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.

Douglas Graves is a Financial Advisor with Merrill Lynch Wealth Management. He has 18 years of experience in the financial services industry and joined Merrill in 2018. He specializes in areas such as college education planning, education planning, managing new wealth, personal retirement planning, and retirement income. Douglas holds a Bachelor's Degree from Augusta State University and a Master's Degree from Boston University. He is a Personal Investment Advisor (PIA) and is committed to working one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. A native of Augusta, Georgia, Douglas participates in community organizations and enjoys personal interests including baseball, golfing, photography, traveling, and watching movies.

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.

David Van Lenten is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients' long-term financial goals. His approach involves a thorough understanding of each client's complete financial picture and utilizes resources from Merrill and Bank of America to offer investment insights, banking convenience, and lending solutions. David's expertise encompasses college education planning, legacy planning, personal retirement planning, portfolio management, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income strategies. He leads a defined process that includes collaboration with specialists in portfolio development, liability management, and asset preservation to ensure a reliable lifetime retirement income stream. His team, VCH & Associates, focuses on understanding clients' current wealth and future objectives to use wealth effectively in achieving their goals. David holds a Bachelor's Degree from Clemson University and several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he spends time volunteering with community organizations and enjoys baseball, football, golfing, music, tennis, traveling, and spending time with his family.

Heather Bentley is a financial advisor with Wells Fargo Clearing in Augusta, GA, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Meredith Guedry is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has fifteen years of experience in the financial industry, working closely with affluent, multi-generational families and businesses. Her areas of expertise include executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Meredith graduated from the University of North Carolina with a bachelor's degree in finance. She is an Accredited Asset Management Specialist (AAMS) and holds the Personal Investment Advisor (PIA) designation. Meredith is a legacy leadership member of the Women's Junior League of Augusta and a graduate of the Leadership Augusta Class of 2019 and Leadership North Augusta Class of 2017. She is also involved with organizations such as the Daughters of the American Revolution, Augusta Chapter. Giving back to the Augusta and surrounding communities through volunteerism is an integral part of her practice. Meredith supports various community organizations, including Communities in Schools, Golden Harvest, Jessye Norman School of the Arts, Kids in the Kitchen, ReStart Augusta, Ronald McDonald House in Augusta, GA, and Turn Back the Block. She lives in Martinez, GA with her husband Ryan and their two children.

John Whitwell is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 19 years of industry experience, he focuses on helping clients make informed investment decisions to enable them to spend time on what matters most to them. His approach includes customizing financial plans that address common concerns, such as the risk of outliving one's money. John's expertise encompasses family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and retirement income. He also emphasizes retirement plans for businesses, analyzing their structure and advising on strategies to maximize benefits for business owners and employees. He holds a Bachelor's Degree from Hamilton College and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John applies the discipline and work ethic from his experience as a former professional hockey player to his advisory role. He also participates in community volunteer activities aligned with Merrill's tradition of community involvement.

Anna Getzinger is a financial advisor with Wells Fargo Clearing in Augusta, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she holds minority ownership interests in several investment-related ventures, including property holdings in South Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related products and bank deposit sweep programs.

Leigh Teffeteller is a financial advisor with Morgan Stanley in Augusta, Georgia, holding a Series 66 designation and ten years of industry experience. Prior to joining Morgan Stanley in 2023, Leigh worked at Edward Jones from 2015 to 2023. Outside of advising, Leigh is involved in real estate as a proprietor managing rental properties. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

David Curley is a financial advisor at Stifel with Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

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.

Brian O'Shea is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The O'Shea Team, a group of experienced professionals focused on helping families make informed financial decisions to support a comfortable and fulfilling life both now and in retirement. Brian emphasizes understanding each client's unique perspective on work, time, and money to develop personalized financial strategies. His expertise includes college education planning, family wealth management strategies, institutional and corporate benefit services, investment consulting for defined contribution plans, liquidity management, personal retirement planning, portfolio management services, and retirement income. Brian holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brian earned a Bachelor's Degree from the University of Connecticut. He integrates the resources of Merrill and Bank of America to provide clients with comprehensive investment management and banking solutions. Outside of work, Brian enjoys basketball, billiards, golfing, racquetball, tennis, traveling, and spending time with his family.

Thomas Plowden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Plowden serves on the finance committee of Fish Camp Fellowship Church in North Augusta, SC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

John Goodwin is a financial advisor with Merrill in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Merrill since 1991 and has concurrently worked at Bank of America, NA since 2009. Outside of his advisory role, he holds power of attorney for a personal entity in Evans, Georgia. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm combines internal and third-party management teams to implement asset allocation and trading, with options tailored for tax-sensitive investors.

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.

John Ellinger is a Financial Solutions Advisor at Merrill, where he works closely with clients to develop strategies tailored to their short-, mid-, and long-term financial goals. He provides guidance on a range of financial matters, including investing, retirement planning, and saving for unexpected expenses. John also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. John holds the Personal Investment Advisor (PIA) designation. He earned his High School Diploma from North Augusta High School and an Associate's Degree from Tri-County Technical College.

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.