Erik Fromm is a CFP® with 16 years of experience in the financial industry, currently serving as an advisor at Janney Montgomery Scott since 2013. He is Vice Chair of the Waccamaw Community Foundation, a local charitable organization, and co-hosts The Salty Golfer Podcast, contributing to social media content. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm combines in-house portfolio management with third-party managers across multiple advisory programs and offers integrated custody and trustee services.

Brett Eversole is a financial advisor with The Huntington Investment Company, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. His career includes roles at Huntington National Bank and JP Morgan Securities, among others. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate investment management strategies.

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 licenses and possessing 21 years of industry experience. He worked at Edward Jones for 20 years before joining \u0026Partners in 2024. Outside of advising, he is involved in managing land-holding companies and owns residential properties through separate LLCs. \u0026Partners serves a diverse client base including individual and institutional investors, offering both advisory and brokerage services. The firm combines multiple roles as a registered investment advisor, broker-dealer, and municipal advisor, employing a range of investment strategies and platforms to support various client needs.

Christopher Cramer is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has three years of industry experience and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is a licensed real estate agent and has entrepreneurial ventures including ownership of several non-investment-related companies. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships, utilizing model portfolios from in-house and third-party managers, and features both traditional and hybrid digital advisory solutions.

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.

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 registrations and bringing 42 years of industry experience. He has been with Independent Financial Group since 2004. Outside of his advisory role, Steyert is also a California-licensed insurance agent offering various insurance products, including fixed insurance, long-term care, disability, and health insurance. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple investment platforms and third-party asset managers.

James Burcham Jr. is a CFP® with 42 years of industry experience, currently affiliated with OSAIC Advisory Services, LLC. His career includes 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 plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and 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.

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.

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.