Francis Rivell is a financial advisor at FPR Investments LLC, holding a Series 65 designation with one year of industry experience. His work history includes roles at NMBNB LLC and involvement in property and financial consulting. 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 based on client objectives and risk tolerance, using various analytical methods and discretionary trade execution.

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.

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.

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.

Trent Richardson is a financial advisor with Buck Wealth Strategies, LLC, holding Series 65 and Series 63 credentials and two years of industry experience. He has worked with multiple firms including Symphony One Capital Management and Equitable Advisors. Outside of financial advising, he serves as a Platoon Leader in the North Carolina National Guard. Buck Wealth Strategies provides discretionary investment management and comprehensive financial planning services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a top-down macro investment approach, integrating tactical asset allocation and options strategies, and frequently utilizes third-party money managers and financial-planning tools.

Evan Cutler is a financial advisor at Buck Wealth Strategies, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at John Ingraham, LLC and Midland National Annuity. Outside of advising, he is the founder of the Cutler Foundation, a nonprofit organization focused on Parkinson’s disease through the Pushups for Parkinsons initiative. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach with tactical asset allocation and is notable for its use of options strategies and integration of outside money managers.

John Ingraham is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 65 designation and bringing 10 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2016 and has operated John Ingraham LLC since 2004. In addition to his advisory role, he serves as president and lead agent of First Financial Education Centers, a business involved in insurance and annuities. Buck Wealth Strategies serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach emphasizing tactical asset allocation and sector rotation, and is notable for its explicit use of options strategies and coordination with outside money managers and third-party advisors.

Timothy White is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Edward Jones, Merrill, Bank of America, Cambridge Investment Research, and Thrivent Financial. He is also an insurance agent with E.A. Buck Insurance. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and frequently uses options strategies and outside money managers to implement client portfolios.

Victor Dibattista is a CFP® professional with 32 years of industry experience, currently serving at Kovack Advisors, Inc. since 2006. He also has a background with Kovack Securities Inc. since 2004. In addition to his advisory role, he is a sole proprietor involved in life and health insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

David Medlin is a financial advisor with Chelsea Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Chelsea Advisory in 2018, he worked at LPL Financial for seven years. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis, and integrates its advisory services with an affiliated broker-dealer and custody platform.

Daniel Ford is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at Truist Bank, Mid Penn Bank, First National Bank PA, and Allied Universal Security Service. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research tools.

Drema Smith is a financial advisor at Truist Advisory Services with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Truist and its predecessor firms since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a multi-affiliate operating structure.

Jarrod Gould is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. He has worked within the Truist organization and its predecessors since 2015, including roles at Bb&T Securities and Bbtis. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches supported by third-party platforms and AI-enabled research tools.

Roger Weismiller is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include a 22-year tenure at Edward D. Jones & Co., L.P., and more recent positions at Infinex Investments, First Bank, Wells Fargo Clearing, LPL Financial, and Cornerstone Wealth Management. In addition to his advisory work, he is involved in lead generation for a mindset coaching business. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation across affiliated and third-party managers, delivering portfolio management, financial planning support, and custody through third-party custodians.

Alexander Birty is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Before joining the firm, he worked for Horry County Schools for nine years. Birty is also appointed with KFA through Bankers Life and Casualty Company, allowing him to write Medicare Supplement, annuity, life insurance, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Ryan Rickus is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Hightower in 2025, he worked at LPL Financial, Empirikal Partners LLC, and Wealth CMT. Outside of his advisory roles, he has been involved with Man Cave Complex LLC since 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a variety of investment vehicles through a network of Advisor Practices.

Heather Edwards is a financial advisor with Truist Advisory Services in North Myrtle Beach, SC. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her prior work includes roles at Bb&T Securities, LLC, and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated broker-dealer and bank.

Michael Storch is a Series 66-licensed advisor with 13 years of industry experience, currently with PNC Wealth Management in Calabash, NC. His prior roles include positions at Thompson Financial Group, Mass Mutual, and Santander Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that utilizes algorithm-driven risk assessments and invests via approved model strategies executed by delegated managers.

Dylan Fields is a financial advisor at Bankers Life Advisory Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within the Bankers Life organization since 2009. In addition to his advisory work, Fields serves as a unit field trainer, recruiting and training insurance agents on Medicare Supplement, annuities, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers both wrap and non-wrap programs through affiliated clearing and broker-dealer institutions.

John Fullen is a financial advisor at VALIC Financial Advisors with Series 63 and Series 65 credentials and 41 years of industry experience. He has been with VALIC since 1997 and also holds a position at Agia. Outside of his advisory work, he serves as the treasurer for the Windy Ridge Homeowners Association in North Carolina. VALIC Financial Advisors is an SEC-registered investment adviser and FINRA-member broker‑dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large network of advisors, utilizing discretionary unified managed accounts on Envestnet’s platform with optional tax-aware and impact overlays.