Taneisha Gore is a financial advisor with Edward Jones in North Myrtle Beach, SC, holding a Series 66 credential and six years of industry experience. She has previously worked with Wells Fargo Bank, Wells Fargo Clearing, and Nationwide Investment Services Corporation. Outside of her advisory role, she co-owns and operates an Italian ice vending business, Sunset Slush of Horry County, serving local events and festivals on weekends. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory programs and affiliated financial services through a nationwide network of advisors.

Jessica Kristich is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 2007. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Silvia Sevast is a Series 66 licensed financial advisor at Edward Jones with four years of industry experience. She previously worked at Merrill Lynch/Bank of America and Apex before joining Edward Jones in 2025. Outside of advisory work, she is involved as a signer for a professional window cleaning business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory programs. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Zakaria Gardiner is a financial advisor with Raymond James Financial in Myrtle Beach, SC. He holds the Series 66 credential and has been with Raymond James Financial and its affiliated firm since 2025. Prior to his advisory role, Gardiner has experience in various industries including real estate, tree services, and hospitality. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client decision-making, with a distinctive municipal advisory affiliation and specialized consulting programs.

Dianne Milano is a financial advisor with Primerica Advisors in Myrtle Beach, SC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Primerica Financial Services and PFS Investments Inc. since 1997 and serves on the board of the North Myrtle Beach Aquatic & Fitness Center. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies from unaffiliated asset managers and supports accounts through Pershing custody and BNY Mellon Advisors for trade execution.

Carlos Soto is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005, concurrently holding a position at Bank of America since 2009. In addition to his advisory role, he serves as a Fraternus Chapter Commander at St. Andrew's Catholic Church, leading and mentoring young men within the organization, and is a board member and vice-chairman of Atlantic Collegiate Academy, a public charter school focused on academics and athletics. 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 individuals, high-net-worth clients, and institutions.

Jonathan Nuzzaci is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he owns and manages JPN, Inc., an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized niche planning areas, using proprietary research and tools to develop tailored client recommendations.

Alister Chick is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked for Edward Jones from 2015 to 2026 before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through various advisory programs and specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Monty Faile is a financial advisor with Edward Jones in North Myrtle Beach, SC, holding the CFP® and ChFC® designations and possessing 28 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved with Lakeside Baptist Church as a Steward Committee Member, where he contributed to the church’s budget planning. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Vickie Dawes is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Based in Myrtle Beach, SC, her career has been focused within the Wells Fargo organization. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is investment policy statement-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Christopher Bibow is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Principal Securities Inc and Northwestern Mutual. Outside of his advisory role, Bibow is involved in several entrepreneurial ventures, including ownership of businesses focused on online sales of welding equipment and research and development of specialty products. He also serves on the board of a youth softball organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and focuses on recommending investment strategies without discretionary authority.

John Mckewen III is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2009, including time at Wells Fargo Advisors LLC. 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 advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Eric Bitetto is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Woodbury Financial Services, Eagle Strategies, and New York Life. Bitetto is the owner of Semper Fortis Financial, LLC, where he markets investment and insurance services, and he has interests in cryptocurrency investing. OSAIC serves a diverse client base ranging from individual investors to institutional entities, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and offers portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments, managing accounts on both discretionary and non-discretionary bases.

Albert Wiggin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James since 2017. Outside of his advisory role, he serves as a trustee and executor for his brother’s estate and works as an independent contractor providing financial advisory services to NALTS LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining notable municipal advisory capabilities and specialized program offerings.

Joseph Meador is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Intercarolina Financial Services, Inc. He is also involved with MPay Inc., where he provides retirement plan services and investment relations. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing various portfolio management approaches and platform arrangements.

David Custer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Wells Fargo, he worked at Morgan Stanley and held roles at multiple companies including Tesla and Bristol Myers Squibb. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Therese Barbera is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2001. 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, retirement plans, corporations, and charitable organizations.

H James Johnson Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a financial advisor since 1990. He leads the Johnson Wealth Management Team, which includes two client associates. James focuses on understanding the financial priorities of individuals and families to provide personalized attention and customized strategies, assisting clients in areas such as family wealth management, legacy planning, retirement income, and tax minimization. James holds a Bachelor's Degree from Clemson University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He collaborates closely with clients' attorneys, accountants, and other advisors to craft comprehensive financial strategies that address both short-term and long-term goals. Committed to community involvement, James participates in volunteering activities within the communities he serves. He also enjoys boating, camping, football, gardening, golfing, music, spending time with his family, tennis, and watching movies.

Meagan Morgan is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2013. Outside of advising, she co-owns a rental property 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 both model-based and discretionary strategies for a range of individual and institutional investors.

Ronald Richter is a financial advisor with Cetera who holds the CFP® designation and Series 66 license, bringing 20 years of industry experience. He has served as an adjunct or full-time faculty member teaching finance courses at Rutgers University, Coastal Carolina University, and UNC Wilmington. He combines his advisory role with academic positions focused on finance education. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with options including model portfolios, third-party managers, and customized strategies.