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.

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.

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.

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.

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.

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.

Paul Mcnair is a CFP® professional with 14 years of experience, currently serving at The Monitor Group, Inc. since 2007. He is based in Martinez, GA, and works alongside one other advisor at the firm. The Monitor Group, Inc. provides personalized financial planning and investment management to individuals, families, trusts, and estates. The firm operates as a fee-only advisor with approximately $154.4 million in assets under management, emphasizing strategic asset allocation with global diversification and using no-load mutual funds, ETFs, and selective sector funds.

Mark Holdwick Jr. is a CFP® professional with nine years of experience at The Monitor Group, Inc. in Martinez, GA. He has been with the firm since 2017, following five years as a student. The Monitor Group, Inc. provides personalized financial planning and investment management services to individuals, families, trusts, and estates. The firm emphasizes strategic asset allocation using a combination of active and passive management with no-load mutual funds and ETFs, offering discretionary portfolio management and limited-scope engagements.

Zachary Albanese is a financial advisor at Richard Young Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2019 to 2021, as well as at Christian Union from 2013 to 2019. Richard Young Advisors primarily serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm manages approximately $1.2 billion in discretionary assets and employs a modern portfolio theory approach, emphasizing diversified asset classes with systematic tilts toward small-, value-, and profitability-oriented exposures.

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.

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 with experience beginning in 2026. Prior to joining AP Wealth Management, he spent ten years at PricewaterhouseCoopers LLP. AP Wealth Management provides fee-only financial planning and investment management services primarily for high-net-worth individuals and families, as well as institutional clients such as charitable organizations and retirement plans. The firm employs an asset-allocation approach segmented into client-specific categories and includes a range of investment vehicles from mutual funds and ETFs to 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 in Augusta, GA, holding a Series 65 credential with 11 years of industry experience. He has been with Augusta Capital Investors and AP Wealth Management since 2016. AP Wealth Management provides fee-only financial planning and discretionary and non-discretionary investment management primarily for high-net-worth individuals, families, and institutional clients. The firm uses a client-specific asset allocation framework and offers services including ERISA 3(38) investment management and participant education for qualified plans.

James Manning IV is a financial advisor at Asset Advisors in Augusta, GA, holding Series 66 and Series 65 licenses with 11 years of industry experience. He has been with Asset Advisors since 2019 and previously worked at Hull Property Group from 2016 to 2019. Asset Advisors is a team of five advisors providing discretionary wealth management and financial planning to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm manages approximately $1.4 billion in discretionary assets, generally serving client relationships of $1 million or more, with a committee-driven investment approach that emphasizes ETFs, equities, bonds, and selective private investments.

Justin Folsom is a financial advisor at Richard Young Advisors in Augusta, GA, holding a Series 65 designation and with two years of industry experience. His prior work history includes roles at Paylocity and State Farm. Richard Young Advisors serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning primarily through no-load mutual funds and ETFs. The firm employs a modern portfolio theory approach with diversified asset classes and systematic investment tilts.

John Travis is a financial advisor with Richard Young Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Richard Young Associates since 2007. Outside of his advisory role, he founded The My Why Foundation, a charitable nonprofit focused on educating underserved populations about using open stock market accounts. Richard Young Advisors primarily serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs modern portfolio theory, emphasizing diversified asset classes and systematic factor tilts, and typically provides financial planning alongside investment management at no additional charge.