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® professional with 31 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, he worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Marissa Holdaway is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and previously worked at Hilton and Maurices. Outside of her advisory role, she owns a rental property in Myrtle Beach, SC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jacob Flight is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he worked in retail and hospitality roles including positions at Palmetto State Apparel, Ocean Lakes Family Campground, and the Nike Factory Store. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

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.

Robert Keith is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Lincoln Financial Securities for 17 years and has operated Robert W. Keith and Associates since 1982. In addition to his advisory role, he is involved in various insurance-related businesses offering products such as accident and health insurance, disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable clients through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed account platforms utilizing a range of asset-allocation tools and investment options.

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, holding a Series 66 designation and three years of industry experience. She has worked at Merrill since 2021 and previously spent 16 years at Bank of America. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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.

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.