Dylan Fields is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked extensively within Bankers Life entities since 2009. In addition to advising, he functions as a unit field trainer recruiting and training insurance agents, and is appointed to write Medicare Supplement, annuity, 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 through discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals and risk tolerances.

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.

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.

William Callahan is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where he has worked since 2014. He has 26 years of industry experience and holds the Series 66 designation. Callahan serves as a board member of the Ocean Ridge Homeowners' Association and is treasurer of the Ocean Ridge Bowling League in Ocean Isle Beach, NC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, providing a variety of discretionary and non-discretionary strategies across multiple platforms.

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.

Brian Cunningham is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, he worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Dennie Lewis is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 license, and has 38 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 1987 to 2018 and spent six years at Woodbury Financial Services before joining OSAIC in 2024. Outside of his advisory role, he owns and operates Stonebridge Financial Group, LLC, which provides life, disability, and long-term care insurance along with fixed annuities. OSAIC serves a diverse client base that includes individual investors, institutions, and charitable organizations, offering a range of brokerage, advisory, and financial planning services. The firm utilizes advanced portfolio construction tools and supports multiple advisory platforms, combining in-house resources with third-party solutions to deliver integrated wealth management.

Douglas Wahl is a Wealth Management Advisor and leads the Wahl Group team at Merrill Lynch Wealth Management. His primary focus on the team is planning, serving client needs in areas such as family wealth management strategies, liquidity management, managing new wealth, and personal retirement planning. He joined the Wahl Group in 2000 after completing his education. Doug holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst® (CIMA®), and Chartered Retirement Planning Counselor™ (CRPC™). He earned a Bachelor's degree in Mathematics/Biology from New College of Florida. In addition to his professional work, Doug participates in community service as a unit leader with the Boy Scouts of America and as a committee chair for the Philmont Staff Association. He is also involved with Belin Memorial United Methodist Church. Doug resides in Murrells Inlet with his wife Denise and their two children.

Jacob Flight is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he worked in retail and hospitality roles including positions at Palmetto State Apparel, Ocean Lakes Family Campground, and the Nike Factory Store. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Mackenzie Wahl is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Wahl Group since 2015. She holds the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Consultant® (ChFC®). Before joining Merrill Lynch, Mackenzie worked as a real estate attorney in Myrtle Beach for three years. She has been a member of the South Carolina Bar Association since 2012 but does not provide legal advice in her current financial advisory role. Mackenzie graduated Magna Cum Laude from the University of Kentucky with a bachelor's degree in History and participated in the Honors Program and Chi Omega sorority during her college years. She also holds a Juris Doctor degree from the Charleston School of Law, where she was actively involved in the Moot Court Board. In her personal time, Mackenzie enjoys reading, sewing, and traveling. She resides in Myrtle Beach, South Carolina with her husband, Craig.

Kristen Geno is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. She has worked at Merrill since 2021 and previously spent 16 years at Bank of America. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jessica Smith is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to this, she was involved with the HGTC Foundation for four years. Outside of her advisory role, she serves as a bookkeeper for Calvin Construction & Consulting, a construction and consulting business in Myrtle Beach, SC. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chad Lojewski is a financial advisor at Stifel with 30 years of industry experience and holds Series 63 and Series 65 registrations. He has been with Stifel since 2009. Outside of his advisory role, he serves as a volunteer and board member for Rocky Boxing Club, a nonprofit gym that supports underprivileged youth, and is president of the Lake Walter Land Association homeowners association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.