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. His prior roles include positions at Sound Income Strategies LLC and Ameritas Life Insurance Corp, as well as operating McKenzie Financial Group since 2014. Outside of financial advising, he is active as a preacher and evangelist and co-founded a foundation that supports pastors' vacations. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients, offering portfolio management, financial planning, and sub-advisory services. The firm serves a diverse client base including individuals, trusts, estates, and registered investment companies, utilizing a broad range of investment products and affiliated professional services.

Lawrence Seiden is a financial advisor with StoneX Advisors Inc. in Myrtle Beach, SC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with StoneX Advisors since 2015 and affiliated with StoneX Securities Inc. since 2014. In addition to his advisory role, he works as an independent insurance producer specializing in life, health, disability, long-term care, and annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and annuity allocation services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms like Envestnet and Advyzon.

Michael Turner is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at multiple firms, including Charlotte Risk and Virtue Capital Management, since 2015. Outside of advising, he is involved with Charlotte Risk, a business that sells insurance products. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm combines tactical, strategic, and dynamic investment strategies with quantitative analysis and third-party manager selection, offering both discretionary and non-discretionary portfolio management along with financial planning and client education.

Edward Sabo is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has worked at Capital Investment Advisory Services since 2016 and has prior experience with Raymond James Financial Services Advisors Inc. and other firms. Outside of his advisory role, he is the president of Edward J. Sabo & Associates, LLC, where he provides insurance sales, broker/dealer, and investment advisory services. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, with an individualized approach based on client objectives and ongoing portfolio monitoring.

Benjamin Frazier is a financial advisor at United Brokerage Services, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at United Brokerage Services since 2020, following four years at LPL Financial, LLC. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds, ETFs, individual securities, third-party research, and model portfolios, with advice typically offered on a non-discretionary basis.

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. holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining M Holdings and affiliated firms in 2026, Guo worked at several financial services companies including LPL Enterprise, The Prudential Insurance Company of America, and New York Life. Outside of advisory services, Guo is involved with Mfin Advisors LLC, which offers medical and travel insurance products, and has passed the Enrolled Agent exams to enhance understanding of tax-related issues. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers diverse advisory and brokerage services with a focus on suitability-based recommendations and ongoing monitoring, delivering investment management through both portfolio managers and third-party sub-advisors.

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.

Charles Fitzpatrick is a financial advisor at Silver Oak Securities, Incorporated with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at United Advisor Group, Cambridge Investment Research Advisors, and INVEST Financial Corp. Fitzpatrick also serves as president of Benefit Insurance Services, Inc., which sells Medicare and health insurance products. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers personalized portfolio management, unified managed account programs, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

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.

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.

Niccolo Parisi is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Merrill. Outside of finance, Parisi has experience in small business operations and local educational institutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model combines proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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.

Shane O'Brien is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2017. Prior to joining Janney, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. O'Brien serves as a board member for homeowners associations in both Old Lyme, CT, and Pawleys Island, SC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate clients, and charitable organizations, providing a range of brokerage, financial planning, and advisory services.

James Routhier is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott since 2016. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Dimetrois Kostarelos is a financial advisor at Creative Planning with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Wells Fargo Advisors LLC from 2014 to 2021 and had brief roles at Lockton-affiliated firms in 2021 before joining Creative Planning. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing, buy-and-hold strategies, and offers supplemental approaches such as direct indexing and tax-loss harvesting.