Scott Travis is a financial advisor with Edward Jones in Augusta, GA, holding a Series 66 designation and 25 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Loren Fields is a financial advisor with LPL Financial in Augusta, GA, holding a Series 66 designation and having nine years of industry experience. Prior to joining LPL Financial and Queensborough National Bank & Trust Company in 2025, he worked for Edward Jones for nine years. Fields is also the owner of Shane's Music Entertainment, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

John Ellinger is a Financial Solutions Advisor at Merrill, where he works closely with clients to develop strategies tailored to their short-, mid-, and long-term financial goals. He provides guidance on a range of financial matters, including investing, retirement planning, and saving for unexpected expenses. John also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. John holds the Personal Investment Advisor (PIA) designation. He earned his High School Diploma from North Augusta High School and an Associate's Degree from Tri-County Technical College.

William Davis is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Morgan Stanley Private Bank, N.A. and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options and access to diverse model portfolios and research.

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-credentialed advisor with LPL Financial based in Augusta, GA. He has experience working at LPL Financial and Queensborough National Bank & Trust since 2025, and prior roles include positions at Augusta University, Home Depot, and various educational institutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, employing discretionary and non-discretionary management with access to research and model portfolios.

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 12 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022, following four years at Wells Fargo Clearing and four years at Bank of America and Merrill. Outside of his advisory work, he holds a 50% ownership interest in The Ware Financial Group, LLC, which relates to his financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and tailored recommendations using proprietary research and tools, serving clients who meet certain net-worth thresholds.

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.