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.

Travis Goodman is a financial advisor with Thrivent Investment Management in North Myrtle Beach, SC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management affiliate since 2013. Outside of his advisory role, Goodman serves as President of the Newberry Friendly Roadrunners Travel Club and is a council member of Mt Horeb Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering a broad range of topics, with options to combine planning and managed-account services under the “WealthPlan” program.

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.

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.

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.

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.

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.

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.

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.

Michal Kovac is a CFP® with 24 years of industry experience, currently affiliated with Wells Fargo Clearing since 2022. His prior experience includes roles at Truist Advisory Services and Truist Investment Services, as well as Bb&T Securities. Kovac is the owner of CV 10D LLC, a separate real estate-related business based in Myrtle Beach, SC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Steve Sileo is a Series 66-licensed financial advisor with Edward Jones in Myrtle Beach, SC, and has seven years of industry experience. He has been with Edward Jones since 2019 and was self-employed in the financial sector from 2007 to 2019. 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 strategies, operates under a fiduciary standard, and is notable for its extensive network of advisors and branch offices.

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.