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.

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.

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.

Robert Jacobs is a financial advisor at Encompass More Asset Management LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience with Airborne Financial Solutions and the Department of Veterans Affairs. Jacobs also works as an independent agent for Advisor Management Group, providing retirement planning advice. Encompass More Asset Management LLC offers discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers and manages approximately $985 million across about 4,000 client accounts.

John Mashburn Jr. is a Series 65-licensed advisor at Simplicity Wealth with one year of industry experience. His work history includes roles at Maranatha Financial LLC, Realty ONE Group, and Mashburn Enterprises LLC. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, providing portfolio management, retirement plan services, and a managed account platform with ongoing monitoring and rebalancing.

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.

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.

Kimberly Dunn McGrath is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at several firms, including ValMark Securities, Wells Fargo Advisors, Guardian Life Insurance Company, and Park Avenue Securities, before joining PNC Investments. Outside of her advisory role, she owns a short-term rental business called Tortuga Turquesa-The Turquois Turtle. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online, discretionary model account offered as an invitation-only employee pilot that uses algorithmic risk assessments and approved model strategies managed by PNC or third parties.

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.

William Rowell is a financial advisor with Eagle Strategies (NY Life) based in Myrtle Beach, SC. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining Eagle Strategies in 2016, he has been involved with New York Life and related entities since 2002 and operates Rowell Insurance and Benefits Co., LLC. Outside of his advisory work, he serves as Chairperson of the Coastal Carolina University Planned Giving Advisory Board and is the President of the Myrtle Beach Sunrise Rotary Club. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of adviser representatives. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

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.

William McNeer III is a CFP® with 16 years of experience in financial advising. He is currently with Farther and has previously worked at Capasso Planning Partners and Private Advisor Group. Outside of his advisory roles, he provides tax consulting and offers life insurance on a limited basis. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, providing discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and uses a combination of bespoke allocations and proprietary algorithmic model portfolios.

Chad Lojewski is a financial advisor at Stifel with 30 years of industry experience and holds Series 63 and Series 65 registrations. He has been with Stifel since 2009. Outside of his advisory role, he serves as a volunteer and board member for Rocky Boxing Club, a nonprofit gym that supports underprivileged youth, and is president of the Lake Walter Land Association homeowners association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Mark Oglesby is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Osaic since 2025 and was previously employed at Ameriprise and Ameriprise Financial Services, Inc. from 2007 to 2023. He is also the owner of Blue Pointe Wealth Management, an LLC that sells insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm uses a variety of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.