Megan Coggin is a financial advisor at Merrill with 16 years at the firm and 8 years of industry experience. She holds the Series 66 designation and is based in Myrtle Beach, SC. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, integrating internal and third-party management with account administration and custody support.

Nicholas Twohig is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential. He has one year of industry experience and previously held positions at JP Morgan Chase and various academic institutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Benjamin Carroll is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has worked at firms including Van Clemens Wealth Management, Equity Prime Mortgage, Bank of America, Merrill, and Planet Home Lending. Outside of his advisory role, he acts as power of attorney for his mother in Baltimore, Maryland. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Donna Sullivan is a financial advisor with Merrill in Myrtle Beach, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she owns and operates a specialty cake baking and design business. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Harold Mitchell II is a financial advisor with Edward Jones in North Myrtle Beach, SC, holding a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2020 and previously worked as COO and consultant for Mitchell Inc., a wedding and events business known as Together Forever Weddings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary management, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

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.

Kevin Thompson is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 credential and has worked at firms including Truist Advisory Services, Bb&T Securities, and Capitol Securities Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated capabilities, supported by a large network of financial advisors and branch offices nationwide.

Richard Lundy is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he co-owns an LLC focused on real estate investment in North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets, offering a range of advisory services under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.

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.

Kristine Ford is a financial advisor with Ameriprise in Calabash, NC, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning and advice. The firm uses a centralized team to generate recommendations based on proprietary research and third-party data, focusing on dependable income and tax-aware withdrawal strategies for clients meeting specific asset criteria.

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.

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.

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.

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.

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.

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.