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.

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.

Sarah Squire is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at Symmetry Financial Group and operated her own business, S. Squire Financial Solutions, which provides life insurance and annuity services. Outside of her advisory role, she has experience in the hospitality and custom sportswear industries. AE Wealth Management is an SEC-registered adviser serving a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, and financial planning services.

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.

Dakota Wibel is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and previously served eight years in the United States Navy. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios from prescreened managers and model portfolios.

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.