Robert Furlong is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2019. Prior to joining LPL, he worked for Horace Mann Investors, Inc. and Horace Mann Companies from 2010 to 2019. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Steven Cottillion is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management strategies that consider clients' full financial picture and adapt to changing market conditions. Steven utilizes Merrill's investment insights along with the banking services of Bank of America to support his clients' financial goals. His areas of expertise include college education planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, tax minimization, retirement income, and services for endowments, foundations, and non-profits. Steven employs tools such as Merrill's Personal Wealth Analysis® to assist clients in addressing financial questions and planning for their futures. Steven holds a Bachelor's Degree from the Pennsylvania State University System and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is involved with the Penn State Myrtle Beach Alumni Association and contributes to community organizations such as the American Cancer Society and United Way. Outside of work, Steven enjoys adventure sports, camping, golfing, and spending time with his family.

Charles Evans Jr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has been with Raymond James Financial and its affiliates since 2007 and is also the owner of Myrtle Beach Prime Properties, Inc., a real estate brokerage business he started with his wife. 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 supports advisory programs with an emphasis on risk profiling, analytical modeling, and integration of advanced technology tools.

Ian Bethea is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior roles include positions at Coastal Carolina University, McLeod Seacoast Hospital, and the Winyah Rivers Alliance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide.

David Wurster is a CFP®-designated financial advisor with over 20 years of industry experience, currently with Cetera. He has held roles at Cetera Wealth Services, Summit Financial Group Inc, and Summit Brokerage Services Inc. Outside of his advisory work, he owns Palmetto Coast Capital LLC, through which he provides college funding planning services and sells fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party managers and investment programs.

Matthew Hames is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 advisors.

Brian Talbert is a financial advisor with LPL Financial in Myrtle Beach, SC, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at United Community Bank, First Citizens Investor Services, Inc., and First Citizens Asset Management. He is also involved with Talbert & Lee Enterprises LLC, a business entity related to investment activities. 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 wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Timothy Boyle is a financial advisor at Edward Jones in Pawleys Island, SC, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and was previously employed at SafeRack, LLC dba ErectaStep, LLC for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, operating through a large network of financial advisors and branch offices, and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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 in Myrtle Beach, SC, with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. His prior roles include involvement 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 discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its advisory services with a large network of financial advisors and affiliated investment capabilities.

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 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.

Marc Cohen is a financial advisor with LPL Financial based in Myrtle Beach, SC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2009. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

Randolph Clark is a financial advisor with OSAIC, holding Series 63 and Series 65 registrations and having 40 years of industry experience. His prior firms include Securities America Advisors, Inc., SSN Advisory, Inc., and Invest Financial Corp. Clark provides investment advisory services through his firm, Clark and Associates, and is also a Notary Public. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses a variety of tools and platforms to construct diversified portfolios tailored to client needs.

Frank Munn III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Signature Wealth Group, LLC and Signature Life, LLC, and currently serves as CEO of Chipmunn.com, a blog and content platform with potential speaking and consulting opportunities. Munn is also involved in coaching and podcasting through Maximum Advisor Coaching and hosts an author podcast. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through advisory programs and other providers while maintaining specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Kevin Kaylor is a CFP® professional with 31 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources for investment evaluation.