Donna Sullivan is a financial advisor with Merrill in Myrtle Beach, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she owns and operates a specialty cake baking and design business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Petersen is a financial advisor with Edward Jones in Myrtle Beach, SC, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2007 and is also involved in auction buying and used auto sales through Northland Automotive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

John Brienza is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 37 years of experience in helping clients coordinate their finances. Throughout his career, John has focused on various client services including Corporate Benefits, Corporate Executive Services, Divorce Transition Planning, Equity Compensation Services, Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, and Retirement Income. He initially began his career with Merrill Lynch in New York and has been based in North Carolina for over 30 years. John holds a Bachelor's Degree from Gettysburg College and maintains the Personal Investment Advisor (PIA) designation. He has also served as the Senior Resident Director of the Merrill Lynch Wealth Management office in Charlotte-South Park and was a board member of the Foundation for the Carolinas, Cabinet of Professional Advisors. John leads The Brienza Group, a team of seven professionals dedicated to managing various aspects of clients' financial lives. Outside of his professional commitments, John resides in the South Park area of Charlotte with his wife Robin. Their son Michael, a recent Tufts University graduate, lives in Boston with his wife Anastasia. John is an eight-time Ironman Triathlete and spends his personal time biking, running marathons, swimming, and enjoying time with his family.

John Sawyer Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Soto Sawyer Crosby Group. As a fifth generation Conway native, he possesses deep roots in the Grand Strand community and a comprehensive understanding of the region's economic growth and evolving financial needs of affluent families. John brings over ten years of experience as a Financial Advisor, complemented by a prior decade in community banking. His expertise includes cash flow management, legacy planning, and navigating significant life events such as business monetization and retirement. He holds the Certified Plan Fiduciary Advisor® designation and additional credentials, including Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree in Finance from the University of South Carolina and a Master's degree in Business Administration from Winthrop University. John is actively involved with several community organizations, including the Grand Strand Sertoma Club, Horry Georgetown Technical College Foundation, and the Myrtle Beach Area Chamber of Commerce. He resides in Conway, SC, with his family and enjoys hunting, traveling, horseback riding, and spending time with them.

Kristopher Locke is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having eight years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and previously at Capital Choice Financial Group. Outside of his advisory work, Locke is the founder of a marriage ministry based in Myrtle Beach, SC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using both proprietary and third-party strategies across various platform arrangements.

Kemilou Pomplun is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Lorenzo is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 credential and has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Jones is a CFP® professional with 32 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as secretary for the River Oaks Property Owners Association in Pawleys Island, SC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Brown is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. He has worked previously at Securities America Advisors, Inc., Securities America, Inc., and Questar Asset Management. Brown has volunteered as an instructor for the Osher Lifelong Learning Institute, teaching a retirement planning course for adult learners. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors, providing integrated brokerage and advisory services through a wide network of financial advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios consisting of multiple asset classes on either a discretionary or non-discretionary basis.

Horacio Piccininno is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 41 years of industry experience, including prior roles at Royal Alliance Associates and Ameriprise Financial Services. Outside of his advisory work, he operates a tax preparation and accounting business as a sole proprietor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Ed Free is a CFP® professional with 32 years of experience, currently serving as a financial advisor at Wells Fargo Advisors in Indianapolis, IN since 2018. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. He holds inactive law and CPA licenses in Indiana. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with implementation through various brokerage and advisory programs available but optional.

Matthew Lake is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including corporate benefits, divorce transition planning, institutional and corporate benefit services, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Matthew approaches wealth management with a focus on empathy, clarity, and a commitment to clients' long-term financial well-being. He holds a Bachelor of Science in Management with a Marketing minor and a Master of Science in Sports Management, both from Purdue University. Matthew has experience in leadership development and education, having served as Associate Director of Intramural & Club Sports at Case Western Reserve University. He is recognized for his performance and leadership, receiving the Most Improved Responsible Service Growth Top 100 award four consecutive years, including placement in the Top 25 in 2024, and serving as a Better Money Habits Champion. Matthew is actively involved in his community with organizations such as Barnabas Horse Foundation, Grand Strand Miracle League, Habitat for Humanity Horry County, Leadership Grand Strand, and United Way Horry County. He dedicates over 100 hours annually to community service and has served as Vision Council Chair for the United Way of Horry County Community Impact Task Force. His personal interests include basketball, dancing, golfing, reading, and traveling.

Robert Conroy is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advisory work, he serves as an executor for his spouse's estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cathy Byrnside is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and over 21 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2016 and has worked at Raymond James Financial Advisers since 2020. Outside of her advisory role, she is a lessor involved in rental real estate through The Byrnside Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and analytical tools tailored to client goals and supports advisory programs alongside specialized public-finance and SIMPLE IRA advisory services.

Christopher Falconer is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing comprehensive financial services to a diverse clientele including corporate executives, business owners, trusts, and charitable organizations. With over 25 years in the financial services industry, he focuses on delivering personalized wealth management strategies tailored to clients' unique needs, goals, and family dynamics. His areas of expertise encompass investment management, concentrated stock holdings risk management, retirement planning, insurance and risk management, lending and liability management, estate planning, and trust services. Christopher holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards Inc., as well as the CHARTERED FINANCIAL CONSULTANT (ChFC) and Personal Investment Advisor (PIA) designations. He has also completed accredited certificate programs from Fairleigh Dickinson University and the American College of Financial Service. His registrations include Series 7, Series 31, Series 65, and Series 66 with FINRA. Beyond his professional commitments, Christopher is actively involved in his local church and community, including participation in the Heredity Spastic Paraplegia Foundation. He integrates his personal philosophy of understanding clients' life priorities into his practice, working to create strategies that align with their values and long-term visions. In his personal life, Christopher enjoys football, reading, soccer, spending time with his family, and traveling.

Jeffrey Clarke is a financial advisor with LPL Financial in Myrtle Beach, SC, holding a Series 63 license and 39 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Clarke Financial Services, Principal Life Insurance Company, Principal Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. He operates Clarke Financial Services LLC as a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides a range of financial planning, advisory programs, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Lindsey Rider is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has previously worked at Truist Investment Services, BB&T Securities, BB&T Investment Services, and BB&T Bank. Outside of her advisory role, she serves as a South Carolina notary public in Myrtle Beach. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Matthew Falcon is a financial advisor with LPL Financial, holding a Series 66 designation. He joined the industry in 2025 and also has experience working with Harbor Financial Group. Prior to his advisory career, he held various roles including positions at Coastal Carolina University and Horry-Georgetown Technical College, as well as entrepreneurial experience with The Boat Shed Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Herman Watson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been a part of the team since 2007. He leads an advisory team that focuses on helping clients develop goals-based wealth management strategies. Herman's approach emphasizes clear communication, aiding clients in understanding the narratives behind their financial data to facilitate logical decision-making throughout their financial journeys. His expertise encompasses family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Herman holds a Bachelor of Science degree in Mechanical Engineering from the University of Florida and a Master's degree from East Carolina University. He has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional responsibilities, Herman spends time with his family engaged in activities such as boating, fishing, swimming, and traveling. He also enjoys exercising, playing the piano, and watching his children participate in sports.

Karen Tinnell is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes roles at Bank of America, N.A., Truist Financial, South State Bank, and East Coast Mobile. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies managed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.