William Davis is a financial advisor with LPL Financial in Augusta, GA, holding Series 63, 65, and 66 credentials and 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Edward Jones, Citigroup Global Markets, and Truist Investment Services. He is also associated with Queensborough Investments in connection with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive resources and operational tools.

Vincent Ruiz is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*Trade Securities, Empower Retirement, and PNC Bank. Ruiz is based in Evans, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and investment modeling.

Bennett Yort is a Senior Financial Advisor with Merrill Lynch Wealth Management in Augusta, Georgia. He has been with Merrill Lynch since 2002 and has over 18 years of experience in the financial services industry, including banking, investments, and trust services. Bennett holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Chartered Retirement Planning Counselor (CRPC). He completed his bachelor's degree in Economics at Williams College in 1984 and graduated as class president from Southern Trust School in Mobile, Alabama in 1998. Bennett focuses on family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, and retirement income. He works closely with clients to develop personalized financial strategies tailored to their long-term goals. Bennett is also active in his community, serving on the boards of the Family YMCA of Greater Augusta, Goodwill Industries of Middle Georgia and the CSRA, and Good Vocations, Inc., where he is chair. He is an elder and member of Reid Memorial Presbyterian Church.

Jeffrey Price is a financial advisor with Edward Jones in North Augusta, SC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Optum and Change Healthcare, and spent 17 years with Cardinal Health, Inc. He also has experience in dental studio operations from Mustard Seed Dental Studio. 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 network of financial advisors and branch offices nationwide.

William Bottomley is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with affluent clients, closely-held businesses, and national franchise chains to establish quantifiable goals and develop customized strategies to manage investments and liabilities. William has over 20 years of experience in the financial services industry and joined Merrill Lynch Wealth Management in 1999. He holds a Personal Investment Advisor (PIA) designation and completed his education at Richmond Academy with a High School Diploma/GED. Additionally, William has served on several charitable boards at both local and national levels.

Emily Jimenez is a financial advisor at Morgan Stanley with 13 years of industry experience. She has held roles at Morgan Stanley Private Bank, N.A. since 2018 and Morgan Stanley Smith Barney LLC since 2017, following three years with UBS Financial Services. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by proprietary tools and investment research.

Anthony Gallo is a CFP® professional with 27 years of industry experience. He currently serves as a Senior Wealth Planner at Cetera and has held roles at Bank of America and Merrill. Gallo is the owner and CEO of GraniteArch Wealth Management and GraniteArch Insurance Advisors. He is also involved in nonprofit organizations, serving as president of the Georgialina Outdoor Dream Foundation and as a board member for both the Augusta Kiwanis and the Columbia County Exchange Club. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Martin Ferrara Sr. is a financial advisor with Raymond James & Associates in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 12 years before joining Raymond James in 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

Jessica Wood is a financial advisor with Morgan Stanley in Augusta, GA. She holds a Series 66 designation and has 5 years of industry experience. Wood has been with Morgan Stanley since 2015 and has worked in Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kristopher Dennis is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Empower, Bankers Life, Pruco Securities, and First Command. Dennis began his career at Edward Jones in 2017 and returned to the firm in 2025. 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 strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Turner Bowers is a financial advisor with Edward Jones located in Martinez, GA. He holds a Series 66 designation and has 15 years of industry experience, including 16 years with Edward Jones. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Joshua Chubb is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Schwab in 2022, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, he owns and operates freelance and portrait photography businesses. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. Schwab’s model blends non-discretionary advice with access to discretionary separately managed accounts, supported by centralized supervision and comprehensive investment research.

Benjamin Cushman is a Series 66-licensed advisor with LPL Financial, based in Augusta, GA. He has been with LPL Financial and Queensborough National Bank & Trust since 2025. Prior to his current roles, Cushman has held positions in education and retail, including at Augusta University, the University of North Georgia, and Home Depot. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

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.

Kyle Ware is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Bank of America, N.A., and Merrill. Outside of his advisory role, he has a 50% ownership interest in The Ware Financial Group, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, and integrates advisory services with other financial product offerings and referral channels.

Michael Reese Jr. is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2015. Prior to that, he was with Merrill from 2008 to 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a planning process that incorporates structured discovery and advanced modeling tools.

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. His prior roles include positions at INVEST Financial Corp, Investment Professionals, Inc., and Morgan Keegan & Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of solutions including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

John Allensworth II is a financial advisor at LPL Financial with 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 advisory role, he is employed with the South Carolina High School Athletic League. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of advisers.