William Lowe is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he acts as a personal representative for his mother. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, allowing clients to customize implementation through various brokerage and advisory programs.

James Goodwin is a financial advisor with Morgan Stanley in Myrtle Beach, SC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes roles at Citigroup Global Markets since 1990 and Morgan Stanley Smith Barney since 2009, with his current tenure at Morgan Stanley Private Bank commencing in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning services supported by a structured discovery process and employs various modeling tools, managing approximately $2.74 trillion in client assets.

Jonathan Stanley is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. Outside of his advisory role, he serves as president of Legacy Capital Group, a support company in Myrtle Beach, SC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth investors, corporations, and institutions. The firm offers tailored non-discretionary advice using analytical tools and supports advisory programs across a large network of advisors.

Earl Hamilton Jr. is a financial advisor with Raymond James Financial in Myrtle Beach, SC, holding a Series 63 designation and over 31 years of industry experience. He has been with Raymond James Financial since 2009 and Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he is the owner of Nalts, a business unrelated to investment activities. 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 entities. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and encourages implementation through its advisory programs or other providers.

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.

Zakaria Gardiner is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he held roles at Legacy Capital Group, Merrill Lynch, and Carolina Custom Curbs LLC, among others. Outside of finance, he has experience in real estate with Keller Williams Realty and in small business operations including a tree service and hospitality. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, employing risk profiling and modeling tools, and supports municipal and public-finance advisory work through a unique affiliated municipal advisor.

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.

Shaun Walsh is a financial advisor with Edward Jones in Surfside Beach, SC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Walsh serves as a council member on the Coastal Planned Giving Advisory Council in Conway, SC, providing professional advice on planned giving operations to support Coastal Carolina University. 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 programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Robert Jones is a financial advisor at Edelman Financial Engines with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Edelman Financial Engines since 2025, following seven years at Financial Engines Advisors L.L.C. and two years at EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management across diversified portfolios with a long-term focus.

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.

Frederick Woods is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1985. With over 37 years of experience in the industry, he employs a risk management approach to develop financial strategies that assist clients in achieving their goals. His expertise includes retirement and estate planning, business retirement plans, portfolio management services, and home financing strategies through Bank of America, N.A. Mr. Woods earned a Bachelor of Science degree in Business Administration from Seton Hall University and holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also involved in his local community as a member of the Rhinebeck Lions Club. Residing in Rhinebeck, New York, Frederick Woods spends time with his wife and three children. He has a personal interest in baseball, golfing, music, skiing, soccer, and watching movies. His planning philosophy centers on collaborating with clients to create personalized financial strategies tailored to their individual goals.

Kathleen Coppola is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. She worked at Edward Jones from 2012 to 2018 before joining Raymond James in 2018. Outside of her advisory role, she is president of Thrive Wealth Partners, a marketing and support company. 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, pension plans, corporations, and institutions. The firm delivers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and a range of advisory programs.

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.

David Cassidy is a financial advisor with Ameriprise in Myrtle Beach, SC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 15 years before joining Ameriprise in 2024. Outside of his advisory role, Cassidy serves on the Board of Directors for Trail Life and is involved in several business ventures, including ownership of real estate and management companies. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations that integrate tax-efficiency and adaptive withdrawal strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Barbara Ducham is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various Raymond James entities and Liberty Bank Investment Services. Outside of her advisory role, she serves as a court-appointed conservator. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering tailored financial planning and investment consulting through a variety of portfolio management approaches.

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.

Lawrence Mickle III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Kingsview Wealth Management LLC, Client One Securities, LLC, and Wells Fargo Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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.

Jessica Marcus is a financial advisor at Edward Jones in Murrells Inlet, SC, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones in 2024, she worked at Primerica Financial Services and Primerica Advisors for nine years combined and also has experience in education with Calvary Christian School and Horry County Schools. Outside of finance, she assists with marketing and operational tasks at a local restaurant owned by her husband. 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 with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.