Daniel Crosby is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with clients from diverse backgrounds, focusing on helping them balance their financial priorities with their desire to lead active, healthy lives. Daniel engages in personal conversations with clients who manage multiple priorities, such as supporting their families and preparing for longevity. His experience includes assisting clients with complex financial planning needs beyond their portfolios, such as strategies for aging parents, monetizing businesses or real estate investments, and planning for long-term care and income for surviving spouses. Daniel collaborates with specialists at Bank of America and other professionals to address estate planning and health-related financial matters. Daniel holds a Bachelor's degree in Justice Studies from The College of New Jersey, where he also volunteered as a Criminal Law teacher's aide. He has earned the Chartered Retirement Planning Counselor™ designation and the Personal Investment Advisor (PIA) certification. He is involved in his community through volunteer work with Habitat for Humanity, including serving as Chairman of the Board of Directors for its Georgetown County chapter. Daniel lives in Pawleys Island with his wife and three children and enjoys family camping trips and exploring nature.

Theopolus Mickles is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Clarks Seafood and Chophouse. Mickles also serves as a sports official in the Southern Trail Officials Association, officiating high school level sporting events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Mary Beets is a CFP®-certified financial advisor with 27 years of industry experience, currently affiliated with LPL Enterprise since 2024. Her prior roles include positions at Prudential Insurance Company of America and Wells Fargo Advisors. Outside of her advisory work, she is involved in real estate as a condominium owner in Myrtle Beach, SC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various investment and insurance products through an integrated advisory and brokerage platform.

Jason Toy is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he was involved with Champion Autism Network and Ripley's Aquarium. 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 network of financial advisors and branch offices.

Christopher Marsh is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and ten years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, Capital Investment Brokerage, and Founders Group International. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Michael Duff is a financial advisor with Raymond James Financial Services Advisors, Inc. in Myrtle Beach, SC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been associated with Raymond James Financial Services since 2014 and is also owner of Wellspring Financial Services, a branch support company. Additionally, Duff is a licensed non-variable insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by risk profiling and analytical tools, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Michael Jones is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Laurie Gizzi is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Joseph Cerone is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked in various roles across hospitality and contracting firms including Margaritaville and Hilton Grand Vacations. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm employs a model-driven approach, often utilizing third-party asset managers and nationally recognized advisory programs.

Marc Cohen is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2009, following a prior tenure at Morgan Stanley. 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 portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by advanced research and operational tools.

Michael Powell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include leadership at Cox Bell Powell, LLC, and H. Beck, Inc., as well as founding Powell Wealth Management, LLC. 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 a range of financial planning and portfolio management services, using a combination of proprietary research, third-party subadvisors, and advanced operational tools.

Maximillian Philipp is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for four years and spent nine years at WFXB FOX TV before entering the financial sector. Outside of advisory work, he is a business owner of Carolina Duck Co., a non-investment-related enterprise. 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 range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Maria Winkelried is a financial advisor with LPL Financial in Myrtle Beach, SC, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Advisors before joining LPL Financial in 2019. 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 advisory services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Fusco is a financial advisor with LPL Financial based in Myrtle Beach, SC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services and leadership of Fusco Financial Services. 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 advisory services, including financial planning and access to various investment platforms, supported by research and technology tools.

Shawn Sines is a financial advisor at Edward Jones in Myrtle Beach, SC, holding Series 65 and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2013. 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 nationwide network of more than 23,700 advisors.

Zachary Welborn is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial in two separate periods totaling 16 years, as well as at BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and asset management solutions delivered through a large network of investment adviser representatives.

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.

Russell Greene is a Series 66 licensed financial advisor with Edward Jones, based in Murrells Inlet, SC, and has seven years of industry experience. He has been with Edward Jones since 2018 and previously spent 16 years with Lowcountry Dining. Outside of advising, he is a partner in a farm business in Eastover, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad suite of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.