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.

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 in Augusta, GA, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Norris has been actively involved with Liberty United Methodist Church for 40 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

Edmond Smith III is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to wrap programs, private funds, and structured product activities.

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 the Series 66 designation and over 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Wells Fargo Clearing, UBS Financial Services, and Merrill. He is also involved with Giangrande Capital Management, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform that supports both discretionary and non-discretionary investment strategies.

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.

Bradley Burton is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that address their unique goals and evolving market conditions. His areas of focus include college education planning, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, special needs planning, tax minimization, and retirement income. Bradley holds a high school diploma from Strom Thurmond High School, a bachelor's degree from Central Christian College of the Bible, and a master's degree from Johnson University. He has earned multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Bradley is committed to serving his clients with a one-on-one approach that aims to help them pursue their long-term financial goals. Outside of his professional role, Bradley dedicates time to volunteering with community organizations and enjoys boating, camping, cooking, fishing, hiking, racquetball, swimming, traveling, and spending time with his family. He describes himself as a committed husband and proud father of three who serves his family, faith, and clients with dedication.

Camille Sutton is a financial advisor with Morgan Stanley in Augusta, GA, holding Series 63 and Series 65 licenses with 29 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, she worked at Citigroup Global Markets from 2002 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and investment analyses.

Lisa Novello is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she is the managing member of RLK Group, LLC Dogwood's Grille, a construction and engineering business in North Augusta, South Carolina. Morgan Stanley Wealth Management is an SEC-registered 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 planning process supported by firm‑approved tools and methodologies.

David Duff is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 41 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Raymond Brady is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2014. Brady also serves as a trustee for Tuttle-Newton, a nonprofit organization supporting children and families in Augusta, Georgia. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

Gerald Fuller is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Thomas Powers is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial since 2009. His prior roles include positions at Morgan Keegan & Company, Pfic Advisors, Inc., and First Horizon Advisors, Inc. He is also associated with First Bank of Georgia. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by over 22,800 advisors managing more than $819 billion in discretionary assets.