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.

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.

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.

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.

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.

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.

Robert Ryan is a financial advisor with LPL Financial in Spartanburg, SC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he serves as successor trustee of his wife’s living trust. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Robert Kocisko is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. He serves on the investment committee for the First Presbyterian Church of Spartanburg, reviewing endowment reports without direct control over investment decisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

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.

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.

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.

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.

Zachary Strehl is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families make informed financial decisions through personalized planning. His approach centers on constructing comprehensive financial strategies that offer clarity and confidence, guiding clients toward achieving both short- and long-term goals. Zachary's expertise includes wealth planning, retirement strategies, generational wealth, investment management, and client focus areas such as 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. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree in Finance with a minor in Economics from Wofford College. Outside of his professional work, Zachary pursues interests in adventure sports including biking, boating, hiking, pickleball, and running. He also values spending time with his family and enjoys woodworking.

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 at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Spring Island Trust from 2015 to 2023. He holds a Series 66 designation and is based in Spartanburg, SC. 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 through a nationwide network of financial advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Stephen Noblin is a ChFC® credentialed financial advisor with 41 years of industry experience, currently with Cetera. His prior experience includes roles at VOYA Financial Advisors and leading his own firm, Easler, Easler, Noblin, for over two decades. Outside of finance, he manages a micro distillery business, Rock Bottom Distillers, which he assists in operational management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager investment platform with discretionary and non-discretionary portfolio management options and access to third-party money managers.