Amy Ross is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. She holds a Series 65 credential and has prior experience at Gold Shield Wealth Financial LLC, Gold Shield Wealth Management LLC, and Aider Insurance Group, where she is a co-founder involved in Medicare and simplified issue life insurance. Before entering financial services, Ross worked in medical-related roles including at HCA-Grand Strand Medical Center and Landauer Medical Physics. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, supported by a third-party services platform for trading and compliance.

Matthew Lowery is a CFP®, CFA®, and PFS™ with 19 years of experience in the financial services industry. He is currently affiliated with The Strategic Financial Alliance, Inc. and Carolina Wealth Advisors, LLC, and has served in advisory roles at these firms since 2014 and 2017, respectively. Outside of his advisory work, Lowery serves as president of the board of directors for The Center for Counseling and Wellness and is a member of the Finance and Economics Advisory Board at Coastal Carolina University. The Strategic Financial Alliance serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers customized portfolio management, financial planning, and consulting services through strategic programs, co-advisory relationships, and referrals to third-party managers.

Reid Mathews is a CFP® and Series 65 licensed advisor with eight years of industry experience. He is currently with AlphaStar Capital Management and has previously worked at Berry Financial Securities, LLC and Berry Financial Group, Inc. Outside of his advisory role, Mathews is involved in offering insurance products, including annuities, life insurance, long-term care, and Medicare supplements through Berry Financial Group, where he spends significant time managing these services. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, estates, small businesses, and pension plans. The firm employs both predefined model portfolios and custom strategies, utilizing strategic asset allocation combined with quantitative and momentum analysis, and serves other advisers through subadvisory and platform services.

Erick Ficken is a financial advisor at Kingsview Wealth Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led and model-based strategies, including proprietary ETFs and access to alternative investments.

Jennifer Easley is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently with Perigon Wealth Management, LLC and has previously worked at Vanderbilt Securities, LLC and Gitterman Wealth Management, LLC. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm emphasizes individualized portfolio construction tailored to client goals and risk tolerance, offers discretionary portfolio management, and maintains a notable focus on serving banking and thrift institutions.

Christy Horlacher is a financial advisor with The Strategic Financial Alliance, Inc., holding CFP® and ChFC® designations, and has 14 years of industry experience. She has been associated with Carolina Wealth Advisors, LLC since 2014 and with The Strategic Financial Alliance, Inc. since 2013. Outside of her advisory role, she serves on the scholarship committee at Amazing Grace Lutheran Church in Myrtle Beach, SC. The Strategic Financial Alliance serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering customized investment strategies through a combination of portfolio management, third-party manager referrals, and financial planning.

William Miller is a financial advisor at United Brokerage Services, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors, LLC, Bank of America N.A., Merrill, and First Bank. In addition to his advisory role, he serves as a sales and service representative at United Bank. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various managed account programs and employs a strategic and tactical asset allocation approach using mutual funds, ETFs, individual securities, and third-party research.

Bradley Tunnell is a financial advisor at Gradient Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brookstone Capital Management for 12 years. He also owns Palmetto Wealth Planning, a financial planning firm based in Myrtle Beach, SC. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model supported by a range of analytical tools.

Henry Kowalewski Jr. is a financial advisor with First Citizens Investor Services, Inc. in Myrtle Beach, SC. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with First Citizens Investor Services since 2016 and has also served as an Investment Advisor Representative with First Citizens Asset Management since 1999. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and businesses. The firm employs a client-focused approach using risk- and outcomes-based asset allocation, discretionary management, third-party managers, and technology-driven model portfolios, supported by its affiliation with a bank holding company.

Randal Nesmith is a financial advisor at Kingsview Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning, in-house portfolio management, and access to a wide range of investment strategies and third-party managers.

Liam Schmidt is a Series 65-registered advisor at RFG Advisory, LLC with one year of industry experience. Prior to joining RFG Advisory, he worked in various roles including at Greg Normans Australian Grille and Trump National Golf Course, and operated a lawn care business. He attended Coastal Carolina University and has experience as a student through 2026. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for more than 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, access to model strategies and alternative investments, managing client assets through actively managed and passive models with a focus on risk management.

Mark Miller is a CFP® with three years of industry experience currently serving as a financial advisor at The AmeriFlex Group. His prior experience includes roles at Kestra Advisory Services, Kestra Investment Services, and Cambridge Investment Research. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing customized strategies delivered through various model asset allocations and manager relationships.

Richard Berry is a financial advisor at AlphaStar Capital Management with 18 years of industry experience. He holds the ChFC® and Series 63 designations. His work history includes roles at Berry Financial Securities, LLC, and Berry Financial Group, Inc., where he has been involved in life insurance and fixed indexed annuities. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and third-party portfolio construction tools, managing approximately $2.5 billion in assets across a broad advisor and client base.

Lorraine Kirk is a financial advisor at Private Client Services, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and National Planning Corporation. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Jeremy Withers is a financial advisor at CreativeOne Securities, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Client One Securities, LLC and Signator Investors, Inc. Outside of his advisory work, he serves as president of the Chicora Rotary Group of Myrtle Beach. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

Scott Enzor is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Foundations, he worked at Sound Income Strategies LLC and Ameritas Life Insurance Corp, among other firms. Outside of his advisory work, Enzor serves as a preacher and evangelist and is involved with a family foundation that supports pastors’ vacations. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and incorporates model portfolios with discretionary and non-discretionary management through a large network of affiliated advisers.

Lawrence Seiden is a financial advisor with StoneX Advisors Inc. in Myrtle Beach, SC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with StoneX Advisors since 2015 and previously worked at Wrp Investments, Saxony Capital Management, and World Investments. In addition to his advisory role, he is an independent insurance producer offering life, health, disability, long-term care, and annuity products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a variety of strategies through advisor-managed portfolios, proprietary models, and third-party managers, supported by platforms such as Envestnet and Advyzon.

Charles Forgason Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Myrtle Beach, SC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been associated with Capital Investment Brokerage, Inc. since 1997. Outside of his advisory role, he serves as a Lieutenant Colonel and 3rd Battalion Commander in the South Carolina State Guard, overseeing training and management of personnel to assist local authorities during emergencies. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a variety of analytical methods and conducting regular portfolio reviews.

Krista Corliss Taylor is a financial advisor at Kingsview Wealth Management, LLC with 30 years of industry experience. She holds a Series 66 designation and has worked at Kingsview since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Taylor is also a notary public in Myrtle Beach, SC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services using a combination of advisor-led planning, model-based strategies, and access to a variety of investment instruments and third-party managers.

Shuang Guo is a financial advisor with M HOLDINGS SECURITIES, Inc. and holds Series 63 and Series 66 licenses. Guo has seven years of industry experience, having worked at firms including LPL Enterprise, The Prudential Insurance Company of America, and New York Life Insurance Company. Outside of advisory work, Guo holds an Enrolled Agent designation and dedicates time to tax-related studies to deepen expertise, though does not engage in tax preparation as a business. M HOLDINGS SECURITIES, Inc. provides a nationwide network of independent financial professionals serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.