Kevin Eidell is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 16 years of experience in the financial industry, having previously worked at Ameriprise and Cuna Brokerage Services. In addition to his advisory role, he is also involved in insurance sales, focusing on individual life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning relationships and offers specialized programs including estate settlement and employer-sponsored planning.

Stephen Anaclerio is a financial advisor at Morgan Stanley in Augusta, GA, with 27 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and provides planning supported by firm-approved tools and analyses such as Monte Carlo simulations.

Edmond Smith III is a financial advisor with Morgan Stanley in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2000, respectively. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers financial planning both directly and through Corporate Financial Planning agreements with employers.

Rhadi Latif is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services primarily to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Bradley Burton is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that address their unique goals and evolving market conditions. His areas of focus include college education planning, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, special needs planning, tax minimization, and retirement income. Bradley holds a high school diploma from Strom Thurmond High School, a bachelor's degree from Central Christian College of the Bible, and a master's degree from Johnson University. He has earned multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Bradley is committed to serving his clients with a one-on-one approach that aims to help them pursue their long-term financial goals. Outside of his professional role, Bradley dedicates time to volunteering with community organizations and enjoys boating, camping, cooking, fishing, hiking, racquetball, swimming, traveling, and spending time with his family. He describes himself as a committed husband and proud father of three who serves his family, faith, and clients with dedication.

Camille Sutton is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with earlier experience at Citigroup Global Markets dating back to 2002. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market scenario modeling.

Lisa Novello is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she is the managing member of RLK Group, LLC Dogwood's Grille, a construction and engineering business in North Augusta, South Carolina. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and methodologies.

Lacey Kilpatrick is a Series 66-licensed financial advisor at Merrill with 11 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she works as an independent transcription consultant for a transcription service. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Terry Watkins is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Jeremy Wilson is a Series 66-licensed financial advisor with Morgan Stanley, based in Augusta, GA, and has 17 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a committee member for Georgia Masonic Charities Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis to support its financial advisory services.

Michael Byrns is a CFP®-designated financial advisor with Edward Jones, where he has worked for 10 years. He has a total of 9 years of industry experience, including a prior role at Winona Delivery. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kimberly Kanagy is a financial advisor with Ameriprise in Aiken, SC, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its related entities since 2008. Outside of her advisory role, she serves as a notary public, providing document notarization services to both Ameriprise clients and others at no charge. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Mark Dimm is a financial advisor with Ameriprise in North Augusta, SC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at Ameriprise since 2017 and previously spent six years with Merrill. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice.

Corbin Asay is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and over four years of experience in the financial services industry. His prior work includes positions at J.P. Morgan Securities and America First Credit Union. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Charles Marvin IV is a CFP® with 29 years of experience and is currently affiliated with Morgan Stanley in Augusta, GA. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Cara Gorman is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.