Flavio Medeiros is a financial advisor at Coast Wealth Management Group, LLC with 10 years of industry experience. He holds Series Series 65 license. Coast Wealth Management Group provides investment management and financial planning services to individual and business clients. The firm develops portfolios and plans tailored to client goals, using fundamental analysis and a combination of long- and short-term strategies.

Joshua Hemmert is a CFP® with 14 years of experience in the financial industry. He currently operates as the sole advisor at Resettle Wealth, an independent registered investment adviser, and previously worked at J.P. Morgan Asset Management for eight years. Hemmert took a one-year sabbatical prior to founding Resettle Wealth. Resettle Wealth serves individuals and high-net-worth clients with comprehensive financial planning and investment management. The firm combines modern portfolio theory with both passive and active investment strategies and offers values-based options upon request, managing accounts typically on a discretionary basis while providing ongoing plan updates and portfolio oversight.

John Tiddy is a CFP® with 22 years of experience in the financial industry. He has been the sole advisor at Mecklenburg Financial Group since 2008. Mecklenburg Financial Group is an independent, single-advisor firm offering discretionary portfolio management and fee-based financial planning to individuals and high-net-worth clients. The firm employs a combination of fundamental and technical analysis to construct portfolios aligned with clients’ goals and risk tolerance, managing approximately $3.3 million across a focused client base.

James Vassas is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Cairn Investor Services. He has been with Cairn Investor Services since 2016. In addition to his advisory role, he is involved in the sale of fixed life, annuity, and health insurance products. Cairn Investor Services is an independent, state-registered advisory firm that primarily serves individual clients over age 40, as well as some corporations, partnerships, and trustees. The firm offers discretionary investment management, financial planning, hourly advisory engagements, and a subscription-based advisory service that integrates various non-investment professionals and software, combining fundamental and technical analysis in its managed portfolios.

Tiffany Marshall is a financial advisor at Marshall Financial in Myrtle Beach, SC, holding a Series 65 designation with one year of industry experience. She has worked as an independent insurance agent and previously held roles at the American Red Cross and Luomo Creatives. In addition to her advisory work, she is a licensed insurance agent and may spend a portion of her time on insurance sales. Marshall Financial is an independent registered investment adviser serving individual investors and retirement-plan clients with financial planning, investment management, and retirement plan services. The firm emphasizes individualized, long-term strategies with periodic portfolio reviews and also provides institutional plan support and educational workshops.

Joshua Henry is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 65 license with eight years of industry experience. He is the sole advisor at Meridian Financial Advisory LLC, where he has worked since 2017. Prior to that, he was self-employed from 2013 to 2017 and spent a year at Bay Path University. Meridian Financial Advisory LLC serves individual investors and qualified retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis across a diverse range of securities and investment instruments.

Ryan Cooper is a financial advisor at Oak Street Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at The Bowery and Jimmy John's of Myrtle Beach. Oak Street Advisors provides fee-only financial planning and investment advisory services primarily to individual and high-net-worth clients, with a focus on retirement. The firm manages approximately $126 million in assets using a flexible, asset-allocation approach centered on Core ETFs and offers distinctive retirement-plan consulting services.

Jeremy Finger is a CFP® and holds a Series 66 license with 29 years of industry experience. He currently works at Riverbend Wealth Management, LLC, joining the firm in 2024 after five years at Stratos Wealth Advisors and prior roles at Bank of America, Merrill, Wells Fargo Clearing, and Wachovia Securities. In addition to his advisory work, he engages in paid speaking on educational topics unrelated to investments. Riverbend Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with financial planning, portfolio management, and retirement plan referral services. The firm manages a substantial discretionary asset base primarily through a wrap fee program and employs both internal and external asset allocation models, catering to clients with a generally high account minimum.

Tyler Batts is a financial advisor at Riverbend Wealth Management, LLC in Myrtle Beach, SC, holding a Series 65 designation and over six years of experience across financial services and community organizations. His background includes roles at Northwestern Mutual and involvement with several churches and publishing ventures. He is also engaged in a creative business, June Co. Creative, which he has operated since 2018. Riverbend Wealth Management provides individualized financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $233 million across 157 client relationships and employs both proprietary and external asset-allocation models, often utilizing Fidelity’s managed account platforms.

Robert Mclemore is a financial advisor at Abbot Financial Management, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Abbot Financial Management since 2000. Abbot Financial Management provides discretionary investment management, financial planning, and retirement-plan consulting for individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $359 million in client assets and employs a tailored approach using both fundamental and technical analysis to construct long-term portfolios.

Daniel Johnson is a CFP® professional with 26 years of industry experience. He currently serves as an advisor at Riverbend Wealth Management, LLC, joining the firm in 2024. His prior experience includes roles at Stratos Wealth Advisors, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Chase Investment Services, and Charles Schwab. Riverbend Wealth Management advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm offers financial planning, portfolio management, and retirement plan referral services, managing approximately $281 million in discretionary assets.

Matthew Carroll is a financial advisor at Coast Wealth Management Group, LLC in Myrtle Beach, SC. He holds a Series 65 license and has one year of industry experience. Prior to joining Coast Wealth Management, he worked at American Senior Benefits dba Charter Financial Group of Carolina and Anderson Brothers Bank. Coast Wealth Management Group provides asset management and financial planning services to individual and business clients, managing approximately $19.65 million across fewer than 100 accounts. The firm’s investment approach is based on fundamental analysis tailored to clients’ goals, with options for discretionary and non-discretionary management.

William Hardwick is a Series 65-licensed advisor at Hardwick Capital Management, LLC with one year of experience in the financial industry. His background includes teaching positions at Clemson University, Montreat College, and local schools from 2016 to 2025. Hardwick Capital Management provides discretionary investment supervisory services, financial planning, and consulting to individual clients and charitable organizations. The firm’s investment approach incorporates both fundamental and technical analysis, mutual fund and ETF evaluation, and employs a range of trading strategies with regular portfolio reviews.

William Hardwick is a financial advisor with Hardwick Capital Management, LLC and holds a Series 63 designation. He has 27 years of industry experience and has been with Hardwick Capital Management since 2003. Hardwick Capital Management, LLC is a state-registered investment adviser serving individual clients, including high-net-worth individuals, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and consulting services, employing a mix of fundamental and technical analysis with an emphasis on asset allocation.

Robert Emery is a Series 65-licensed financial advisor with one year of industry experience, currently with Envest Advisors, LLC. He previously worked at Gradient Advisors, LLC and has experience in both the financial and insurance sectors. Emery also has a background in physical therapy and hospitality management. Envest Advisors, LLC is a small advisory firm serving individual clients with discretionary asset management and financial planning. The firm bases its portfolio strategies on clients’ goals, time horizons, and risk tolerances, utilizing third-party platforms and sub-advisors while coordinating services through a team of three advisors.

William Cutler III is a financial advisor at Envest Advisors, LLC with two years of industry experience and a Series 65 credential. He has been associated with Envest Advisors and related entities since 2019 and also co-owns Subway franchise businesses through Jerry Case Inc. Envest Advisors, LLC is a small advisory firm serving individual clients with discretionary asset management and financial planning. The firm structures portfolios based on client goals and risk tolerance, employing third-party platforms and sub-advisors, and maintains a notable affiliation with an insurance business operated by its principal.

Paul Saunders is a financial advisor at Riverbend Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Stratos Wealth Advisors, LLC and Thompson Creek Window Company. Outside of his advisory role, Saunders is the CEO and owner of Force Field Finance LLC, an online education company focused on personal finance for young adults. Riverbend Wealth Management provides individualized financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $233 million across about 157 client relationships and employs both internal and external asset-allocation models, often utilizing Fidelity’s Managed Account Xchange and Separate Account Network.

Ronald Pyle is a financial advisor at Harvest Investment Services, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prospera Financial Services, Raymond James & Associates, and Wells Fargo Clearing. Outside of advisory work, he is an author and speaker and serves as a board member and CEO of a corporate association. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, and consulting. The firm employs a combination of active tactical strategies and multiple analytical approaches, managing accounts on a discretionary basis and supporting plan sponsors through ERISA investment management services.

Michael Sokolik is a financial advisor at Harvest Investment Services, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ausdal Financial Partners, Inc. and Intervest International Equities Corporation. Outside of his advisory role, he is an entertainer and producer with MSJR Productions and serves as a chapter leader for a referral networking group as well as treasurer of the Socastee Heritage Foundation, a nonprofit focused on preserving local historical heritage. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs an actively managed tactical strategy using various analytical methods and offers specialized services such as ERISA 3(38) investment management and held-away 401(k) account oversight.

Jeffrey Pounds is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Prospera Financial Services, Inc. and Cambridge Investment Research, Inc. Outside of his advisory work, he is involved in an athletic training services business and serves as a successor trustee and executor for his family trust. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting to individual and institutional clients, employing a multi-advisor team approach and a variety of investment strategies including tactical management and the use of options and leveraged ETFs.