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.

Kimberly Kanagy is a financial advisor with Ameriprise in Aiken, SC, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its related entities since 2008. Outside of her advisory role, she serves as a notary public, providing document notarization services to both Ameriprise clients and others at no charge. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

Corbin Asay is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and over four years of experience in the financial services industry. His prior work includes positions at J.P. Morgan Securities and America First Credit Union. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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.

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.