Patrick Mattingly is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He previously worked at Bank of America, N.A. from 2011 to 2019 before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves as a co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Denise Lowe is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2008. 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 strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Cottillion is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management strategies that consider clients' full financial picture and adapt to changing market conditions. Steven utilizes Merrill's investment insights along with the banking services of Bank of America to support his clients' financial goals. His areas of expertise include college education planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, tax minimization, retirement income, and services for endowments, foundations, and non-profits. Steven employs tools such as Merrill's Personal Wealth Analysis® to assist clients in addressing financial questions and planning for their futures. Steven holds a Bachelor's Degree from the Pennsylvania State University System and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is involved with the Penn State Myrtle Beach Alumni Association and contributes to community organizations such as the American Cancer Society and United Way. Outside of work, Steven enjoys adventure sports, camping, golfing, and spending time with his family.

Charles Evans Jr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has been with Raymond James Financial and its affiliates since 2007 and is also the owner of Myrtle Beach Prime Properties, Inc., a real estate brokerage business he started with his wife. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs with an emphasis on risk profiling, analytical modeling, and integration of advanced technology tools.

Jeremy Johnson is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Edward Jones, where he has worked since 2020 with a brief period at Merrill Lynch/Bank of America from 2021 to 2025. His prior experience includes roles at Adornus Manufacturing, Ingersol Rand/Trane, Guardian Industries, American Insurance Marketing Solutions, and Resolute FP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

David Wurster is a CFP®-designated financial advisor with over 20 years of industry experience, currently with Cetera. He has held roles at Cetera Wealth Services, Summit Financial Group Inc, and Summit Brokerage Services Inc. Outside of his advisory work, he owns Palmetto Coast Capital LLC, through which he provides college funding planning services and sells fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party managers and investment programs.

Daniel Crosby is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with clients from diverse backgrounds, focusing on helping them balance their financial priorities with their desire to lead active, healthy lives. Daniel engages in personal conversations with clients who manage multiple priorities, such as supporting their families and preparing for longevity. His experience includes assisting clients with complex financial planning needs beyond their portfolios, such as strategies for aging parents, monetizing businesses or real estate investments, and planning for long-term care and income for surviving spouses. Daniel collaborates with specialists at Bank of America and other professionals to address estate planning and health-related financial matters. Daniel holds a Bachelor's degree in Justice Studies from The College of New Jersey, where he also volunteered as a Criminal Law teacher's aide. He has earned the Chartered Retirement Planning Counselor™ designation and the Personal Investment Advisor (PIA) certification. He is involved in his community through volunteer work with Habitat for Humanity, including serving as Chairman of the Board of Directors for its Georgetown County chapter. Daniel lives in Pawleys Island with his wife and three children and enjoys family camping trips and exploring nature.

Theopolus Mickles is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Clarks Seafood and Chophouse. Mickles also serves as a sports official in the Southern Trail Officials Association, officiating high school level sporting events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jason Toy is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he was involved with Champion Autism Network and Ripley's Aquarium. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Christopher Marsh is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and ten years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, Capital Investment Brokerage, and Founders Group International. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Elizabeth Tyler is a CFP® professional with 11 years of industry experience, currently affiliated with Edward Jones since 2022. She previously worked at Merrill for nine years and owns an event rental business specializing in antique church pews and wooden crosses for wedding ceremonies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Michael Duff is a financial advisor with Raymond James Financial Services Advisors, Inc. in Myrtle Beach, SC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been associated with Raymond James Financial Services since 2014 and is also owner of Wellspring Financial Services, a branch support company. Additionally, Duff is a licensed non-variable insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by risk profiling and analytical tools, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Travis Goodman is a financial advisor with Thrivent Investment Management in North Myrtle Beach, SC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management affiliate since 2013. Outside of his advisory role, Goodman serves as President of the Newberry Friendly Roadrunners Travel Club and is a council member of Mt Horeb Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering a broad range of topics, with options to combine planning and managed-account services under the “WealthPlan” program.

Laurie Gizzi is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Curtis Cronemiller is a financial advisor at Edward Jones with 27 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. His prior experience includes roles at Truist Advisory Services Inc., Truist Investment Services Inc., and Bb&T securities and investment services from 2000 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and provides a variety of investment strategies and affiliated services through a large network of financial advisors and branch offices nationwide.

Michael Hussey is a financial advisor with Raymond James Financial in Myrtle Beach, SC, holding a Series 66 designation and possessing 25 years of industry experience. He has been associated with Raymond James Financial since 2004 and also has roles with Hussey Wealth Management and Nalts LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides non-discretionary planning and investment consulting tailored to client goals and supports a wide network of advisors with specialized programs and services.

Maria Winkelried is a financial advisor with LPL Financial in Myrtle Beach, SC, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Advisors before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Fusco is a financial advisor with LPL Financial based in Myrtle Beach, SC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services and leadership of Fusco Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and access to various investment platforms, supported by research and technology tools.

Shawn Sines is a financial advisor at Edward Jones in Myrtle Beach, SC, holding Series 65 and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Ryan Di Maria is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 22 years of experience in the financial industry. He holds degrees in Accounting and Finance from Coastal Carolina University and is a Certified Plan Fiduciary Advisor (CPFA). As a qualified Portfolio Manager, Ryan provides traditional financial advice and guidance and helps clients pursue their objectives by building and managing personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also manages client strategies on a discretionary basis through the firm's Investment Advisory Program. Ryan's areas of focus include college education planning, family wealth management strategies, retirement income, legacy planning, and special needs planning strategies, among others. He has been involved with community organizations such as the South Carolina Autism Society and has served as a board member for the Boys and Girls Club. Ryan resides in Litchfield Beach with his wife Lauren and their two children, Jakob and Riley. In his personal time, he enjoys spending time with his family, fishing, golfing, and surfing.