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.

James Allison is a financial advisor at First Dominion Wealth Advisors LLC with nine years of industry experience. His background includes roles at OneAmerica Securities, American United Life, Nationwide Securities, and Nationwide Insurance, as well as extensive self-employment in financial services. He holds Series 63 and Series 65 licenses and owns First Dominion Financial Group, LLC, a financial services business. First Dominion Wealth Advisors LLC offers personalized financial planning and non-discretionary investment management primarily for individuals and families, with a specialization in serving families that include an individual with a disability. The firm employs a structured discovery process and a subscription model, emphasizing diversified, low-cost index funds and ETFs, and manages potential conflicts related to affiliated insurance activities through separate legal entities.

Carolyn Lumley is a CFP® professional with 30 years of experience in financial advising. She has worked at A to Z Asset Advisors, LLC since 2008 and previously at Private Client Services LLC from 2014 to 2017. A to Z Asset Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, families, small businesses, trusts, and estates. The firm manages approximately $15.75 million across about 71 client households and employs an income-focused investment strategy using preferred stocks, closed-end funds, and ETFs, combined with comprehensive financial planning services.

Victor Onate is a financial advisor at Prometheus Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been working at Prometheus Wealth Management since 2015. In addition to his advisory role, he is co-owner of a non-institutional lending business, Vic-To Enterprises. Prometheus Wealth Management provides portfolio management, financial planning, and hourly planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach that combines fundamental, technical, and quantitative analysis with modern portfolio theory, primarily recommending equities and ETFs.

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.

Barry Wheeler is a financial advisor with InvestmentPost Advisory, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with InvestmentPost Advisory since 1999, and previously spent 17 years at WM. Burnside. Outside of his advisory role, he is a joint owner of MYHEROCARD.COM, a discount products and services membership business. InvestmentPost Advisory provides discretionary and non-discretionary investment management to individuals, trusts, pension plans, and other entities. The firm employs asset-allocation models combined with value-oriented strategies and market timing, serving a small client base with portfolios consisting of stocks, bonds, options, mutual funds, and variable insurance products.

Eulon Purvis Jr. is the sole advisor at Purvis Investments, Inc., an independent firm based in Martinez, GA. Holding a Series 65 designation, he has 30 years of industry experience, including over three decades founding and managing his own firm since 1995. Purvis Investments provides personalized investment advisory services primarily to individual clients, emphasizing discretionary portfolio management and a proprietary market timing system. The firm applies technical analysis and short-term trading tactics when appropriate, focusing on mutual funds and maintaining direct oversight through a small number of accounts.

Lucien Williams is the sole advisor at Williams Wealth Management, Inc., an independent firm based in Augusta, GA. He holds a Series 66 credential and has 14 years of industry experience, including founding his firm in 2016. Outside of financial advising, he operates Caddie Master Enterprises at Augusta National Golf Club. Williams Wealth Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm utilizes individualized Investment Policy Statements, combines fundamental and cyclical analysis with a long-term trading orientation, and typically manages portfolios holding a majority of assets in individual equities with discretionary trading authority.

William Coscioni is a CFP® with 12 years of industry experience, currently serving as the CEO of Wealthcare in Aiken, SC. He has been with Wealthcare/Financial Planners, LLC since 2012. In addition to his advisory role, he provides tax planning and tax return preparation services through his company. Wealthcare offers tailored investment and planning services to individuals and families, including high-net-worth clients, focusing on discretionary asset management, financial planning, and income tax planning. The firm uses a combination of economic, fundamental, and technical analysis to construct customized portfolios primarily consisting of mutual funds, ETFs, stocks, and bonds.

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.

Martin Lunn is a Series 65-licensed advisor with Wilson David Investment Advisors in Aiken, SC, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he serves as CEO of Greenshores South Corp and Narwhal Management, LLC, managing real estate, equity, and cash assets through these entities. Wilson David Investment Advisors provides personalized investment advice and portfolio management primarily to individual clients. The firm combines top-down market analysis with bottom-up security selection and emphasizes financial literacy through books, newsletters, and seminars.

Joseph Steadman is a financial advisor with Lifestyle Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Herrington Financial Services, Woodbury Financial Services, and First Command Financial Planning. Outside of advising, he is a professional speaker who presents on board games, game design, and strategy at conventions and cruises, and he has served as a deputy sheriff in Columbia County, Georgia. Lifestyle Financial Services is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm emphasizes personalized investment policies and asset allocation based on Modern Portfolio Theory, combining passive and active strategies alongside fundamental, technical, and cyclical analysis.

Lucinda Salinas is a CFP® and ChFC® with 35 years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. since 2017. Her prior experience includes six years at Merrill Lynch and work as an independent insurance agent. She is an officer of the Women Business Institute, a nonprofit focused on fundraising to support education programs for women business professionals. Cornerstone Wealth Advisors provides financial planning, discretionary investment management, and ERISA retirement-plan services to individuals, trusts, estates, charitable organizations, and government clients. The firm manages approximately $143 million, offering portfolio management through proprietary models and custom portfolios with an emphasis on fundamental investment analysis and client-specific asset allocation.

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.

Chad Cook is a financial advisor at Mann Advisory Services, LLC with six years of industry experience and a Series 65 credential. He has been self-employed since 2008. Mann Advisory Services provides financial planning and ongoing asset management primarily for individual clients, as well as services for pension plans, trusts, and small businesses. The firm manages approximately $3 million in assets with a tailored approach focusing on mutual funds, ETFs, exchange-listed securities, and fixed income, and also offers tax preparation and insurance sales through its principal.

Brandon Williams is a financial advisor at Integrated Planning LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Integrated Planning since 2023. Prior to this, he spent seven years at Prosperity Capital Advisors and concurrently serves as executive vice president at The Smith Group, managing tax planning and preparation. Williams is also a licensed insurance agent offering fixed insurance products. Integrated Planning LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $76.7 million across about 161 client relationships, using a proprietary investment approach guided by modern portfolio theory and maintaining documented investment policies for each client.

Kathryn Hauer is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Wilson David Investment Advisors. She has worked at Ellevest since 2023 and has provided editing services for the financial publication Benzinga since 2021. Additionally, she has been an adjunct professor of business communications at Aiken Technical College since 2012. Wilson David Investment Advisors offers personalized investment advice and portfolio management primarily to individual clients, combining top-down market analysis with bottom-up security selection. The firm emphasizes financial literacy through educational materials and seminars, managing discretionary accounts held at Schwab with a focus on diversification and ongoing monitoring.

Keenan Mann is the principal of Mann Advisory Services, LLC in Evans, GA, holding a Series 65 designation with nine years of industry experience. He has operated Mann Advisory Services since 2016 and has been involved with the Augusta Metro Youth Foundation since 2014. Outside of his advisory role, Mann works as an independent insurance agent and provides tax preparation services. Mann Advisory Services offers financial planning and asset management primarily for individual clients, as well as pension plans, trusts, and small businesses. The firm manages accounts on a tailored basis with an investment approach focused on mutual funds, ETFs, exchange-listed securities, and fixed income, generally avoiding market timing while allowing clients to impose reasonable investment restrictions.

Richard Preston is a financial advisor with Parvin Asset Management, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Swan Asset Management, LLC since 2015. Parvin Asset Management provides discretionary investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes fundamental company analysis combined with quantitative screening and third-party research, offering tailored portfolios and hedged strategies that utilize options to manage market risk.

Gerald House is a financial advisor with Lifestyle Financial Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He is also employed as a real estate broker and manager with Core Investment Management Group, LLC, dedicating part of his professional time to this role. His work history includes roles at Herrington Financial Services and National Brokerage. Lifestyle Financial Services, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and financial planning. The firm employs a blend of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering both passive and active strategies tailored to client objectives and risk tolerance.