Kathy Riddick Burns

Francis Rivell is a financial advisor at FPR Investments LLC, holding a Series 65 designation with one year of industry experience. His work history includes roles at NMBNB LLC and involvement in property and financial consulting. FPR Investments LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, using various analytical methods and discretionary trade execution.

George Steer is the sole advisor at Sedona Asset Management Services, LLC, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sedona since 2004. Sedona Asset Management Services provides discretionary asset management primarily to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm employs a long-term global macro-economic approach supplemented by trend-following and offers personalized portfolio management and financial planning services without a stated account minimum.

Patrick Tuite is a financial advisor at Ramsey Smith Investment Solutions with 18 years of industry experience. He holds a Series 66 designation and has worked with several firms including Masonboro Advisors and BB&T Securities. He is also the managing member of MAMB, LLC. Ramsey Smith Advisors LLC provides asset management and financial planning services to individuals, small businesses, high-net-worth individuals, and charities. The firm employs a discretionary asset-management approach using methods such as fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis, alongside offering hourly financial planning and educational seminars.

Denis Knapschaefer is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with Novus Advisors, where he has worked since 2022. Prior to that, he spent a combined 26 years with First Financial Bank and First Financial Wealth Management. Outside of his advisory role, he owns and manages a duplex apartment unit in North Myrtle Beach. Novus Advisors serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides both discretionary and non-discretionary asset management alongside financial and retirement planning, using fundamental analysis and active management to implement tailored asset allocation strategies.

Herman Dodson Jr. is a financial advisor with Macro Advisors, Inc. in Little River, SC, holding the ChFC® and Series 63 credentials and bringing 19 years of industry experience. He has been with Macro Advisors since 2006. Outside of his advisory role, he is president and owner of Hazleton Insurance Alliance, an insurance agency. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm uses proprietary model portfolios and a combination of fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Trent Richardson is a financial advisor at Buck Wealth Strategies, LLC in Shallotte, NC, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Symphony One Capital Management and Equitable Advisors, and he serves as a Platoon Leader in the North Carolina National Guard. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans through discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process with tactical asset allocation, primarily using equities, ETFs, and fixed income, supported by third-party financial-planning tools to customize client risk profiles.