James Lovuolo is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). James began his educational journey at Pocono Mountain, where he earned his High School Diploma/GED. He also attended Coastal Carolina University, although no degree was conferred. This background supports his role in providing financial advice and investment management to his clients.

Justin Preissler is a financial advisor with Raymond James & Associates in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brett Wilson is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2012, he has focused on developing strategies for high-net-worth individuals, their families, and businesses to help them pursue both short and long-term financial goals. He creates customized wealth management plans designed to help clients navigate the road to and through retirement, addressing concerns such as outliving their money through problem-solving financial strategies. With experience in the financial services industry since 2009, Brett offers expertise in areas including college education planning, divorce transition planning, legacy planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and managing new wealth. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist™ (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brett earned his Bachelor's degree in Economics and Commerce from Hampden-Sydney College. Brett is involved in his community through volunteer work with the Boys and Girls Club of Greater Augusta. Outside of his professional pursuits, he enjoys fishing, football, hunting, and spending time with his family.

Jamin King is an Associate Resident Director at Merrill, specializing in financial advisory services. He joined Merrill in 2014 after spending five years at Edward Jones as a financial advisor and began his financial services career in 2007 at Fidelity Investments focusing on private wealth and derivative trading. Prior to his career in finance, he served in the United States Navy as an Operation Specialist, a background that informs his disciplined approach to client relationships and clear communication. Jamin's expertise includes executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, and small business strategies. He serves a referred clientele across South Carolina and more than ten other states, including active and retired business owners, C-suite executives, attorneys, physicians, and multiple generations of families. Jamin is a Certified Exit Planning Advisor (CEPA), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). Outside of his professional life, Jamin is involved with several community organizations, serving as Board Chairman of the Salvation Army Boys and Girls Club of Aiken and as a Board Member of United Way Aiken County. He is also affiliated with the Veterans of Foreign Wars. Jamin holds a diploma from Brookland Cayce High School and values spending time with his wife and their five children.

Joel Johnson is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Day of Days Productions, a business focused on historical memorabilia. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations. The firm serves a large client base through a variety of advisory, brokerage, and insurance solutions.

Brian Teffeteller is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is involved in property management in Augusta, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced planning tools.

Raziyah Williams is a financial advisor with Merrill in Augusta, GA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and LPL Financial. Outside of finance, she manages a cleaning services company, Running Things Cleaning Services, and owns businesses organizing self-development retreats and coordinating travel services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Cox is a financial advisor with Edward Jones in Aiken, South Carolina, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked for the Aiken County Public School District. Outside of finance, he is co-owner of South Carolina Computer Company LLC, a hobby business focused on purchasing and repairing high-end computer equipment and arcade machines. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

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 at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to wrap programs, private funds, and structured product activities.

Nicholas Bertelli is a financial advisor with Raymond James & Associates in Augusta, GA, holding a Series 66 designation and three years of industry experience. He has worked with Raymond James & Associates since 2022 and has held roles including equestrian coach and special event hospitality. Outside of finance, he provides riding lessons and is involved in equestrian activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse clientele, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting through a range of portfolio management styles and affiliated research.

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 in Augusta, GA, holding Series 63 and Series 65 licenses with 29 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, she worked at Citigroup Global Markets from 2002 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and investment analyses.

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.

Norman Schaffer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as a trustee for the Schaffer Family Private Foundation, which donates to qualified charities. RBC Wealth Management, part of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

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 financial advisor with Morgan Stanley in Augusta, GA, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, with prior experience at Citigroup Global Markets Inc. Wilson serves as a committee member for Georgia Masonic Charities Inc. 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 employs structured planning tools and a comprehensive investment approach while delivering services through a broad network of financial advisors.