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.

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.

Diane Snyder is a Series 65-licensed financial advisor with 13 years of industry experience, currently affiliated with LPL Financial. She has held roles at Horter Investment Management, MVB Mortgage, and operates Snyder Financial, where she also works as an insurance agent. 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 diverse advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

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.

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.

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.

Michael Neal is a financial advisor with Ameriprise in Myrtle Beach, SC, holding a Series 66 designation and 16 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet certain asset thresholds, providing 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 personalized, non-discretionary advice through a centralized consulting team.

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.

Tamantha Hardy is a Series 66 licensed financial advisor with seven years of industry experience. She currently works at LPL Financial since 2024, following five years at Edward Jones and two years at Optima Bank & Trust. Hardy is also involved with Thrive Private Wealth Strategies, where she sells term insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios.

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.

Ryan Mitchell is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 license. He has one year of industry experience and previously spent ten years at BLM GROUP USA Corporation. Ryan is also self-employed. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals and utilizes multiple portfolio management platforms and model strategies.

William Wheat is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, Wheat worked with Elite Golf Training LLC and the Members Club at Grande Dunes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.

Nadejda Kostova is a CFP® certified financial advisor with Edward Jones, where she has worked since 2007. She holds the Series 66 designation and has 18 years of industry experience. Located in Murrells Inlet, SC, Kostova serves clients through a nationally recognized wealth management firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Micheal Floyd is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including nine years each at Cambridge Investment Research Advisors and INVEST Financial Corp, as well as a year at Edward Jones. Floyd is also the owner of Milestone Financial Services LLC, an independent insurance agency, and serves as a board member for a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement plans, charitable organizations, and other clients through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing both proprietary and third-party strategies across multiple custody and platform arrangements.