James Foley is a financial advisor at Janney Montgomery Scott with a Series 66 designation and three years of industry experience. He served eight years in the United States Marine Corps and continues his military involvement as a Marine Corps Reserve officer. Foley is active in community and veterans' organizations, including roles with the Military Officers Association of America, the Aiken Rotary Club, and the SPCA Albrecht Center. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

James Adams is the Senior Resident Director at the Augusta Branch of Merrill Lynch Wealth Management and a financial advisor with Adams, Wilson & Associates. He has been a Merrill financial advisor for over 27 years, focusing on helping clients achieve their individualized financial goals. He holds a Bachelor's Degree from the University of North Carolina System and a Master's Degree from the University of South Carolina System. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His expertise includes college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. James and his wife, Claudia, have lived in the area for the past 30 years, making their home in Aiken, South Carolina. He is involved in the community as a member of the United Way of the CSRA Board. His personal interests include biking, boating, and golfing.

Brent Hardy is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 27 years of experience in the financial services industry. He serves as the managing partner of VCH & Associates and holds the designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Brent specializes in helping individuals and business owners align their investment strategies with long-term planning and life goals. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income planning. He is a graduate of the University of North Carolina Greensboro and the U.S. Army Intelligence School. Brent's personal interests include golfing, hunting, and traveling.

Alicia Kough is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory work, she occasionally assists with bookkeeping and planning for rental properties she co-owns. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large network of financial advisors and branch offices nationwide.

Kevin Hunt is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Financial Securities Corporation and Horace Mann. Hunt also owns Hunt Insurance & Retirement Services and volunteers at Victory Baptist Church. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary and third-party strategies, tailored to client objectives across multiple platform arrangements.

Trey Brown is a financial advisor with Edward Jones in Aiken, South Carolina, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2019, he worked at Hoffman Building Technologies and High Point University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Jessica Stalker is a financial advisor at Edward Jones with 8 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, she worked in education with the School District of Lexington/Richland 5 and had experience in the hospitality industry at Ruth's Chris Steakhouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Kelby Heydt is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, investment strategies, and affiliated financial services. The firm manages approximately $1.01 trillion in assets and is notable for its large nationwide network of advisors and branch offices.

Paula Michaels is a financial advisor with Morgan Stanley in Aiken, South Carolina, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been associated with various Morgan Stanley entities since 1998. Outside of her advisory role, she serves as Treasurer for PSM, a consulting firm focused on accounts receivable for professional practices. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools.

Krista Kuehl is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Her work history includes roles at Thrivent Financial and Thrivent Investment Management since 2021. Prior to her financial career, she held positions in diverse fields including agriculture and hospitality. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management or institutional advisory services.

Ronald Kokas is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Knightsbridge Capital, King Capital, and Global X. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gerry Owen is a financial advisor with Ameriprise in Aiken, SC, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2022, he worked at Edward Jones and EDTS, LLC. He serves on the boards of several local organizations, including Children's Place, Inc. and the Aiken County Board of Registration and Elections, and is involved in accounting and finance functions for OWCRA, LLC. Ameriprise provides retirement-income planning services aimed at clients approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

David Jones is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work history includes roles at Bank of America and Primerica Advisors. Outside of his advisory duties, Jones is involved in music recording, performance, songwriting, and public speaking through his ownership of Regal Jones Enterprises LLC, and he serves as general partner and managing member of Overflow Specialists, LLC. Merrill provides managed account services to Bank of America fiduciary clients, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christa Evans is a Series 66-credentialed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked at several country and golf clubs and is the owner and operator of LilyStitch LLC, a craft business based in Aiken, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Dylan Jones is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He previously worked six years at Morgan Stanley & Co., LLC and has experience in mortgage lending and real estate capital. Outside of finance, he holds a leadership role at a Chick-fil-A in Aiken, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Jason Crane is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Edward Jones for 10 years. Outside of his advisory role, Crane serves on the boards of the Aiken County Historical Commission, USC Aiken School of Business Administration Business Advisory Council, and Aiken Regional Medical Center’s Board of Governors. He is also involved in local ministry and community organizations, including serving as chaplain for the Sons of the American Legion Squadron 26. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored, research-driven recommendations that integrate tax efficiency and Social Security strategies. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, supported by a centralized retirement-income consulting team.

Conrad Neumann is a financial advisor with Thrivent Investment Management in Aiken, SC, holding Series 63 and Series 66 licenses and bringing three years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2023. Outside of financial advising, Neumann owns and operates Washington Shippers LLC, an Amazon drop shipping and resale business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed-account services while keeping the two distinct.

Alexander Ledbetter is a Series 66-licensed advisor at Merrill with three years of industry experience. He previously worked at Wing Place for four years and has academic experience at the University of South Carolina Columbia. Outside of finance, he was involved with Mill Race Farm and Stable for two years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Daniel Jones is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in healthcare roles at Aiken Regional Medical Centers and Piedmont Healthcare. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of advisors and branch offices.

James Gilbert is a CFP® with 34 years of industry experience. He is currently affiliated with Osaic and previously worked at Woodbury Financial Services for 18 years. Gilbert is the managing partner of Cornerstone Private Advisors, LLC, which provides investment and insurance products along with firm administration duties. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a network of financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.