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, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with earlier experience at Citigroup Global Markets dating back to 2002. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market scenario modeling.

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 Certified Financial Planner (CFP®) with 28 years of industry experience. He has been with LPL Financial and First Bank of Georgia since 2009. 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 a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by in-house and third-party research.

Conrad Sanders III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and is also president of New Windsor LLC and New Windsor Capital Management Inc. Additionally, he serves as president of the Normandie Homeowners Association in Augusta, GA. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers customized strategies through a wide range of platforms and maintains both proprietary and third-party model solutions.

Norman Schaffer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as a trustee for the Schaffer Family Private Foundation, which donates to qualified charities. RBC Wealth Management, part of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Susan Small is a financial advisor with LPL Financial in Evans, GA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at South State Bank and LPL Financial since 2015 and was previously with WealthPLAN Partners for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Danielle Wilson Boutwell is a financial advisor at Cetera with six years of industry experience and holds a Series 66 designation. Prior to joining Cetera, she worked with firms including Avantax and Queensborough National Bank and Trust. Outside of her advisory role, she serves as Secretary for the Augusta Estate Planning Council, organizing networking events and supporting local financial professionals. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party strategies.

John Rhodes is a CFA® charterholder with over 32 years of industry experience. He has worked with Charles Schwab since 2019 and previously held roles at Integrated Advisors Network, Augusta Capital Investors, AP Wealth Management, and Augusta Capital Management. Outside of his advisory work, he owns a residential property occupied by his special-needs brother. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management alongside brokerage, custody, and financial planning services. The firm’s integrated structure supports a large client base with multi-asset model portfolios and alternative investment options.

Lacey Kilpatrick is a Series 66-licensed financial advisor at Merrill with 11 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she works as an independent transcription consultant for a transcription service. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jeffrey Keck is a financial advisor with Edward Jones in Martinez, GA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices, and operates under a fiduciary standard.

Terry Watkins is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Thomas Kilpatrick is a financial advisor with LPL Financial in Augusta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2009. Kilpatrick is also a notary public, providing support services exclusively to clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

James O'Quinn Jr. is a financial advisor at LPL Financial with 33 years of industry experience. He has held prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, he is a partner in a family limited partnership. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Jeremy Wilson is a Series 66-licensed financial advisor with Morgan Stanley, based in Augusta, GA, and has 17 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a committee member for Georgia Masonic Charities Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis to support its financial advisory services.

Kimberly Edge is a financial advisor at Equitable Advisors in Augusta, GA, holding Series 66 and Series 63 licenses with five years of industry experience. Her prior roles include positions at Woody Merry, Equitable Advisors, Publix Inc, and St. Mary on the Hill Catholic School. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, using a mix of firm-offered and third-party advisory models.