Mark Oglesby is a financial advisor with Osaic and holds a Series 66 designation. He has 18 years of industry experience, including 13 years at Ameriprise Financial Services and 6 years at Ameriprise prior to joining Osaic in 2025. He is also the owner of Blue Pointe Wealth Management, an LLC that sells insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Bryan Kaye is a financial advisor at Edward Jones in North Myrtle Beach, SC, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at All Saints' Day School from 2012 to 2019. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jared Diehl is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Merrill, Truist Bank, and service in the North Carolina Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Antonio Camino Jr. is a financial advisor with Primerica Advisors in Myrtle Beach, SC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio solutions rather than institutional plan management.

Seth Frimere is a financial advisor with Mass Mutual Investors Services based in North Myrtle Beach, SC, holding Series 63 and Series 66 designations and 29 years of industry experience. He has worked previously with NYLIFE Securities, LLC and New York Life Insurance Company. Outside of advisory work, he is also licensed as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning engagements using firm-approved analytical tools and offers specialized planning services including estate-settlement and employer-sponsored planning programs.

Judy Little is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in real estate ownership. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset thresholds. The firm provides tailored, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

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 financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. His work history includes roles at Merrill Lynch/Bank of America and multiple positions within Edward Jones. Prior to his advisory career, he held positions in manufacturing and insurance-related companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

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.

Brian Talbert is a financial advisor with LPL Financial in Myrtle Beach, SC, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at United Community Bank, First Citizens Investor Services, Inc., and First Citizens Asset Management. He is also involved with Talbert & Lee Enterprises LLC, a business entity related to investment activities. 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 wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Mary Beets is a CFP®-certified financial advisor with 27 years of industry experience, currently affiliated with LPL Enterprise since 2024. Her prior roles include positions at Prudential Insurance Company of America and Wells Fargo Advisors. Outside of her advisory work, she is involved in real estate as a condominium owner in Myrtle Beach, SC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various investment and insurance products through an integrated advisory and brokerage platform.

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.

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.