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.

Jason Lambert is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

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 at Merrill Lynch Wealth Management, where he has been working for over 35 years. He began his career with Merrill Lynch in Manhattan before relocating to North Carolina more than 30 years ago. John served as the Senior Resident Director of the Merrill Lynch Wealth Management office in Charlotte-South Park for 22 years and leads The Brienza Group, a team of seven professionals providing comprehensive financial advisory services. John's areas of expertise include corporate benefits, corporate executive services, divorce transition planning, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Gettysburg College. A native of New Jersey, John lives in the South Park area of Charlotte with his wife, Robin. His son, Michael, is an engineering graduate of Tufts University and works as a Development Manager at SB Energy, affiliated with SoftBank Group. John is an eight-time Ironman triathlete and enjoys biking, running marathons, swimming, and spending 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 licenses and seven years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously spent two years at Capital Choice Financial Group. Outside of advising, he founded a marriage ministry in 2023. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a range of investment solutions across multiple platforms, combining proprietary strategies with access to third-party managers.

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.

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.

Rebeccah Paonita is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Coastal Financial Planning Group and Prudential. Outside of her advisory roles, she was briefly involved with Kicken Chicken in 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

Jennifer Kline is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning her career in the industry in 2026. Prior to joining Equitable Advisors, she worked in various service roles including positions at Patriots Point Links and Twenty Nine Salon. Equitable Advisors serves a diverse clientele including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Matthew Lake is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on client service with a people-first approach in wealth management, aiming to support clients' long-term financial well-being with empathy and clarity. His areas of expertise include 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. He holds a Master of Science in Sports Management from Purdue University and a Bachelor of Science in Management with a minor in Marketing. Matthew has a background in leadership development and education, having served as Associate Director of Intramural and Club Sports at Case Western Reserve University. Matthew is involved in community service and leadership, including participation in Leadership Grand Strand and serving as Vision Council Chair for the United Way of Horry County Community Impact Task Force. His community involvement extends to organizations such as Barnabas Horse Foundation, Grand Strand Miracle League, Habitat for Humanity Horry County, and United Way Horry County. He commits over 100 hours annually to community service.

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.