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.

Darrell Williams III is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked with Commonwealth Financial Network and Williams Financial Group since 2021, and previously served at Park Avenue Securities and Guardian Life Insurance Company of America. Williams is also the owner of Williams Financial Group, an operating company that facilitates securities, investment advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a broad client base. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

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.

Cail Brown is a financial advisor at Valic Financial Advisors with 12 years of industry experience and holds a Series 66 designation. He has been with Valic Financial Advisors since 2015 and also holds a position as an agent with Agia, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Murray Carter is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 1998. He holds Series 63 and Series 65 licenses and 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

Timothy Bazinet is a financial advisor at Empower Advisory Group with a Series 66 credential. He has over 15 years of prior work experience primarily outside the financial advisory industry, including a lengthy tenure at Myrtle Beach Kia. Bazinet joined Empower Advisory Group and Empower Financial Services, Inc. in 2025. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, delivering services through platforms tied to recordkeeping and administration.

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.

Joseph Morgan is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with CWM, LLC and has previously worked at Cetera Advisor Networks, Immanuel Schools, Morgan Wealth Management, and LPL Financial. Morgan serves as CEO and President of Morgan Wealth Management and is involved in several nonprofit boards, including Dinuba Mennonite Brethren Church and Hinds Hospice, as well as member of the Rotary Club of Myrtle Beach. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary investment approach that integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

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.

Tiffany Musso is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Wells Fargo Advisors. In addition to her advisory role, Musso operates a business consulting practice advising small business owners on efficiency improvements. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

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.

Darrell Haytaian is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services since 2007. Outside of his advisory role, he serves as a board member and coach for the Fusion Youth Basketball Team, a travel basketball program. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, supporting large institutional investors and utilizing multiple management platforms and third-party solutions.

Bart Bryant is a financial advisor with Kestra Advisory in Myrtle Beach, SC, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Kestra Advisory since 2016 and has a background that includes roles at multiple firms dating back to 1995. Bryant serves as vice president of the board of a community charitable organization, Grace Ministries. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

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.

Brett Eversole is a financial advisor at The Huntington Investment Company with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Huntington and its affiliated entities since 2019, as well as with JP Morgan Securities and Clayton Homes earlier in his career. He is based in Surfside Beach, SC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party managers with proprietary Private Bank portfolios, providing a range of portfolio management and trade execution solutions.

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.