Harold Mitchell II is a financial advisor with Edward Jones in North Myrtle Beach, SC, holding a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2020 and previously worked as COO and consultant for Mitchell Inc., a wedding and events business known as Together Forever Weddings. 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 services, including discretionary and non-discretionary management, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Kevin Thompson is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 credential and has worked at firms including Truist Advisory Services, Bb&T Securities, and Capitol Securities Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated capabilities, supported by a large network of financial advisors and branch offices nationwide.

Kristine Ford is a financial advisor with Ameriprise in Calabash, NC, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning and advice. The firm uses a centralized team to generate recommendations based on proprietary research and third-party data, focusing on dependable income and tax-aware withdrawal strategies for clients meeting specific asset criteria.

Joy Rockwood is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Raymond James since 2000 and was previously a branch owner, maintaining her own LLC related to that role. Outside of her advisory work, she is an associate employee at Kevin Guille Strategic Wealth Management, a non-investment related support company. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Anthony Fauci is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at First Allied Advisory Services and First Allied Securities. Outside of his advisory work, he is a partner in several businesses and serves as an independent contractor for a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and features a multi-manager platform with access to both affiliated and third-party investment managers.

David Kolter Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He worked at Edward Jones from 2011 to 2018 before joining Wells Fargo Clearing in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit sweep options.

Bryan Fenn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior experience includes 30 years at Signator Investors, Inc. and eight years at Osaic Wealth, Inc. He also serves as a financial consultant and wealth manager with Innovative Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a wide range of clients, including individuals, retirement plans, banks, and institutions. The firm offers comprehensive financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Curtis Casey is a financial advisor with Ameriprise in North Myrtle Beach, SC, holding a Series 66 designation and 24 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations through a centralized consulting team.

Edward Carfang Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His career includes 16 years at Trustmark Financial Group and 10 years with Cambridge Investment Research Advisors. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, and charitable organizations—providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management solutions, including proprietary and third-party models, with flexible custody and platform arrangements tailored to client objectives.

Justin Jordan is a financial advisor with Merrill in North Myrtle Beach, SC, holding Series 65 and Series 63 licenses and four years of industry experience. His background includes roles at Bank of America, State Farm VP Management Corp., and multiple insurance agencies. Outside of advising, he serves as a commissioner for the Eagle Trace Special Purpose Tax District Commission, working with local government on community infrastructure matters. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Henderson Louviere is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked at Bankers Life and Casualty and has been involved with the Wrightsville Beach Fire Department and Ocean Rescue services. 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 various organizations.

Kyle Reise is a financial advisor with LPL Financial, holding a CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including prior roles at Merrill, Morgan Stanley, Private Portfolio Partners, Lydian Wealth Management, and T. Rowe Price Advisory Services. Reise has been with LPL Financial since 2016. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with access to third-party asset managers and various investment strategies.

Sean Flanigan is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Ameriprise since 2012, working within the firm’s financial services and advisory divisions. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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.

Silvia Sevast is a Series 66 licensed financial advisor at Edward Jones with four years of industry experience. She previously worked at Merrill Lynch/Bank of America and Apex before joining Edward Jones in 2025. Outside of advisory work, she is involved as a signer for a professional window cleaning business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory programs. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

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.

Alister Chick is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked for Edward Jones from 2015 to 2026 before joining Raymond James in 2026. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through various advisory programs and specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Douglas Grover is a CFP® professional with 31 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. He also holds roles as president of WD Investment Management Inc. and is active as an independent insurance agent. Grover’s career spans over two decades with Cambridge-affiliated entities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

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.

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.