Austin Marshall is a financial advisor at Edward Jones in Greenville, SC, with seven years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2018. His prior work includes roles in tour and sportfishing companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining a large national network of advisors and branch offices.

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 at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory role, Hill is involved in private security and training as the owner of Comsec 360 and serves as president of Omega Solutions, a security contracting business. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and investment strategies and operates a large network of financial advisors and branch offices nationwide.

Jason Hucks is a financial advisor with Raymond James Financial in Simpsonville, SC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has operated Hucks Financial Services, LLC since 2009 in addition to his role at Raymond James. Outside of advisory work, he is involved in managing multiple commercial rental properties through various real estate entities. 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 planning using risk profiling and analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Max Kalfjall is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Outside of his advisory role, he operates an insurance brokerage focused on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a collaborative and analytical approach.

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.

Hubert Tuttle III is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services and County Bank Trust. 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, providing advice through a large network of investment adviser representatives who utilize a range of strategies and operational tools.

Dianna Rogers is a financial advisor with Wells Fargo Clearing in Spartanburg, SC, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. She has worked at Wells Fargo Clearing since 2016. 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 provides both brokerage and advisory solutions.

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.

Evan Butler is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Best Buy for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Leslie Wilkerson is a Series 66-licensed financial advisor with Edward Jones, based in Spartanburg, SC, and has six years of industry experience. She worked at LYNX Services for seven years prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

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.

Derek Mcnew is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Touchstone Securities, IFS Financial Services, Bank of America, and Merrill. Mcnew is also involved in Empeople Investment & Retirement Services, an investment-related business tied to his LPL practice. 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 advanced operational and research tools.

Natalie Waltz is a Series 66-credentialed financial advisor with Edward Jones, based in Duncan, SC. She has recently transitioned into financial advising after nearly a decade in the automotive industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Courtney Hrubala is a financial advisor at Raymond James Financial in Spartanburg, SC, holding a Series 66 designation. She has been with Raymond James Financial and its affiliated entities since 2025. Prior to her advisory role, she was involved with The Leukemia & Lymphoma Society and was active with the Kappa Delta Sorority. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm employs analytical tools such as risk profiling and probability modeling to tailor its non-discretionary planning and investment consulting to client goals.