Laura Knox is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Suddath. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Crystal Widener is a financial advisor at Edward Jones with 11 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2017. 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 range of advisory programs, including discretionary and non-discretionary fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Kenneth Adcox II is a financial advisor at Cetera with four years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to his current role, he worked at Regions Bank for nine years. He also volunteers with a youth baseball league and serves on the finance committee at Wesley United Methodist Church. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and a network of over 10,000 advisors.

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.

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.

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.

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.

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.