Marcus Laughter is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in a vacation property business and volunteers as an unpaid river guide for Western River Expeditions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Bethany Hermelin is a financial advisor with Raymond James & Associates in Greenville, SC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Wells Fargo Advisors and Equitable Advisors, as well as work with the Greenville Humane Society. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

David Conley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has previously worked at Nationwide Securities, LLC for 11 years before joining LPL Financial in 2019. In addition to his advisory role, Conley manages a tax preparation and accounting service. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies like machine learning.

Skylar Winkles is a financial advisor at Morgan Stanley with nine years of industry experience. Winkles holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019, previously working at The Vanguard Group and American Credit Association. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and uses firm-approved tools to model outcomes, primarily acting in an advisory capacity.

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.

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.

Martin Culbertson is a CFP® with 19 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Culbertson holds ownership interests in investment-related businesses, including CULBERTSON YPW, LLC and Yield Private Wealth, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with an emphasis on discrete planning engagements across multiple specialized areas.

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.

Sydney Robinson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo in 2026, Robinson worked at Fluor for six years and Cherry Bekaert for three years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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.

Charles Coveney is a financial advisor with LPL Financial in Greenville, SC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at LPL Financial since 2009. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options and access to model portfolios and research from multiple sources.

Eric Hudgens is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has been with Raymond James and its affiliates since 2013. Hudgens operates two support businesses under the Axia Wealth Advisors name in Greenville, 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, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes.

Julie Ramsay is a financial advisor with Edward Jones in Greenville, SC, holding the ChFC® designation and Series 66 license. She has eight years of industry experience, including twelve years at Bank of America prior to joining Edward Jones in 2017. Outside of her advisory role, she co-manages a property management business with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management and a large network of advisors and branch offices. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard.

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.

Maxwell Russell is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He works closely with clients to develop financial plans that prioritize their families' unique needs while aiming to help them achieve their financial goals. His approach focuses on delivering tailored strategies that address clients' immediate financial concerns and empower them to make informed decisions for their futures. Prior to his current position, Maxwell served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. This progression reflects his growing expertise in financial planning and investment consulting within the firm. Outside of his professional work, Maxwell has interests in food, football, golf, lake activities, movies, and skiing.

Jeffery Lockman is a financial advisor with LPL Financial in Greenville, SC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Raymond James & Associates for eight years and Wells Fargo in various capacities from 2009 to 2017. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Christopher Rowe is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2017, previously associated with Axa Advisors, LLC and DLJ Inc., and spent over a decade at Holy Smoke Studios. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, relying on LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

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.