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.

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.

Ryan Borders is a financial advisor with Richard Young Advisors in Augusta, GA, holding a Series 65 credential and seven years of industry experience. His prior work includes roles at Swagelok South Carolina and the University of Georgia before joining Richard Young Associates, Ltd. in 2018. Richard Young Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning, managing approximately $1.195 billion in discretionary assets as of year-end 2025. The firm uses a modern portfolio theory approach with diversified asset classes, frequent rebalancing, and offers more than 80 model portfolios or customized allocations.

Abigail Gibson is a financial advisor at Richard Young Advisors with a Series 65 credential and two years of industry experience. She has worked at Richard Young Associates, Ltd. since 2023 and previously held roles at Rosegate Mortgage, LLC, Modulex Group, Bradley Sports, and Clemson University. 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 and employs a modern portfolio theory approach with diversified asset classes, emphasizing international stocks and systematic tilts toward small-, value-, and profitability-oriented exposures.

Walter Marbert is a CFP® certificant with 22 years of industry experience. He has been with Richard Young Associates, Ltd. since 1995. In addition to his advisory role, he is licensed as a Georgia insurance agent and engages in the sale of various insurance products. Richard Young Advisors primarily serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm employs a modern portfolio theory approach, emphasizing international stocks and systematic exposures to small-, value-, and profitability-oriented asset classes.

John Gillion III is a financial advisor with Money Advisors, Inc. d/b/a Century Investment Planning, holding a Series 65 designation and over 20 years of industry experience. He has worked at Maplevest Management since 2010 and McCurdy, Gillion & Associates LLLP since 2001. Outside of his advisory role, Gillion is active in multiple non-investment-related holding companies and serves as a licensed Certified Public Accountant and Certified Management Accountant. Money Advisors, Inc. serves individuals, trusts, estates, limited liability companies, and retirement plans, offering discretionary portfolio management and financial planning services. The firm emphasizes long-term, fundamental analysis and client-specific asset allocation, avoiding market timing and non-investment grade securities while favoring dividend-paying equities.

Eleonora Gillion is a financial advisor with Money Advisors, Inc. d/b/a Century Investment Planning in Augusta, GA. She holds a Series 65 designation and has seven years of industry experience, having been with the firm since 2016. Money Advisors, Inc. serves individuals, trusts, estates, limited liability companies, and retirement plan accounts, offering discretionary portfolio management and financial planning services. The firm manages approximately $53 million in discretionary assets and emphasizes long-term, fundamental analysis with client-specific asset allocation, avoiding market timing and non-investment grade securities.

Donald McNeill is a financial advisor with ON Investment Management Company and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has worked with firms including The O.N. Equity Sales Company, Ohio National Financial Services, and Foresters Equity Services. Outside of advisory work, he owns McNeill Financial Services, which involves fixed life and annuity sales. ON Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of comprehensive and modular financial services, access to third-party investment programs, and manages a mix of discretionary and non-discretionary client accounts.

Darold Brooks is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Meridian Wealth Management, LLC since 2022. Prior to this, he spent 12 years at Livingston Group Asset Management Company. Outside of his advisory role, he manages real estate-related businesses, including serving as Managing Director of CMI Realty Group, LLC. Meridian Wealth Management, LLC is an SEC-registered firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a range of investment strategies tailored to client profiles.

Romonia Lee is a financial advisor with Asset Allocation Strategies, LLC, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She previously worked at Equity Services Inc and various financial services firms and has been involved with ValuTeachers for over 18 years. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm uses strategic asset allocation based on quantitative techniques and offers supplemental services such as 529 plans and plan-sponsor investment policy reviews.

Jeffery Fehrman is a CFP® with 33 years of industry experience and is currently an advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles with Raymond James Financial and Truist Investment Services. Outside of financial advising, he is the owner of Fehrman Farm, LLC, an agricultural business, and serves as a committee member on the finance committee of the National Cutting Horse Association. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Jason Renner is a financial advisor with Rossby Financial, LLC in Augusta, GA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and University Hospital. Rossby Financial is a Registered Investment Adviser serving individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm manages approximately $358.6 million across about 800 client relationships, employing a variety of investment analysis methods and tailored strategies that include discretionary and non-discretionary services.

Bailey Edmonds is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc., Queensborough National Bank & Trust, and Augusta University. Edmonds also serves as an associate and sales assistant at Fehrman Investment Group. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services through customized, primarily long-term portfolios that include ETFs, mutual funds, and other investment vehicles.