Jordan Noblin is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously held roles at Voya Financial Advisors, Bloc Design, Bohler Engineering, and ColeJenest and Stone. Outside of advising, Noblin is a licensed landscape architect involved in landscape design. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management options and financial planning through a multi-manager platform with discretionary and non-discretionary programs.

John Mauney II is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in building personalized wealth management strategies. He works closely with clients to help them navigate the complexities of wealth management, focusing on areas such as retirement planning, education funding, legacy creation, tax minimization, and liquidity management. John began his career in financial services with Merrill Lynch in Jacksonville, Florida after graduating from Clemson University in 2013. He returned to his hometown of Spartanburg, South Carolina in 2015 to join his current team. He holds several professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, John is involved in the Mobile Meals of Spartanburg and his church, Trinity United Methodist Church. He enjoys spending time with his wife and children, playing golf, and engaging in outdoor activities in the Upstate region.

Matthew Smith is a financial advisor with LPL Financial in Spartanburg, SC, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include positions at First Heartland Capital Inc., Concourse Financial Group Securities, Inc., First Heartland Consultants, Inc., and Ameriprise. Smith is also involved with MCS Wealth Management, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives using a range of investment strategies and support tools.

Stephen Sorensen is a financial advisor at UBS Financial Services with Series 63 and Series 65 designations and 33 years of industry experience. He has held positions at UBS since 2021 and previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of banking and capital markets offerings.

Johnathan Reece is a Series 66-licensed advisor with Thrivent Investment Management and has one year of industry experience. His prior work includes roles at Northwestern Mutual and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations across a wide range of financial topics without providing discretionary portfolio management.

Thomas Mc Carver is a financial advisor with Edward Jones in Spartanburg, SC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, Mc Carver is involved in freelance photography and serves as chairman of the Media Ministry at First Baptist Church of Spartanburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a nationwide network of more than 23,000 advisors.

Harry Foster is a financial advisor with Raymond James Financial in Spartanburg, SC, holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. He has been with Raymond James Financial Services since 1999 and serves as president of the H Daniel Foster Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical modeling and supports clients through various advisory programs and institutional consulting.

Kareem Johnson is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones for 13 years. Outside of his advisory work, he serves as a trustee responsible for maintenance and security at Friendship Baptist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Shawn Creal Jr. is a financial advisor with Edward Jones in Spartanburg, SC, holding Series 65 and Series 63 licenses and seven years of industry experience. His work history includes roles at Bridgestone Americas and Michelin North America before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Hollie O'Shields is a financial advisor at Raymond James Financial with 20 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 18 years before joining Raymond James in 2022. Outside of advisory work, she is involved as an associate at Jeter Hrubala Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools to align with client goals and supports its services with municipal advisory capabilities and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Thomas Dixon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. He is the sole owner of TWD of Spartanburg LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and supports municipal and public finance activities through a unique municipal advisor affiliation.

Richard Mahon is a financial advisor with LPL Financial in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at LPL Financial since 2004 and was previously with UBS Financial Services from 2000 to 2004. Outside of his advisory role, he is involved with Mahon & Associates, LLC, a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by advanced operational tools and a broad non-advisory financial services platform.

Frances Kerhulas is a financial advisor with Raymond James Financial Services Advisors, Inc. in Spartanburg, SC, holding Series 63 and 65 licenses and 37 years of industry experience. Prior to joining Raymond James in 2021, she worked at Oppenheimer & Co for eight years. Outside of advisory work, she serves as an operations manager for Switzer Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting client decisions through its advisory programs and affiliated firms.

Bobby Ragan is a financial advisor with LPL Financial in Greer, SC, holding a Series 66 credential and 10 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a broad network of investment adviser representatives using a variety of investment strategies.

Joseph Christiano is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. Prior to joining Edward Jones, he founded Christiano Financial Coaching and spent 15 years at Duke Energy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Jeffrey Tompkins is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves as the relationship manager for his team. With a career in financial services beginning in 1982, Jeffrey has worked with Morgan Stanley Smith Barney and Deutsche Bank prior to joining Merrill Lynch in 2015. He specializes in delivering comprehensive wealth management strategies tailored to meet individual client needs, focusing on areas such as family wealth management, retirement income planning, portfolio management, tax minimization, and services for defined benefit and contribution plans. Jeffrey works closely with business executives and professionals to help them build, preserve, and transfer wealth. His approach involves careful listening and detailed inquiries to understand clients' priorities and aspirations, enabling him to provide sophisticated financial strategies that address every aspect of their financial lives. He holds the Personal Investment Advisor (PIA) designation and attended Western State College of Colorado, as well as New Trier High School. Jeffrey resides in Boca Raton with his wife of 38 years and has two adult children. He is proud that his son, Justin, has joined him as his partner at Merrill Lynch Wealth Management. Outside of his professional work, Jeffrey supports charitable organizations including JARC and SEVA Foundation. He enjoys playing golf, traveling, and listening to live music.

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.

Angela Conner is a financial advisor with Merrill based in Spartanburg, SC, holding Series 63 and Series 66 designations and having 25 years of industry experience. She has worked at Merrill since 2006 and Bank of America since 2009. Merrill, together 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 various institutional investors.