Angela Diehl is a financial advisor with Edward Jones in Shallotte, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior work includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, BBTIS, and CUSO Financial Services. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

William Hatch Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked within Wells Fargo's affiliated firms since 2009. Outside of his advisory role, he owns a residential rental property business. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations supported by firm research and tools.

Wilbur Brown is a CFP® professional with 30 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a 25% owner of 2120 Partnership, an investment-related business in Lake City, SC, where he also serves as a trustee. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jason Morris is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Securian Financial Services and Minnesota Life Insurance. Outside of his advisory role, he works as an independent contractor for Doordash. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program structures.

Miriam Arvizu is a Senior Financial Advisor with Merrill Lynch Wealth Management in the Grand Strand area. She specializes in creating personalized wealth management strategies tailored to her clients' unique financial situations, with expertise in areas such as retirement planning, cash flow management, legacy planning, multigenerational planning, divorce transition planning, family wealth management strategies, and services for endowments, foundations, and non-profits. Fluent in both Spanish and English, she draws from the resources and investment insights of Merrill Lynch, as well as banking and lending solutions provided through Bank of America, to support her clients' financial goals. Miriam holds a Bachelor's Degree in Finance from Coastal Carolina University and is a Personal Investment Advisor (PIA). She has spent nearly two decades as a financial advisor, assisting clients to develop tailored strategies based on a thorough understanding of their priorities, aiming to help them pursue life goals and plan their legacy. Her professional philosophy centers on one-on-one communication to understand clients' values and aspirations. Beyond her professional role, Miriam resides in North Myrtle Beach, South Carolina, with her family. She participates in community organizations including Habitat for Humanity, North Myrtle Beach Athletic Booster Club, North Strand Shelter, and Sea Haven for Youth. Her personal interests include boating, dancing, gardening, painting, reading, table tennis, yoga, soccer, and travel.

Luiz Fernando Bara Faria is a Financial Advisor with Merrill Lynch Wealth Management and holds the CERTIFIED FINANCIAL PLANNER® designation. He specializes in guiding individuals and families through personalized wealth management strategies to help them pursue their long-term financial goals. Luiz's expertise includes education planning, family wealth management, legacy planning, retirement planning, portfolio management, special needs planning, tax minimization, and services tailored to sports and entertainment professionals. Luiz earned both his Bachelor's degree and an MBA from Coastal Carolina University. He also holds the Chartered Retirement Planning Counselor™ (CRPC) and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA) designations. A former collegiate tennis player, Luiz applies discipline and preparation to his client relationships and financial planning process. Outside of his professional role, Luiz enjoys playing tennis, horseback riding, cooking, football, soccer, traveling, and spending time with his family. Originally from Brazil, he now resides in the Myrtle Beach area and is actively engaged in the community where he lives and works.

Kathy Burns is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has been with LPL Financial since 2008 and previously worked at Burns & Bynum CPA PA from 2004 to 2020. Burns is also involved in tax preparation and accounting through Hall & Burns Tax Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research from internal and third-party sources.