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River W

Series 66

Myrtle Beach, SC

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Russell J

Series 63, Series 66

Conway, SC

Ameriprise

Russell Johnson is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and eight years of industry experience. He previously worked at Johnson Financial Services LLC, Prospera Financial Services Inc, and Edward Jones. Outside of his advisory work, Johnson serves in a volunteer leadership role at RKPraise Ministries, a nonprofit that provides marriage enrichment and music for ministry events. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a retirement income service that includes a written recommendation report and ongoing annual planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Tonie B

Series 66

Myrtle Beach, SC

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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Andrew M

Series 66

Conway, SC

Edward Jones

Andrew Moruzzi is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones in 2022, he spent ten years at East Coast Honda. 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 solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branches across the country.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Wealth management Founder/Business Owner
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Anthony H

Series 66

Myrtle Beach, SC

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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Michael M

Series 63, Series 66

Myrtle Beach, SC

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kevin P

Series 66

Myrtle Beach, SC

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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Hunter F

Series 66

Myrtle Beach, SC

LPL Enterprise

Hunter Furrow is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Furrow operates Furrow Financial, LLC, a business related to his LPL activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Scott H

Series 63, Series 65

Myrtle Beach, SC

Merrill

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.

Wealth management College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy General estate planning guidance
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Faith K

Series 66

Myrtle Beach, SC

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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William L

Series 63, Series 65

Myrtle Beach, SC

Wells Fargo Advisors

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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Maxwell F

Series 66

North Myrtle Beach, SC

Edward Jones

Maxwell Faile is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His career includes prior roles at Founders Federal Credit Union and Reserve National Insurance. 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 large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Wealth management General retirement planning Retired Founder/Business Owner Executive
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James G

Series 63, Series 65

Myrtle Beach, SC

Morgan Stanley

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.

General estate planning guidance
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Jonathan S

Series 66

Myrtle Beach, SC

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Earl H

Series 63

Myrtle Beach, SC

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Taneisha G

Series 66

North Myrtle Beach, SC

Edward Jones

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.

Retirement income strategy Wealth management Divorce financial planning Business exit / sale strategy Founder/Business Owner Women Professionals
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Jessica K

Series 66

Myrtle Beach, SC

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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Zakaria G

Series 66

Myrtle Beach, SC

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Dianne M

Series 63, Series 65

Myrtle Beach, SC

Primerica Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Shaun W

Series 63, Series 66

Surfside Beach, SC

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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