Kyle David Reise

Flavio Medeiros is a financial advisor at Coast Wealth Management Group, LLC with 10 years of industry experience. He holds Series Series 65 license. 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.

Francis Rivell is a Series 65-licensed financial advisor at FPR Investments LLC with two years of industry experience. Prior to founding FPR Investments, he was involved with NMBNB LLC and had roles related to property and financial consulting. He is also a part owner of Hillside Apartments in North Myrtle Beach, SC. 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 using fundamental, technical, charting, and cyclical analysis and serves clients with both ongoing portfolio management and periodic financial planning engagements.

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.

Ryan Cooper is a financial advisor at Oak Street Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at The Bowery and Jimmy John's of Myrtle Beach. Oak Street Advisors provides fee-only financial planning and investment advisory services primarily to individual and high-net-worth clients, with a focus on retirement. The firm manages approximately $126 million in assets using a flexible, asset-allocation approach centered on Core ETFs and offers distinctive retirement-plan consulting services.

Jeremy Finger is a CFP® and holds a Series 66 license with 29 years of industry experience. He currently works at Riverbend Wealth Management, LLC, joining the firm in 2024 after five years at Stratos Wealth Advisors and prior roles at Bank of America, Merrill, Wells Fargo Clearing, and Wachovia Securities. In addition to his advisory work, he engages in paid speaking on educational topics unrelated to investments. Riverbend Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with financial planning, portfolio management, and retirement plan referral services. The firm manages a substantial discretionary asset base primarily through a wrap fee program and employs both internal and external asset allocation models, catering to clients with a generally high account minimum.