Jared Wix is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Bank of America and Merrill since 2014. Outside of his advisory role, he is a general partner for Watt & Wix Entertainment, a small-scale music recording and sales business. 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 a range of individual and institutional clients.

Brian Bridges is a financial advisor with Edward Jones in Greer, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Bridges serves as an executive consultant for a dental practice. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Michael Wolfe Sr. is a CFP® and Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he teaches a weekly martial arts class for young people in Greenville, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Eric Ponder is a financial advisor with Edward Jones in Fountain Inn, SC, holding a Series 66 license and four years of industry experience. Prior to joining Edward Jones, he worked for Vulcan Materials Company for six years and serves as a pilot and instructor pilot in the South Carolina Army National Guard. Outside of his financial advisory role, he is a contract and charter pilot with Double Day Aviation Inc. and PondAir LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management supported by a large network of advisors and branch offices nationwide.

Megan Andersen is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank, N.A. for 16 years. Outside of her advisory role, she is involved in the health and wellness industry as a sales associate for Isagenix. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates centralized due diligence and may include ESG considerations, serving clients with a non-discretionary program.

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.

Ronald Payne is a financial advisor at Osaic Wealth Inc. with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including NEXT Financial Group, VOYA Financial Advisors, and Wells Fargo Advisors. Outside of his advisory role, he is involved in life insurance and fixed annuity sales through Riverstone Wealth Management. Osaic Wealth serves a broad mix of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supporting various client needs through discretionary strategies, third-party managers, and proprietary models.

Richard Darrow is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously at Cetera Advisors LLC. Darrow also serves on the board of YMCA Camp Woodstock in Connecticut. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through various platforms and proprietary model strategies.

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.

Eric Chisom is a financial advisor at Edward Jones in Simpsonville, SC, holding a Series 66 designation. He joined Edward Jones in 2025 after a 22-year career at Lowe's Home Improvement. 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 and discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,700 advisors.

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.

William Wimberly Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Synovus Bank and Synovus Securities, Inc. Wimberly also operates a sole proprietorship as a life and long-term care insurance agent. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools within a multi-advisor platform.

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.

John Cribb is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked with Hope Church of SC, Inc. for six years. In addition to his advisory role, he serves on the board of the Evans Training Center, overseeing the management of its endowment fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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.