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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 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael F

Series 65, Series 63

Myrtle Beach, SC

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Zachary W

Series 63, Series 65

Myrtle Beach, SC

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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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Russell G

Series 66

Murrells Inlet, SC

Edward Jones

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Retired 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 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michal K

CFP®, Series 65, Series 66

Myrtle Beach, SC

Wells Fargo Clearing

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.

Retired Founder/Business Owner
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Bryan C

Series 66

Pawleys Island, SC

Edward Jones

Bryan Cambra is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. His prior work experience includes roles at Alexandra Fund I, LLC, Blue Pacific Yacht & Ship Brokers Inc., and Checkworks, Inc. He is based in Pawleys Island, South Carolina. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment solutions.

Liquidity event planning Equity Recipients (RS/RSU, SOP, ESPP) Divorce financial planning Business ownership considerations General estate planning guidance Founder/Business Owner
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Robert R

Series 66

Myrtle Beach, SC

Thrivent Investment Management

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.

Business ownership considerations
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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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Steve S

Series 66

Myrtle Beach, SC

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired 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 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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Michael P

Series 66

Murrells Inlet, SC

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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Greg D

Series 66

Myrtle Beach, SC

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jacqueline S

Series 63, Series 66

Murrells Inlet, SC

Merrill

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.

Wealth management Retirement income strategy General retirement planning ESG / Sustainable investing Women Professionals Women's Finance Women Business Owners Single Women Divorced Women
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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 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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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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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