Matthew Sumner is a financial advisor with LPL Financial in Spartanburg, SC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Equitable Advisors and AxA Advisors for 11 years, as well as Edward Jones for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions delivered through its large network of investment adviser representatives, utilizing both model portfolios and customized strategies.

Phillip Poston is a financial advisor with LPL Financial based in Spartanburg, SC, holding a Series 66 designation and over 21 years of industry experience. Prior to joining LPL Financial in 2023, he worked for Cetera and CETERA Advisor Networks LLC, and he has been a principal at Craig, Barry & Poston, P.A. since 2005. Outside of advisory services, he is involved in tax preparation and accounting through Craig, Barry & Poston, P.A. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions nationwide. The firm offers a range of advisory and brokerage services, utilizing various portfolio management approaches and supporting advisors with research and operational tools.

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 associated with Merrill Lynch Wealth Management. With over eight years of professional experience, he works closely with individuals, families, and business owners to develop personalized financial strategies tailored to their unique goals and values. Mario's expertise encompasses retirement planning, investment management, education funding, and legacy planning. He employs a collaborative, goals-based approach to help clients build, preserve, and transition wealth effectively. His client focus includes education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. Mario earned a bachelor's degree from Newberry College and a Master of Business Administration (MBA) from the University of South Carolina. Outside of work, he enjoys hiking, running, and soccer.

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 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.

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 the Series 66 designation and bringing 11 years of industry experience. He has previously worked with Cetera Advisor Networks and has been involved with Stravolo Wealth Management since 2014, where he provides financial planning and consulting services through an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad network of advisors. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by operational tools and research resources.

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 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.

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.

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.