Jennifer Phillips is a financial advisor at Edward Jones in Evans, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, she worked for Mosquito Squad from 2019 to 2021 and held various roles in education. Edward Jones serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Jared Spivey is a financial advisor with Ameriprise in Evans, GA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Carolina's Wealth Management Group, Mass Mutual Investors Services, and Merrill. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports delivered in partnership with the client’s advisor.

Shannon Neal is a CFP® certified financial advisor with 27 years of industry experience, currently affiliated with LPL Financial since 2018. He has worked with INVEST Financial Corp since 2010. Neal is based in Augusta, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by in-house and third-party research.

David Van Lenten is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients' long-term financial goals. His approach involves a thorough understanding of each client's complete financial picture and utilizes resources from Merrill and Bank of America to offer investment insights, banking convenience, and lending solutions. David's expertise encompasses college education planning, legacy planning, personal retirement planning, portfolio management, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income strategies. He leads a defined process that includes collaboration with specialists in portfolio development, liability management, and asset preservation to ensure a reliable lifetime retirement income stream. His team, VCH & Associates, focuses on understanding clients' current wealth and future objectives to use wealth effectively in achieving their goals. David holds a Bachelor's Degree from Clemson University and several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he spends time volunteering with community organizations and enjoys baseball, football, golfing, music, tennis, traveling, and spending time with his family.

Heather Bentley is a financial advisor with Wells Fargo Clearing in Augusta, GA, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Meredith Guedry is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has fifteen years of experience in the financial industry, working closely with affluent, multi-generational families and businesses. Her areas of expertise include executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Meredith graduated from the University of North Carolina with a bachelor's degree in finance. She is an Accredited Asset Management Specialist (AAMS) and holds the Personal Investment Advisor (PIA) designation. Meredith is a legacy leadership member of the Women's Junior League of Augusta and a graduate of the Leadership Augusta Class of 2019 and Leadership North Augusta Class of 2017. She is also involved with organizations such as the Daughters of the American Revolution, Augusta Chapter. Giving back to the Augusta and surrounding communities through volunteerism is an integral part of her practice. Meredith supports various community organizations, including Communities in Schools, Golden Harvest, Jessye Norman School of the Arts, Kids in the Kitchen, ReStart Augusta, Ronald McDonald House in Augusta, GA, and Turn Back the Block. She lives in Martinez, GA with her husband Ryan and their two children.

John Whitwell is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 19 years of industry experience, he focuses on helping clients make informed investment decisions to enable them to spend time on what matters most to them. His approach includes customizing financial plans that address common concerns, such as the risk of outliving one's money. John's expertise encompasses family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and retirement income. He also emphasizes retirement plans for businesses, analyzing their structure and advising on strategies to maximize benefits for business owners and employees. He holds a Bachelor's Degree from Hamilton College and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John applies the discipline and work ethic from his experience as a former professional hockey player to his advisory role. He also participates in community volunteer activities aligned with Merrill's tradition of community involvement.

Ruth Medina is a financial advisor at Thrivent Investment Management with six years of industry experience and holds a Series 66 designation. Her prior experience includes roles at LPL Financial LLC and Edward Jones. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various planning topics without portfolio management or institutional advisory services.

Anna Getzinger is a financial advisor with Wells Fargo Clearing in Augusta, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she holds minority ownership interests in several investment-related ventures, including property holdings in South Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related products and bank deposit sweep programs.

Julian Lively is a financial advisor at Stifel with 21 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2009. Outside of his advisory role, he serves as chairman of the Budget & Finance Committee at Kiokee Baptist Church. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Louis Goulet is a financial advisor with Ameriprise in Evans, GA, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2017 and has also worked at Mercyhurst University since 2008. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Matthew Loss is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® designation and Series 66 license. Loss has been with Edward Jones since 2010, based in Augusta, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates a nationwide network of more than 23,700 financial advisors.

John Street is a financial advisor at J.P. Morgan Securities with 19 years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Merrill Lynch, and Navy Federal Financial Group. Outside of his advisory work, he is involved in various entertainment and community activities such as acting in dinner theatre, hosting trivia games, guiding walking tours, supporting golf tournaments, and working at a minor league baseball club press box. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative modeling and centralized due diligence with an ESG framework when recommending investment strategies.

Leigh Teffeteller is a financial advisor with Morgan Stanley in Augusta, Georgia, holding a Series 66 designation and ten years of industry experience. Prior to joining Morgan Stanley in 2023, Leigh worked at Edward Jones from 2015 to 2023. Outside of advising, Leigh is involved in real estate as a proprietor managing rental properties. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

David Curley is a financial advisor at Stifel with Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Brian O'Shea is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The O'Shea Team, a group of experienced professionals focused on helping families make informed financial decisions to support a comfortable and fulfilling life both now and in retirement. Brian emphasizes understanding each client's unique perspective on work, time, and money to develop personalized financial strategies. His expertise includes college education planning, family wealth management strategies, institutional and corporate benefit services, investment consulting for defined contribution plans, liquidity management, personal retirement planning, portfolio management services, and retirement income. Brian holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brian earned a Bachelor's Degree from the University of Connecticut. He integrates the resources of Merrill and Bank of America to provide clients with comprehensive investment management and banking solutions. Outside of work, Brian enjoys basketball, billiards, golfing, racquetball, tennis, traveling, and spending time with his family.

Nicholas Smail is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies to address their short-, mid-, and long-term goals. He provides guidance on a range of financial matters, including investing, retirement planning, and saving for unforeseen expenses. Additionally, Nicholas connects clients with Bank of America specialists for banking, credit, home financing, and small business services. Nicholas holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a bachelor's degree from the University System of Georgia. His approach centers on helping clients identify what is important to them and their families to create tailored financial strategies.

Thomas Plowden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Plowden serves on the finance committee of Fish Camp Fellowship Church in North Augusta, SC. 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 supported by research and analytics.

John Goodwin is a financial advisor with Merrill in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Merrill since 1991 and has concurrently worked at Bank of America, NA since 2009. Outside of his advisory role, he holds power of attorney for a personal entity in Evans, Georgia. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm combines internal and third-party management teams to implement asset allocation and trading, with options tailored for tax-sensitive investors.

Bradley Key is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has previously worked at CUNA Mutual Group, CUNA Brokerage Services, Cetera, and Regions Bank. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, offering written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, primarily focusing on assets held in Ameriprise Managed Accounts.