David Lucas is a financial advisor with Steward Partners Investment Advisory, LLC in Macon, GA, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. His career includes over two decades at Sterne Agee and eleven years at Stifel before joining Steward Partners in 2026. Outside of advising, he serves as president of a local social fishing club. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers investment advisory, financial planning, and managed account programs that include both discretionary and non-discretionary portfolio management through proprietary and third-party strategies.

Kevin Watson is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Stifel and Sterne Agee Financial Services, Inc., each for over a decade. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.

Christopher Durham is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at STIFEL and Sterne Agee. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in client assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and portfolio management services.