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.

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.

Diane Snyder is a financial advisor with LPL Financial in North Myrtle Beach, SC, holding a Series 65 credential and 13 years of industry experience. Prior to joining LPL Financial, she worked at MVB Mortgage and Horter Investment Management, and she has operated Snyder Financial since 2009, where she is also an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of financial planning, asset management, and advisory services.

Thomas Muldoon is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and multiple related entities prior to joining LPL Enterprise. Muldoon is also the founder of ReserveX Analytics, a business based in Little River, SC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

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.

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.

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.

Taylor Faile is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Taylor worked in sales and marketing and held various roles in retail and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jeffrey Forehand is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at First Allied Advisory Services and First Allied Securities, with his own Forehand Advisory Group operating since 2004. Outside of advisory work, he is involved in education through speaking engagements at Learning Labs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Craig Wahl is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the Wahl Group in 2010 and brings experience from five years in the Litigation Consulting Field prior to his current role. Craig's client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, sports and entertainment, and tax minimization. Craig holds a Bachelor's degree from the California State University System, graduating Magna Cum Laude with a degree in Commercial Music and Business Administration. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and also holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, as well as being a Personal Investment Advisor (PIA). Additionally, Craig is a member of the American Society of Composers, Authors and Publishers (ASCAP). Residing in Myrtle Beach, South Carolina, Craig lives with his wife, Mackenzie. His personal interests include bowling, ice hockey, music, running, skiing, swimming, and volleyball.

Lillian Stinson is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Sterling Capital Management, Ally Invest Securities, and Thrivent Financial. Prior to her financial career, she spent time as a real estate agent in North Carolina. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm allows clients to integrate planning with managed accounts through a consolidated billing option while maintaining separate services.

Joseph Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He works closely with individuals, families, and businesses to develop comprehensive financial planning strategies across investing, insurance, risk management, and utilizes banking products and lending services from Bank of America. Joseph has been in the financial industry since 2008. He holds a Personal Investment Advisor (PIA) designation and completed his High School Diploma/GED at Coastal Carolina University. He is involved with Habitat for Humanity and contributes his time to this community organization. In his personal time, Joseph enjoys adventure sports, biking, boating, cooking, golfing, hiking, reading, scuba diving, skiing, and traveling.

Alison Hamilton is a financial advisor with Raymond James Financial in Myrtle Beach, SC, holding a Series 66 designation and bringing 11 years of industry experience. She has served on the Finance and Economics Advisory Board at Coastal Carolina University since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, institutional, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations for municipal and public finance advisory work.