James Foley is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2011. He holds Series 63 and Series 65 licenses and is based in Aiken, SC. Foley is Vice Chairman of the board for Our Community Salutes in Midland, SC, a charitable organization, and serves on the Diocese of Charleston Finance Committee, advising on investment matters. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Ross Douglas is a financial advisor with Valic Financial Advisors in Augusta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and has also worked with Agia since 2022. Outside of advisory work, he owns rental properties managed by a third-party company. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jack Potzauf is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has one year of industry experience, having worked previously in primary education and at the University of South Carolina. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs tailored to client objectives, with the majority of its assets managed on a non-discretionary basis.

Adam Dunham is a financial advisor with Janney Montgomery Scott, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously spent six years at Scottrade. Janney Montgomery Scott 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Maryann Barrett is a financial advisor with Janney Montgomery Scott in Aiken, SC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Janney Montgomery Scott since 2012. Outside of her advisory role, she participates in several volunteer activities at Our Lady of the Valley Catholic Church, including serving as a Eucharistic Minister and coordinating charitable gift efforts. 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 wide range of clients, including individuals, families, trusts, corporations, and municipalities, offering brokerage, financial planning, and advisory services through a mix of in-house and third-party portfolio management.

George Claussen III is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including roles at SunTrust Advisory Services and SunTrust Investment Services over the past 15 years. Claussen serves as a board member of the Georgia State Golf Foundation, where he participates in the scholarship review process. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and uses AI-enabled research tools to support investment decisions.

Charles Mahaffey is a CFP® professional with 13 years of industry experience, currently serving at Valic Financial Advisors since 2018. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he holds leadership roles in his community, including serving as a deacon at First Presbyterian Church in Augusta and as a board member of the Fellowship of Christian Athletes in Richmond County. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and offers managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet UMA models for portfolio construction and supports a large client base through its network of over 1,200 advisors.

Tammy Jones is a financial advisor at &PARTNERS with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and related affiliates for 16 years. Outside of her advisory role, Tammy serves as a notary public for the state of South Carolina. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers a range of services such as investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and reviews.

Jennifer Feraldi is a financial advisor at &PARTNERS with 16 years of industry experience. She previously worked at Wells Fargo Advisors and its related entities for 13 years. Outside of her advisory role, she serves as a notary public in South Carolina. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutional clients, and retirement plans. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary approaches.

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.

James Bradford is a Senior Financial Advisor specializing in personalized wealth management strategies at Merrill Lynch Wealth Management. He focuses on creating flexible financial plans tailored to clients' unique goals and changing market conditions, leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America. James holds a Bachelor's Degree from Augusta College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. His approach centers on working one-on-one with clients to develop financial strategies designed to help pursue their long-term goals.

Jason Jenkins is a financial advisor with Morgan Stanley in Augusta, GA, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and the Morgan Stanley Private Bank, National Association since 2015. Jenkins serves on the Investment Committee of the First Baptist Church of Augusta. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and advisory services supported by its Global Investment Committee’s analyses.

Ryan Smith is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Strategic Staffing and Supply in 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Tyler Scott is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His background includes roles at TES Distributing LLC, Buzz RX, Appstar Financial, and Total Quality Logistics, among others. He is also involved in TES Distributing LLC as a continuing business activity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through structured planning processes and a wide range of advisory programs.

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.

Crystal Widener is a financial advisor at Edward Jones with 11 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2017. 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 fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

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.

Briton Williams is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, Williams serves as the mayor of North Augusta, South Carolina. 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 and investment solutions supported by a large nationwide network of advisors and branch offices.

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.