Jefferson Bowers is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Raymond James & Associates Inc, Wingfield Aesthetics LLC, Roman Sanford, LLC, and service in the US Army. Edward Jones is a full-service wealth management firm serving over 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.

Cara Gorman is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Benjamin Bissell is a financial advisor at LPL Financial with nine years of industry experience. His prior roles include positions at Jackson National Life Distributors and Whiskey Bent. 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 provides a broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research and model portfolios.

Troy Breitmann is a CFP® professional with three years of experience, currently affiliated with LPL Financial in Augusta, GA. He has a longstanding history with Queensborough National Bank & Trust Company, serving in various capacities since 2009, including a trust officer role beginning in 2024. LPL Financial is a national 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, employing both discretionary and non-discretionary management supported by in-house and third-party research.