Barry Capps is a financial advisor at Ameriprise in Myrtle Beach, SC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team in partnership with financial advisors and emphasizes the use of Ameriprise-managed accounts and algorithmic tools in its planning process.

Andrew Hazle is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at BB&T for one year before joining Edward Jones in 2017. Hazle serves as an active board member of the Fellowship of Christian Athletes in North Myrtle Beach, South Carolina, where he is involved in event planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary managed solutions, and affiliated investment products.

Derrick Sehein is a financial advisor with Edward Jones in Murrells Inlet, SC. He holds a Series 66 designation and has prior work experience including service in the US Navy from 2010 to 2021. His background also includes roles at Coors Leadership Capital and Peak Claims Group. 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 over $1 trillion in assets and offers a range of advisory programs, investment options, and affiliated services through a nationwide network of advisors and branches.

Michelle La Penna is a financial advisor at Merrill with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at the Infrastructure Group, State Farm - Tom Leonard Agency, and Millennium Management. Outside of her advisory role, she holds a power of attorney position with a nonprofit organization based in South Carolina. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Di Nardo is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of industry experience and has been associated with Cambridge Investment Research Advisors since 2026. Outside of his advisory role, he works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals and supports multiple portfolio management and platform solutions.

Brian Brown is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has previously worked with Commonwealth Financial Group and Minnesota Life Insurance Company. Outside of advisory roles, he is also an agent/broker involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Kevin Quinn is a financial advisor with Equitable Advisors in Myrtle Beach, SC. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, he worked in the security and facility management industry with companies including Convergint, Johnson Controls, and ADT. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and a range of third-party advisory programs to deliver customized solutions.

Jason Atkinson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for an investment-related trust in Myrtle Beach, SC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Scott McDermott is a financial advisor with Raymond James Financial in Myrtle Beach, SC, holding Series 63, 65, and 66 designations and bringing 32 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2010. McDermott is a partner in MA Capital LP and co-owner of McDermott Armati Wealth Strategies LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting clients through various advisory programs and maintaining specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Danielle Sollecito is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Steven Starnes is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He began his career with Merrill Lynch Wealth Management in 1997 after earning a Bachelor's degree in Finance and Economics from Bloomsburg University in Pennsylvania. Steven is a qualified Portfolio Manager who provides traditional advice and guidance, and also builds and manages personalized or defined investment strategies for clients. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, he may manage strategies on a discretionary basis. Steven works closely with high net worth clients and Firm specialists to develop strategies across estate and trust planning, credit and lending solutions through Bank of America, insurance, and risk management of concentrated stock. He has earned several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation. He currently serves on Coastal Carolina University's Finance Advisory Board. Steven lives in Myrtle Beach, South Carolina with his wife, Amy, and their three children. In his free time, he coaches soccer and enjoys playing tennis, golf, and basketball. He is also involved with Habitat for Humanity.

River Williams is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, he worked at Holiday Sands North and Ocean Lakes Pharmacy. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Tonie Baldwin is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1987. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Holdaway is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has been associated with Merrill since 2017 and also works with Bank of America, N.A. Prior to his financial career, he was employed by Enterprise Rent A Car from 2015 to 2017. Outside of his advisory role, he co-owns a rental property in Myrtle Beach, South Carolina. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Mccarthy is a financial advisor with Cetera and holds Series 63 and Series 66 designations. He has 33 years of industry experience, including prior roles at LPL Financial LLC and Kestra Financial Services, Inc. Mccarthy is also the managing member of Regal Wealth Advisors, where he manages business and financial planning activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Kevin Pryor is a financial advisor at Merrill with 34 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2015. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hunter Furrow is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Furrow also worked in education and corporate sectors before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation, along with affiliated insurance and trust services.

Charles Lee is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various advisory strategies supported by advanced operational tools.

Scott Hurston is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Myrtle Beach, South Carolina. He began his career in financial advising in 1988 and concentrates on providing clients with individualized financial and investment strategies. Scott emphasizes developing strong, ongoing relationships with clients and offering guidance as their life situations evolve. His expertise includes education and retirement planning, estate planning services in conjunction with attorneys, life insurance analysis, fixed income investing, and retirement income strategies. He works with individuals and families to help achieve personal and financial goals by incorporating wealth management strategies aligned with their unique objectives and risk tolerance. Scott holds the CERTIFIED FINANCIAL PLANNER (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc. He also completed an executive education program for financial advisors at the Wharton School of Business, University of Pennsylvania, and earned a Bachelor's Degree from the University of South Carolina System. He resides in Myrtle Beach with his family.

Faith Krasula is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Her background includes roles at Beck Bode, LLC, self-employment, and teaching positions at Coastal Carolina University, Anderson University, and Aynor High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.