Levi Lamfers is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 66 licenses. His prior work includes roles at GWFS Equities, Inc., where he has been since 2019, and TIAA-CREF from 2016 to 2019. 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 approach integrates its services with Empower’s recordkeeping platforms and focuses on long-term portfolio returns and annual rebalancing.

Justin Shaw is a CFP® and ChFC® with eight years of industry experience. He has worked at &PARTNERS since 2026 and previously spent nine years with Edward Jones. Before entering financial advising, he had a six-year tenure at Sir Pizza. &PARTNERS serves a diverse clientele that includes individuals, institutions, retirement plans, charitable organizations, and private businesses. The firm offers a range of services such as investment management and financial planning, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Brandon Downey is a financial advisor at &PARTNERS with a Series 66 designation and nine years of industry experience. Prior to joining &PARTNERS in 2026, he spent nine years at Edward Jones and has ownership experience in the pet boarding business Coastal Paws Pet Resort in North Myrtle Beach, co-owned with his wife. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering a range of investment management and advisory services combining fundamental, technical, and quantitative analysis.

Timothy Caulder is a financial advisor at First Citizens Investor Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 credentials and has prior roles at Primerica Advisors and service in the United States Navy and Navy Reserve. His other business activities include referrals for home security and automation products through affiliated companies. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers various portfolio management options, including unified and separate managed accounts, model portfolios, and a Guided Investing platform, emphasizing IAR-led financial assessments and diversified asset allocation.

Scot Roche is a financial advisor at Creative Planning with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Creative Planning in 2022, he worked at Wipfli Financial Advisor, LLC and Hewins Financial Advisors, LLC. He oversees the wind down of Wipfli Financial Advisors as a principal on a limited basis. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets using a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

John Gallman is a financial advisor with \u0026Partners, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He worked at Edward Jones for 20 years before joining \u0026Partners in 2024. Outside of advising, he is involved as President/CEO of G-Force Capital Holdings LLC, a land holding company specializing in recreational timberland. \u0026Partners serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, and retirement plan consulting. The firm combines fundamental, technical, and quantitative analysis with proprietary and third-party strategies, offering both discretionary and non-discretionary portfolio management.

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.

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.

Robert Steyert is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Independent Financial Group since 2004 and previously worked at Sentra Securities Corporation from 2002 to 2004. Outside of advisory services, he has been involved as a licensed insurance agent selling various insurance products, including fixed insurance, long-term care, disability, and health insurance. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation with active and passive investment approaches.

Alfred Cordell Jr. is a financial advisor with Janney Montgomery Scott holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior work includes roles at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. He is based in Myrtle Beach, SC. 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 and offers brokerage, financial planning, consulting, and multiple advisory programs using both in-house and third-party portfolio management.

William Hackler is a financial advisor at Integrated Wealth Concepts LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Integrated Wealth Concepts and LPL Financial since 2016. Hackler also provides retirement plan design, implementation, and administration services through a related third-party administrator business. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term approach.

Justin Jones is a financial advisor with Truist Advisory Services, holding a Series 66 designation and seven years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and was previously affiliated with BB&T Securities. Based in Myrtle Beach, SC, Jones is part of a large advisory team providing investment consulting and fiduciary support. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enhanced research to support its client services.

Debra Towns is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Bank, BB&T Securities, and Scott & Stringfellow. She is also co-owner and officer of Regency Builders of the Carolinas Inc., a commercial and residential building company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and a manager-selection program through a combination of discretionary and non-discretionary approaches.

William McNeer III is a CFP® with 16 years of experience in financial advising. He is currently with Farther and has previously worked at Capasso Planning Partners and Private Advisor Group. Outside of his advisory roles, he provides tax consulting and offers life insurance on a limited basis. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, providing discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and uses a combination of bespoke allocations and proprietary algorithmic model portfolios.

Matthew Sandberg is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory work, he operates a boat charter business, taking clients on trips along the intracoastal waterway. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining a separation between these services.

J Jordan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2002 and holds a Bachelor's degree from Clemson University. Jordan has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With a focus on family wealth management strategies, institutional investment consulting, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income, Jordan draws on extensive experience to assist clients in building and managing customized investment strategies. As a Senior Portfolio Advisor, he is authorized to manage client strategies on a discretionary basis within the firm’s Investment Advisory Program. Jordan actively participates in several community and professional organizations, including Surfside Rotary, Myrtle Beach Civitans, Knights of Columbus, and BNI.

James Mc Lean is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 credential and bringing 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2025. Outside of his advisory role, he is a co-owner of McLean SRA, LLC, which he manages part-time. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement-income planning and recommendations based on investment research and proprietary tools, focusing on dependable income sources and tax-aware withdrawal strategies.

James Croland is a financial advisor with Edward Jones in Myrtle Beach, SC, holding CFP® and ChFC® designations and over 21 years of industry experience. Prior to joining Edward Jones in 2017, he was involved with Carolina Strand Realty and operated his own practice, James E. Croland P.A. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

David Weber is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elizabeth Mc Lean is a Series 66-licensed financial advisor with Ameriprise in Myrtle Beach, SC, and has 10 years of industry experience. She previously worked at Edward Jones for 10 years before joining Ameriprise. Mc Lean is co-owner of McLean SRA, LLC, through which she manages her Ameriprise advisory business. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.