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.

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.

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.

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.

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.

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.

Dylan Fields is a financial advisor at Bankers Life Advisory Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within the Bankers Life organization since 2009. In addition to his advisory work, Fields serves as a unit field trainer, recruiting and training insurance agents on Medicare Supplement, annuities, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers both wrap and non-wrap programs through affiliated clearing and broker-dealer institutions.

John Fullen is a financial advisor at VALIC Financial Advisors with Series 63 and Series 65 credentials and 41 years of industry experience. He has been with VALIC since 1997 and also holds a position at Agia. Outside of his advisory work, he serves as the treasurer for the Windy Ridge Homeowners Association in North Carolina. VALIC Financial Advisors is an SEC-registered investment adviser and FINRA-member broker‑dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large network of advisors, utilizing discretionary unified managed accounts on Envestnet’s platform with optional tax-aware and impact overlays.

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.