William Kemp is a financial advisor at Integrated Planning LLC with two years of industry experience. He holds a Series 65 designation and has worked at Integrated Planning since 2024. Prior to this, he has experience in tax preparation and planning as a tax manager at The Smith Group, where he also serves as a licensed insurance agent. Integrated Planning LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm utilizes a diversified investment approach based on modern portfolio theory and long-term trading, implementing strategies through written investment policy statements and regular account reviews.

Michael Turner is a financial advisor at Wynn Capital with seven years of industry experience. He holds a Series 65 designation and previously worked at Elliott Davis, LLC for six years before joining Wynn Capital in 2018. Wynn Capital provides discretionary investment management to individuals, high-net-worth clients, and retirement plans, including ERISA plan services and 3(38) investment manager options. The firm focuses on long-term ownership of large, established companies using fundamental and technical analysis, managing portfolios primarily with individual stocks and bonds on a discretionary basis.

Joshua Baker is a financial advisor at Wynn Capital in Augusta, GA, holding a Series 65 designation with three years of industry experience. Prior to joining Wynn Capital in 2022, he worked at Serotta Maddocks Evans & Co., CPAs, Deloitte Tax LLP, Dixon Hughes Goodman LLP, and Cherry Bekaert LLP. Wynn Capital provides discretionary investment management to individuals, high-net-worth clients, and retirement plans, emphasizing long-term ownership of large, established companies through fundamental analysis combined with technical and cyclical tools. The firm manages approximately $250 million in client assets and offers fiduciary services including ERISA plan management.

Paul Mcnair is a CFP® professional with 14 years of experience, currently serving at The Monitor Group, Inc. since 2007. He is based in Martinez, GA, and works alongside one other advisor at the firm. The Monitor Group, Inc. provides personalized financial planning and investment management to individuals, families, trusts, and estates. The firm operates as a fee-only advisor with approximately $154.4 million in assets under management, emphasizing strategic asset allocation with global diversification and using no-load mutual funds, ETFs, and selective sector funds.

Mark Holdwick Jr. is a CFP® professional with nine years of experience at The Monitor Group, Inc. in Martinez, GA. He has been with the firm since 2017, following five years as a student. The Monitor Group, Inc. provides personalized financial planning and investment management services to individuals, families, trusts, and estates. The firm emphasizes strategic asset allocation using a combination of active and passive management with no-load mutual funds and ETFs, offering discretionary portfolio management and limited-scope engagements.

Kevin Sweeney is a financial advisor at Firethorn Wealth Partners, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Kingswood Capital Partners, WealthPLAN Partners, and LPL Financial. Outside of his advisory role, he serves as president of the nonprofit First Tee of Augusta. Firethorn Wealth Partners is a registered investment adviser managing approximately $672 million with a seven-advisor team. The firm provides wealth management, financial planning, and investment management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, focusing on asset allocation, manager selection, and ongoing due diligence.

Zachary Albanese is a financial advisor at Richard Young Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2019 to 2021, as well as at Christian Union from 2013 to 2019. Richard Young Advisors primarily serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm manages approximately $1.2 billion in discretionary assets and employs a modern portfolio theory approach, emphasizing diversified asset classes with systematic tilts toward small-, value-, and profitability-oriented exposures.

Gerald Rogers is a CFP® professional with 31 years of industry experience. He is a member of the seven-advisor team at Firethorn Wealth Partners, LLC in Augusta, GA, where he has worked since 2018. Prior to joining Firethorn, Rogers held roles at Chalice Capital Partners, WealthPLAN Partners, South State Bank, and LPL Financial. He serves as treasurer for the Westminster School Board, a community role unrelated to his investment activities. Firethorn Wealth Partners manages approximately $671.9 million and offers wealth management, financial planning, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes asset allocation, manager selection, and ongoing due diligence, utilizing a range of investment vehicles and offering both discretionary and non-discretionary management.

Brenda Carroll is a financial advisor at Money Advisors, Inc. d/b/a Century Investment Planning in Augusta, GA, with 17 years of industry experience. She holds a Series 65 designation and has worked at Baird & Company, CPAs since 1999. Money Advisors, Inc. serves individuals, trusts, estates, limited liability companies, and retirement plan accounts, providing discretionary portfolio management and financial planning services. The firm manages approximately $53 million in discretionary assets and employs a long-term, fundamental investment approach that emphasizes client-specific asset allocation and avoids market timing and non-investment grade securities.

Melinda Mcree is a financial advisor at Firethorn Wealth Partners, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has held positions at Kingswood Capital Partners, Chalice Capital Partners, WealthPLAN Partners, LPL Financial, and Georgia Bank & Trust. At Firethorn, she serves as chief compliance officer and director of operations. Firethorn Wealth Partners is a registered investment adviser managing approximately $671.9 million with a seven-advisor team. The firm provides wealth management, financial planning, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, with an investment approach driven by an Investment Committee focusing on asset allocation, manager selection, and ongoing due diligence.

William Evans is a CFP® and PFS™ credentialed advisor with four years of industry experience. He is currently with Asset Advisors and has prior experience at Calvary Wealth, LLC and Serotta Maddocks Evans & Co. Asset Advisors provides personalized wealth management, discretionary investment management, and financial planning primarily to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm emphasizes multiyear holding periods and uses a combination of fundamental and technical analysis to construct portfolios mainly from ETFs, individual equities, bonds, and certificates of deposit.

Robert Rice is a CFP® professional with 18 years of experience in financial advising. He has worked at Asset Advisors since 2001, including both Asset Advisors Corporation and Asset Advisors Investment Management, LLC. The firm provides personalized wealth management, discretionary investment management, and financial planning to high-net-worth individuals, charitable organizations, pension plans, and corporations. Asset Advisors focuses on portfolios constructed from ETFs, individual equities, bonds, and certificates of deposit, employing a multiyear holding strategy guided by an internal investment committee.

Kenneth Simpson is a financial advisor at Firethorn Wealth Partners, LLC with Series 65 credentials and one year of industry experience. Prior to joining Firethorn, he held various roles in educational institutions and a country club. Firethorn Wealth Partners manages approximately $671.9 million with a seven-advisor team, offering wealth management, financial planning, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment decisions are guided by an Investment Committee and emphasize asset allocation, manager selection, and due diligence across a diverse range of securities and investment vehicles.

Eugene Mc Manus III is a CFP® professional at AP Wealth Management with experience beginning in 2026. Prior to joining AP Wealth Management, he spent ten years at PricewaterhouseCoopers LLP. AP Wealth Management provides fee-only financial planning and investment management services primarily for high-net-worth individuals and families, as well as institutional clients such as charitable organizations and retirement plans. The firm employs an asset-allocation approach segmented into client-specific categories and includes a range of investment vehicles from mutual funds and ETFs to structured notes and non-public REITs.

Clayton Quamme is a CFP® with nine years of industry experience, currently serving as a financial advisor at AP Wealth Management in Augusta, GA. He previously worked at Calvary Wealth, LLC for six years and has served as an intelligence officer in the US Army Reserves since 2012. AP Wealth Management provides fee-only financial planning and investment management primarily for high-net-worth individuals, families, and institutional clients. The firm employs an asset-allocation framework tailored to client risk profiles and offers services including ERISA 3(38) management and plan advisory, utilizing a range of investment vehicles from mutual funds to structured products.

Thomas O'gorman is a financial advisor at AP Wealth Management in Augusta, GA, holding a Series 65 credential with 11 years of industry experience. He has been with Augusta Capital Investors and AP Wealth Management since 2016. AP Wealth Management provides fee-only financial planning and discretionary and non-discretionary investment management primarily for high-net-worth individuals, families, and institutional clients. The firm uses a client-specific asset allocation framework and offers services including ERISA 3(38) investment management and participant education for qualified plans.

James Manning IV is a financial advisor at Asset Advisors in Augusta, GA, holding Series 66 and Series 65 licenses with 11 years of industry experience. He has been with Asset Advisors since 2019 and previously worked at Hull Property Group from 2016 to 2019. Asset Advisors is a team of five advisors providing discretionary wealth management and financial planning to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm manages approximately $1.4 billion in discretionary assets, generally serving client relationships of $1 million or more, with a committee-driven investment approach that emphasizes ETFs, equities, bonds, and selective private investments.

Justin Folsom is a financial advisor at Richard Young Advisors in Augusta, GA, holding a Series 65 designation and with two years of industry experience. His prior work history includes roles at Paylocity and State Farm. Richard Young Advisors serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning primarily through no-load mutual funds and ETFs. The firm employs a modern portfolio theory approach with diversified asset classes and systematic investment tilts.

John Travis is a financial advisor with Richard Young Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Richard Young Associates since 2007. Outside of his advisory role, he founded The My Why Foundation, a charitable nonprofit focused on educating underserved populations about using open stock market accounts. Richard Young Advisors primarily serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs modern portfolio theory, emphasizing diversified asset classes and systematic factor tilts, and typically provides financial planning alongside investment management at no additional charge.

Benjamin Braxton is a financial advisor at Asset Advisors with a Series 65 designation and one year of industry experience. He has been with Asset Advisors Investment Management, LLC since 2020 and previously worked at Serotta Maddocks Evans & Co., CPA's from 2013 to 2019. Asset Advisors provides personalized wealth management, discretionary investment management, and financial planning primarily for high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm emphasizes multiyear holding periods using fundamental and technical analysis and offers clients access to a range of affiliated and third-party investment solutions.