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.

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 with LPL Financial, holding a Series 63 license and bringing 30 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with NBT Insurance Agency, LLC, where he works in marketing, sales, and service of fixed life, disability, long-term care, health, and annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by a variety of research and investment strategies.

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 at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and has held advisory roles at LPL Financial since 2005, including a prior tenure at Advisor Group. Samsel is also co-owner of a business entity, AJ Trees and Timber. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

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.

Robert Porter Jr. is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked with Kingsview Partners LLC and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services supported by research and model portfolios.