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.

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 26 years of industry experience. He currently serves as an advisor at Riverbend Wealth Management, LLC, joining the firm in 2024. His prior experience includes roles at Stratos Wealth Advisors, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Chase Investment Services, and Charles Schwab. Riverbend Wealth Management advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm offers financial planning, portfolio management, and retirement plan referral services, managing approximately $281 million in discretionary assets.

Paul Saunders is a financial advisor at Riverbend Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Stratos Wealth Advisors, LLC and Thompson Creek Window Company. Outside of his advisory role, Saunders is the CEO and owner of Force Field Finance LLC, an online education company focused on personal finance for young adults. 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 about 157 client relationships and employs both internal and external asset-allocation models, often utilizing Fidelity’s Managed Account Xchange and Separate Account Network.