Mary Crowley is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its Private Bank division since 2014. Outside of her advisory role, she serves as a board member of the Sagent Society, a Spartanburg-based women’s group that hosts speakers from various local associations and charities. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering customized financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market models.

Jonas Harley is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he collaborates with corporate executives and their families to develop financial plans tailored to their specific needs, values, and goals. He has been with Fidelity Investments since 2016, progressing through various roles including Benefits & Planning Consultant, Executive Services; Workplace Planning Consultant II and I; High Net Worth Associate; and Financial Representative - Full Trader. He holds the designation of CERTIFIED FINANCIAL PLANNER™ professional and possesses a California Insurance License. Outside of his professional career, Jonas has interests in baseball, fitness, football, hiking, museums, and reading.

Richard Rhodes is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 designation and seven years of industry experience. He previously worked at AssuredPartners from 2016 to 2019 before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Janet Shuford is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Angela Conner is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2006 and Bank of America since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marcus Elliott Sr. is a Series 66-licensed financial advisor with 19 years of industry experience, currently with LPL Financial since 2019. He has held roles at Elliott & Painter, LLP since 2010 and 1st Global Insurance Services, Inc. from 2008 to 2019. Outside of his advisory work, he is a CPA partner at Elliott & Painter LLP, a role he has held since 2004, and is involved in an aircraft charter business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management and utilizes research from internal and third-party sources.

Christopher Schwendimann is a financial advisor with LPL Financial in Spartanburg, SC, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2011 and concurrently serves as an officer in the South Carolina Army National Guard, a role he has held since 1993. 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 advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management, utilizing model portfolios and research from internal and third-party sources.

Samuel Galloway Jr. is a financial advisor at Raymond James & Associates with Series 65 and Series 63 designations and 44 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Treasurer and board member for the Bobby Chapman Junior Invitational, a nonprofit golf tournament in Spartanburg, South Carolina, where he assists with tournament planning and fundraising. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Sonja Parker is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Bank of America. Outside of her advisory role, she serves on the finance committee of the Upstate Family Resource Center, provides investment guidance for the Spartanburg County Foundation, and mentors small business owners through OneSpartanburg’s Power UP program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Dianna Rogers is a financial advisor with Wells Fargo Clearing in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Steven Blanton is a Series 66-credentialed financial advisor with over 11 years of industry experience. He is currently affiliated with LPL Financial and is a partner at Elliott & Painter, LLP, where he is involved in tax preparation and accounting. His prior roles include positions at Avantax and Norman, Johnson & Co. 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, various advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Rebecca Mathis is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. She has previously worked with Riversource Investments and Columbia Management Advisors. Mathis is also an investment advisory committee member for the Spartanburg County Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and analytical tools to support client goals, with specialized services including municipal advisory and SIMPLE IRA Employer Advisory programs.

Duane Haimbach is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Spartanburg, South Carolina. He has been in the financial services industry since 1993, initially with Banc of America Investment Services Inc., now Merrill Lynch Wealth Management. Duane holds the CERTIFIED FINANCIAL PLANNER® certification and the Personal Investment Advisor (PIA) designation. He graduated from Wofford College in 1986 with a Bachelor of Arts in English and received a Master's Degree from the U.S. Army War College in 2012. Duane serves clients in areas including education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. He is a retired Colonel from the South Carolina Army National Guard and a veteran of Operation Enduring Freedom. Duane has participated in various civic and community organizations such as Mobile Meals Spartanburg and Habitat for Humanity, and he is a member of the Spartanburg Estate Planning Council. Outside of his professional work, Duane enjoys cooking, fishing, and golfing. He is also involved with NewSpring Church. His approach emphasizes working one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.

Evan Butler is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Best Buy for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marielena Sloney is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1990. Outside of her advisory role, she serves on the Governance Committee for Children's Cancer Partners of the Carolina's, a charitable organization in Spartanburg, SC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, combining internal and third-party management with customized portfolio implementation.

Leslie Wilkerson is a Series 66-licensed financial advisor with Edward Jones, based in Spartanburg, SC, and has six years of industry experience. She worked at LYNX Services for seven years prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Robert Richardson is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, as well as having a long tenure at Citigroup Global Markets starting in 1993. Richardson serves as a board member on the investment committee of the Spartanburg County Foundation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of investment products and strategies.

Natalie Waltz is a Series 66-credentialed financial advisor with Edward Jones, based in Duncan, SC. She has recently transitioned into financial advising after nearly a decade in the automotive industry. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Juan Martinez is a financial advisor with Edward Jones in Inman, SC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2006. Outside of advising, he is co-owner of Bronco Mexican Restaurant in Inman, SC. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Courtney Hrubala is a financial advisor at Raymond James Financial in Spartanburg, SC, holding a Series 66 designation. She has been with Raymond James Financial and its affiliated entities since 2025. Prior to her advisory role, she was involved with The Leukemia & Lymphoma Society and was active with the Kappa Delta Sorority. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm employs analytical tools such as risk profiling and probability modeling to tailor its non-discretionary planning and investment consulting to client goals.