David Andrews is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and a tenure at Wachovia Bank, N.A. dating back to 2005. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, providing both discretionary and non-discretionary services and including insurance-related investment options alongside traditional products.

Nicholas Cheadle is a financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones in 2023, he worked at Venesco, LLC, Supreme Orthopedic Systems, University Ambulance Services, and GrillMarx Steakhouse & Raw Seafood Bar. He holds a Series 66 designation and coaches CrossFit classes three times a week. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Carla Register is a financial advisor at Stifel with 37 years of industry experience. She has been with Stifel since 2009. Carla holds a Series 63 designation and is also a Notary Public in the State of Georgia. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Charles Jenkins is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a trustee for his grandchildren. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

John Phelan is a financial advisor with Raymond James & Associates in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as an elder on the advisory board of the First Presbyterian Church of Augusta. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Craig Archer is a Series 66-licensed financial advisor with Edward Jones in Aiken, South Carolina, where he has worked since 2019. He has seven years of industry experience and previously worked at Augusta VAH FCU. Outside of his advisory role, he is a silent investor in a construction and home building business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Denis Douglas is a financial advisor with Raymond James Financial in Augusta, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked within various divisions of Raymond James since 2016. He is also an associate at Douglas & Williams Financial Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using analytical tools and models, supports municipal and public finance through its municipal advisor affiliation, and provides specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Jenna Moore is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to that, she was employed at SRP Federal Credit Union for 11 years and has been affiliated with the University of Phoenix since 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Julian Lively is a financial advisor with STIFEL in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with STIFEL since 2009. Outside of his advisory role, he serves as Treasurer and Finance Committee member at Kiokee Baptist Church, where he oversees financial affairs and reporting. STIFEL serves a diverse client base including individuals, institutions, and municipalities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Cade Downes is a financial advisor at Edward Jones in Evans, GA. He holds the Series 66 designation and began his advisory career in 2023. Prior to Edward Jones, he has experience in roles outside the financial industry, including a position at Augusta Golf Cars LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary options, and provides additional services such as tax-efficient overlay and proxy voting under a fiduciary standard.

Patrick Douglas is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has worked with various Raymond James entities since 2013 and is a 60% owner of Douglas & Williams Financial Group LLC, where he manages day-to-day branch operations. Additionally, he owns Pops Douglas LLC, an S corporation that manages proceeds from his Raymond James branch. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Consuela Brown is a financial advisor with Equitable Advisors, holding Series 63, 65, and 66 licenses and 25 years of industry experience. She has worked at Equitable Advisors and its predecessor firms in multiple periods since 2007, as well as at LPL Financial and First Horizon Advisors. Brown volunteers as an instructor for financial literacy using FDIC Money Smart modules through a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and nonprofit clients. The firm uses a range of advisory programs delivered through its network of Investment Adviser Representatives, offering access to mutual funds, ETFs, separately managed accounts, and alternative investments, with an emphasis on third-party model portfolios and fiduciary services for qualified plans.

Cynthia Westervelt is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. She has worked at firms including Morgan Stanley Smith Barney, LPL Financial, and Edward Jones. Outside of her advisory work, she is the sole member of Keystone Gardening LLC, which provides pollinator garden installation and maintenance services in the Southeast region. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party model portfolios and investment strategies.

Randall Snipes is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney and Citigroup Global Markets Inc since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

James Lambert is a Series 66 licensed financial advisor with Edward Jones in Evans, GA, where he has worked since 2014. He has 12 years of industry experience. Outside of his advisory role, he is involved in managing a rental property in Martinez, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Caroline Hardy is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. Prior to joining Stifel in 2022, she worked for ten years at Hull Property Group and Gemini Construction Company. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Nolan Baird Jr. is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. since 2013. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment strategy is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

William Brigham Jr. is a financial advisor with LPL Financial in Augusta, GA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill. Outside of his advisory work, he is involved with Brigham Capital & Investments LLLP and serves in a fiduciary capacity for the William B Brigham Irrevocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.

David Mcdaniel is a financial advisor with Morgan Stanley in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Albert Miller Jr. is a financial advisor at Ameriprise with 33 years of industry experience. He holds the Series 63 designation and has been with Ameriprise since 2005, including its affiliated entity Ameriprise Financial Services, Inc. Prior to his current role, he worked within the same firm structure for 15 years. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.