Kevin Jones 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. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and offers various investment strategies and affiliated financial services.

Cade Downes is a financial advisor at Edward Jones in Evans, GA. He holds the Series 66 designation and began his advisory career in 2023. Prior to Edward Jones, he has experience in roles outside the financial industry, including a position at Augusta Golf Cars LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary options, and provides additional services such as tax-efficient overlay and proxy voting under a fiduciary standard.

Patrick Douglas is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has worked with various Raymond James entities since 2013 and is a 60% owner of Douglas & Williams Financial Group LLC, where he manages day-to-day branch operations. Additionally, he owns Pops Douglas LLC, an S corporation that manages proceeds from his Raymond James branch. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Consuela Brown is a financial advisor with Equitable Advisors, holding Series 63, 65, and 66 licenses and 25 years of industry experience. She has worked at Equitable Advisors and its predecessor firms in multiple periods since 2007, as well as at LPL Financial and First Horizon Advisors. Brown volunteers as an instructor for financial literacy using FDIC Money Smart modules through a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and nonprofit clients. The firm uses a range of advisory programs delivered through its network of Investment Adviser Representatives, offering access to mutual funds, ETFs, separately managed accounts, and alternative investments, with an emphasis on third-party model portfolios and fiduciary services for qualified plans.

Cynthia Westervelt is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. She has worked at firms including Morgan Stanley Smith Barney, LPL Financial, and Edward Jones. Outside of her advisory work, she is the sole member of Keystone Gardening LLC, which provides pollinator garden installation and maintenance services in the Southeast region. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party model portfolios and investment strategies.

Ned Kough is a financial advisor with Edward Jones in Aiken, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in retail at Belk. Outside of his advisory role, he has experience working in inventory management for a retail business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering a range of advisory programs and investment solutions with a nationwide network of advisors and branch offices.

Randall Snipes is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney and Citigroup Global Markets Inc since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

James Lambert is a Series 66 licensed financial advisor with Edward Jones in Evans, GA, where he has worked since 2014. He has 12 years of industry experience. Outside of his advisory role, he is involved in managing a rental property in Martinez, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Caroline Hardy is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. Prior to joining Stifel in 2022, she worked for ten years at Hull Property Group and Gemini Construction Company. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Nolan Baird Jr. is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. since 2013. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment strategy is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

William Brigham Jr. is a financial advisor with LPL Financial in Augusta, GA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill. Outside of his advisory work, he is involved with Brigham Capital & Investments LLLP and serves in a fiduciary capacity for the William B Brigham Irrevocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.

David Mcdaniel is a financial advisor with Morgan Stanley in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Albert Miller Jr. is a financial advisor at Ameriprise with 33 years of industry experience. He holds the Series 63 designation and has been with Ameriprise since 2005, including its affiliated entity Ameriprise Financial Services, Inc. Prior to his current role, he worked within the same firm structure for 15 years. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Scott Sewell is a financial advisor at Stifel with 35 years of industry experience, including 17 years at Stifel since 2009. He holds Series 63 and Series 65 licenses and is based in Augusta, GA. Outside of his advisory role, he serves on the Capital Campaign Committee for Redeemer Church, assisting with fundraising efforts for a new church building. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking capital market analyses and asset allocation guidance.

Shawn Riley is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and previously worked at firms including Edward Jones, LPL Enterprise LLC, and Prudential Insurance Company of America. He served in the U.S. Army for 22 years. Outside of his advisory work, Riley serves on the boards of two nonprofit organizations in Georgia. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

James Lovuolo is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). James began his educational journey at Pocono Mountain, where he earned his High School Diploma/GED. He also attended Coastal Carolina University, although no degree was conferred. This background supports his role in providing financial advice and investment management to his clients.

Joshua Linton is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including LPL Financial, Queensborough National Bank, and Avantax. He is the owner and organizer of JLMK LLC dba Noble Oak Financial, providing a range of financial planning and business succession services. Additionally, he serves as a notary public in Richmond County, GA. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through multiple program structures, with more than 10,000 advisors managing over $256 billion in assets.

Justin Preissler is a financial advisor with Raymond James & Associates in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brett Wilson is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2012, he has focused on developing strategies for high-net-worth individuals, their families, and businesses to help them pursue both short and long-term financial goals. He creates customized wealth management plans designed to help clients navigate the road to and through retirement, addressing concerns such as outliving their money through problem-solving financial strategies. With experience in the financial services industry since 2009, Brett offers expertise in areas including college education planning, divorce transition planning, legacy planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and managing new wealth. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist™ (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brett earned his Bachelor's degree in Economics and Commerce from Hampden-Sydney College. Brett is involved in his community through volunteer work with the Boys and Girls Club of Greater Augusta. Outside of his professional pursuits, he enjoys fishing, football, hunting, and spending time with his family.

Andrew Williams III is a financial advisor with Raymond James Financial in Augusta, GA, holding a Series 66 designation and 10 years of industry experience. He has worked with multiple Raymond James entities since 2015 and is a 42% owner and operator of Douglas & Williams Financial Group LLC. Williams serves as president of the PTO at St. Mary on the Hill Catholic School and participates on its finance and investment committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers personalized, non-discretionary planning and consulting supported by analytical modeling, with a range of advisory programs and specialized municipal and SIMPLE IRA advisory services.