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.

Robert Jacobs is a financial advisor at Encompass More Asset Management LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience with Airborne Financial Solutions and the Department of Veterans Affairs. Jacobs also works as an independent agent for Advisor Management Group, providing retirement planning advice. Encompass More Asset Management LLC offers discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers and manages approximately $985 million across about 4,000 client accounts.

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.

John Mashburn Jr. is a Series 65-licensed advisor at Simplicity Wealth with one year of industry experience. His work history includes roles at Maranatha Financial LLC, Realty ONE Group, and Mashburn Enterprises LLC. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, providing portfolio management, retirement plan services, and a managed account platform with ongoing monitoring and rebalancing.

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.

Wayne Pampaloni is a CFP® with 34 years of experience in the financial services industry. He is currently with SAX Wealth Advisors, LLC and has previously worked at Great Point Capital, Pampaloni Wealth Management, Acorn Financial Advisory Services, and The Strategic Financial Alliance. SAX Wealth Advisors provides investment management and comprehensive financial planning to individual clients, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy using primarily low-cost, passive funds, supplemented by customized fixed-income ladders, sub-advisers, and third-party platforms for tax-efficient account management.

Joshua Holland is a financial advisor with OneAscent Financial Services LLC in Myrtle Beach, SC. He holds a Series 65 designation and has been with OneAscent since 2022. Prior to joining the firm, he worked for Horry County Schools and Anderson University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers various services including discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing both advisor-managed and model-based investment approaches.

Scott Sensenig is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He is the founder of Financial Fitness Wealth Management and Financial Fitness Benefits & Ins Solutions, where he provides investment and insurance services. His prior roles include positions at The Leaders Group Inc and Innovative Adviser Solutions, LLC. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, tax-aware approaches, and alternative investments, serving a diverse client base with discretionary portfolio management.

David Medlin is a financial advisor with Chelsea Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Chelsea Advisory in 2018, he worked at LPL Financial for seven years. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis, and integrates its advisory services with an affiliated broker-dealer and custody platform.

Charles Wiggins is an advisor at The Strategic Financial Alliance, Inc. with a Series 66 credential and one year of industry experience. He has been associated with Carolina Wealth Advisors, LLC and operates Wiggins Financial Services, which provides bookkeeping services for small businesses. Wiggins also contributes to the Co/Investor Club by consolidating economic news and preparing weekly newsletters. The Strategic Financial Alliance offers advisory services to individuals, retirement plans, and trusts, utilizing both in-house portfolio management and third-party manager platforms, with a focus on non-discretionary asset management.

Daniel Ford is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at Truist Bank, Mid Penn Bank, First National Bank PA, and Allied Universal Security Service. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research tools.

Drema Smith is a financial advisor at Truist Advisory Services with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Truist and its predecessor firms since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a multi-affiliate operating structure.

Paul Hammer is a ChFC® with 34 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He previously spent 23 years at Commonwealth Financial Network and operated the Hammer Financial Group during the same period. Outside of advising, he is involved in fixed insurance sales through Hammer Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers comprehensive services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving large institutional investors including sovereign wealth funds.

Shara Gleason is a financial advisor with Empower Advisory Group in Myrtle Beach, SC, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has been with GWFS Equities, Inc./Great West Life & Annuity Insurance Co. since 2006. Gleason also serves as the unpaid president of the Hidden Harbor Property Owners Association. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Dimetrois Kostarelos is a financial advisor at Creative Planning with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Wells Fargo Advisors and multiple Lockton entities. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.