James Burcham Jr. is a CFP® professional with 42 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. He has held prior roles at Securities America, Inc., Arbor Point Advisors, and Securities Service Network. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing a combination of proprietary and third-party platforms.

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.

William Hackler is a financial advisor at Integrated Wealth Concepts LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Integrated Wealth Concepts and LPL Financial since 2016. Hackler also provides retirement plan design, implementation, and administration services through a related third-party administrator business. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term approach.

Robert Unger is a financial advisor with \u0026PARTNERS, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for nine years before joining \u0026PARTNERS in 2026. Unger serves as a board member of Smith Medical Clinic in Pawleys Island, SC. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies with ongoing monitoring and periodic reviews.

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.

Lemuel Montgomery is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors Financial Network LLC for nine years. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios and research from various sources.

Daniel Harrell is a financial advisor with Edward Jones in Myrtle Beach, SC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 15 years before joining Edward Jones in 2025. 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 national network of advisors and branch offices.

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.

Christopher Medeiros is a financial advisor with Edward Jones in Murrells Inlet, SC, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at The University of Tennessee from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

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.

John Stilley is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab since 2011, including roles at Charles Schwab Bank, SSB, and Charles Schwab Trust Bank. Prior to this, he was employed at TD Ameritrade from 2020 to 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory, custody, and order-routing arrangements.

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® with 31 years of industry experience currently with LPL Financial in Myrtle Beach, SC. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Raymond James & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

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.