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.

Francis Rivell is a Series 65-licensed financial advisor at FPR Investments LLC with two years of industry experience. Prior to founding FPR Investments, he was involved with NMBNB LLC and had roles related to property and financial consulting. He is also a part owner of Hillside Apartments in North Myrtle Beach, SC. FPR Investments LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, and retirement plans. The firm customizes portfolios using fundamental, technical, charting, and cyclical analysis and serves clients with both ongoing portfolio management and periodic financial planning engagements.

George Steer is the sole advisor at Sedona Asset Management Services, LLC, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sedona since 2004. Sedona Asset Management Services provides discretionary asset management primarily to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm employs a long-term global macro-economic approach supplemented by trend-following and offers personalized portfolio management and financial planning services without a stated account minimum.

Patrick Tuite is a financial advisor at Ramsey Smith Investment Solutions with 18 years of industry experience. He holds a Series 66 designation and has worked with several firms including Masonboro Advisors and BB&T Securities. He is also the managing member of MAMB, LLC. Ramsey Smith Advisors LLC provides asset management and financial planning services to individuals, small businesses, high-net-worth individuals, and charities. The firm employs a discretionary asset-management approach using methods such as fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis, alongside offering hourly financial planning and educational seminars.

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.

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.

Denis Knapschaefer is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with Novus Advisors, where he has worked since 2022. Prior to that, he spent a combined 26 years with First Financial Bank and First Financial Wealth Management. Outside of his advisory role, he owns and manages a duplex apartment unit in North Myrtle Beach. Novus Advisors serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides both discretionary and non-discretionary asset management alongside financial and retirement planning, using fundamental analysis and active management to implement tailored asset allocation strategies.

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.

Herman Dodson Jr. is a financial advisor with Macro Advisors, Inc. in Little River, SC, holding the ChFC® and Series 63 credentials and bringing 19 years of industry experience. He has been with Macro Advisors since 2006. Outside of his advisory role, he is president and owner of Hazleton Insurance Alliance, an insurance agency. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm uses proprietary model portfolios and a combination of fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Robert Jacobs is a financial advisor at Star Wealth Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CoreCap Advisors, LLC. Jacobs is also a licensed insurance agent contracted with several insurers for Medicare insurance and annuity business. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized process and constructs diversified, long-term portfolios using a variety of investment vehicles.

Christopher St. John is a financial advisor with Carolina Wealth Advisors in Myrtle Beach, SC, holding CFP® and ChFC® designations and possessing 24 years of industry experience. He has been with Carolina Wealth Advisors since 2017 and has also worked with The Strategic Financial Alliance, Inc. since 2004. Outside of advisory work, he serves on the Board of Visitors for the Wall College of Business and the Coastal Athletic Foundation at Coastal Carolina University, and he is a partner in a company that develops bras for women with asymmetrical breasts. Carolina Wealth Advisors is an SEC-registered investment adviser managing approximately $298 million for individual and institutional clients, including high-net-worth individuals and retirement plans. The firm provides financial planning, discretionary portfolio management, and pension consulting services, using fundamental and cyclical analysis to invest across equities, bonds, mutual funds, and ETFs.

Trent Richardson is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and having two years of industry experience. His background includes roles at Symphony One Capital Management, Equitable Advisors, and Comprehensive Financial Consultants. He serves as a platoon leader in the North Carolina National Guard. Buck Wealth Strategies provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a top-down macro investment approach with tactical asset allocation and routinely integrates options strategies and third-party money managers in portfolio implementation.