Anna Getzinger is a financial advisor with Wells Fargo Clearing in Augusta, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she holds minority ownership interests in several investment-related ventures, including property holdings in South Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related products and bank deposit sweep programs.

Julian Lively is a financial advisor at Stifel with 21 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2009. Outside of his advisory role, he serves as chairman of the Budget & Finance Committee at Kiokee Baptist Church. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Louis Goulet is a financial advisor with Ameriprise in Evans, GA, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2017 and has also worked at Mercyhurst University since 2008. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Matthew Loss is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® designation and Series 66 license. Loss has been with Edward Jones since 2010, based in Augusta, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates a nationwide network of more than 23,700 financial advisors.

John Street is a financial advisor at J.P. Morgan Securities with 19 years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Merrill Lynch, and Navy Federal Financial Group. Outside of his advisory work, he is involved in various entertainment and community activities such as acting in dinner theatre, hosting trivia games, guiding walking tours, supporting golf tournaments, and working at a minor league baseball club press box. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative modeling and centralized due diligence with an ESG framework when recommending investment strategies.

Leigh Teffeteller is a financial advisor with Morgan Stanley in Augusta, Georgia, holding a Series 66 designation and ten years of industry experience. Prior to joining Morgan Stanley in 2023, Leigh worked at Edward Jones from 2015 to 2023. Outside of advising, Leigh is involved in real estate as a proprietor managing rental properties. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

David Curley is a financial advisor at Stifel with Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Paula Michaels is a financial advisor with Morgan Stanley in Aiken, South Carolina, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been associated with various Morgan Stanley entities since 1998. Outside of her advisory role, she serves as Treasurer for PSM, a consulting firm focused on accounts receivable for professional practices. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools.

Brian O'Shea is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The O'Shea Team, a group of experienced professionals focused on helping families make informed financial decisions to support a comfortable and fulfilling life both now and in retirement. Brian emphasizes understanding each client's unique perspective on work, time, and money to develop personalized financial strategies. His expertise includes college education planning, family wealth management strategies, institutional and corporate benefit services, investment consulting for defined contribution plans, liquidity management, personal retirement planning, portfolio management services, and retirement income. Brian holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brian earned a Bachelor's Degree from the University of Connecticut. He integrates the resources of Merrill and Bank of America to provide clients with comprehensive investment management and banking solutions. Outside of work, Brian enjoys basketball, billiards, golfing, racquetball, tennis, traveling, and spending time with his family.

Thomas Plowden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Plowden serves on the finance committee of Fish Camp Fellowship Church in North Augusta, SC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

John Goodwin is a financial advisor with Merrill in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Merrill since 1991 and has concurrently worked at Bank of America, NA since 2009. Outside of his advisory role, he holds power of attorney for a personal entity in Evans, Georgia. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm combines internal and third-party management teams to implement asset allocation and trading, with options tailored for tax-sensitive investors.

Bradley Key is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has previously worked at CUNA Mutual Group, CUNA Brokerage Services, Cetera, and Regions Bank. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, offering written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, primarily focusing on assets held in Ameriprise Managed Accounts.

Scott Travis is a financial advisor with Edward Jones in Augusta, GA, holding a Series 66 designation and 25 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

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.

Krista Kuehl is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Her work history includes roles at Thrivent Financial and Thrivent Investment Management since 2021. Prior to her financial career, she held positions in diverse fields including agriculture and hospitality. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management or institutional advisory services.

John Ellinger is a Financial Solutions Advisor at Merrill, where he works closely with clients to develop strategies tailored to their short-, mid-, and long-term financial goals. He provides guidance on a range of financial matters, including investing, retirement planning, and saving for unexpected expenses. John also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. John holds the Personal Investment Advisor (PIA) designation. He earned his High School Diploma from North Augusta High School and an Associate's Degree from Tri-County Technical College.

Ronald Kokas is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Knightsbridge Capital, King Capital, and Global X. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gerry Owen is a financial advisor with Ameriprise in Aiken, SC, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2022, he worked at Edward Jones and EDTS, LLC. He serves on the boards of several local organizations, including Children's Place, Inc. and the Aiken County Board of Registration and Elections, and is involved in accounting and finance functions for OWCRA, LLC. Ameriprise provides retirement-income planning services aimed at clients approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

David Jones is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work history includes roles at Bank of America and Primerica Advisors. Outside of his advisory duties, Jones is involved in music recording, performance, songwriting, and public speaking through his ownership of Regal Jones Enterprises LLC, and he serves as general partner and managing member of Overflow Specialists, LLC. Merrill provides managed account services to Bank of America fiduciary clients, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.