Alicia Kough is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory work, she occasionally assists with bookkeeping and planning for rental properties she co-owns. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large network of financial advisors and branch offices nationwide.

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.

John Rhodes is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at A Southern Lifestyle Company and Seabolt Brokers, and he is the single member of Better Business Innovation & Technology LLC, which provides IT support and point-of-sale services. Rhodes is also a minority owner of Codeword LLC, a retail business unrelated to financial services. 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 investment guidance and access to discretionary separately managed accounts. The firm combines extensive scale with integrated brokerage, advisory, and custody services.

Grady Jackson III is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2016 and City National Bank since 2018. Outside of his advisory role, he serves as chairman of the board of trustees at Episcopal Day School and chairs the board of directors for Trees for Augusta, as well as co-chairing a steering committee for a new homeless shelter with The Salvation Army of Augusta. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management and integrates in-house and third-party investment managers to tailor strategies according to client risk profiles.

Lacey Kneece is a financial advisor at Cetera with a Series 66 designation and seven years of industry experience. She has been with Cetera since 2019 and also has a concurrent role at Regions Bank dating back to 2014. Outside of her advisory work, she serves as power of attorney for her mother. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with various program options and custodial arrangements.

Jessica Stalker is a financial advisor at Edward Jones with 8 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, she worked in education with the School District of Lexington/Richland 5 and had experience in the hospitality industry at Ruth's Chris Steakhouse. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

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.

Kelby Heydt is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, investment strategies, and affiliated financial services. The firm manages approximately $1.01 trillion in assets and is notable for its large nationwide network of advisors and branch offices.

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.