Joseph Mclaughlin is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he owns and operates Sand Rooster Ranch, an agricultural business in Monetta, South Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its financial planning services.

Taylor Faile is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Taylor worked in sales and marketing and held various roles in retail and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Lillian Stinson is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Sterling Capital Management, Ally Invest Securities, and Thrivent Financial. Prior to her financial career, she spent time as a real estate agent in North Carolina. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm allows clients to integrate planning with managed accounts through a consolidated billing option while maintaining separate services.

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.

Daniel Gregory is a financial advisor with J.P. Morgan Securities, holding Series 65, 63, and 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Bank and Curran Financial Partners. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers services primarily on a non-discretionary basis.

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.

Richard Lundy is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he co-owns an LLC focused on real estate investment in North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets, offering a range of advisory services under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.

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.

Rebeccah Paonita is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Coastal Financial Planning Group and Prudential. Outside of her advisory roles, she was briefly involved with Kicken Chicken in 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

Jennifer Ivey is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2026 and was previously with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her financial career, she operates a photography business based in Columbia, SC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

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.

Andrew Hazle is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at BB&T for one year before joining Edward Jones in 2017. Hazle serves as an active board member of the Fellowship of Christian Athletes in North Myrtle Beach, South Carolina, where he is involved in event planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary managed solutions, and affiliated investment products.

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.

Michael Mccarthy is a financial advisor with Cetera and holds Series 63 and Series 66 designations. He has 33 years of industry experience, including prior roles at LPL Financial LLC and Kestra Financial Services, Inc. Mccarthy is also the managing member of Regal Wealth Advisors, where he manages business and financial planning activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Hunter Furrow is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Furrow also worked in education and corporate sectors before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation, along with affiliated insurance and trust services.