Edward Carfang Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His career includes 16 years at Trustmark Financial Group and 10 years with Cambridge Investment Research Advisors. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, and charitable organizations—providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management solutions, including proprietary and third-party models, with flexible custody and platform arrangements tailored to client objectives.

Michelle La Penna is a financial advisor at Merrill with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at the Infrastructure Group, State Farm - Tom Leonard Agency, and Millennium Management. Outside of her advisory role, she holds a power of attorney position with a nonprofit organization based in 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, pension plans, corporations, and charitable organizations.

Justin Jordan is a financial advisor with Merrill in North Myrtle Beach, SC, holding Series 65 and Series 63 licenses and four years of industry experience. His background includes roles at Bank of America, State Farm VP Management Corp., and multiple insurance agencies. Outside of advising, he serves as a commissioner for the Eagle Trace Special Purpose Tax District Commission, working with local government on community infrastructure matters. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Brian Brown is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has previously worked with Commonwealth Financial Group and Minnesota Life Insurance Company. Outside of advisory roles, he is also an agent/broker involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Jason Atkinson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for an investment-related trust in Myrtle Beach, SC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Danielle Sollecito is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. 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 grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Steven Starnes is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He began his career with Merrill Lynch Wealth Management in 1997 after earning a Bachelor's degree in Finance and Economics from Bloomsburg University in Pennsylvania. Steven is a qualified Portfolio Manager who provides traditional advice and guidance, and also builds and manages personalized or defined investment strategies for clients. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, he may manage strategies on a discretionary basis. Steven works closely with high net worth clients and Firm specialists to develop strategies across estate and trust planning, credit and lending solutions through Bank of America, insurance, and risk management of concentrated stock. He has earned several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation. He currently serves on Coastal Carolina University's Finance Advisory Board. Steven lives in Myrtle Beach, South Carolina with his wife, Amy, and their three children. In his free time, he coaches soccer and enjoys playing tennis, golf, and basketball. He is also involved with Habitat for Humanity.

River Williams is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, he worked at Holiday Sands North and Ocean Lakes Pharmacy. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Tonie Baldwin is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1987. 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, pension plans, corporations, and charitable organizations.

Henderson Louviere is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked at Bankers Life and Casualty and has been involved with the Wrightsville Beach Fire Department and Ocean Rescue services. 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 individuals, high-net-worth clients, and various organizations.

Michael Mccarthy is a financial advisor with Cetera and holds Series 63 and Series 66 designations. He has 33 years of industry experience, including prior roles at LPL Financial LLC and Kestra Financial Services, Inc. Mccarthy is also the managing member of Regal Wealth Advisors, where he manages business and financial planning activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Kevin Pryor is a Series 66-registered advisor at Merrill with 33 years of industry experience. He has been with Merrill and its affiliate Bank of America since 2015. 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 range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Hunter Furrow is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Furrow operates Furrow Financial, LLC, a business related to his LPL activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both 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 its integrated platform.

Kyle Reise is a financial advisor with LPL Financial in Little River, SC. He holds the CFP® designation and has 26 years of industry experience. Reise has worked at LPL Financial since 2016 and previously at Private Portfolio Partners, 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, and retirement consulting, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Scott Hurston is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Myrtle Beach, South Carolina. He began his career in financial advising in 1988 and concentrates on providing clients with individualized financial and investment strategies. Scott emphasizes developing strong, ongoing relationships with clients and offering guidance as their life situations evolve. His expertise includes education and retirement planning, estate planning services in conjunction with attorneys, life insurance analysis, fixed income investing, and retirement income strategies. He works with individuals and families to help achieve personal and financial goals by incorporating wealth management strategies aligned with their unique objectives and risk tolerance. Scott holds the CERTIFIED FINANCIAL PLANNER (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc. He also completed an executive education program for financial advisors at the Wharton School of Business, University of Pennsylvania, and earned a Bachelor's Degree from the University of South Carolina System. He resides in Myrtle Beach with his family.

Faith Krasula is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Her background includes roles at Beck Bode, LLC, self-employment, and teaching positions at Coastal Carolina University, Anderson University, and Aynor High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Lowe is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he acts as a personal representative for his mother. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, allowing clients to customize implementation through various brokerage and advisory programs.

Maxwell Faile is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His career includes prior roles at Founders Federal Credit Union and Reserve National Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jonathan Stanley is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. Outside of his advisory role, he serves as president of Legacy Capital Group, a support company in Myrtle Beach, SC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth investors, corporations, and institutions. The firm offers tailored non-discretionary advice using analytical tools and supports advisory programs across a large network of advisors.

Earl Hamilton Jr. is a financial advisor with Raymond James Financial in Myrtle Beach, SC, holding a Series 63 designation and over 31 years of industry experience. He has been with Raymond James Financial since 2009 and Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he is the owner of Nalts, a business unrelated to investment activities. 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 entities. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and encourages implementation through its advisory programs or other providers.