Laura Kanagy is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she owns and operates Chaos Confections, a home bakery based in Windsor, South Carolina. Merrill 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, pension plans, corporations, and charitable organizations.

James Helton Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as chairman of the investment committee for the Church of the Good Shepherd and is a board member of Via Cognitive Health, where he assists with fundraising for Alzheimer's disease initiatives. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles and notable municipal advisory capabilities.

Michael Reese Jr. is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2012 and 2015, respectively. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Sandra Vantrease is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and associated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Jason Neal is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He has also been affiliated with INVEST Financial Corp since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs supported by model portfolios, third-party research, and technology-driven strategies.

John Allensworth II is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years and Edward Jones for three years. Outside of his advisor role, he is employed with the South Carolina High School Athletic League. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party models.

Meredith Herrington is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and is based in Augusta, GA. Herrington has worked at Merrill since 2014. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Finch is a financial advisor with Wells Fargo Clearing in Augusta, GA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, Finch serves as president of the Retreat Private Road Maintenance Association. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ronald Lentz is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, he worked at MML Investors Services LLC and Massachusetts Mutual Life Insurance Co from 2015 to 2017. He is based in North Augusta, South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and provides a range of investment strategies and affiliated services through a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Michael Koltz is a financial advisor at Cetera with 23 years of industry experience. He has held roles at firms including LPL Financial, Queensborough National Bank & Trust Company, and Avantax entities. Koltz is an owner and partner of JLMK LLC dba Noble Oak Financial, a firm providing financial, retirement, income, insurance, and business succession planning. He is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party managers with multiple program structures and custodial relationships.

Walter Etterlee II is a Series 66-credentialed financial advisor with nine years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include positions at Avantax Advisory Services, 1st Global Advisors, and Fuller, Frost & Associates, where he has been involved since 2001. Outside of advising, he serves on the Augusta University Alumni Board and works as an accounting instructor, author, educator, podcaster, and speaker for Augusta University and the University of Maryland Global Campus. Cambridge Investment Research Advisors is a large SEC-registered firm that offers financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base through a network of independent Financial Professionals. The firm provides various investment implementation options, including proprietary models and access to unaffiliated strategists, with tailored strategies across multiple platforms and custody arrangements.

Mei Tsang is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment 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 financial planning process using firm-approved tools and modeling techniques.

Heather Winner is a financial advisor with Ameriprise in Augusta, GA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliate since 2004. Outside of her advisory role, she is the owner and CFO of a business called Round Barn and serves as a consultant for Keep Watch Financial, an Ameriprise franchise. She also participates as a local resource for families hosting foreign exchange students through Education First. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Heather Atkinson is a financial advisor with Morgan Stanley in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is involved as the sole proprietor of Riverfront Investment Group, LLC, focused on real estate, and acts as the personal representative for her late father's recreation business, Savannah Valley Landscape DBA Par 3 West. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm utilizes structured discovery processes and proprietary planning tools to develop client plans, managing approximately $2.74 trillion in client assets.

Robert Kilpatrick is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Kilpatrick serves as President of the Board of Governors at Augusta Country Club. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy and planning methodology.

Carolyn Hodge is a CFP®-designated financial advisor with LPL Financial in Augusta, GA, bringing 21 years of industry experience. She has worked at LPL Financial since 2011 and previously spent time at WealthPLAN Partners and South State Bank. Hodge serves on the board of the Augusta Free School, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various providers.

William Bissell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial and SOUTH STATE BANK since 2010 and previously spent two years with WealthPLAN Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary portfolio management supported by research and model portfolios.

Allison Barksdale is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. She holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning tools and investment modeling.

Amy Corbitt is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in financial services in 1998 and has since built a practice focused on trust, personalized guidance, and long-term client relationships. In 2014, she joined Merrill Lynch Wealth Management, where she serves clients with comprehensive wealth management strategies tailored to individual circumstances and goals. In 2023, Amy helped establish OCB & Associates, a wealth management team that emphasizes collaboration to assist individuals, families, and business owners with investment management, retirement planning, wealth preservation, and legacy creation. Amy holds a Personal Investment Advisor (PIA) designation. She earned a Bachelor's Degree from Liberty University and attended Christopher Newport University and Armstrong Atlantic State University without degree conferral. Her client focus areas include college education planning, liquidity management, retirement income, portfolio management, and specialization in serving women and wealth. In addition to her professional work, Amy serves on the board of the Augusta Sports Council and is involved with The Lydia Project. She resides in North Augusta with her family and enjoys running, participating in fit camp, traveling, cooking, gardening, reading, and yoga.

David Andrews is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and a tenure at Wachovia Bank, N.A. dating back to 2005. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, providing both discretionary and non-discretionary services and including insurance-related investment options alongside traditional products.