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.

Bennett Yort is a Senior Financial Advisor with Merrill Lynch Wealth Management in Augusta, Georgia. He has been with Merrill Lynch since 2002 and has over 18 years of experience in the financial services industry, including banking, investments, and trust services. Bennett holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Chartered Retirement Planning Counselor (CRPC). He completed his bachelor's degree in Economics at Williams College in 1984 and graduated as class president from Southern Trust School in Mobile, Alabama in 1998. Bennett focuses on family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, and retirement income. He works closely with clients to develop personalized financial strategies tailored to their long-term goals. Bennett is also active in his community, serving on the boards of the Family YMCA of Greater Augusta, Goodwill Industries of Middle Georgia and the CSRA, and Good Vocations, Inc., where he is chair. He is an elder and member of Reid Memorial Presbyterian Church.

Jeffrey Price is a financial advisor with Edward Jones in North Augusta, SC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Optum and Change Healthcare, and spent 17 years with Cardinal Health, Inc. He also has experience in dental studio operations from Mustard Seed Dental Studio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Christa Evans is a Series 66-credentialed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked at several country and golf clubs and is the owner and operator of LilyStitch LLC, a craft business based in Aiken, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

William Bottomley is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with affluent clients, closely-held businesses, and national franchise chains to establish quantifiable goals and develop customized strategies to manage investments and liabilities. William has over 20 years of experience in the financial services industry and joined Merrill Lynch Wealth Management in 1999. He holds a Personal Investment Advisor (PIA) designation and completed his education at Richmond Academy with a High School Diploma/GED. Additionally, William has served on several charitable boards at both local and national levels.

Emily Jimenez is a financial advisor at Morgan Stanley with 13 years of industry experience. She has held roles at Morgan Stanley Private Bank, N.A. since 2018 and Morgan Stanley Smith Barney LLC since 2017, following three years with UBS Financial Services. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by proprietary tools and investment research.

Dylan Jones is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He previously worked six years at Morgan Stanley & Co., LLC and has experience in mortgage lending and real estate capital. Outside of finance, he holds a leadership role at a Chick-fil-A in Aiken, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Anthony Gallo is a CFP® professional with 27 years of industry experience. He currently serves as a Senior Wealth Planner at Cetera and has held roles at Bank of America and Merrill. Gallo is the owner and CEO of GraniteArch Wealth Management and GraniteArch Insurance Advisors. He is also involved in nonprofit organizations, serving as president of the Georgialina Outdoor Dream Foundation and as a board member for both the Augusta Kiwanis and the Columbia County Exchange Club. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Martin Ferrara Sr. is a financial advisor with Raymond James & Associates in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 12 years before joining Raymond James in 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

Jessica Wood is a financial advisor with Morgan Stanley in Augusta, GA. She holds a Series 66 designation and has 5 years of industry experience. Wood has been with Morgan Stanley since 2015 and has worked in Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Jason Crane is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Edward Jones for 10 years. Outside of his advisory role, Crane serves on the boards of the Aiken County Historical Commission, USC Aiken School of Business Administration Business Advisory Council, and Aiken Regional Medical Center’s Board of Governors. He is also involved in local ministry and community organizations, including serving as chaplain for the Sons of the American Legion Squadron 26. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored, research-driven recommendations that integrate tax efficiency and Social Security strategies. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, supported by a centralized retirement-income consulting team.

Conrad Neumann is a financial advisor with Thrivent Investment Management in Aiken, SC, holding Series 63 and Series 66 licenses and bringing three years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2023. Outside of financial advising, Neumann owns and operates Washington Shippers LLC, an Amazon drop shipping and resale business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed-account services while keeping the two distinct.