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.

Robert Kilpatrick is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Kilpatrick serves as President of the Board of Governors at Augusta Country Club. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy and planning methodology.

Carolyn Hodge is a CFP®-designated financial advisor with LPL Financial in Augusta, GA, bringing 21 years of industry experience. She has worked at LPL Financial since 2011 and previously spent time at WealthPLAN Partners and South State Bank. Hodge serves on the board of the Augusta Free School, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various providers.

William Bissell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial and SOUTH STATE BANK since 2010 and previously spent two years with WealthPLAN Partners. 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 advisory programs and financial planning services, providing both discretionary and non-discretionary portfolio management supported by research and model portfolios.

Allison Barksdale is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. She holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning tools and investment modeling.

Michael Young is a financial advisor with Edward Jones in Aiken, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he serves as a coach for Aiken High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Judith Bovitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advising, she owns a horse boarding business in Aiken, SC. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amy Corbitt is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in financial services in 1998 and has since built a practice focused on trust, personalized guidance, and long-term client relationships. In 2014, she joined Merrill Lynch Wealth Management, where she serves clients with comprehensive wealth management strategies tailored to individual circumstances and goals. In 2023, Amy helped establish OCB & Associates, a wealth management team that emphasizes collaboration to assist individuals, families, and business owners with investment management, retirement planning, wealth preservation, and legacy creation. Amy holds a Personal Investment Advisor (PIA) designation. She earned a Bachelor's Degree from Liberty University and attended Christopher Newport University and Armstrong Atlantic State University without degree conferral. Her client focus areas include college education planning, liquidity management, retirement income, portfolio management, and specialization in serving women and wealth. In addition to her professional work, Amy serves on the board of the Augusta Sports Council and is involved with The Lydia Project. She resides in North Augusta with her family and enjoys running, participating in fit camp, traveling, cooking, gardening, reading, and yoga.

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.

Dustin Ennis is a financial advisor with Edward Jones in Aiken, SC, holding a Series 66 designation and having seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Berlin's Restaurant Supply for twelve years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branches.

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.