Gary Frederick is a financial advisor with RBC Capital Markets in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with City National Bank since 2019 and with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Christopher White is a financial advisor with Merrill in Aiken, SC, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Bank of America, Merrill, ADP, and Highland Capital Brokerage. He also has experience outside finance, including a position at Papa John's and involvement with Junior Achievement. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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.

Grady Jackson III is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2016 and City National Bank since 2018. Outside of his advisory role, he serves as chairman of the board of trustees at Episcopal Day School and chairs the board of directors for Trees for Augusta, as well as co-chairing a steering committee for a new homeless shelter with The Salvation Army of Augusta. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management and integrates in-house and third-party investment managers to tailor strategies according to client risk profiles.

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 at Merrill Lynch Wealth Management with fifteen years of experience in the financial industry. She works closely with affluent, multi-generational families and businesses, focusing on areas such as 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 is dedicated to creating meaningful, lifelong client relationships by developing customized long-term financial strategies based on clients' personal goals. Meredith graduated from the South Carolina Governor's School for the Arts and Humanities and earned a Bachelor's Degree in Finance from the University of North Carolina. She holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) professional designations. She is involved in several professional and leadership organizations, including the Women's Junior League of Augusta, Leadership Augusta Class of 2019, and North Augusta Leadership Class of 2017. She is also a member of the Daughters of the American Revolution, Augusta Chapter. Community involvement is an important part of Meredith's practice. She supports various local organizations such as Communities in Schools, Golden Harvest, Jessye Norman School of the Arts, Kids in the Kitchen, ReStart Augusta, Ronald McDonald House in Augusta, and Turn Back the Block. Meredith lives in Martinez, Georgia, with her husband, Ryan, and their two sons, William and Alexander.

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.