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.

Stephen Dyer is a CFP® with 13 years of industry experience, currently serving as an advisor at Motiv8 Investments LLC. He has held roles at Optimal Wealth Strategies, Fusion Capital, and The Boggs Group. Outside of advising, he operates a personal tax preparation and financial coaching business through Optimal Wealth & Taxes, LLC. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, continuous monitoring, and periodic rebalancing, employing a range of analytical methods and utilizing custodial and third-party platforms to manage client portfolios.

William Abolghassem is a financial advisor at Firethorn Wealth Partners, LLC in Augusta, GA, holding a Series 65 designation with five years of industry experience. His prior roles include positions at CenterState Bank and Charter Bank. Firethorn Wealth Partners is a registered investment adviser managing approximately $671.9 million with a seven-advisor team. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering wealth management, financial planning, investment management, retirement-plan consulting, and education advisory services.

Joshua Marbert is a financial advisor at Richard Young Advisors in Augusta, GA, holding a Series 65 designation with nine years of industry experience. He has been with Richard Young Associates since 2017 and previously worked at Clemson University. Richard Young Advisors primarily serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm manages approximately $1.195 billion in discretionary assets, using no-load mutual funds and ETFs within diversified portfolios that emphasize international stocks and systematic exposure to small-, value-, and profitability-oriented factors.

John Travis is a CFP® and Series 65 credentialed advisor at Richard Young Advisors with seven years of industry experience. He has been with Richard Young Associates, Ltd. since 2014 and previously worked at the University of South Carolina. Travis is the founder of The My Why Foundation, a charitable 501(c)(3) focused on educating underserved individuals about using open stock market accounts. Richard Young Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm manages approximately $1.2 billion in discretionary assets, employing a diversified investment approach based on modern portfolio theory with an emphasis on international stocks and factor tilts across multiple asset classes.

Eugene Mcmanus is a CFP® and PFS™ credentialed advisor with 22 years of industry experience. He is a managing member of AP Wealth Management in Augusta, GA, where he has worked since 2011. Prior to that, he spent six years at Augusta Capital Investors, LLC. AP Wealth Management is a team-based firm serving high-net-worth individuals, families, and institutional clients with fee-only financial planning and investment management. The firm employs a client-specific asset-allocation framework and offers services including ERISA 3(38) investment management and plan advisory.

Rusty Woodward is a CFA® charterholder with two years of experience in the financial industry. He is currently with Asset Advisors Investment Management LLC, where he has worked since 2023. Prior to this, he held roles at Sterling Capital and BB&T. Asset Advisors provides personalized wealth management, discretionary investment management, and financial planning 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 primarily from ETFs, individual equities, bonds, and certificates of deposit.

John Gillion is a CFP® with 21 years of industry experience and is associated with Money Advisors, Inc. d/b/a Century Investment Planning in Augusta, GA. He has been a partner at Baird & Company, CPAs since 1962, where he handles tax and financial matters. Money Advisors, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, estates, limited liability companies, and retirement plans. The firm emphasizes long-term, fundamental analysis and client-specific asset allocation, managing approximately $53 million in discretionary assets for about 125 clients.

Sarah Masood is a financial advisor with Money Advisors, Inc. d/b/a Century Investment Planning, holding a Series 65 designation and 17 years of industry experience. She has worked at Baird & Company, CPAs, LLC since 2007. Money Advisors, Inc. serves individuals, trusts, estates, limited liability companies, and retirement plans, offering discretionary portfolio management and financial planning. The firm manages approximately $53 million in discretionary assets and focuses on long-term fundamental analysis, client-specific asset allocation, and the use of multiple third-party research providers.

William Fair is a CFP® professional with 22 years of industry experience. He has worked at AP Wealth Management since 2011 and previously was affiliated with Augusta Capital Investors, LLC and Augusta Capital Management, LLC. Fair holds Series 63 and Series 65 licenses and maintains a non-variable insurance license outside of his advisory role. AP Wealth Management is a team-based firm serving high-net-worth individuals, families, and institutional clients with fee-only financial planning and investment management. The firm employs a multi-bucket asset allocation strategy across a range of investment vehicles and provides specialized services including ERISA 3(38) investment management and participant education for qualified plans.

Christopher Carbaugh is a financial advisor with SLP Wealth in Augusta, GA. He holds a Series 65 designation and has one year of industry experience. Prior to joining SLP Wealth, he worked at Truist Bank and Renasant Bank and has been involved with Carbaugh Coffee Company and Carbaugh Farms LLC. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners, offering discretionary investment management and financial planning without a minimum account size. The firm uses diversified, risk-based portfolios primarily composed of no-load mutual funds and ETFs, and supports a large office network relative to its number of advisors.