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.

Benjamin Taylor is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1998 following 21 years of active duty service as a U.S. Army Armor Officer, where he held various leadership roles including tank platoon leader, company commander, and battalion executive officer. He holds a Bachelor of Arts degree in History and English from Trinity University, a Master of Business Administration from Webster University, and a Master of Arts in Military History from the U.S. Army Command and General Staff College. Benjamin holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as Series 7 and 66 FINRA registrations. In his personal time, Benjamin is involved with his church and the Boy Scouts of America in San Antonio. He participates in water skiing activities and supports related tournaments sanctioned by the American Water Ski Association. He and his wife, Anne, reside in Helotes, Texas, and enjoy traveling to visit their grown children and grandchildren.

Lorraine Hoover is a Series 66 licensed advisor with six years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent eleven years at SunTrust Bank. 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 advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

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.

Carol Claytor is a Series 66 licensed financial advisor at Merrill with seven years of industry experience. She previously worked for PNC Bank, N.A. from 2013 to 2018 before joining Merrill in 2018. 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 developed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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.

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.

Christian Tully is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies designed to help clients pursue their financial goals in changing market conditions. Christian focuses on areas including executive compensation, family wealth management, legacy planning, philanthropic planning, retirement income, and investment consulting for defined contribution plans, as well as services for endowments, foundations, and non-profits. Christian holds a Bachelor's Degree from Siena College and carries multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has over 20 years of experience on Wall Street and recently relocated to the Grand Strand area, where he works primarily with retirees. Christian is involved in community organizations such as the Guide Dog Foundation and Teach My People. In his professional approach, Christian uses Merrill's proprietary financial modeling tools and consistently reviews clients’ asset allocations and changing circumstances to support retirement planning and long-term financial success. Outside of work, he enjoys basketball, cooking, gardening, golfing, music, spending time with family, traveling, and yoga.

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.