Joan Kerr is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 credential and seven years of industry experience. She has been with Ameritas Advisory Services since 2021 and concurrently operates her own firm, Joan Kerr Financial Services, LLC, which she founded in 2016. In addition to her financial advisory roles, she is active in her local church, assisting with the music ministry, intercessory prayer, and senior adult activities. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse clientele, including individual investors, retirement plans, charitable organizations, and corporate clients, utilizing a variety of managed account programs and third-party solutions supported by dedicated portfolio monitoring and risk management tools.

James Foley is a financial advisor at Janney Montgomery Scott with a Series 66 designation and three years of industry experience. He served eight years in the United States Marine Corps and continues his military involvement as a Marine Corps Reserve officer. Foley is active in community and veterans' organizations, including roles with the Military Officers Association of America, the Aiken Rotary Club, and the SPCA Albrecht Center. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Ashley Dent is a financial advisor at Empower Advisory Group with 10 years of industry experience. Dent holds a Series 66 designation and has previously worked at Cannon Securities, Transamerica Investors Securities Corporation, Bank of America, Merrill Lynch, Fifth Third Securities, SunTrust, Edward Jones, and Omniplex World Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and uses an integrated model connected to Empower’s recordkeeping and administrative platforms.

Cassandra Devore is a financial advisor at Truist Advisory Services with 34 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers a breadth of services including asset allocation, plan sponsor fiduciary support, and a manager-selection program supported by both discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools.

James Adams is the Senior Resident Director at the Augusta Branch of Merrill Lynch Wealth Management and a financial advisor with Adams, Wilson & Associates. He has been a Merrill financial advisor for over 27 years, focusing on helping clients achieve their individualized financial goals. He holds a Bachelor's Degree from the University of North Carolina System and a Master's Degree from the University of South Carolina System. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His expertise includes college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. James and his wife, Claudia, have lived in the area for the past 30 years, making their home in Aiken, South Carolina. He is involved in the community as a member of the United Way of the CSRA Board. His personal interests include biking, boating, and golfing.

James Leibach is a financial advisor with Raymond James & Associates in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Leibach serves as Fellowship Chairman on the advisory board of the Augusta Exchange Club, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Michael Downes Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory work, he is involved in rental property ownership in Fernandina Beach, Florida. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Adams is a Certified Financial Planner® with 25 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the Board of Trustees for the Redeemer Presbyterian Church Pre-K program in Evans, GA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning.

Gary Baxter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked with Primerica since 1984, including 35 years at Primerica Financial Services. In addition to advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and supports trade execution through BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets.

Charles Lanier Jr. is a CFP® and ChFC® with 41 years of experience in financial services. He is currently with Cetera and also serves as president and owner of Lanier-McCormack Wealth Management in Augusta, GA. Lanier is involved in the Augusta Symphony League as its president and serves on the Augusta Symphony Orchestra Board of Directors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Dagan Sharpe is a financial advisor with LPL Financial in Augusta, GA, holding a Series 66 license and 24 years of industry experience. He previously worked at INVEST Financial Corp and has been affiliated with Queensborough National Bank for over a decade. Outside of his advisory role, he serves as a part-time boat safety instructor with the Freedom Boat Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research, model portfolios, and various investment strategies.

Gary Jones is a financial advisor with MML Investors Services, LLC, a subsidiary of MassMutual, holding a Series 63 license and with 52 years of industry experience. He has been with MML Investors Services since 1982. Outside of his work at the firm, he operates as an insurance broker representing clients for health and life insurance products not offered through MassMutual. MML Investors Services, LLC provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of solutions including asset management, money-manager programs, and educational seminars.

James Bradford is a Senior Financial Advisor specializing in personalized wealth management strategies at Merrill Lynch Wealth Management. He focuses on creating flexible financial plans tailored to clients' unique goals and changing market conditions, leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America. James holds a Bachelor's Degree from Augusta College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. His approach centers on working one-on-one with clients to develop financial strategies designed to help pursue their long-term goals.

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.

Brent Hardy is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 27 years of experience in the financial services industry. He serves as the managing partner of VCH & Associates and holds the designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Brent specializes in helping individuals and business owners align their investment strategies with long-term planning and life goals. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income planning. He is a graduate of the University of North Carolina Greensboro and the U.S. Army Intelligence School. Brent's personal interests include golfing, hunting, and traveling.

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.