Francis Rivell is a financial advisor at FPR Investments LLC with one year of industry experience. He holds a Series 65 designation and has prior experience as a property and financial consultant. FPR Investments LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm combines retail wealth management with institutional ERISA and pension consulting, tailoring investment programs to clients' goals, time horizons, and risk tolerances.

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.

Flavio Medeiros is a financial advisor at Coast Wealth Management Group, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Integrity Alliance, Success Wealth Management, and Bankers Life. Outside of advising, he is a licensed fixed insurance agent and assists with real estate activities alongside his spouse. 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, and supports relationships through both discretionary and non-discretionary account management.

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 in Myrtle Beach, SC, holding a Series 65 designation with three years of industry experience. He has worked at Oak Street Advisors since 2021 and previously held positions at The Bowery, Jimmy John's of Myrtle Beach, and Peaches Corner. Oak Street Advisors provides fee-only financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, as well as retirement plan consulting for businesses and plan sponsors. The firm uses a Core ETF strategy for diversified investment management and offers tailored portfolios, regular monitoring, and specific trading practices to manage execution risks.

Jeremy Finger is a CFP® with 28 years of experience in the financial services industry. He is currently with Riverbend Wealth Management, LLC and has previously worked at Stratos Wealth Advisors, Bank of America, and Merrill Lynch. Outside of his advisory role, he engages in paid speaking on educational topics unrelated to investments. Riverbend Wealth Management, LLC serves individuals, trusts, estates, retirement plans, and business entities with personalized financial planning and discretionary portfolio management. The firm employs both internal and external asset-allocation models and manages approximately $233 million across 157 client relationships.

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 25 years of industry experience. He is currently with Riverbend Wealth Management, LLC and has previously worked at Stratos Wealth Advisors, LLC and Fidelity in various advisory roles. Riverbend Wealth Management, LLC 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 for external manager selection.

Denis Knapschaefer is a CFP® and ChFC® with 28 years of experience in financial services. He has worked at Novus Advisors since 2022 and previously spent a decade at First Financial Wealth Management and over 25 years at First Financial Bank. Outside of his advisory role, he owns a duplex apartment unit in North Myrtle Beach as a personal investment. Novus Advisors manages approximately $203 million for around 366 clients, offering portfolio management and financial planning services for individuals, trusts, estates, and corporate entities. The firm uses fundamental analysis to construct portfolios with mutual funds, ETFs, and individual securities, and provides ERISA-focused fiduciary consulting and investment management.

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 Envest Advisors, LLC, based in Myrtle Beach, SC, and has one year of industry experience. His prior roles include positions at Gradient Advisors, LLC and Envest Financial LLC. He is also a licensed insurance agent affiliated with Envest Financial, LLC. Envest Advisors, LLC provides discretionary asset management and ongoing investment advisory services primarily to individual and high-net-worth clients. The firm’s investment process combines fundamental and technical analysis tailored to client objectives, regularly rebalancing and monitoring portfolios, and may engage other investment managers as part of its service.

William Cutler III is a financial advisor at Envest Advisors, LLC in Myrtle Beach, SC, holding a Series 65 designation with two years of industry experience. He has worked at Envest Advisors and Gradient Advisors, and is also a co-owner and executive of Jerry Case Inc, a Subway franchise business. Envest Advisors provides discretionary asset management and ongoing investment advisory services primarily to individual and high-net-worth clients. The firm’s investment approach combines fundamental and technical analysis tailored to client objectives, regularly rebalancing portfolios and employing short- and long-term strategies as needed.

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.

Scott Sensenig is a financial advisor with Diazo, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He is the founder of Financial Fitness Wealth Management and Financial Fitness Benefits & Insurance Solutions, where he provides investment advisory and insurance services. His prior work includes roles at The Leaders Group Inc, Innovative Adviser Solutions, LLC, and Sigma Financial Corporation. Diazo, LLC offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a multi-method investment approach, incorporating various analyses and risk assessment tools, and uses both long- and short-term trading strategies including margin and options trading.

Ronald Pyle is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Harvest in 2024, he worked for over a decade at Prospera Financial Services, Inc. Outside of his advisory role, he is involved in writing, speaking engagements, and serves as a board member and CEO of KECO, LLC, a corporate association. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting to a diverse client base including individuals, retirement plans, and institutional clients. The firm employs an actively managed tactical investment approach utilizing fundamental, technical, and cyclical analysis, and offers specialized services such as ERISA 3(38) management and held-away 401(k) account oversight.

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.

Jared Crawford is a CFP® and ChFC® with six years of industry experience. He is currently with Rigden Capital Strategies in Myrtle Beach, SC, and has previously worked at firms including LPL Enterprise, Prudential Financial Planning Services, and Atlantic Financial Services. Outside of financial advising, he is involved in several other businesses, including owning a conglomerate of non-financial enterprises, providing tax services through Ashley Byrd's Professional Tax Service, and working as a server at Greg Norman Australian Grille. Rigden Capital Strategies offers discretionary asset management, financial planning, and ERISA plan services to individuals, high-net-worth clients, trusts and estates, and institutional sponsors. The firm employs a portfolio construction approach based on fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory, and provides ongoing management with quarterly and situational reviews.