Christopher Petersen is a financial advisor with Edward Jones in Myrtle Beach, SC, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2007 and is also involved in auction buying and used auto sales through Northland Automotive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

John Sawyer Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Soto Sawyer Crosby Group. As a fifth generation Conway native, he possesses deep roots in the Grand Strand community and a comprehensive understanding of the region's economic growth and evolving financial needs of affluent families. John brings over ten years of experience as a Financial Advisor, complemented by a prior decade in community banking. His expertise includes cash flow management, legacy planning, and navigating significant life events such as business monetization and retirement. He holds the Certified Plan Fiduciary Advisor® designation and additional credentials, including Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree in Finance from the University of South Carolina and a Master's degree in Business Administration from Winthrop University. John is actively involved with several community organizations, including the Grand Strand Sertoma Club, Horry Georgetown Technical College Foundation, and the Myrtle Beach Area Chamber of Commerce. He resides in Conway, SC, with his family and enjoys hunting, traveling, horseback riding, and spending time with them.

Kristopher Locke is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having eight years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and previously at Capital Choice Financial Group. Outside of his advisory work, Locke is the founder of a marriage ministry based in Myrtle Beach, SC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using both proprietary and third-party strategies across various platform arrangements.

Daniel Gregory is a financial advisor with J.P. Morgan Securities, holding Series 65, 63, and 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Bank and Curran Financial Partners. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers services primarily on a non-discretionary basis.

William Lorenzo is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 credential and has been with Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rebeccah Paonita is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Coastal Financial Planning Group and Prudential. Outside of her advisory roles, she was briefly involved with Kicken Chicken in 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

William Brown is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. He has worked previously at Securities America Advisors, Inc., Securities America, Inc., and Questar Asset Management. Brown has volunteered as an instructor for the Osher Lifelong Learning Institute, teaching a retirement planning course for adult learners. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors, providing integrated brokerage and advisory services through a wide network of financial advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios consisting of multiple asset classes on either a discretionary or non-discretionary basis.

Horacio Piccininno is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 41 years of industry experience, including prior roles at Royal Alliance Associates and Ameriprise Financial Services. Outside of his advisory work, he operates a tax preparation and accounting business as a sole proprietor. 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, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Matthew Lake is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including corporate benefits, divorce transition planning, institutional and corporate benefit services, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Matthew approaches wealth management with a focus on empathy, clarity, and a commitment to clients' long-term financial well-being. He holds a Bachelor of Science in Management with a Marketing minor and a Master of Science in Sports Management, both from Purdue University. Matthew has experience in leadership development and education, having served as Associate Director of Intramural & Club Sports at Case Western Reserve University. He is recognized for his performance and leadership, receiving the Most Improved Responsible Service Growth Top 100 award four consecutive years, including placement in the Top 25 in 2024, and serving as a Better Money Habits Champion. Matthew is actively involved in his community with organizations such as Barnabas Horse Foundation, Grand Strand Miracle League, Habitat for Humanity Horry County, Leadership Grand Strand, and United Way Horry County. He dedicates over 100 hours annually to community service and has served as Vision Council Chair for the United Way of Horry County Community Impact Task Force. His personal interests include basketball, dancing, golfing, reading, and traveling.

Christopher Falconer is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing comprehensive financial services to a diverse clientele including corporate executives, business owners, trusts, and charitable organizations. With over 25 years in the financial services industry, he focuses on delivering personalized wealth management strategies tailored to clients' unique needs, goals, and family dynamics. His areas of expertise encompass investment management, concentrated stock holdings risk management, retirement planning, insurance and risk management, lending and liability management, estate planning, and trust services. Christopher holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards Inc., as well as the CHARTERED FINANCIAL CONSULTANT (ChFC) and Personal Investment Advisor (PIA) designations. He has also completed accredited certificate programs from Fairleigh Dickinson University and the American College of Financial Service. His registrations include Series 7, Series 31, Series 65, and Series 66 with FINRA. Beyond his professional commitments, Christopher is actively involved in his local church and community, including participation in the Heredity Spastic Paraplegia Foundation. He integrates his personal philosophy of understanding clients' life priorities into his practice, working to create strategies that align with their values and long-term visions. In his personal life, Christopher enjoys football, reading, soccer, spending time with his family, and traveling.

Jeffrey Clarke is a financial advisor with LPL Financial in Myrtle Beach, SC, holding a Series 63 license and 39 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Clarke Financial Services, Principal Life Insurance Company, Principal Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. He operates Clarke Financial Services LLC as a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides a range of financial planning, advisory programs, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Lindsey Rider is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has previously worked at Truist Investment Services, BB&T Securities, BB&T Investment Services, and BB&T Bank. Outside of her advisory role, she serves as a South Carolina notary public in Myrtle Beach. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Herman Watson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been a part of the team since 2007. He leads an advisory team that focuses on helping clients develop goals-based wealth management strategies. Herman's approach emphasizes clear communication, aiding clients in understanding the narratives behind their financial data to facilitate logical decision-making throughout their financial journeys. His expertise encompasses family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Herman holds a Bachelor of Science degree in Mechanical Engineering from the University of Florida and a Master's degree from East Carolina University. He has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional responsibilities, Herman spends time with his family engaged in activities such as boating, fishing, swimming, and traveling. He also enjoys exercising, playing the piano, and watching his children participate in sports.

Ronald Pellek is a financial advisor with Cetera, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining Cetera in 2025, he worked for Avantax Advisory Services and Avantax Investment Services for two decades. He is also the owner of RP Tax Service, providing tax preparation and accounting services since 1995. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary strategies.

Alec Berger is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked with Cetera Wealth Services, Commonwealth Financial Group, and Cetera since 2024. Prior to his financial services career, he held various roles including positions at Saltaire Kitchen and Gulfstream Cafe, as well as experience in education at Northern Lehigh High School/Middle School and Coastal Carolina University. Cetera Investment Advisers LLC is an SEC-registered adviser serving a nationwide network of independent advisors and their clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, spanning discretionary and non-discretionary program structures.

Yisrael Goldman is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and three years of industry experience. His career includes positions at Wells Fargo Bank and Farmers Insurance, as well as a decade at Zilberman Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

John Kulawiak is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC since 2005. Additionally, he serves as a tax preparer and enrolled agent through Nerenberg & Kulawiak, Inc., providing income tax preparation, bookkeeping, payroll, and tax consulting services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliations to provide access to both affiliated and third-party money managers.

Michael Farish is a CFP® and ChFC® with 36 years of experience in the financial industry. He currently works at Wells Fargo Clearing and has previously held positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Outside of his advisory work, he co-owns a bridal shop in Myrtle Beach, SC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tracy Raynor is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. Prior to joining LPL Financial in 2024, Raynor worked at Ameriprise and Wells Fargo Advisors for a combined 15 years. In addition to advisory work, Raynor is a commissioned notary in South Carolina. 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, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

James Cunningham III is a financial advisor with Merrill in Myrtle Beach, SC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His career includes positions at Bank of America and Wells Fargo, as well as experience outside finance at an indoor shooting range. Merrill serves a broad range of clients—including individuals, retirement plans, corporations, and institutional clients—offering managed account programs, discretionary portfolio management, and brokerage services through dedicated personal financial advisors and affiliated entities. The firm emphasizes tax-focused investment capabilities and benefits from deep integration with Bank of America’s broader banking and capital markets platform.