Jill Hughey is a CFP®-designated financial advisor with Edward Jones in Inman, SC, where she has worked since 2018. She has seven years of industry experience and previously spent 11 years with Spartanburg School District #2. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

Cynthia Boyle is a financial advisor at Osaic Wealth with 49 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Stifel Independent Advisors, Wells Fargo Advisors, and Raymond James & Associates. Boyle serves on the board of the US Para Dressage Foundation and is an advisor for I.S.L.E. Isle of Palms Literary Events. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk assessment tools and multiple implementation options.

Jodi Edney is a Series 66-licensed financial advisor with Merrill, based in Inman, SC, and has 21 years of industry experience. She has been with Merrill since 2003. Outside of her advisory role, she is a general partner and managing member of Ace of SC LLC, a business involved in managing rental properties. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

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.

Sydney Ludwig is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 credential and has previously worked at Equitable Advisors, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Caryn Vedane is a financial advisor at Edward Jones in Spartanburg, SC, holding a Series 66 designation with 7 years of industry experience. She has been with Edward Jones since 2016 and previously operated Vedane Interiors for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

James Switzer is a financial advisor at Raymond James Financial Services Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Merrill. Outside of his advisory role, he is involved in agricultural activities through Cross Arrow Farms and serves as branch manager of Switzer Wealth Partners. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using detailed analytical tools and supports clients through various advisory programs and institutional consulting.

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.

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 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.

James Geddings Jr. is a Series 66-credentialed financial advisor with Edward Jones in Tryon, NC, where he has worked since 2007. He has 19 years of experience in the industry. Outside of Edward Jones, he serves as a trust protector for multiple family trusts and is a nominating committee member for the Polk County Community Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard, alongside notable retail advisor and branch coverage.

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.