Benjamin Cushman is a Series 66-credentialed advisor with LPL Financial based in Augusta, GA. He has experience working at LPL Financial and Queensborough National Bank & Trust since 2025, and prior roles include positions at Augusta University, Home Depot, and various educational institutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, employing discretionary and non-discretionary management with access to research and model portfolios.

Laura Kanagy is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she owns and operates Chaos Confections, a home bakery based in Windsor, South Carolina. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Helton Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as chairman of the investment committee for the Church of the Good Shepherd and is a board member of Via Cognitive Health, where he assists with fundraising for Alzheimer's disease initiatives. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles and notable municipal advisory capabilities.

Kyle Ware is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022, following four years at Wells Fargo Clearing and four years at Bank of America and Merrill. Outside of his advisory work, he holds a 50% ownership interest in The Ware Financial Group, LLC, which relates to his financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and tailored recommendations using proprietary research and tools, serving clients who meet certain net-worth thresholds.

Michael Reese Jr. is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2012 and 2015, respectively. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Sandra Vantrease is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and associated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Jason Neal is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He has also been affiliated with INVEST Financial Corp since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs supported by model portfolios, third-party research, and technology-driven strategies.

John Allensworth II is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years and Edward Jones for three years. Outside of his advisor role, he is employed with the South Carolina High School Athletic League. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party models.

Alexander Ledbetter is a Series 66-licensed advisor at Merrill with three years of industry experience. He previously worked at Wing Place for four years and has academic experience at the University of South Carolina Columbia. Outside of finance, he was involved with Mill Race Farm and Stable for two years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Meredith Herrington is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and is based in Augusta, GA. Herrington has worked at Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Jones is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in healthcare roles at Aiken Regional Medical Centers and Piedmont Healthcare. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of advisors and branch offices.

James Gilbert is a CFP® with 34 years of industry experience. He is currently affiliated with Osaic and previously worked at Woodbury Financial Services for 18 years. Gilbert is the managing partner of Cornerstone Private Advisors, LLC, which provides investment and insurance products along with firm administration duties. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a network of financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Christopher Ikerd is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera and Regions Bank since 2018 and previously held positions at Bank of America and Merrill. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers through a multi-manager platform.

Andrew Finch is a financial advisor with Wells Fargo Clearing in Augusta, GA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, Finch serves as president of the Retreat Private Road Maintenance Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ronald Lentz is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, he worked at MML Investors Services LLC and Massachusetts Mutual Life Insurance Co from 2015 to 2017. He is based in North Augusta, South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and provides a range of investment strategies and affiliated services through a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Michael Koltz is a financial advisor at Cetera with 23 years of industry experience. He has held roles at firms including LPL Financial, Queensborough National Bank & Trust Company, and Avantax entities. Koltz is an owner and partner of JLMK LLC dba Noble Oak Financial, a firm providing financial, retirement, income, insurance, and business succession planning. He is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party managers with multiple program structures and custodial relationships.

Walter Etterlee II is a Series 66-credentialed financial advisor with nine years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include positions at Avantax Advisory Services, 1st Global Advisors, and Fuller, Frost & Associates, where he has been involved since 2001. Outside of advising, he serves on the Augusta University Alumni Board and works as an accounting instructor, author, educator, podcaster, and speaker for Augusta University and the University of Maryland Global Campus. Cambridge Investment Research Advisors is a large SEC-registered firm that offers financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base through a network of independent Financial Professionals. The firm provides various investment implementation options, including proprietary models and access to unaffiliated strategists, with tailored strategies across multiple platforms and custody arrangements.

Mei Tsang is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Heather Winner is a financial advisor with Ameriprise in Augusta, GA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliate since 2004. Outside of her advisory role, she is the owner and CFO of a business called Round Barn and serves as a consultant for Keep Watch Financial, an Ameriprise franchise. She also participates as a local resource for families hosting foreign exchange students through Education First. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Heather Atkinson is a financial advisor with Morgan Stanley in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is involved as the sole proprietor of Riverfront Investment Group, LLC, focused on real estate, and acts as the personal representative for her late father's recreation business, Savannah Valley Landscape DBA Par 3 West. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm utilizes structured discovery processes and proprietary planning tools to develop client plans, managing approximately $2.74 trillion in client assets.