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.

Ryan Smith is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Strategic Staffing and Supply in 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Tyler Scott is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His background includes roles at TES Distributing LLC, Buzz RX, Appstar Financial, and Total Quality Logistics, among others. He is also involved in TES Distributing LLC as a continuing business activity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through structured planning processes and a wide range of advisory programs.

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 Mc Gee IV is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and possessing 13 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he manages a rental property in Augusta, GA, which he leases annually during Masters week. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, pension plans, and charitable organizations—and offers financial planning and consulting services supported by various portfolio management styles and affiliated research.

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.

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.

James Norvell Jr. is a financial advisor with Raymond James & Associates in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James since 2013. Norvell serves on the finance committee of the Augusta Country Club and holds advisory board positions with the Augusta State Birdie Club, Inc. and Valid Vote. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning, investment consulting, and municipal advisory services supported by a nationwide adviser network and a broad range of portfolio management styles.

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.

Crystal Widener is a financial advisor at Edward Jones with 11 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2017. 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 range of advisory programs, including discretionary and non-discretionary fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

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.

Gary Frederick is a financial advisor with RBC Capital Markets in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with City National Bank since 2019 and with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

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.

Briton Williams is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, Williams serves as the mayor of North Augusta, South Carolina. 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 solutions supported by a large nationwide network of advisors and branch offices.

Kevin Hunt is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Financial Securities Corporation and Horace Mann. Hunt also owns Hunt Insurance & Retirement Services and volunteers at Victory Baptist Church. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary and third-party strategies, tailored to client objectives across multiple platform arrangements.

Trey Brown is a financial advisor with Edward Jones in Aiken, South Carolina, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2019, he worked at Hoffman Building Technologies and High Point University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Douglas Graves is a Financial Advisor with Merrill Lynch Wealth Management. He has 18 years of experience in the financial services industry and joined Merrill in 2018. He specializes in areas such as college education planning, education planning, managing new wealth, personal retirement planning, and retirement income. Douglas holds a Bachelor's Degree from Augusta State University and a Master's Degree from Boston University. He is a Personal Investment Advisor (PIA) and is committed to working one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. A native of Augusta, Georgia, Douglas participates in community organizations and enjoys personal interests including baseball, golfing, photography, traveling, and watching movies.

Gregory Massey is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2009. Stifel serves a range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.