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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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Robert J

Series 63, Series 65

Myrtle Beach, SC

Edelman Financial Engines

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.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Carlos S

Series 66

Myrtle Beach, SC

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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Jonathan N

Series 63, Series 65

Longs, SC

Wells Fargo Advisors

Jonathan Nuzzaci is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he owns and manages JPN, Inc., an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized niche planning areas, using proprietary research and tools to develop tailored client recommendations.

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

Series 63, Series 65

Myrtle Beach, SC

Merrill

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.

General retirement planning General estate planning guidance
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Monty F

CFP®, ChFC®, Series 63, Series 66

North Myrtle Beach, SC

Edward Jones

Monty Faile is a financial advisor with Edward Jones in North Myrtle Beach, SC, holding the CFP® and ChFC® designations and possessing 28 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved with Lakeside Baptist Church as a Steward Committee Member, where he contributed to the church’s budget planning. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Vickie D

Series 63

Myrtle Beach, SC

Wells Fargo Clearing

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.

Retired Founder/Business Owner
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Christopher B

Series 66

Little River, SC

Mass Mutual Investors Services

Christopher Bibow is a financial advisor at MassMutual Investors Services with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Principal Securities and Northwestern Mutual. In addition to his financial services career, Bibow is involved in several entrepreneurial ventures, including ownership of companies focused on online sales of torch and welding equipment, and research and manufacturing of specialty products. He also serves on the board of a youth softball organization in South Carolina. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, emphasizing collaborative, goal-oriented financial planning without discretionary investment authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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David C

Series 66

Myrtle Beach, SC

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Barbara D

Series 63, Series 65

Myrtle Beach, SC

Raymond James & Associates

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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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John M

Series 63, Series 65

Myrtle Beach, SC

Wells Fargo Clearing

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.

Retired Founder/Business Owner
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Eric B

Series 63, Series 66

Myrtle Beach, SC

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jessica M

Series 63, Series 66

Murrells Inlet, SC

Edward Jones

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.

Retirement income strategy College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Educators, Teachers, and Academics
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Albert W

Series 63, Series 65

Myrtle Beach, SC

Raymond James Financial

Albert Wiggin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James since 2017. Outside of his advisory role, he serves as a trustee and executor for his brother’s estate and works as an independent contractor providing financial advisory services to NALTS LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining notable municipal advisory capabilities and specialized program offerings.

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

Series 63, Series 66

Sunset Beach, NC

Cambridge Investment Research Advisors

Joseph Meador is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Intercarolina Financial Services, Inc. He is also involved with MPay Inc., where he provides retirement plan services and investment relations. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing various portfolio management approaches and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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