Therese Barbera is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2001. 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 for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

H James Johnson Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a financial advisor since 1990. He leads the Johnson Wealth Management Team, which includes two client associates. James focuses on understanding the financial priorities of individuals and families to provide personalized attention and customized strategies, assisting clients in areas such as family wealth management, legacy planning, retirement income, and tax minimization. James holds a Bachelor's Degree from Clemson University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He collaborates closely with clients' attorneys, accountants, and other advisors to craft comprehensive financial strategies that address both short-term and long-term goals. Committed to community involvement, James participates in volunteering activities within the communities he serves. He also enjoys boating, camping, football, gardening, golfing, music, spending time with his family, tennis, and watching movies.

Robert Unger is a financial advisor with Edward Jones in Pawleys Island, South Carolina, holding a Series 66 designation and 15 years of industry experience. He has worked at Edward Jones since 2010. Unger serves as a board member for Smith Medical Clinic in Pawleys Island. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Meagan Morgan is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2013. Outside of advising, she co-owns a rental property business. 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 both model-based and discretionary strategies for a range of individual and institutional investors.

Tu Nguyen is a financial advisor with UBS Financial Services in Myrtle Beach, SC, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and CitiGroup Global Markets INC. Outside of his advisory work, he is a partner in Three Little Monkeys LLC, an investment-related business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers services including discretionary portfolio management, fee-based financial planning, and access to capital markets.

Carson Munn is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. He has worked with Raymond James Financial Services, Inc. and Signature Wealth Strategies since 2022. Outside of advisory work, he serves as a Relationship Manager for Signature Wealth Group, supporting client relationships. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and consulting, incorporating risk profiling and analytical modeling to support client goals.

M Branham is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Branham focuses on developing personalized financial strategies that help clients pursue their long-term goals by considering their full financial picture. The approach emphasizes flexibility to adapt to changing market conditions and leverages resources from Merrill and Bank of America. Branham's expertise includes liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. The team adopts a holistic planning approach that addresses both assets and liabilities to assist clients in achieving their financial objectives. Branham holds a Bachelor's Degree from the University of North Carolina System and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Branham is a member of the Pi Kappa Phi Fraternity and participates in community activities through the YMCA.

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.

Vincent Mallozzi Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and specialized municipal advisory services.

Dennis Hahn is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining LPL Enterprise in 2024, he spent 39 years at Pruco Securities, LLC. Hahn is also engaged in his own insurance and financial services business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products, supported by an integrated platform that combines advisor programs with active sales of financial products.

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.

Rebecca Watson is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management and access to model portfolios and research.

Kabuzi Mkandawire is a financial advisor with Merrill, holding a Series 66 license and seven years of industry experience. Prior to joining Merrill in 2019, he worked briefly at the Carpenter Bros Hardware Store & Rental and as a contractor for Rightbrain Networks LLC. Outside of finance, he operated a video production business called Kabuzi The Video Guy from 2017 to 2018. 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 institutional investors.

Teague Mathews is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Andrew Friedman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He held prior roles at Edward Jones for 11 years before joining Raymond James in 2025. Friedman serves as a board member for both Temple Beth Elohim, a nonprofit organization, and The Georgetown Lions Club. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to align investment strategies with client goals, supporting implementation through its advisory programs and partnerships.

Evan Scott is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing extensive experience to his role since joining the firm in 2007. He has been a financial advisor since 1983 and specializes in the establishment and administration of qualified retirement plans for corporations, individuals, and sole proprietorships. Evan's expertise includes equity and mutual fund selection, asset allocation, and portfolio management. As a qualified Portfolio Manager, he offers clients personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options, sometimes managing these strategies on a discretionary basis through the firm’s Investment Advisory Program. Evan holds multiple professional designations, including Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science degree in Administrative Management from Clemson University. Beyond his professional work, Evan is involved in his local community through organizations such as Douglas Presbyterian Church, the Lancaster Breakfast Rotary, the Lancaster SPCA, and Big Thursday of Lancaster. He resides in Lancaster, South Carolina with his wife, Stephanie, and their two daughters.

Ellis O'tuel IV is a financial advisor with LPL Financial in Pawleys Island, SC, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.