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.

Kenneth Poole is a financial advisor with Empower Advisory Group in Augusta, GA. He holds a Series 66 designation and has two years of industry experience, including previous roles at Edward Jones and Northwestern Mutual. His background also includes work in logistics and education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and annual rebalancing, delivered within Empower’s recordkeeping and administrative platforms.

Zachary Montgomery is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has worked in various capacities within the Bankers Life companies since 2017, including insurance sales and agency management, where he oversees hiring and training of agents. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to provide customized investment strategies tailored to clients’ goals and risk tolerances.

Kimberly Quick is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and previously served in the United States Marine Corps with the Marine Cryptologic Support Battalion and 1st Radio Battalion from 2014 to 2021. Before joining Empower in 2022, she held various roles at First Command companies during 2021 and early 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage clients. The firm’s integrated model is tied to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns with services delivered through point-in-time financial plans and optional managed account solutions.

John Mccollum is a CFP® professional with over 31 years of experience in the financial services industry. He has been with Primerica Advisors since 1999 and also has longstanding roles with The Guardian Life Insurance Company and Peachtree Planning Corporation. Outside of his primary roles, he is involved in selling insurance products beyond Guardian offerings. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and programs.

Betty Kendra is a financial advisor with Eagle Strategies (NY Life) in Martinez, GA, holding a Series 63 designation and bringing 22 years of industry experience. She has been with Eagle Strategies since 2014 and also serves as Vice President, Secretary, and Treasurer of Kendra Financial Group, LLC, which manages office overhead expenses and offers insurance and annuity products. Kendra is additionally appointed as an insurance broker with outside carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Donna Carr is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Fifth Third Securities since 2002 and with Fifth Third Bank since 1999. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account options and distinctive features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank.

Hubert Cooke III is a financial advisor with Primerica Advisors who holds a Series 63 designation and has 44 years of industry experience. He has been associated with Peachtree Planning Corporation, Park Avenue Securities, and Guardian Life Insurance Company since 2001. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, providing various proprietary and third-party investment programs along with financial planning and consulting solutions.

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.

Edward Williams is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Independent Financial Partners since 2012 and previously spent nine years with LPL Financial. Outside of his advisory work, he serves as a trustee for a family trust and operates a consulting sole proprietorship focused on reviewing materials and writing opinion reports. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable capability in retirement-plan advisory and pension consulting.

Jason Ross is a CFP® with 22 years of industry experience, currently with Truist Advisory Services. He has worked with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies and incorporates AI-enabled tools in research, supporting manager selection and ongoing portfolio oversight.

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.

Wesley Sullivan is a ChFC® with 11 years of experience in the financial services industry. He is currently with CWM, LLC, where he has worked for eight years, and has prior experience with firms including Strategic Financial Management, LLC and Cetera Advisor Networks. Outside of his advisory role, he manages Wesley C. Sullivan, LLC, serving as an advisor and strategist, and is involved in real estate through Fitzgerald and Sullivan Real Estate, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Scott Fitzgerald Jr. is a CFP® professional with 24 years of industry experience. He is currently with CWM, LLC, where he has worked since 2018. His prior roles include positions at Cetera Advisor Networks, Pinnacle Insurance and Financial Services, and Strategic Financial Management. Outside of his advisory work, he serves on the board of the Fellowship of Christian Athletes and the Golden Harvest Food Bank. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm employs a discretionary management approach utilizing model portfolios overseen by an in-house Investment Committee and offers a range of services including financial planning, portfolio management, and retirement-plan solutions.

Ashley Dent is a financial advisor at Empower Advisory Group with 10 years of industry experience. Dent holds a Series 66 designation and has previously worked at Cannon Securities, Transamerica Investors Securities Corporation, Bank of America, Merrill Lynch, Fifth Third Securities, SunTrust, Edward Jones, and Omniplex World Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and uses an integrated model connected to Empower’s recordkeeping and administrative platforms.

Cassandra Devore is a financial advisor at Truist Advisory Services with 34 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers a breadth of services including asset allocation, plan sponsor fiduciary support, and a manager-selection program supported by both discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools.

James Leibach is a financial advisor with Raymond James & Associates in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Leibach serves as Fellowship Chairman on the advisory board of the Augusta Exchange Club, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Robert Adams is a Certified Financial Planner® with 25 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the Board of Trustees for the Redeemer Presbyterian Church Pre-K program in Evans, GA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning.