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.

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.

Alison Galloway is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 63 and Series 66 designations and has spent her entire career at Edward Jones. Outside of her advisory work, she operates as an independent beauty consultant specializing in skin care and cosmetics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Christopher Chestnut is a CFP® and ChFC® with 23 years of industry experience. He has been with Edward Jones in Landrum, SC since 2002. Outside of his advisory work, he is a partner in Sweet Bub, LLC, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large national network of financial advisors and branch offices.

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.

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.

Russell Austin is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and the Union County School District. Outside of advising, he organizes a food service and catering business called Broker with a Smoker, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendations and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies.

Kerri Brandon is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 2016 and has over 18 years of experience with Merrill and Bank of America in various management roles. In her current role, she supports the growth of her team and helps clients and business owners build strategic, values-aligned financial plans, providing clarity and personalized guidance through every life and business stage. Kerri focuses on helping women and women business owners build confident, strategic financial futures across areas including business growth, retirement planning, life transitions, and generational wealth building. She holds professional designations as a Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Kerri's education includes a High School Diploma from Berea High School and attendance at Brevard College. She is involved in professional organizations such as LEAD and MASG. Beyond her professional work, Kerri is a mother of three and is active in her community through organizations like BACCV, Bridge Way Village, First Baptist Spartanburg, and Westgate Christian School. She enjoys music, playing piano and guitar alongside her husband, Michael, who is also a musician. Kerri and her family reside in Lyman, South Carolina.

Karen Clayton is a ChFC® and Series 66-credentialed financial advisor with Edward Jones in Landrum, SC, where she has worked since 2015. She has six years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ronald Christopher Jr. is a CFP®-credentialed financial advisor with 29 years of industry experience. He is currently with LPL Financial, where he has worked since 2023. Prior to that, he spent nine years at Kovack Advisors, Inc. and Kovack Securities, Inc. No other business activities of note were reported. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jeremy Bishop is a CFP® professional with 20 years of industry experience, currently affiliated with Wells Fargo Advisors in Spartanburg, SC. His career at Wells Fargo includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He holds ownership interests in two investment-related businesses based in Spartanburg, including 1670 Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Deborah Hamilton is a financial advisor at Merrill with 32 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she serves as an officer for two Windy Shores II property owners associations in North Myrtle Beach, South Carolina. 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 investment strategies for a range of client types including individuals, high-net-worth clients, and charitable organizations.

Earl Styne is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and has held various roles at Western Carolina University and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with model portfolios built from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and utilizes AI-driven research methods.

Carol Hartis is a Series 66–licensed financial advisor with Edward Jones in Inman, South Carolina, and has 27 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a commissioned notary public in South Carolina. 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 more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Gabriel Nussbaum is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and two years of industry experience. Before joining LPL Enterprise in 2025, he worked at LPL Financial and Johnson Controls Inc., among other roles. He is also involved in non-variable insurance activities through an affiliated agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a range of financial planning, advisory, and brokerage services using an integrated platform that combines adviser programs with active sales of financial products, including insurance.