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.

Roger Weismiller is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include a 22-year tenure at Edward D. Jones & Co., L.P., and more recent positions at Infinex Investments, First Bank, Wells Fargo Clearing, LPL Financial, and Cornerstone Wealth Management. In addition to his advisory work, he is involved in lead generation for a mindset coaching business. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation across affiliated and third-party managers, delivering portfolio management, financial planning support, and custody through third-party custodians.

Samuel Plexico III is a financial advisor with Centaurus Financial, Inc. in Myrtle Beach, SC, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience and has been with Centaurus Financial since 2003. Outside of his advisory role, he manages several insurance-related businesses and is a licensed CPA involved in preparing tax returns. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Billie Charlton is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Truist Advisory Services since 2021 and was previously with BB&T Securities for eight years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by a range of third-party platforms and manager relationships.

Alexander Birty is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Before joining the firm, he worked for Horry County Schools for nine years. Birty is also appointed with KFA through Bankers Life and Casualty Company, allowing him to write Medicare Supplement, annuity, life insurance, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.