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Michael P

Series 63, Series 65

Myrtle Beach, SC

LPL Financial

Michael Powell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Cox Bell Powell, LLC for 23 years and held roles at H. Beck, Inc. and several entities he managed between 2021 and 2025. 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 advisers. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Maximillian P

Series 66

Murrells Inlet, SC

LPL Financial

Maximillian Philipp is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for four years and spent nine years at WFXB FOX TV before transitioning to the financial sector. Philipp is also the owner of Carolina Duck Co., a non-investment-related business based in Murrells Inlet, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technology tools across discretionary and non-discretionary management styles.

College savings (529s, UTMA, etc.)
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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 at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and has worked previously with Wells Fargo Advisors and Wells Fargo Clearing. Winkelried operates under Veritas Financial Management, a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and corporations, offering various advisory programs and financial planning services through a national network of representatives.

College savings (529s, UTMA, etc.)
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Michael F

Series 65, Series 63

Myrtle Beach, SC

LPL Financial

Michael Fusco is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services and operating Fusco Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

College savings (529s, UTMA, etc.)
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Shawn S

Series 65, Series 66

Myrtle Beach, SC

Edward Jones

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Doctor or Medical Professional Founder/Business Owner
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Zachary W

Series 63, Series 65

Myrtle Beach, SC

LPL Financial

Zachary Welborn is a financial advisor with LPL Financial in Myrtle Beach, SC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes a long tenure at LPL Financial combined with a role at BMO Harris Bank beginning in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, retirement consulting, and brokerage services supported by in-house and third-party research and technology.

College savings (529s, UTMA, etc.)
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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 Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, Mcmanus is involved in insurance sales, including life, health, disability, long-term care, fixed annuities, and property and casualty insurance. 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 offers a range of advisory programs, retirement consulting, and brokerage services, with investment options that include discretionary and non-discretionary management, model portfolios, and alternative strategies.

College savings (529s, UTMA, etc.)
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Robert B

Series 66

Myrtle Beach, SC

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michal K

CFP®, Series 65, Series 66

Myrtle Beach, SC

Wells Fargo Clearing

Michal Kovac is a CFP® professional with 23 years of industry experience, currently with Wells Fargo Clearing since 2022. His prior experience includes roles at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Kovac is the sole owner of CV 10D LLC, a real estate holding entity based in Myrtle Beach, SC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 with Equitable Advisors in Myrtle Beach, SC, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. His prior roles include positions at AXA Advisors, LLC, and a period working for Bite Squad, as well as experience at the University of South Carolina. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a delivery model that incorporates LPL-sponsored programs and other endorsed platforms, providing both discretionary and non-discretionary advisory services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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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