Jeffrey Forehand is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at First Allied Advisory Services and First Allied Securities, with his own Forehand Advisory Group operating since 2004. Outside of advisory work, he is involved in education through speaking engagements at Learning Labs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Craig Wahl is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the Wahl Group in 2010 and brings experience from five years in the Litigation Consulting Field prior to his current role. Craig's client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, sports and entertainment, and tax minimization. Craig holds a Bachelor's degree from the California State University System, graduating Magna Cum Laude with a degree in Commercial Music and Business Administration. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and also holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, as well as being a Personal Investment Advisor (PIA). Additionally, Craig is a member of the American Society of Composers, Authors and Publishers (ASCAP). Residing in Myrtle Beach, South Carolina, Craig lives with his wife, Mackenzie. His personal interests include bowling, ice hockey, music, running, skiing, swimming, and volleyball.

Daniel Mcveigh is a financial advisor with Morgan Stanley in Murrells Inlet, SC. He holds a Series 66 designation and has 4 years of industry experience, having been with Morgan Stanley since 2007. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Joseph Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He works closely with individuals, families, and businesses to develop comprehensive financial planning strategies across investing, insurance, risk management, and utilizes banking products and lending services from Bank of America. Joseph has been in the financial industry since 2008. He holds a Personal Investment Advisor (PIA) designation and completed his High School Diploma/GED at Coastal Carolina University. He is involved with Habitat for Humanity and contributes his time to this community organization. In his personal time, Joseph enjoys adventure sports, biking, boating, cooking, golfing, hiking, reading, scuba diving, skiing, and traveling.

Michael Schiess is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients primarily in the Global Wealth Management division. He holds the position of Senior Vice President and specializes in working with retirees and individuals planning to retire within the next five years. Michael's expertise includes tax efficiency, investment management, and the development of retirement income strategies tailored to clients' needs. Michael began his career in the financial services industry in 1998. He employs a disciplined wealth management planning process that focuses on tax-efficient asset distribution and tracking income and expenses to support a secure retirement for clients and their families. He holds a bachelor's degree in Business Management from the University of Dayton and earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification in 2001. Additionally, he is designated as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and maintains Series 7, 63, and 66 FINRA registrations along with insurance licenses.

Alison Hamilton is a financial advisor with Raymond James Financial in Myrtle Beach, SC, holding a Series 66 designation and bringing 11 years of industry experience. She has served on the Finance and Economics Advisory Board at Coastal Carolina University since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, institutional, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations for municipal and public finance advisory work.

Anthony Pascucci is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 1996. Pascucci is also involved in related business activities, including the sale of loan products and home security referrals through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading to BNY Mellon Advisors.

Megan Coggin is a financial advisor at Merrill with 16 years at the firm and 8 years of industry experience. She holds the Series 66 designation and is based in Myrtle Beach, SC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, integrating internal and third-party management with account administration and custody support.

James Thompkins is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 65 licenses and is based in Conway, SC. Outside of his advisory role, he is involved in managing real estate holding companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and features a large network of advisors and branch offices across the United States.

Nicholas Twohig is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential. He has one year of industry experience and previously held positions at JP Morgan Chase and various academic institutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Bony Peace V is a financial advisor at LPL Financial with one year of industry experience and holds a Series 66 designation. Prior to joining LPL Financial, he was involved with Peace SVN and SVN Denver, and has experience outside finance including roles at Franks Outback and Topgolf. He also operates Peace Sothebys, a mortgage and real estate services business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Florence Shelley is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors and $1.01 trillion in assets under management.

Benjamin Carroll is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has worked at firms including Van Clemens Wealth Management, Equity Prime Mortgage, Bank of America, Merrill, and Planet Home Lending. Outside of his advisory role, he acts as power of attorney for his mother in Baltimore, Maryland. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.

Harold Mitchell II is a financial advisor with Edward Jones in North Myrtle Beach, SC, holding a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2020 and previously worked as COO and consultant for Mitchell Inc., a wedding and events business known as Together Forever Weddings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary management, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

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 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.

Daniel Gregory is a financial advisor with J.P. Morgan Securities, holding Series 65, 63, and 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Bank and Curran Financial Partners. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers services primarily on a non-discretionary basis.

Richard Lundy is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he co-owns an LLC focused on real estate investment in North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets, offering a range of advisory services under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.