James Mahaney is a ChFC® with three years of experience at Mavericus Retirement Services LLC and 25 years previously at Prudential Financial. He is the owner of FinLit Solutions, LLC, a financial education business focused on improving public financial literacy. Mavericus Retirement Services LLC provides flat-fee, advice-only financial planning specializing in retirement income design through virtual engagements. The firm emphasizes modern portfolio theory, asset allocation, and low-cost passive investments while avoiding portfolio management and percentage-of-assets fees.

John Tiddy is a CFP® with 22 years of experience in the financial industry. He has been the sole advisor at Mecklenburg Financial Group since 2008. Mecklenburg Financial Group is an independent, single-advisor firm offering discretionary portfolio management and fee-based financial planning to individuals and high-net-worth clients. The firm employs a combination of fundamental and technical analysis to construct portfolios aligned with clients’ goals and risk tolerance, managing approximately $3.3 million across a focused client base.

James Vassas is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Cairn Investor Services. He has been with Cairn Investor Services since 2016. In addition to his advisory role, he is involved in the sale of fixed life, annuity, and health insurance products. Cairn Investor Services is an independent, state-registered advisory firm that primarily serves individual clients over age 40, as well as some corporations, partnerships, and trustees. The firm offers discretionary investment management, financial planning, hourly advisory engagements, and a subscription-based advisory service that integrates various non-investment professionals and software, combining fundamental and technical analysis in its managed portfolios.

Tiffany Marshall is a financial advisor at Marshall Financial in Myrtle Beach, SC, holding a Series 65 designation with one year of industry experience. She has worked as an independent insurance agent and previously held roles at the American Red Cross and Luomo Creatives. In addition to her advisory work, she is a licensed insurance agent and may spend a portion of her time on insurance sales. Marshall Financial is an independent registered investment adviser serving individual investors and retirement-plan clients with financial planning, investment management, and retirement plan services. The firm emphasizes individualized, long-term strategies with periodic portfolio reviews and also provides institutional plan support and educational workshops.

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.

Joshua Henry is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 65 license with eight years of industry experience. He is the sole advisor at Meridian Financial Advisory LLC, where he has worked since 2017. Prior to that, he was self-employed from 2013 to 2017 and spent a year at Bay Path University. Meridian Financial Advisory LLC serves individual investors and qualified retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis across a diverse range of securities and investment instruments.

Elbert Smalls is the sole advisor at Winyah Financial Services, LLC in Georgetown, SC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with the firm, formerly known as Sun Financial Services, Inc., since 1988. Outside of advisory services, Smalls also works as an independent insurance agent, handling insurance and annuity transactions. Winyah Financial Services provides investment supervisory services and consulting to individual clients, focusing on individualized portfolio management along with estate, retirement, and insurance-related advice. The firm employs fundamental analysis and a long-term purchase strategy, offering primarily non-discretionary engagements with ongoing monitoring and at least quarterly reviews.

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.

Robert Mclemore is a financial advisor at Abbot Financial Management, Inc. with 42 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Abbot Financial Management since 2000. Prior to that, he worked at Winslow Evans & Crocker from 2000 to 2016. Abbot Financial Management provides discretionary investment management, financial and estate planning, retirement plan consulting, and trustee services to individuals, families, trusts, retirement plans, and charitable organizations. The firm emphasizes tailored portfolio management and operates under discretionary authority, managing approximately $303 million with a small team of advisors.

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.

William Hardwick is a financial advisor at Hardwick Capital Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining the firm, he worked in educational roles at Clemson University, Montreat College, and several middle and high schools. Hardwick Capital Management, LLC serves individual clients, including high-net-worth individuals, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and technical analysis with an emphasis on asset allocation, managing portfolios on a discretionary basis with at least quarterly reviews.

William Hardwick is a financial advisor with Hardwick Capital Management, LLC and holds a Series 63 designation. He has 27 years of industry experience and has been with Hardwick Capital Management since 2003. Hardwick Capital Management, LLC is a state-registered investment adviser serving individual clients, including high-net-worth individuals, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and consulting services, employing a mix of fundamental and technical analysis with an emphasis on asset allocation.

Robert Emery is a Series 65-licensed financial advisor with Envest Advisors, LLC, based in Myrtle Beach, SC, and has one year of industry experience. His prior roles include positions at Gradient Advisors, LLC and Envest Financial LLC. He is also a licensed insurance agent affiliated with Envest Financial, LLC. Envest Advisors, LLC provides discretionary asset management and ongoing investment advisory services primarily to individual and high-net-worth clients. The firm’s investment process combines fundamental and technical analysis tailored to client objectives, regularly rebalancing and monitoring portfolios, and may engage other investment managers as part of its service.

William Cutler III is a financial advisor at Envest Advisors, LLC in Myrtle Beach, SC, holding a Series 65 designation with two years of industry experience. He has worked at Envest Advisors and Gradient Advisors, and is also a co-owner and executive of Jerry Case Inc, a Subway franchise business. Envest Advisors provides discretionary asset management and ongoing investment advisory services primarily to individual and high-net-worth clients. The firm’s investment approach combines fundamental and technical analysis tailored to client objectives, regularly rebalancing portfolios and employing short- and long-term strategies as needed.

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.

Scott Sensenig is a financial advisor with Diazo, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He is the founder of Financial Fitness Wealth Management and Financial Fitness Benefits & Insurance Solutions, where he provides investment advisory and insurance services. His prior work includes roles at The Leaders Group Inc, Innovative Adviser Solutions, LLC, and Sigma Financial Corporation. Diazo, LLC offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a multi-method investment approach, incorporating various analyses and risk assessment tools, and uses both long- and short-term trading strategies including margin and options trading.

Jared Crawford is a CFP® and ChFC® with six years of industry experience. He is currently with Rigden Capital Strategies in Myrtle Beach, SC, and has previously worked at firms including LPL Enterprise, Prudential Financial Planning Services, and Atlantic Financial Services. Outside of financial advising, he is involved in several other businesses, including owning a conglomerate of non-financial enterprises, providing tax services through Ashley Byrd's Professional Tax Service, and working as a server at Greg Norman Australian Grille. Rigden Capital Strategies offers discretionary asset management, financial planning, and ERISA plan services to individuals, high-net-worth clients, trusts and estates, and institutional sponsors. The firm employs a portfolio construction approach based on fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory, and provides ongoing management with quarterly and situational reviews.

Nancy Fellinger is a CFP® and ChFC® with 31 years of experience in the financial services industry. She has been with Sensible Money, LLC since 2018 and previously worked at Coburn & Meredith, Inc for nine years. Sensible Money, LLC is an independent SEC-registered advisory firm that provides financial planning and discretionary investment management primarily to individual clients, including those approaching or in retirement. The firm uses liability-driven investing and modern portfolio theory to tailor diversified portfolios, often incorporating bond ladders and buy-to-maturity strategies, and manages household-level portfolios with individualized trade execution.