Herman Dodson Jr.

Francis Rivell is a financial advisor at FPR Investments LLC with one year of industry experience. He holds a Series 65 designation and has prior experience as a property and financial consultant. FPR Investments LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm combines retail wealth management with institutional ERISA and pension consulting, tailoring investment programs to clients' goals, time horizons, and risk tolerances.

Flavio Medeiros is a financial advisor at Coast Wealth Management Group, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Integrity Alliance, Success Wealth Management, and Bankers Life. Outside of advising, he is a licensed fixed insurance agent and assists with real estate activities alongside his spouse. Coast Wealth Management Group provides investment management and financial planning services to individual and business clients. The firm develops portfolios and plans tailored to client goals, using fundamental analysis and a combination of long- and short-term strategies, and supports relationships through both discretionary and non-discretionary account management.

Ryan Cooper is a financial advisor at Oak Street Advisors in Myrtle Beach, SC, holding a Series 65 designation with three years of industry experience. He has worked at Oak Street Advisors since 2021 and previously held positions at The Bowery, Jimmy John's of Myrtle Beach, and Peaches Corner. Oak Street Advisors provides fee-only financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, as well as retirement plan consulting for businesses and plan sponsors. The firm uses a Core ETF strategy for diversified investment management and offers tailored portfolios, regular monitoring, and specific trading practices to manage execution risks.

Jeremy Finger is a CFP® with 28 years of experience in the financial services industry. He is currently with Riverbend Wealth Management, LLC and has previously worked at Stratos Wealth Advisors, Bank of America, and Merrill Lynch. Outside of his advisory role, he engages in paid speaking on educational topics unrelated to investments. Riverbend Wealth Management, LLC serves individuals, trusts, estates, retirement plans, and business entities with personalized financial planning and discretionary portfolio management. The firm employs both internal and external asset-allocation models and manages approximately $233 million across 157 client relationships.

Tyler Batts is a financial advisor at Riverbend Wealth Management, LLC in Myrtle Beach, SC, holding a Series 65 designation and over six years of experience across financial services and community organizations. His background includes roles at Northwestern Mutual and involvement with several churches and publishing ventures. He is also engaged in a creative business, June Co. Creative, which he has operated since 2018. Riverbend Wealth Management provides individualized financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $233 million across 157 client relationships and employs both proprietary and external asset-allocation models, often utilizing Fidelity’s managed account platforms.

Daniel Johnson is a CFP® professional with 25 years of industry experience. He is currently with Riverbend Wealth Management, LLC and has previously worked at Stratos Wealth Advisors, LLC and Fidelity in various advisory roles. Riverbend Wealth Management, LLC provides individualized financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $233 million across about 157 client relationships and employs both internal and external asset-allocation models, often utilizing Fidelity’s Managed Account Xchange and Separate Account Network for external manager selection.