Michael Cave is the sole advisor at CAVE, INC. in Augusta, GA, holding the ChFC® designation and a Series 65 license with 22 years of industry experience. He has been with CAVE, INC. since 1993. He is also a licensed insurance agent and counselor, dedicating part of his time to those roles. CAVE, INC. provides financial planning and investment advisory services primarily to individual clients, including retirement accounts. The firm employs a discretionary investment strategy focused on market timing with ETFs and individual stocks, emphasizing capital conservation and incorporating insurance expertise in evaluating life insurance and annuity contracts.

Sylvester Larkins is a financial advisor with Larkins & Associates Financial Services, LLC in Augusta, GA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2002 and serves as treasurer for First Shiloh Baptist Church, managing its financial transactions and consulting on financial matters. Larkins & Associates Financial Services provides personalized financial planning and investment consultation to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive planning, retirement and estate planning, tax preparation, and pension consulting, delivering advice on a primarily non-discretionary basis while combining advisory services with broker-dealer and insurance activities.

Ethan Andrews is the sole advisor at Andrews Investment Management in Augusta, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked concurrently at Andrews Investment Management and Wackenhut Services Inc. since 2006. Outside of his advisory work, Andrews and his wife own and operate a local laundromat business. Andrews Investment Management provides discretionary, fee-based portfolio management primarily for individual clients, managing about $15 million across approximately 50 accounts. The firm emphasizes fundamental analysis and implements portfolios mainly through exchange-traded funds, while also utilizing a range of securities including mutual funds, OTC and foreign securities, corporate debt, certificates of deposit, U.S. government securities, and options.

Lucien Williams is the principal of Williams Wealth Management, Inc. in Augusta, GA, with 13 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2016. Outside of his advisory role, he has served as a caddie at Augusta National Golf Club since 2004. Williams Wealth Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm combines fundamental and cyclical analysis with a long-term trading approach, typically recommending portfolios with a majority allocation to individual equities and documenting client risk tolerance and objectives in an Investment Policy Statement.

David Gray is the principal of David Gray Consulting LLC, an independent advisory firm based in North Augusta, SC. He holds a Series 65 designation and has three years of experience in the financial industry. Prior to founding his firm, he worked at Matrix PMO and Williams Plant Services. In addition to his advisory role, he serves as a Senior Project Controls Manager and Scheduler under contract with Longenecker and Associates, providing construction and plant maintenance services. David Gray Consulting LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, trusts, estates, corporations, retirement plans, pensions, and charitable organizations. The firm employs a primarily long-term, customized investment approach using fundamental, technical, and cyclical analysis, with services that include ERISA-focused plan oversight and a performance-based fee option.

Robert Wynn is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Wynn Capital in Augusta, GA. He has worked with Wynn Capital since 2015 and also maintains a role at Asset Advisors Corporation. Wynn Capital provides discretionary investment management to individuals, high-net-worth clients, and retirement plans, offering ERISA plan services including 3(38) investment manager options. The firm emphasizes long-term ownership of established companies, combining fundamental analysis with technical and cyclical tools, and manages approximately $250 million in client assets.

Michael Turner is a financial advisor at Wynn Capital with seven years of industry experience. He holds a Series 65 designation and previously worked at Elliott Davis, LLC for six years before joining Wynn Capital in 2018. Wynn Capital provides discretionary investment management to individuals, high-net-worth clients, and retirement plans, including ERISA plan services and 3(38) investment manager options. The firm focuses on long-term ownership of large, established companies using fundamental and technical analysis, managing portfolios primarily with individual stocks and bonds on a discretionary basis.

Joshua Baker is a financial advisor at Wynn Capital in Augusta, GA, holding a Series 65 designation with three years of industry experience. Prior to joining Wynn Capital in 2022, he worked at Serotta Maddocks Evans & Co., CPAs, Deloitte Tax LLP, Dixon Hughes Goodman LLP, and Cherry Bekaert LLP. Wynn Capital provides discretionary investment management to individuals, high-net-worth clients, and retirement plans, emphasizing long-term ownership of large, established companies through fundamental analysis combined with technical and cyclical tools. The firm manages approximately $250 million in client assets and offers fiduciary services including ERISA plan management.

Kevin Sweeney is a financial advisor at Firethorn Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kingswood Capital Partners, WealthPLAN Partners, and LPL Financial. Outside of his advisory role, he serves as president of the nonprofit First Tee of Augusta. Firethorn Wealth Partners is a registered investment adviser managing approximately $543 million in client assets across a five-advisor team. The firm serves individuals, retirement plans, trusts, estates, and other entities, providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. Their investment approach emphasizes asset allocation and manager selection through a formal due diligence process and active monitoring of independent managers.

Gerald Rogers is a CFP® professional with 30 years of industry experience, currently serving as an advisor at Firethorn Wealth Partners, LLC in Augusta, GA. His prior roles include positions at Chalice Capital Partners, WealthPLAN Partners, SOUTH STATE BANK, and LPL Financial LLC. Rogers is also involved in community service as the Treasurer for the Woodgate Property Owners Association and serves on the Westminster School Board. Firethorn Wealth Partners is a registered investment adviser managing approximately $543 million in client assets through a five-advisor team. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement and education advisory services, emphasizing asset allocation and manager selection through a formal due-diligence process.

Brenda Carroll is a financial advisor at Money Advisors, Inc. d/b/a Century Investment Planning in Augusta, GA, with 17 years of industry experience. She holds a Series 65 designation and has worked at Baird & Company, CPAs since 1999. Money Advisors, Inc. serves individuals, trusts, estates, limited liability companies, and retirement plan accounts, providing discretionary portfolio management and financial planning services. The firm manages approximately $53 million in discretionary assets and employs a long-term, fundamental investment approach that emphasizes client-specific asset allocation and avoids market timing and non-investment grade securities.

Melinda Mcree is a financial advisor with Firethorn Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Kingswood Capital Partners, Chalice Capital Partners, WealthPLAN Partners, LPL Financial LLC, and Georgia Bank & Trust. She also serves as the chief compliance officer and director of operations at Firethorn Wealth Partners. Firethorn Wealth Partners is a registered investment adviser serving individuals, retirement plans, trusts, estates, and other entities, managing approximately $543 million in client assets through a five-advisor team. The firm offers discretionary and non-discretionary portfolio management along with comprehensive financial planning, retirement plan consulting, and college advisory services, emphasizing asset allocation and manager selection through a formal due-diligence process.

William Evans is a CFP® and PFS™ credentialed advisor with four years of industry experience. He is currently with Asset Advisors and has prior experience at Calvary Wealth, LLC and Serotta Maddocks Evans & Co. Asset Advisors provides personalized wealth management, discretionary investment management, and financial planning primarily to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm emphasizes multiyear holding periods and uses a combination of fundamental and technical analysis to construct portfolios mainly from ETFs, individual equities, bonds, and certificates of deposit.

Robert Rice is a CFP® professional with 18 years of experience in financial advising. He has worked at Asset Advisors since 2001, including both Asset Advisors Corporation and Asset Advisors Investment Management, LLC. The firm provides personalized wealth management, discretionary investment management, and financial planning to high-net-worth individuals, charitable organizations, pension plans, and corporations. Asset Advisors focuses on portfolios constructed from ETFs, individual equities, bonds, and certificates of deposit, employing a multiyear holding strategy guided by an internal investment committee.

Eugene Mc Manus III is a CFP® professional at AP Wealth Management in Augusta, GA, with over a decade of experience including ten years at PricewaterhouseCoopers LLP and a year at Wake Forest University. He has been with AP Wealth Management since 2026. AP Wealth Management provides fee-only financial planning and discretionary and non-discretionary investment management primarily for high-net-worth individuals and families, as well as institutional clients like charitable organizations and employer retirement plans. The firm employs an asset-allocation framework tailored to client-specific risk/reward profiles, utilizing a diverse range of investment vehicles including mutual funds, ETFs, structured notes, and non-public REITs.

Clayton Quamme is a CFP® with nine years of industry experience, currently serving as a financial advisor at AP Wealth Management in Augusta, GA. He previously worked at Calvary Wealth, LLC for six years and has served as an intelligence officer in the US Army Reserves since 2012. AP Wealth Management provides fee-only financial planning and investment management primarily for high-net-worth individuals, families, and institutional clients. The firm employs an asset-allocation framework tailored to client risk profiles and offers services including ERISA 3(38) management and plan advisory, utilizing a range of investment vehicles from mutual funds to structured products.

Thomas O’Gorman is a financial advisor at AP Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at Augusta Capital Investors and AP Wealth Management since 2016, following four years at Equus Management. AP Wealth Management provides fee-only financial planning and investment management primarily for high-net-worth individuals, families, and institutional clients. The firm uses an asset-allocation framework tailored to client risk profiles and offers services including ERISA 3(38) investment management and plan advisory.

James Manning is a financial advisor at Asset Advisors in Augusta, GA, with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Hull Property Group, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has been with Asset Advisors since 2019. Asset Advisors provides personalized wealth management, discretionary investment management, and financial planning to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm primarily constructs portfolios from ETFs, individual equities, and fixed income securities, favoring multiyear holding periods guided by fundamental and technical analysis.

Benjamin Braxton is a financial advisor at Asset Advisors with a Series 65 designation and one year of industry experience. He has been with Asset Advisors Investment Management, LLC since 2020 and previously worked at Serotta Maddocks Evans & Co., CPA's from 2013 to 2019. Asset Advisors provides personalized wealth management, discretionary investment management, and financial planning primarily for high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm emphasizes multiyear holding periods using fundamental and technical analysis and offers clients access to a range of affiliated and third-party investment solutions.

Stephen Dyer is a CFP® with 13 years of industry experience, currently serving as an advisor at Motiv8 Investments LLC. He has held roles at Optimal Wealth Strategies, Fusion Capital, and The Boggs Group. Outside of advising, he operates a personal tax preparation and financial coaching business through Optimal Wealth & Taxes, LLC. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, continuous monitoring, and periodic rebalancing, employing a range of analytical methods and utilizing custodial and third-party platforms to manage client portfolios.