Brian Cunningham is a financial advisor with LPL Financial in Myrtle Beach, SC, holding the CFP® designation and Series 63 and 65 licenses. He has 31 years of industry experience with prior roles at Wells Fargo Clearing, Wells Fargo Advisors, and Raymond James & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by extensive operational and research tools.

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.

Jacob Flight is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, his professional background includes roles in retail and service sectors, as well as attendance at Clemson University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and partners with third-party asset managers and LPL Financial for many of its advisory models.

Mackenzie Wahl is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Wahl Group since 2015. She holds the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Consultant® (ChFC®). Before joining Merrill Lynch, Mackenzie worked as a real estate attorney in Myrtle Beach for three years. She has been a member of the South Carolina Bar Association since 2012 but does not provide legal advice in her current financial advisory role. Mackenzie graduated Magna Cum Laude from the University of Kentucky with a bachelor's degree in History and participated in the Honors Program and Chi Omega sorority during her college years. She also holds a Juris Doctor degree from the Charleston School of Law, where she was actively involved in the Moot Court Board. In her personal time, Mackenzie enjoys reading, sewing, and traveling. She resides in Myrtle Beach, South Carolina with her husband, Craig.

Michael Cheslock is a financial advisor at LPL Financial with 31 years of industry experience. He has been with LPL Financial since 2004 and holds a Series 63 designation. Outside of his advisory role, he is involved in the marketing and sales of fixed life, disability, long-term care, health, and annuity insurance products through a separate insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset managers, supported by a broad range of non-advisory financial products and partnerships.

Kristen Geno is a financial advisor with Merrill in Myrtle Beach, SC, holding a Series 66 designation and four years of industry experience. She has worked at Merrill since 2021 and previously spent sixteen years at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Cowell is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018, following prior roles including six years at Jhfn Sii. In addition to his advisory role, Cowell is an independent insurance agent in Murrells Inlet, SC. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody platforms.

Alex Samsel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with LPL Financial since 2005, except for a three-year period at Advisor Group from 2022 to 2025. Outside of his advisory role, Samsel is co-owner of a business entity called AJ Trees and Timber. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jessica Smith is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to this, she was involved with the HGTC Foundation for four years. Outside of her advisory role, she serves as a bookkeeper for Calvin Construction & Consulting, a construction and consulting business in Myrtle Beach, SC. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chad Lojewski is a financial advisor at Stifel with 30 years of industry experience and holds Series 63 and Series 65 registrations. He has been with Stifel since 2009. Outside of his advisory role, he serves as a volunteer and board member for Rocky Boxing Club, a nonprofit gym that supports underprivileged youth, and is president of the Lake Walter Land Association homeowners association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Audrey Williamson is a financial advisor with Edward Jones in Myrtle Beach, SC. She holds the CFP®, ChFC®, and Series 66 designations and has 17 years of industry experience, including 12 years at Edward Jones. 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 and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

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.

Alexander Scarce is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2024, he worked five years at SafeRide Transport Inc and five years at Merit Transport Inc. 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 and offers a range of advisory programs and strategies, supported by a large network of 23,701 financial advisors and over 15,000 branch offices nationwide.

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.

Karl Miller is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Aduro, Inc for nine years and briefly at Pagliacci Pizza. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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.