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.

Jessica Bost is a CFP® accredited financial advisor with six years of industry experience, currently with AE Wealth Management, LLC. She has previously worked at Alpha Architect, LLC, Lake Avenue Financial LLC, and Guardian Life Insurance Co of America. In addition to her advisory role, she is involved in insurance sales and services through WG Financial Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and various analytical strategies, managing approximately $49.8 billion for over 127,000 clients.

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.

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.

Joan Kerr is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 credential and seven years of industry experience. She has been with Ameritas Advisory Services since 2021 and concurrently operates her own firm, Joan Kerr Financial Services, LLC, which she founded in 2016. In addition to her financial advisory roles, she is active in her local church, assisting with the music ministry, intercessory prayer, and senior adult activities. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse clientele, including individual investors, retirement plans, charitable organizations, and corporate clients, utilizing a variety of managed account programs and third-party solutions supported by dedicated portfolio monitoring and risk management tools.

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.

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.

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.

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.

James Bradford is a Senior Financial Advisor specializing in personalized wealth management strategies at Merrill Lynch Wealth Management. He focuses on creating flexible financial plans tailored to clients' unique goals and changing market conditions, leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America. James holds a Bachelor's Degree from Augusta College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. His approach centers on working one-on-one with clients to develop financial strategies designed to help pursue their long-term goals.

Jason Jenkins is a financial advisor with Morgan Stanley in Augusta, GA, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and the Morgan Stanley Private Bank, National Association since 2015. Jenkins serves on the Investment Committee of the First Baptist Church of Augusta. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and advisory services supported by its Global Investment Committee’s analyses.

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.