Carolyn Hodge is a CFP®-designated financial advisor with LPL Financial in Augusta, GA, bringing 21 years of industry experience. She has worked at LPL Financial since 2011 and previously spent time at WealthPLAN Partners and South State Bank. Hodge serves on the board of the Augusta Free School, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various providers.

William Bissell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial and SOUTH STATE BANK since 2010 and previously spent two years with WealthPLAN Partners. 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 advisory programs and financial planning services, providing both discretionary and non-discretionary portfolio management supported by research and model portfolios.

Nicholas Cheadle is a financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones in 2023, he worked at Venesco, LLC, Supreme Orthopedic Systems, University Ambulance Services, and GrillMarx Steakhouse & Raw Seafood Bar. He holds a Series 66 designation and coaches CrossFit classes three times a week. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Cade Downes is a financial advisor at Edward Jones in Evans, GA. He holds the Series 66 designation and began his advisory career in 2023. Prior to Edward Jones, he has experience in roles outside the financial industry, including a position at Augusta Golf Cars LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary options, and provides additional services such as tax-efficient overlay and proxy voting under a fiduciary standard.

Cynthia Westervelt is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. She has worked at firms including Morgan Stanley Smith Barney, LPL Financial, and Edward Jones. Outside of her advisory work, she is the sole member of Keystone Gardening LLC, which provides pollinator garden installation and maintenance services in the Southeast region. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party model portfolios and investment strategies.

James Lambert is a Series 66 licensed financial advisor with Edward Jones in Evans, GA, where he has worked since 2014. He has 12 years of industry experience. Outside of his advisory role, he is involved in managing a rental property in Martinez, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

William Brigham Jr. is a financial advisor with LPL Financial in Augusta, GA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill. Outside of his advisory work, he is involved with Brigham Capital & Investments LLLP and serves in a fiduciary capacity for the William B Brigham Irrevocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Albert Miller Jr. is a financial advisor at Ameriprise with 33 years of industry experience. He holds the Series 63 designation and has been with Ameriprise since 2005, including its affiliated entity Ameriprise Financial Services, Inc. Prior to his current role, he worked within the same firm structure for 15 years. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joshua Linton is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including LPL Financial, Queensborough National Bank, and Avantax. He is the owner and organizer of JLMK LLC dba Noble Oak Financial, providing a range of financial planning and business succession services. Additionally, he serves as a notary public in Richmond County, GA. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through multiple program structures, with more than 10,000 advisors managing over $256 billion in assets.

Thomas Norris is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and joined LPL Enterprise in 2024. Norris has been involved with Liberty United Methodist Church since 1986. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment programs through an integrated platform.

George Gallo is a financial advisor at Cetera with a Series 66 designation and recent industry experience beginning in 2025. His prior roles include positions at GraniteArch Wealth Management and Wallace Auto Group. Outside of finance, he was involved with the Augusta National Masters Tournament in 2017–2018. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with access to multiple investment managers and program structures.

Damon Cline is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has worked at Ameriprise-Confident Life Wealth Management since 2020. Prior to his advisory role, he was employed by The Augusta Chronicle for six years. Cline serves on the Board of Directors for Cancer Support Services in Augusta, GA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated entities and uses a centralized consulting team to deliver non-discretionary, research-backed retirement income recommendations.

John Giangrande is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank, where he worked for a combined 19 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations, through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

David Duff is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 41 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Powers is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has been with LPL Financial and First Bank of Georgia since 2009. 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 a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by in-house and third-party research.

Conrad Sanders III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and is also president of New Windsor LLC and New Windsor Capital Management Inc. Additionally, he serves as president of the Normandie Homeowners Association in Augusta, GA. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers customized strategies through a wide range of platforms and maintains both proprietary and third-party model solutions.

Susan Small is a financial advisor with LPL Financial in Evans, GA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at South State Bank and LPL Financial since 2015 and was previously with WealthPLAN Partners for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives. 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.

Danielle Wilson Boutwell is a financial advisor at Cetera with six years of industry experience and holds a Series 66 designation. Prior to joining Cetera, she worked with firms including Avantax and Queensborough National Bank and Trust. Outside of her advisory role, she serves as Secretary for the Augusta Estate Planning Council, organizing networking events and supporting local financial professionals. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party strategies.

John Rhodes is a CFA® charterholder with over 32 years of industry experience. He has worked with Charles Schwab since 2019 and previously held roles at Integrated Advisors Network, Augusta Capital Investors, AP Wealth Management, and Augusta Capital Management. Outside of his advisory work, he owns a residential property occupied by his special-needs brother. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management alongside brokerage, custody, and financial planning services. The firm’s integrated structure supports a large client base with multi-asset model portfolios and alternative investment options.

Jeffrey Keck is a financial advisor with Edward Jones in Martinez, GA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Edward Jones since 2006. 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 national network of advisors and branch offices, and operates under a fiduciary standard.