Arthur Gerry is a financial advisor at OSAIC with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes long tenures at Signator Investors, Inc. and John Hancock Financial Network, where he worked for over four decades, as well as five years at Royal Alliance Associates. Outside of his advisory role, he operates a sole proprietorship as an insurance broker specializing in fixed insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services and employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing in portfolio construction.

James Mcmanus is a financial advisor with LPL Financial in Myrtle Beach, SC, holding Series 63 and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Ameriprise, Raymond James Financial, and Charles Schwab. Outside of his advisory work, he is involved in property and casualty insurance through ownership of American Trust Insurance Agency LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research, technology, and various financial products.

Robert Bernacki is a financial advisor at Ameriprise with 13 years of industry experience. He previously worked at Edward Jones for 12 years before joining Ameriprise in 2025. Bernacki holds the Series 66 designation and is based in Myrtle Beach, SC. Outside of his advisory role, he owns and manages a non-investment-related business, Bernacki121 LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning and recommendations focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Michal Kovac is a CFP® with 24 years of industry experience, currently affiliated with Wells Fargo Clearing since 2022. His prior experience includes roles at Truist Advisory Services and Truist Investment Services, as well as Bb&T Securities. Kovac is the owner of CV 10D LLC, a separate real estate-related business based in Myrtle Beach, SC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Devers is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at LPL Financial and Bank of North Carolina. Outside of his advisory work, he is also an associate with Pinnacle Asset Management in Myrtle Beach, SC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through various advisory programs and maintaining a unique affiliation with a municipal advisor.

Genie Blanton is a financial advisor at Raymond James Financial in Myrtle Beach, SC, holding Series 63 and Series 66 designations with 33 years of industry experience. She has been associated with Raymond James Financial Services since 1999 and has operated Nalts, LLC, a support company for Raymond James Financial Services activities, since 2011. 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 consulting using analytical tools and supports municipal and public finance work through a unique advisory affiliation.

Diane Snyder is a financial advisor with LPL Financial in North Myrtle Beach, SC, holding a Series 65 credential and 13 years of industry experience. Prior to joining LPL Financial, she worked at MVB Mortgage and Horter Investment Management, and she has operated Snyder Financial since 2009, where she is also an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of financial planning, asset management, and advisory services.

Thomas Muldoon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Prudential Insurance Company of America, Pruco Securities, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he is the owner and founder of ReserveX Analytics, a business based in Little River, SC. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, and institutional clients. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and other financial services.

Edward Mcmenamin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 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. Outside of his advisory role, Mcmenamin is a certified motorcycle safety instructor with the Motorcycle Safety Foundation, serving as a rider coach. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

David Monckton is a financial advisor with Ameriprise in Myrtle Beach, SC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at VOYA Financial Advisors and co-owned Carolinas Wealth Management, where he served as managing partner. Outside of advisory services, he is also a co-owner of a Med Spa business in Myrtle Beach. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Scott Dietrich is a Series 66 licensed financial advisor with Edward Jones in Myrtle Beach, SC, bringing 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a national network of more than 23,700 advisors.

Taylor Faile is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Taylor worked in sales and marketing and held various roles in retail and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with 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.

Jeffrey Forehand is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at First Allied Advisory Services and First Allied Securities, with his own Forehand Advisory Group operating since 2004. Outside of advisory work, he is involved in education through speaking engagements at Learning Labs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Craig Wahl is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the Wahl Group in 2010 and brings experience from five years in the Litigation Consulting Field prior to his current role. Craig's client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, sports and entertainment, and tax minimization. Craig holds a Bachelor's degree from the California State University System, graduating Magna Cum Laude with a degree in Commercial Music and Business Administration. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and also holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, as well as being a Personal Investment Advisor (PIA). Additionally, Craig is a member of the American Society of Composers, Authors and Publishers (ASCAP). Residing in Myrtle Beach, South Carolina, Craig lives with his wife, Mackenzie. His personal interests include bowling, ice hockey, music, running, skiing, swimming, and volleyball.

Lillian Stinson is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Sterling Capital Management, Ally Invest Securities, and Thrivent Financial. Prior to her financial career, she spent time as a real estate agent in North Carolina. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm allows clients to integrate planning with managed accounts through a consolidated billing option while maintaining separate services.

Joseph Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He works closely with individuals, families, and businesses to develop comprehensive financial planning strategies across investing, insurance, risk management, and utilizes banking products and lending services from Bank of America. Joseph has been in the financial industry since 2008. He holds a Personal Investment Advisor (PIA) designation and completed his High School Diploma/GED at Coastal Carolina University. He is involved with Habitat for Humanity and contributes his time to this community organization. In his personal time, Joseph enjoys adventure sports, biking, boating, cooking, golfing, hiking, reading, scuba diving, skiing, and traveling.

Alison Hamilton is a financial advisor with Raymond James Financial in Myrtle Beach, SC, holding a Series 66 designation and bringing 11 years of industry experience. She has served on the Finance and Economics Advisory Board at Coastal Carolina University since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, institutional, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations for municipal and public finance advisory work.

Benjamin Carroll is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has worked at firms including Van Clemens Wealth Management, Equity Prime Mortgage, Bank of America, Merrill, and Planet Home Lending. Outside of his advisory role, he acts as power of attorney for his mother in Baltimore, Maryland. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Donna Sullivan is a financial advisor with Merrill in Myrtle Beach, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she owns and operates a specialty cake baking and design business. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Harold Mitchell II is a financial advisor with Edward Jones in North Myrtle Beach, SC, holding a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2020 and previously worked as COO and consultant for Mitchell Inc., a wedding and events business known as Together Forever Weddings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary management, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.