Heather Atkinson is a financial advisor with Morgan Stanley in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is involved as the sole proprietor of Riverfront Investment Group, LLC, focused on real estate, and acts as the personal representative for her late father's recreation business, Savannah Valley Landscape DBA Par 3 West. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm utilizes structured discovery processes and proprietary planning tools to develop client plans, managing approximately $2.74 trillion in client assets.

Allison Barksdale is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. She holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning tools and investment modeling.

Michael Young is a financial advisor with Edward Jones in Aiken, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he serves as a coach for Aiken High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Judith Bovitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 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. Outside of advising, she owns a horse boarding business in Aiken, SC. 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 approach 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.

Amy Corbitt is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in financial services in 1998 and has since built a practice focused on trust, personalized guidance, and long-term client relationships. In 2014, she joined Merrill Lynch Wealth Management, where she serves clients with comprehensive wealth management strategies tailored to individual circumstances and goals. In 2023, Amy helped establish OCB & Associates, a wealth management team that emphasizes collaboration to assist individuals, families, and business owners with investment management, retirement planning, wealth preservation, and legacy creation. Amy holds a Personal Investment Advisor (PIA) designation. She earned a Bachelor's Degree from Liberty University and attended Christopher Newport University and Armstrong Atlantic State University without degree conferral. Her client focus areas include college education planning, liquidity management, retirement income, portfolio management, and specialization in serving women and wealth. In addition to her professional work, Amy serves on the board of the Augusta Sports Council and is involved with The Lydia Project. She resides in North Augusta with her family and enjoys running, participating in fit camp, traveling, cooking, gardening, reading, and yoga.

Charles Jenkins is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a trustee for his grandchildren. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Craig Archer is a Series 66-licensed financial advisor with Edward Jones in Aiken, South Carolina, where he has worked since 2019. He has seven years of industry experience and previously worked at Augusta VAH FCU. Outside of his advisory role, he is a silent investor in a construction and home building business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Dustin Ennis is a financial advisor with Edward Jones in Aiken, SC, holding a Series 66 designation and having seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Berlin's Restaurant Supply for twelve years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branches.

Jenna Moore is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to that, she was employed at SRP Federal Credit Union for 11 years and has been affiliated with the University of Phoenix since 2019. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds.

Kevin Jones is a financial advisor with Edward Jones in Aiken, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and offers various investment strategies and affiliated financial services.

Ned Kough is a financial advisor with Edward Jones in Aiken, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in retail at Belk. Outside of his advisory role, he has experience working in inventory management for a retail business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering a range of advisory programs and investment solutions with a nationwide network of advisors and branch offices.

Randall Snipes is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney and Citigroup Global Markets Inc since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

David Mcdaniel is a financial advisor with Morgan Stanley in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by proprietary tools and manages approximately $2.74 trillion in client assets.

James Lovuolo is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). James began his educational journey at Pocono Mountain, where he earned his High School Diploma/GED. He also attended Coastal Carolina University, although no degree was conferred. This background supports his role in providing financial advice and investment management to his clients.

Brett Wilson is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2012, he has focused on developing strategies for high-net-worth individuals, their families, and businesses to help them pursue both short and long-term financial goals. He creates customized wealth management plans designed to help clients navigate the road to and through retirement, addressing concerns such as outliving their money through problem-solving financial strategies. With experience in the financial services industry since 2009, Brett offers expertise in areas including college education planning, divorce transition planning, legacy planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and managing new wealth. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist™ (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brett earned his Bachelor's degree in Economics and Commerce from Hampden-Sydney College. Brett is involved in his community through volunteer work with the Boys and Girls Club of Greater Augusta. Outside of his professional pursuits, he enjoys fishing, football, hunting, and spending time with his family.

Jamin King is an Associate Resident Director at Merrill, specializing in financial advisory services. He joined Merrill in 2014 after spending five years at Edward Jones as a financial advisor and began his financial services career in 2007 at Fidelity Investments focusing on private wealth and derivative trading. Prior to his career in finance, he served in the United States Navy as an Operation Specialist, a background that informs his disciplined approach to client relationships and clear communication. Jamin's expertise includes executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, and small business strategies. He serves a referred clientele across South Carolina and more than ten other states, including active and retired business owners, C-suite executives, attorneys, physicians, and multiple generations of families. Jamin is a Certified Exit Planning Advisor (CEPA), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). Outside of his professional life, Jamin is involved with several community organizations, serving as Board Chairman of the Salvation Army Boys and Girls Club of Aiken and as a Board Member of United Way Aiken County. He is also affiliated with the Veterans of Foreign Wars. Jamin holds a diploma from Brookland Cayce High School and values spending time with his wife and their five children.

Joel Johnson is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Day of Days Productions, a business focused on historical memorabilia. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations. The firm serves a large client base through a variety of advisory, brokerage, and insurance solutions.

Brian Teffeteller is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is involved in property management in Augusta, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced planning tools.

Raziyah Williams is a financial advisor with Merrill in Augusta, GA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and LPL Financial. Outside of finance, she manages a cleaning services company, Running Things Cleaning Services, and owns businesses organizing self-development retreats and coordinating travel services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Cox is a financial advisor with Edward Jones in Aiken, South Carolina, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked for the Aiken County Public School District. Outside of finance, he is co-owner of South Carolina Computer Company LLC, a hobby business focused on purchasing and repairing high-end computer equipment and arcade machines. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.