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Joseph C

Series 66

Myrtle Beach, SC

Equitable Advisors

Joseph Cerone is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, he worked in various roles across the hospitality and service industries, including positions at Margaritaville, Hilton Grand Vacations, and Wyndham Destinations. He is based in Myrtle Beach, SC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model that incorporates both advisory and brokerage/insurance channels to deliver tailored financial solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Curtis C

Series 66

Calabash, NC

Edward Jones

Curtis Cronemiller is a financial advisor at Edward Jones with 27 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. His prior experience includes roles at Truist Advisory Services Inc., Truist Investment Services Inc., and Bb&T securities and investment services from 2000 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and provides a variety of investment strategies and affiliated services through a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Michael H

Series 66

Myrtle Beach, SC

Raymond James Financial

Michael Hussey is a financial advisor with Raymond James Financial in Myrtle Beach, SC, holding a Series 66 designation and possessing 25 years of industry experience. He has been associated with Raymond James Financial since 2004 and also has roles with Hussey Wealth Management and Nalts LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides non-discretionary planning and investment consulting tailored to client goals and supports a wide network of advisors with specialized programs and services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Maria W

Series 66

Myrtle Beach, SC

LPL Financial

Maria Winkelried is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and has worked previously with Wells Fargo Advisors and Wells Fargo Clearing. Winkelried operates under Veritas Financial Management, a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and corporations, offering various advisory programs and financial planning services through a national network of representatives.

College savings (529s, UTMA, etc.)
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Michael F

Series 65, Series 63

Myrtle Beach, SC

LPL Financial

Michael Fusco is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services and operating Fusco Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

College savings (529s, UTMA, etc.)
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Ryan D

Series 63, Series 66

Myrtle Beach, SC

Merrill

Ryan Di Maria is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 22 years of experience in the financial industry. He holds degrees in Accounting and Finance from Coastal Carolina University and is a Certified Plan Fiduciary Advisor (CPFA). As a qualified Portfolio Manager, Ryan provides traditional financial advice and guidance and helps clients pursue their objectives by building and managing personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also manages client strategies on a discretionary basis through the firm's Investment Advisory Program. Ryan's areas of focus include college education planning, family wealth management strategies, retirement income, legacy planning, and special needs planning strategies, among others. He has been involved with community organizations such as the South Carolina Autism Society and has served as a board member for the Boys and Girls Club. Ryan resides in Litchfield Beach with his wife Lauren and their two children, Jakob and Riley. In his personal time, he enjoys spending time with his family, fishing, golfing, and surfing.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Planning for children with special needs General retirement planning Parents
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Arthur G

ChFC®, Series 63, Series 65

Carolina Shores, NC

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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James M

Series 63, Series 66

Myrtle Beach, SC

LPL Financial

James Mcmanus is a financial advisor with LPL Financial in Myrtle Beach, SC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, Mcmanus is involved in insurance sales, including life, health, disability, long-term care, fixed annuities, and property and casualty insurance. 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 advisory programs, retirement consulting, and brokerage services, with investment options that include discretionary and non-discretionary management, model portfolios, and alternative strategies.

College savings (529s, UTMA, etc.)
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Robert B

Series 66

Myrtle Beach, SC

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michal K

CFP®, Series 65, Series 66

Myrtle Beach, SC

Wells Fargo Clearing

Michal Kovac is a CFP® professional with 23 years of industry experience, currently with Wells Fargo Clearing since 2022. His prior experience includes roles at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Kovac is the sole owner of CV 10D LLC, a real estate holding entity based in Myrtle Beach, SC. 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 approach 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.

Retired Founder/Business Owner
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James D

CFP®, Series 63, Series 65

Myrtle Beach, SC

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Genie B

Series 63, Series 66

Myrtle Beach, SC

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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James B

Series 63, Series 66

Myrtle Beach, SC

Equitable Advisors

James Beal is a financial advisor with Equitable Advisors in Myrtle Beach, SC, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. His prior roles include positions at AXA Advisors, LLC, and a period working for Bite Squad, as well as experience at the University of South Carolina. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a delivery model that incorporates LPL-sponsored programs and other endorsed platforms, providing both discretionary and non-discretionary advisory services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Diane S

Series 65

North Myrtle Beach, SC

LPL Financial

Diane Snyder is a Series 65-licensed financial advisor with 13 years of industry experience, currently affiliated with LPL Financial. She has held roles at Horter Investment Management, MVB Mortgage, and operates Snyder Financial, where she also works as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Thomas M

Series 63, Series 65

North Myrtle Beach, SC

LPL Enterprise

Thomas Muldoon is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and multiple related entities prior to joining LPL Enterprise. Muldoon is also the founder of ReserveX Analytics, a business based in Little River, SC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Michael D

Series 63, Series 66

Myrtle Beach, SC

OSAIC

Michael Duprez is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors and Questar Capital Corporation. Duprez also operates an independent advisory business and is licensed as an insurance agent specializing in fixed annuities. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios with a range of investment options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Charles D

Series 66

Myrtle Beach, SC

Equitable Advisors

Charles Doherty is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held roles in various businesses, including Carolina Quench and Sloane Realty Vacations. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing 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, often working through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Jake C

Series 63, Series 65

Myrtle Beach, SC

Edward Jones

Jake Croland is a financial advisor at Edward Jones in Myrtle Beach, SC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Edward Jones, he worked at LPL Enterprise and Pruco Securities LLC. He also has experience in the hospitality industry. 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 with a nationwide network of financial advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Edward M

Series 63, Series 65

Myrtle Beach, SC

Wells Fargo Clearing

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.

Retired Founder/Business Owner
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Joseph M

Series 63, Series 65

Shallotte, NC

Morgan Stanley

Joseph Mclaughlin is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he owns and operates Sand Rooster Ranch, an agricultural business in Monetta, South Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its financial planning services.

General estate planning guidance
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