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.

Jarrod Gould is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. He has worked within the Truist organization and its predecessors since 2015, including roles at Bb&T Securities and Bbtis. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches supported by third-party platforms and AI-enabled research tools.

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., holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Bankers Life, he worked for Horry County Schools for nine years. He is also a 1099 agent for Bankers Life and Casualty Company, where he is appointed to write insurance products including Medicare Supplement, annuities, life, health, and long-term care. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Wilson Springs II is a financial advisor at Centaurus Financial, Inc. in Myrtle Beach, SC, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Centaurus Financial since 2013 and has operated H. B. Springs Company, a life, health, and disability insurance sales business, since 1989. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Ulitza Kronemeyer is a financial advisor with Eagle Strategies (NY Life) located in Myrtle Beach, SC, holding Series 63 and Series 66 licenses with six years of industry experience. She is the owner of Ulitza & Associates Financial Strategists, LLC, and serves as a board member for SOS Care Inc., a nonprofit organization providing direct services to support individuals’ independence. Kronemeyer is also the Membership Director for BNI Myrtle Beach, a local business referral network. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm utilizes multiple program types and primarily manages assets on a non-discretionary basis while operating within the New York Life affiliate structure.

Wesley White is a financial advisor with Eagle Strategies (NY Life) based in Myrtle Beach, SC. He holds Series 63 and Series 66 credentials and has four years of industry experience. Prior to joining Eagle Strategies, he worked at Williamson McCarty and Associates, NYLife Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he is involved in coaching local teams weekly. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types, with a significant portion of its assets managed on a non-discretionary basis and operates within the New York Life affiliate structure.

Justin Shaw is a CFP® and ChFC® with eight years of industry experience, currently serving as a financial advisor at &PARTNERS since 2026. Prior to joining &PARTNERS, he worked nine years at Edward Jones and has six years of experience in the food service industry at Sir Pizza. &PARTNERS serves a diverse client base including individual, institutional, and sovereign wealth fund clients, offering a range of services such as investment advisory, brokerage, financial planning, and retirement plan consulting. The firm utilizes both proprietary and third-party investment strategies delivered via the Envestnet platform, and it operates as both a registered investment advisor and a broker-dealer.

Brandon Downey is a financial advisor at &PARTNERS with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years. Outside of finance, he is a part owner of Coastal Paws Pet Resort in North Myrtle Beach, South Carolina, a business he co-owns with his wife. &PARTNERS serves a diverse client base including individual and institutional investors such as high-net-worth individuals, retirement plans, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a blend of proprietary models and third-party managers through platforms like Envestnet, and conducts a range of activities including financial planning, ERISA consulting, and investment banking.

John Gallman is a financial advisor with \u0026Partners, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He worked at Edward Jones for 20 years before joining \u0026Partners in 2024. Outside of advising, he is involved in managing land-holding companies and owns residential properties through separate LLCs. \u0026Partners serves a diverse client base including individual and institutional investors, offering both advisory and brokerage services. The firm combines multiple roles as a registered investment advisor, broker-dealer, and municipal advisor, employing a range of investment strategies and platforms to support various client needs.

William Rowell is a financial advisor with Eagle Strategies (NY Life) based in Myrtle Beach, SC. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining Eagle Strategies in 2016, he has been involved with New York Life and related entities since 2002 and operates Rowell Insurance and Benefits Co., LLC. Outside of his advisory work, he serves as Chairperson of the Coastal Carolina University Planned Giving Advisory Board and is the President of the Myrtle Beach Sunrise Rotary Club. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of adviser representatives. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Heather Edwards is a financial advisor with Truist Advisory Services in North Myrtle Beach, SC. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her prior work includes roles at Bb&T Securities, LLC, and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated broker-dealer and bank.

Andrew Brown is a financial advisor with Eagle Strategies (NY Life) based in Myrtle Beach, SC. He holds Series 63 and Series 65 licenses and has four years of industry experience. In addition to his advisory role, he works as a licensed respiratory therapist at Grand Strand Medical Center. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm emphasizes tailored solutions and manages most assets on a non-discretionary basis.

Michael Storch is a Series 66-licensed advisor with 13 years of industry experience, currently with PNC Wealth Management in Calabash, NC. His prior roles include positions at Thompson Financial Group, Mass Mutual, and Santander Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that utilizes algorithm-driven risk assessments and invests via approved model strategies executed by delegated managers.