Michelle Hoosier is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2014. Outside of her advisory role, she is also an associate employee at Jeter Hrubala Wealth Strategies LLC, a support company. 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 clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Thomas Mcnichol is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at Metlife Securities Inc. from 1989 to 2017. He also operates McNichol Insurance Consulting Services, providing fee-based insurance consulting, and is involved in insurance sales and life settlements activities. MassMutual Investors Services, LLC 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, using firm-approved software tools to analyze client goals and deliver written recommendations.

Brooks Crenshaw is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and prior to that, at Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management services without providing individual security recommendations as part of its standalone financial planning.

Johnny Babb is a CFP® professional with 28 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory role, Babb serves as an investment committee member for the Mary Black Foundation, which focuses on health and well-being initiatives in Spartanburg, SC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by Wells Fargo’s research and tools, allowing clients to choose if and how to implement recommended strategies through brokerage or advisory programs.

Charles Chitty is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked in roles at Deer Brook Golf Club, Cleveland Country Club, The Carolina Country Club, and Coastal Carolina University. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Clark Jr. is a financial advisor at Merrill with 11 years at the firm and a total of 4 years in the industry. He holds a Series 66 designation and has prior experience at Bank of America, N.A. Outside of his advisory role, he is the owner of The Nutty Swine BBQ, a barbecue catering company and competition team based in South Carolina. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, discretionary portfolio management, and brokerage custody services. The firm emphasizes manager selection and tax-efficient strategies, supported by integration with Bank of America affiliates.

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.

Mason Bell is a financial advisor at Edward Jones in Gaffney, South Carolina, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Edward Jones, he worked in education with the Cherokee County School District and Coastal Carolina University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of 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 and operates a nationwide network of over 23,700 financial advisors.

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.

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.

Robert Ryan is a financial advisor with LPL Financial in Spartanburg, SC, holding Series 63 and Series 65 licenses and offering 30 years of industry experience. He has worked at LPL Financial since 2004 and previously spent four years with UBS Financial Services. Ryan serves as successor trustee of his wife’s living trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting investment strategies through both discretionary and non-discretionary approaches.

Robert Kocisko is a financial advisor with Morgan Stanley, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He serves on the Investment Committee for the First Presbyterian Church of Spartanburg, reviewing endowment reports but not making investment decisions. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Elizabeth Hrubala is a CFP® professional with 26 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2014. She is based in Spartanburg, SC, and is involved in transitioning her support company’s DBA name to Arteva Wealth Partners, LLC in early 2026. She also assists as trustee and personal representative in the closing of an estate. 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 clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Brian Ware is a Series 66-registered financial advisor with Edward Jones in Gaffney, South Carolina, with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Robert Weir is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Equitable Advisors. Outside of his advisory role, he is the owner of a rental property in Myrtle Beach, SC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Jonathan Rhodes is a financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent six years at SunTrust Bank. Jonathan holds the Series 66 designation. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Strehl is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in wealth planning, retirement strategies, generational wealth, and investment management. Zachary focuses on providing comprehensive financial strategies that support his clients' short- and long-term goals, aiming to simplify complex financial matters to empower and secure their financial futures. He holds a Bachelor's Degree in Finance with a minor in Economics from Wofford College. Zachary has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His client focus areas include divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional work, Zachary enjoys adventure sports, biking, boating, hiking, pickleball, running, woodworking, and spending time with his family.

Roy Redman Jr is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with several firms including Avantax Advisory Services and Hd Vest Investment Services. Outside of his advisory role, he owns and operates tax preparation businesses, including Matrix Tax & Financial Services LLC and TAXSAVERS LLC, where he manages tax preparation and planning services in Spartanburg, SC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program structures and third-party managers, managing over $256 billion in assets through a large network of independent advisors.

James Marshall is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he spent eight years at Spring Island Trust. 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 large network of financial advisors and branch offices across the nation.