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 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.

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® 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.