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.

Charles Doherty is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held roles in various businesses, including Carolina Quench and Sloane Realty Vacations. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, often working through program sponsors and third-party managers to deliver advisory and brokerage solutions.

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.

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.

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, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at INVEST Financial Corp before joining Cambridge in 2017. Outside of his advisory role, Floyd is the owner of Milestone Financial Services LLC, an independent insurance agency, and serves as a board member for Micheal Brandon Floyd. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals, utilizing a range of portfolio management platforms and strategies tailored to client objectives.

Jeffrey Forehand is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at First Allied Advisory Services and First Allied Securities, with his own Forehand Advisory Group operating since 2004. Outside of advisory work, he is involved in education through speaking engagements at Learning Labs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Craig Wahl is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the Wahl Group in 2010 and brings experience from five years in the Litigation Consulting Field prior to his current role. Craig's client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, sports and entertainment, and tax minimization. Craig holds a Bachelor's degree from the California State University System, graduating Magna Cum Laude with a degree in Commercial Music and Business Administration. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and also holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, as well as being a Personal Investment Advisor (PIA). Additionally, Craig is a member of the American Society of Composers, Authors and Publishers (ASCAP). Residing in Myrtle Beach, South Carolina, Craig lives with his wife, Mackenzie. His personal interests include bowling, ice hockey, music, running, skiing, swimming, and volleyball.

Daniel Mcveigh is a financial advisor with Morgan Stanley in Murrells Inlet, SC. He holds a Series 66 designation and has 4 years of industry experience, having been with Morgan Stanley since 2007. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Joseph Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He works closely with individuals, families, and businesses to develop comprehensive financial planning strategies across investing, insurance, risk management, and utilizes banking products and lending services from Bank of America. Joseph has been in the financial industry since 2008. He holds a Personal Investment Advisor (PIA) designation and completed his High School Diploma/GED at Coastal Carolina University. He is involved with Habitat for Humanity and contributes his time to this community organization. In his personal time, Joseph enjoys adventure sports, biking, boating, cooking, golfing, hiking, reading, scuba diving, skiing, and traveling.

Michael Schiess is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients primarily in the Global Wealth Management division. He holds the position of Senior Vice President and specializes in working with retirees and individuals planning to retire within the next five years. Michael's expertise includes tax efficiency, investment management, and the development of retirement income strategies tailored to clients' needs. Michael began his career in the financial services industry in 1998. He employs a disciplined wealth management planning process that focuses on tax-efficient asset distribution and tracking income and expenses to support a secure retirement for clients and their families. He holds a bachelor's degree in Business Management from the University of Dayton and earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification in 2001. Additionally, he is designated as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and maintains Series 7, 63, and 66 FINRA registrations along with insurance licenses.

Alison Hamilton is a financial advisor with Raymond James Financial in Myrtle Beach, SC, holding a Series 66 designation and bringing 11 years of industry experience. She has served on the Finance and Economics Advisory Board at Coastal Carolina University since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, institutional, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations for municipal and public finance advisory work.

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.

John Stalvey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 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. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving plans with tailored strategies and acting as an ERISA fiduciary when providing investment advice.

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.