skiing.

Adam Sloan is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with six years of industry experience. He previously worked at BMW for eight years before joining Edward Jones in 2019. 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 solutions supported by a large nationwide network of advisors and branch offices.

Christopher Miller is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Miller is also the owner of Miller Capital Management, LLC, operating under the name OAK CAPITAL MANAGEMENT, LLC, which is not related to investment advisory activities. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning and access to asset management through LPL programs and third-party asset managers, using a hybrid referral and implementation model that emphasizes individualized financial planning and supports both advisory and brokerage channels.

Katherine Coley is a Series 66-licensed financial advisor with Raymond James Financial, based in Spartanburg, SC, and has 34 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2014. Outside of her advisory role, she works as an administrative assistant at Switzer Wealth Partners. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm uses analytical tools and tailored planning approaches to support client goals and maintains specialized services such as municipal and public-finance advising and SIMPLE IRA Employer Advisory programs.

Johnnie Hall II is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Hall serves as a board member for Upstate COOP, a homeschool cooperative attended by his children. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated services. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices.

William Granger III is a financial advisor with LPL Financial, holding a Series 66 credential and having 11 years of industry experience. He has previously worked with Cetera Advisor Networks and operated Stravolo Wealth Management. Outside of his advisory roles, he is a business owner of Stabler Family Limited Partnership. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Alison Galloway is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 63 and Series 66 designations and has spent her entire career at Edward Jones. Outside of her advisory work, she operates as an independent beauty consultant specializing in skin care and cosmetics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Jennie Dunbar is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked in hospitality and related fields at Carroll Hospitality, Innisfree Hotels, Uptown Circle, LLC, and Corner Clean Hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Samantha Giorgio is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan and First Citizens in various capacities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its investment process.

Joseph Chappell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is also the owner of Chappell's Quality Signs, a business he has operated since 2007 that specializes in designing and creating custom signs and banners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices, and operates under a fiduciary standard.

Angela Hamilton is a financial advisor with Cetera in Spartanburg, SC, holding a Series 66 designation and two years of industry experience. She is also the managing partner of Lee, MacBay, Hamilton & Associates, LLC, a public accounting firm providing accounting and tax services since 1995. Additionally, she manages Southport Rd Associates, LLC, which owns commercial property rented to her accounting firm and other entities, and is a partner in Summit Wealth Management, LLC, an investment services partnership. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a wide range of investment strategies and program structures.