Louis Goulet is a financial advisor with Ameriprise in Evans, GA, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2017 and has also worked at Mercyhurst University since 2008. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

John Street is a financial advisor at J.P. Morgan Securities with 19 years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Merrill Lynch, and Navy Federal Financial Group. Outside of his advisory work, he is involved in various entertainment and community activities such as acting in dinner theatre, hosting trivia games, guiding walking tours, supporting golf tournaments, and working at a minor league baseball club press box. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative modeling and centralized due diligence with an ESG framework when recommending investment strategies.

Nicholas Smail is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies to address their short-, mid-, and long-term goals. He provides guidance on a range of financial matters, including investing, retirement planning, and saving for unforeseen expenses. Additionally, Nicholas connects clients with Bank of America specialists for banking, credit, home financing, and small business services. Nicholas holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a bachelor's degree from the University System of Georgia. His approach centers on helping clients identify what is important to them and their families to create tailored financial strategies.

Bradley Key is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has previously worked at CUNA Mutual Group, CUNA Brokerage Services, Cetera, and Regions Bank. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, offering written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, primarily focusing on assets held in Ameriprise Managed Accounts.

Scott Travis is a financial advisor with Edward Jones in Augusta, GA, holding a Series 66 designation and 25 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Loren Fields is a financial advisor with LPL Financial in Augusta, GA, holding a Series 66 designation and having nine years of industry experience. Prior to joining LPL Financial and Queensborough National Bank & Trust Company in 2025, he worked for Edward Jones for nine years. Fields is also the owner of Shane's Music Entertainment, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ryan Cobo is a financial advisor with Edward Jones based in Thomson, GA. He holds a Series 66 designation and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked at MSC Industrial Supply, Star Granite Interiors, and Star Granite and Bronze. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Davis is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Morgan Stanley Private Bank, N.A. and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options and access to diverse model portfolios and research.

Anthony Gallo is a CFP® professional with 27 years of industry experience. He currently serves as a Senior Wealth Planner at Cetera and has held roles at Bank of America and Merrill. Gallo is the owner and CEO of GraniteArch Wealth Management and GraniteArch Insurance Advisors. He is also involved in nonprofit organizations, serving as president of the Georgialina Outdoor Dream Foundation and as a board member for both the Augusta Kiwanis and the Columbia County Exchange Club. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Kristopher Dennis is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Empower, Bankers Life, Pruco Securities, and First Command. Dennis began his career at Edward Jones in 2017 and returned to the firm in 2025. 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 strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Turner Bowers is a financial advisor with Edward Jones located in Martinez, GA. He holds a Series 66 designation and has 15 years of industry experience, including 16 years with Edward Jones. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Benjamin Cushman is a Series 66-credentialed advisor with LPL Financial based in Augusta, GA. He has experience working at LPL Financial and Queensborough National Bank & Trust since 2025, and prior roles include positions at Augusta University, Home Depot, and various educational institutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, employing discretionary and non-discretionary management with access to research and model portfolios.

Kyle Ware is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022, following four years at Wells Fargo Clearing and four years at Bank of America and Merrill. Outside of his advisory work, he holds a 50% ownership interest in The Ware Financial Group, LLC, which relates to his financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and tailored recommendations using proprietary research and tools, serving clients who meet certain net-worth thresholds.

Jason Neal is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He has also been affiliated with INVEST Financial Corp since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs supported by model portfolios, third-party research, and technology-driven strategies.

John Allensworth II is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years and Edward Jones for three years. Outside of his advisor role, he is employed with the South Carolina High School Athletic League. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party models.

Christopher Ikerd is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera and Regions Bank since 2018 and previously held positions at Bank of America and Merrill. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers through a multi-manager platform.

Michael Koltz is a financial advisor at Cetera with 23 years of industry experience. He has held roles at firms including LPL Financial, Queensborough National Bank & Trust Company, and Avantax entities. Koltz is an owner and partner of JLMK LLC dba Noble Oak Financial, a firm providing financial, retirement, income, insurance, and business succession planning. He is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party managers with multiple program structures and custodial relationships.

Walter Etterlee II is a Series 66-credentialed financial advisor with nine years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include positions at Avantax Advisory Services, 1st Global Advisors, and Fuller, Frost & Associates, where he has been involved since 2001. Outside of advising, he serves on the Augusta University Alumni Board and works as an accounting instructor, author, educator, podcaster, and speaker for Augusta University and the University of Maryland Global Campus. Cambridge Investment Research Advisors is a large SEC-registered firm that offers financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base through a network of independent Financial Professionals. The firm provides various investment implementation options, including proprietary models and access to unaffiliated strategists, with tailored strategies across multiple platforms and custody arrangements.

Heather Winner is a financial advisor with Ameriprise in Augusta, GA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliate since 2004. Outside of her advisory role, she is the owner and CFO of a business called Round Barn and serves as a consultant for Keep Watch Financial, an Ameriprise franchise. She also participates as a local resource for families hosting foreign exchange students through Education First. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Caleb Kidd is a financial advisor at Edward Jones in Thomson, GA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he was involved with Blue Haven Bee Company for five years. Outside of advising, Caleb is also the owner of a property rental business in Thomson. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of investment strategies and advisory services through a nationwide network of more than 23,000 financial advisors.