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.

Robert Robinson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked at Thrivent and Edward Jones and is also involved outside of finance as the owner of a family beach photography business and founder of scuba diving instruction and ministry activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning across a range of topics without portfolio management or institutional advisory services.

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.

James Beal is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Equitable Advisors since 2018. Prior to that, he was employed at AXA Advisors and has experience working at the University of South Carolina and Bite Squad. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing third-party advisory programs and a range of investment options including mutual funds, ETFs, and select alternative investments.

Michael Porrazzo Jr. is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has worked at Merrill since 2019 and at Bank of America, N.A. since 2021. Outside of financial advising, he coaches for Own The Zone Sports Academy, a travel baseball organization in Murrells Inlet, South Carolina. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Greg D'esposito is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. His career includes positions at First Allied Advisory Services and Cetera, where he has worked since 2020. Outside of his advisory role, he is involved in several consulting and entrepreneurial ventures, including managing partner roles and consulting activities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to various program structures and third-party managers.

Jacqueline Sheffer is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she is part of a small, experienced team dedicated to providing personalized attention to each client. Her approach to wealth management is planning-based and begins with listening to clients to understand their financial goals. Jacqueline focuses on addressing complex financial issues and seeks alternatives when initial solutions are not viable. She works with clients at various stages of their financial journeys, from beginning investors to those who have accumulated significant wealth. Jacqueline emphasizes the value of consistent, small investments over time and has a particular interest in supporting women who make their own financial decisions, including business owners and women who are single, divorced, or widowed. Her areas of expertise include college education planning, employee financial health, personal retirement planning, small business strategies, socially responsible investing, and retirement income. Jacqueline holds an Associate's Degree from Maria College and has earned professional designations as a Personal Investment Advisor (PIA) and Retirement Income Certified Professional (RICP). Outside of work, she actively volunteers with organizations such as the Atlantic White Shark Conservancy, the American Heart Association, Bank of America's Community Volunteer Committee, Cindy's Comfort Camp, and Heeling Strides. When not working or volunteering, she enjoys biking, golfing, running, spending time with her family, traveling, and watching movies.

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.

Charles Doherty is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held roles at Carolina Quench, Sloane Realty Vacations, and Sandlappers Beach Supply. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, relying on a network of Investment Adviser Representatives and third-party asset managers to deliver advisory services.

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.

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.

David Monckton is a financial advisor with Ameriprise in Myrtle Beach, SC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at VOYA Financial Advisors and co-owned Carolinas Wealth Management, where he served as managing partner. Outside of advisory services, he is also a co-owner of a Med Spa business in Myrtle Beach. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Ryan Mitchell is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 license. He has one year of industry experience and previously spent ten years at BLM GROUP USA Corporation. Ryan is also self-employed. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals and utilizes multiple portfolio management platforms and model strategies.

William Wheat is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, Wheat worked with Elite Golf Training LLC and the Members Club at Grande Dunes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Scott Dietrich is a Series 66 licensed financial advisor with Edward Jones in Myrtle Beach, SC, bringing 12 years of industry experience. He has been with Edward Jones since 2014. 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, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a national network of more than 23,700 advisors.

Nadejda Kostova is a CFP® certified financial advisor with Edward Jones, where she has worked since 2007. She holds the Series 66 designation and has 18 years of industry experience. Located in Murrells Inlet, SC, Kostova serves clients through a nationally recognized wealth management firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Micheal Floyd is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including nine years each at Cambridge Investment Research Advisors and INVEST Financial Corp, as well as a year at Edward Jones. Floyd is also the owner of Milestone Financial Services LLC, an independent insurance agency, and serves as a board member for a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement plans, charitable organizations, and other clients through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing both proprietary and third-party strategies across multiple custody and platform arrangements.