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.

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.

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.

Robert Jacobs is a Series 65-licensed advisor with Encompass More Asset Management LLC, based in North Myrtle Beach, SC, with one year of industry experience. Prior to joining Encompass More, he worked at Airborne Financial Solutions and spent ten years at the Department of Veterans Affairs. Jacobs also works as an independent agent for Advisor Management Group, providing retirement planning advice. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management using proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach incorporating quantitative, qualitative, and fundamental analysis, and focuses exclusively on individual and HNW investors.

David Medlin is a financial advisor with Chelsea Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Chelsea Advisory in 2018, he worked at LPL Financial for seven years. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis, and integrates its advisory services with an affiliated broker-dealer and custody platform.

William McNeer III is a CFP® with 16 years of experience in financial advising. He is currently with Farther and has previously worked at Capasso Planning Partners and Private Advisor Group. Outside of his advisory roles, he provides tax consulting and offers life insurance on a limited basis. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, providing discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and uses a combination of bespoke allocations and proprietary algorithmic model portfolios.

Daniel Ford is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses. He has experience in the banking and financial services industry dating back to 2017, including roles at Truist Bank, Mid Penn Bank, and First National Bank PA. Prior to his banking career, he worked for Allied Universal Security Service. Truist Advisory Services is a large SEC-registered investment adviser and a wholly owned subsidiary of Truist Financial, serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that integrate firm-level model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Drema Smith is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked at Truist Advisory Services and its affiliated entities since 2018, following prior roles within BB&T Investment Services. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation through platforms such as Envestnet.

Alexander Birty is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Bankers Life, he worked for Horry County Schools for nine years. He is also a 1099 agent for Bankers Life and Casualty Company, where he is appointed to write insurance products including Medicare Supplement, annuities, life, health, and long-term care. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Tiffany Musso is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, Bank of America, and Wells Fargo Advisors. Outside of her advisory role, she owns and operates a business consulting firm that advises small business owners on efficiency. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

William Rowell is a financial advisor with Eagle Strategies (New York Life) based in Myrtle Beach, SC. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Rowell has been with Eagle Strategies since 2016 and also operates Rowell Insurance and Benefits Co., LLC. He serves as Chairperson of the Coastal Carolina University Planned Giving Advisory Board and is President of the Myrtle Beach Sunrise Rotary Club. Eagle Strategies provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Heather Edwards is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously at BB&T Securities and BBTIS from 2015 to 2021. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors managing about $67.7 billion in assets. The firm serves individuals, corporations, retirement plan sponsors and participants, and charitable organizations, offering a range of investment consulting and advisory services including discretionary and non-discretionary solutions that utilize firm-level model portfolios, third-party managers, and advisor-led asset allocation.

Michael Storch is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Thompson Financial Group, Mass Mutual, and Santander Securities. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven digital platform for discretionary model accounts that uses approved model strategies executed via mutual funds and ETFs.

Dylan Fields is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at ProEquities, Inc. and various entities within Bankers Life. He also serves as a unit field trainer, recruiting and training insurance agents and writing business for Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Chad Lojewski is a financial advisor at Stifel with 30 years of industry experience and holds Series 63 and Series 65 registrations. He has been with Stifel since 2009. Outside of his advisory role, he serves as a volunteer and board member for Rocky Boxing Club, a nonprofit gym that supports underprivileged youth, and is president of the Lake Walter Land Association homeowners association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Mark Oglesby is a financial advisor at Osaic with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. He is also the owner of Blue Pointe Wealth Management, an LLC that sells insurance products. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers advisory and brokerage services supported by a variety of investment programs and utilizes technology-driven asset allocation and portfolio management tools.

Bryan Kaye is a Series 66 licensed financial advisor with Edward Jones in North Myrtle Beach, South Carolina. He has six years of industry experience, including seven years at Edward Jones since 2019 and prior employment at All Saints' Day School from 2012 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Seth Frimere is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 credentials. He has 29 years of industry experience, including prior roles at NYLIFE Securities, LLC and New York Life Insurance Company. Outside of his advisory work, he is also licensed as an insurance agent providing life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships focused on goal analysis and written recommendations.

Judy Little is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in real estate ownership. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset thresholds. The firm provides tailored, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.