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 with one year of industry experience. He holds a Series 65 designation and has prior experience as a property and financial consultant. FPR Investments LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm combines retail wealth management with institutional ERISA and pension consulting, tailoring investment programs to clients' goals, time horizons, and risk tolerances.

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.

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.

Denis Knapschaefer is a CFP® and ChFC® with 28 years of experience in financial services. He has worked at Novus Advisors since 2022 and previously spent a decade at First Financial Wealth Management and over 25 years at First Financial Bank. Outside of his advisory role, he owns a duplex apartment unit in North Myrtle Beach as a personal investment. Novus Advisors manages approximately $203 million for around 366 clients, offering portfolio management and financial planning services for individuals, trusts, estates, and corporate entities. The firm uses fundamental analysis to construct portfolios with mutual funds, ETFs, and individual securities, and provides ERISA-focused fiduciary consulting and investment management.

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.

Ronald Pyle is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Harvest in 2024, he worked for over a decade at Prospera Financial Services, Inc. Outside of his advisory role, he is involved in writing, speaking engagements, and serves as a board member and CEO of KECO, LLC, a corporate association. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting to a diverse client base including individuals, retirement plans, and institutional clients. The firm employs an actively managed tactical investment approach utilizing fundamental, technical, and cyclical analysis, and offers specialized services such as ERISA 3(38) management and held-away 401(k) account oversight.

Michael Sokolik is a financial advisor at Harvest Investment Services, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ausdal Financial Partners, Inc. and Intervest International Equities Corporation. Outside of his advisory role, he is an entertainer and producer with MSJR Productions and serves as a chapter leader for a referral networking group as well as treasurer of the Socastee Heritage Foundation, a nonprofit focused on preserving local historical heritage. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs an actively managed tactical strategy using various analytical methods and offers specialized services such as ERISA 3(38) investment management and held-away 401(k) account oversight.

Jeffrey Pounds is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Prospera Financial Services, Inc. and Cambridge Investment Research, Inc. Outside of his advisory work, he is involved in an athletic training services business and serves as a successor trustee and executor for his family trust. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting to individual and institutional clients, employing a multi-advisor team approach and a variety of investment strategies including tactical management and the use of options and leveraged ETFs.

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.

Patrick Tuite is a financial advisor at Compass Financial Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including Glasgow & Associates, LLC, United Brokerage Services Inc, and the Prudential Insurance Company of America. Outside of his advisory role, he is the managing member of MAMB, LLC, a holding company involved in compensation and expense management. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, particularly current and former employees of Publix Super Markets, Inc. The firm offers ongoing financial planning and fee-based portfolio management focused on retirement, operating its own open-architecture wrap fee program and emphasizing asset allocation strategies that separate income and growth components.

Christopher St. John is a financial advisor with Carolina Wealth Advisors in Myrtle Beach, SC, holding CFP® and ChFC® designations and possessing 24 years of industry experience. He has been with Carolina Wealth Advisors since 2017 and has also worked with The Strategic Financial Alliance, Inc. since 2004. Outside of advisory work, he serves on the Board of Visitors for the Wall College of Business and the Coastal Athletic Foundation at Coastal Carolina University, and he is a partner in a company that develops bras for women with asymmetrical breasts. Carolina Wealth Advisors is an SEC-registered investment adviser managing approximately $298 million for individual and institutional clients, including high-net-worth individuals and retirement plans. The firm provides financial planning, discretionary portfolio management, and pension consulting services, using fundamental and cyclical analysis to invest across equities, bonds, mutual funds, and ETFs.

Trent Richardson is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Symphony One Capital Management, Equitable Advisors, and Comprehensive Financial Consultants. He serves as a Platoon Leader in the North Carolina National Guard. Buck Wealth Strategies is a multi-advisor team managing approximately $565 million in discretionary assets for individuals, trusts, and employer-sponsored retirement plans. The firm employs a top-down investment approach focused on macro-environmental tactical asset allocation and constructs portfolios tailored to client risk profiles using a variety of equity, fixed income, and fund vehicles.

Amy Ross is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. She holds a Series 65 credential and has prior experience at Gold Shield Wealth Financial LLC, Gold Shield Wealth Management LLC, and Aider Insurance Group, where she is a co-founder involved in Medicare and simplified issue life insurance. Before entering financial services, Ross worked in medical-related roles including at HCA-Grand Strand Medical Center and Landauer Medical Physics. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, supported by a third-party services platform for trading and compliance.

Evan Cutler is a Series 65 licensed advisor at Buck Wealth Strategies, LLC with three years of industry experience. He previously worked at John Ingraham, LLC and Midland National Annuity. Outside of his advisory role, he is the founder of the Cutler Foundation, a nonprofit organization focused on Parkinson’s disease awareness through pushup events. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach with tactical asset allocation and sector rotation, managing approximately $565 million in discretionary assets across a multi-advisor team.