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.

Joy Rockwood is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Raymond James since 2000 and was previously a branch owner, maintaining her own LLC related to that role. Outside of her advisory work, she is an associate employee at Kevin Guille Strategic Wealth Management, a non-investment related support company. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Anthony Fauci is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at First Allied Advisory Services and First Allied Securities. Outside of his advisory work, he is a partner in several businesses and serves as an independent contractor for a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and features a multi-manager platform with access to both affiliated and third-party investment managers.

Jennifer Kline is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning her career in the industry in 2026. Prior to joining Equitable Advisors, she worked in various service roles including positions at Patriots Point Links and Twenty Nine Salon. Equitable Advisors serves a diverse clientele including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Matthew Lake is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on client service with a people-first approach in wealth management, aiming to support clients' long-term financial well-being with empathy and clarity. His areas of expertise include 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. He holds a Master of Science in Sports Management from Purdue University and a Bachelor of Science in Management with a minor in Marketing. Matthew has a background in leadership development and education, having served as Associate Director of Intramural and Club Sports at Case Western Reserve University. Matthew is involved in community service and leadership, including participation in Leadership Grand Strand and serving as Vision Council Chair for the United Way of Horry County Community Impact Task Force. His community involvement extends to organizations such as Barnabas Horse Foundation, Grand Strand Miracle League, Habitat for Humanity Horry County, and United Way Horry County. He commits over 100 hours annually to community service.

Jennifer Ivey is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2026 and was previously with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her financial career, she operates a photography business based in Columbia, SC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

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.

Bryan Fenn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes 30 years at Signator Investors, Inc. and eight years at Osaic Wealth, Inc. He also serves as a financial consultant and wealth manager at Innovative Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various model portfolios.

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.

Karen Tinnell is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2022 and previously held positions at Bank of America, Truist Financial, South State Bank, and East Coast Mobile. Merrill, together 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 a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

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 licenses and offering 38 years of industry experience. Prior to joining LPL Financial in 2024, Raynor worked at Ameriprise and Wells Fargo Advisors. Raynor is also commissioned as a notary in South Carolina. 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 offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios and research from multiple sources.

James Cunningham III is a Financial Advisor based in Myrtle Beach, South Carolina, working with Merrill Lynch Wealth Management. He focuses on assisting families as they transition toward retirement by developing comprehensive financial plans tailored to clients' needs, goals, and aspirations. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Born and raised in South Carolina, James holds a Bachelor's Degree from Presbyterian College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, James is active in his community through involvement with All Nations Cafe, a J1 Visa organization, and the Carolina Reef Foundation. He also pursues personal interests such as scuba diving, boating, camping, fishing, hiking, hunting, skiing, swimming, and traveling.

April Messimer is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in wealth management strategies, income management, and retirement services for individuals. April also assists clients with their credit and lending needs, including home financing, lines of credit, and securities-based loans through Bank of America, N.A. April earned her Bachelor's degree from Virginia Polytechnic Institute and State University. She holds the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™ designation, and additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She served on the Susan G. Komen South Carolina Board of Directors from 2017 to 2019. April lives in Myrtle Beach, South Carolina, with her daughter. Her personal interests include golfing, spending time with her family, and traveling.

Shannon Garcia is a financial advisor with Merrill in Myrtle Beach, SC, holding a Series 66 credential and bringing 11 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies alongside trading, account administration, and custody support for a diverse client base including individuals, high-net-worth clients, and organizations.

Barry Capps is a financial advisor at Ameriprise in Myrtle Beach, SC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team in partnership with financial advisors and emphasizes the use of Ameriprise-managed accounts and algorithmic tools in its planning process.

Curtis Casey is a financial advisor with Ameriprise in North Myrtle Beach, SC, holding a Series 66 designation and 24 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations through a centralized consulting team.

Andrew Hazle is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at BB&T for one year before joining Edward Jones in 2017. Hazle serves as an active board member of the Fellowship of Christian Athletes in North Myrtle Beach, South Carolina, where he is involved in event planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary managed solutions, and affiliated investment products.