James Lovuolo is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). James began his educational journey at Pocono Mountain, where he earned his High School Diploma/GED. He also attended Coastal Carolina University, although no degree was conferred. This background supports his role in providing financial advice and investment management to his clients.

Joshua Linton is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including LPL Financial, Queensborough National Bank, and Avantax. He is the owner and organizer of JLMK LLC dba Noble Oak Financial, providing a range of financial planning and business succession services. Additionally, he serves as a notary public in Richmond County, GA. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through multiple program structures, with more than 10,000 advisors managing over $256 billion in assets.

Justin Preissler 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. 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 diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brett Wilson is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2012, he has focused on developing strategies for high-net-worth individuals, their families, and businesses to help them pursue both short and long-term financial goals. He creates customized wealth management plans designed to help clients navigate the road to and through retirement, addressing concerns such as outliving their money through problem-solving financial strategies. With experience in the financial services industry since 2009, Brett offers expertise in areas including college education planning, divorce transition planning, legacy planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and managing new wealth. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist™ (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brett earned his Bachelor's degree in Economics and Commerce from Hampden-Sydney College. Brett is involved in his community through volunteer work with the Boys and Girls Club of Greater Augusta. Outside of his professional pursuits, he enjoys fishing, football, hunting, and spending time with his family.

Andrew Williams III is a financial advisor with Raymond James Financial in Augusta, GA, holding a Series 66 designation and 10 years of industry experience. He has worked with multiple Raymond James entities since 2015 and is a 42% owner and operator of Douglas & Williams Financial Group LLC. Williams serves as president of the PTO at St. Mary on the Hill Catholic School and participates on its finance and investment committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers personalized, non-discretionary planning and consulting supported by analytical modeling, with a range of advisory programs and specialized municipal and SIMPLE IRA advisory services.

Brian Teffeteller is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is involved in property management in Augusta, Georgia. 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 supported by structured discovery conversations and advanced planning tools.

Raziyah Williams is a financial advisor with Merrill in Augusta, GA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and LPL Financial. Outside of finance, she manages a cleaning services company, Running Things Cleaning Services, and owns businesses organizing self-development retreats and coordinating travel services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Cox is a financial advisor with Edward Jones in Aiken, South Carolina, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked for the Aiken County Public School District. Outside of finance, he is co-owner of South Carolina Computer Company LLC, a hobby business focused on purchasing and repairing high-end computer equipment and arcade machines. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Kevin Eidell is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 16 years of experience in the financial industry, having previously worked at Ameriprise and Cuna Brokerage Services. In addition to his advisory role, he is also involved in insurance sales, focusing on individual life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning relationships and offers specialized programs including estate settlement and employer-sponsored planning.

Stephen Anaclerio is a financial advisor at Morgan Stanley in Augusta, GA, with 27 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and provides planning supported by firm-approved tools and analyses such as Monte Carlo simulations.

Thomas Norris is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and joined LPL Enterprise in 2024. Norris has been involved with Liberty United Methodist Church since 1986. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment programs through an integrated platform.

Edmond Smith III is a financial advisor with Morgan Stanley in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2000, respectively. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers financial planning both directly and through Corporate Financial Planning agreements with employers.

Nicholas Bertelli is a financial advisor with Raymond James & Associates in Augusta, GA, holding a Series 66 designation and three years of industry experience. He has worked with Raymond James & Associates since 2022 and has held roles including equestrian coach and special event hospitality. Outside of finance, he provides riding lessons and is involved in equestrian activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse clientele, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting through a range of portfolio management styles and affiliated research.

George Gallo is a financial advisor at Cetera with a Series 66 designation and recent industry experience beginning in 2025. His prior roles include positions at GraniteArch Wealth Management and Wallace Auto Group. Outside of finance, he was involved with the Augusta National Masters Tournament in 2017–2018. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with access to multiple investment managers and program structures.

Damon Cline is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has worked at Ameriprise-Confident Life Wealth Management since 2020. Prior to his advisory role, he was employed by The Augusta Chronicle for six years. Cline serves on the Board of Directors for Cancer Support Services in Augusta, GA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated entities and uses a centralized consulting team to deliver non-discretionary, research-backed retirement income recommendations.

William Zealy is a financial advisor with Stifel in Augusta, GA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Stifel since 2009. Zealy serves on the Board of Directors for the Kiwanis Club of Augusta, focusing on veterans affairs. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutional investors, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

John Giangrande is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank, where he worked for a combined 19 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations, through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Christian Beecher is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Fifth Third Bank, Lowe's, The Home Depot, and AT&T. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework in its investment recommendations.

Cameron Brown is a financial advisor at Stifel with 29 years of industry experience, including 17 years at Stifel. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as Chair of the Endowment Advisory Committee at Augusta Country Club. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Rhadi Latif is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services primarily to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.