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Dagan S

Series 66

Augusta, GA

LPL Financial

Dagan Sharpe is a financial advisor with LPL Financial in Augusta, GA, holding a Series 66 license and 24 years of industry experience. He previously worked at INVEST Financial Corp and has been affiliated with Queensborough National Bank for over a decade. Outside of his advisory role, he serves as a part-time boat safety instructor with the Freedom Boat Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research, model portfolios, and various investment strategies.

College savings (529s, UTMA, etc.)
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Loren F

Series 66

Augusta, GA

LPL Financial

Loren Fields is a financial advisor with LPL Financial in Augusta, GA, holding a Series 66 designation and having nine years of industry experience. Prior to joining LPL Financial and Queensborough National Bank & Trust Company in 2025, he worked for Edward Jones for nine years. Fields is also the owner of Shane's Music Entertainment, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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William D

Series 63, Series 65, Series 66

Augusta, GA

LPL Financial

William Davis is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Morgan Stanley Private Bank, N.A. and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options and access to diverse model portfolios and research.

College savings (529s, UTMA, etc.)
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Benjamin C

Series 66

Augusta, GA

LPL Financial

Benjamin Cushman is a Series 66-credentialed advisor with LPL Financial based in Augusta, GA. He has experience working at LPL Financial and Queensborough National Bank & Trust since 2025, and prior roles include positions at Augusta University, Home Depot, and various educational institutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, employing discretionary and non-discretionary management with access to research and model portfolios.

College savings (529s, UTMA, etc.)
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William B

Series 66

Augusta, GA

LPL Financial

William Brigham Jr. is a financial advisor with LPL Financial in Augusta, GA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill. Outside of his advisory work, he is involved with Brigham Capital & Investments LLLP and serves in a fiduciary capacity for the William B Brigham Irrevocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.

College savings (529s, UTMA, etc.)
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Troy B

CFP®

Augusta, GA

LPL Financial

Troy Breitmann is a CFP® professional with three years of experience, currently affiliated with LPL Financial in Augusta, GA. He has a longstanding history with Queensborough National Bank & Trust Company, serving in various capacities since 2009, including a trust officer role beginning in 2024. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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