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.

Michael Downes Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory work, he is involved in rental property ownership in Fernandina Beach, Florida. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gary Baxter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked with Primerica since 1984, including 35 years at Primerica Financial Services. In addition to advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and supports trade execution through BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets.

Charles Lanier Jr. is a CFP® and ChFC® with 41 years of experience in financial services. He is currently with Cetera and also serves as president and owner of Lanier-McCormack Wealth Management in Augusta, GA. Lanier is involved in the Augusta Symphony League as its president and serves on the Augusta Symphony Orchestra Board of Directors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Dagan Sharpe is a financial advisor with LPL Financial in Augusta, GA, holding a Series 66 license and 24 years of industry experience. He previously worked at INVEST Financial Corp and has been affiliated with Queensborough National Bank for over a decade. Outside of his advisory role, he serves as a part-time boat safety instructor with the Freedom Boat Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research, model portfolios, and various investment strategies.

Gary Jones is a financial advisor with MML Investors Services, LLC, a subsidiary of MassMutual, holding a Series 63 license and with 52 years of industry experience. He has been with MML Investors Services since 1982. Outside of his work at the firm, he operates as an insurance broker representing clients for health and life insurance products not offered through MassMutual. MML Investors Services, LLC provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of solutions including asset management, money-manager programs, and educational seminars.

Elizabeth Mccormack is a CFP® with 15 years of experience in financial advisory roles. She is currently a partner and financial advisor at Lanier-McCormack Wealth Management and has been with Cetera since 2025. Mccormack also serves on the board of the Miller Theater in Augusta, Georgia. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with various program structures and investment options.

Benjamin Peterson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at Thomson Chrysler Dodge Jeep Ram for twelve years before joining Merrill and Bank of America in 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

James Lemay is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked as an educator in Columbia County Schools for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard while providing overlay and tax-efficient services.

William Rogers is a financial advisor at Ameriprise with 33 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Rogers provides pro bono financial planning to military families through the Homes for Our Troops program and is working on authoring a book about improving financial life by integrating financial concepts with emotional and psychological aspects. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Joshua Carter is a financial advisor at Edward Jones in Evans, GA, holding Series 66 and Series 63 licenses with two years of industry experience. He previously worked at Mutual of America Life Insurance Company, Paylocity, Paychex, and Cintas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Laura Knox is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Suddath. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Kenneth Adcox II is a financial advisor at Cetera with four years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to his current role, he worked at Regions Bank for nine years. He also volunteers with a youth baseball league and serves on the finance committee at Wesley United Methodist Church. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and a network of over 10,000 advisors.

Christopher White is a financial advisor with Merrill based in North Augusta, South Carolina. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at Bank of America, ADP, and Highland Capital Brokerage. White has also been involved with Junior Achievement. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates with Bank of America affiliates to provide a broad range of financial and capital markets capabilities.

Lesley Lentz is a financial advisor with Edward Jones in Evans, GA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Rhodes is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at A Southern Lifestyle Company and Seabolt Brokers, and he is the single member of Better Business Innovation & Technology LLC, which provides IT support and point-of-sale services. Rhodes is also a minority owner of Codeword LLC, a retail business unrelated to financial services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines extensive scale with integrated brokerage, advisory, and custody services.

Lacey Kneece is a financial advisor at Cetera with a Series 66 designation and seven years of industry experience. She has been with Cetera since 2019 and also has a concurrent role at Regions Bank dating back to 2014. Outside of her advisory work, she serves as power of attorney for her mother. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with various program options and custodial arrangements.

Jennifer Phillips is a financial advisor at Edward Jones in Evans, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, she worked for Mosquito Squad from 2019 to 2021 and held various roles in education. Edward Jones serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Jared Spivey is a financial advisor with Ameriprise in Evans, GA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Carolina's Wealth Management Group, Mass Mutual Investors Services, and Merrill. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports delivered in partnership with the client’s advisor.

Shannon Neal is a CFP® certified financial advisor with 27 years of industry experience, currently affiliated with LPL Financial since 2018. He has worked with INVEST Financial Corp since 2010. Neal is based in Augusta, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by in-house and third-party research.