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.

Kelly Gibson is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2013, following two years at Morgan Keegan & Company, LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

William Caywood is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 19 years of industry experience. Caywood has been with Raymond James since 2009 and also serves as an independent contractor for Fehrman Investment Group, where he advises clients on their assets and financial plans. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports both individual and institutional advisory programs.

Mark Dimm is a financial advisor with Ameriprise in North Augusta, SC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at Ameriprise since 2017 and previously spent six years with Merrill. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice.

James Maddox is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 24 years of industry experience, including twelve years at Dempsey Lord Smith, LLC. Outside of his advisory work, he serves as president of First United Pentecostal Church in Augusta, GA, and owns Maddox Financial, a business focused on insurance and benefits. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing various portfolio management platforms and both proprietary and third-party investment strategies.

George Johnson is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial and Georgia Bank & Trust since 2016. 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 advisory programs and financial planning services supported by research and multiple portfolio management options.

Charles Marvin IV is a CFP® with 29 years of experience and is currently affiliated with Morgan Stanley in Augusta, GA. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.