Joshua Marbert

Michael Cave is the sole advisor at CAVE, INC. in Augusta, GA, holding the ChFC® designation and a Series 65 license with 22 years of industry experience. He has been with CAVE, INC. since 1993. He is also a licensed insurance agent and counselor, dedicating part of his time to those roles. CAVE, INC. provides financial planning and investment advisory services primarily to individual clients, including retirement accounts. The firm employs a discretionary investment strategy focused on market timing with ETFs and individual stocks, emphasizing capital conservation and incorporating insurance expertise in evaluating life insurance and annuity contracts.

Sylvester Larkins is a financial advisor with Larkins & Associates Financial Services, LLC in Augusta, GA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2002 and serves as treasurer for First Shiloh Baptist Church, managing its financial transactions and consulting on financial matters. Larkins & Associates Financial Services provides personalized financial planning and investment consultation to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive planning, retirement and estate planning, tax preparation, and pension consulting, delivering advice on a primarily non-discretionary basis while combining advisory services with broker-dealer and insurance activities.

Victor Onate is a financial advisor at Prometheus Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been working at Prometheus Wealth Management since 2015. In addition to his advisory role, he is co-owner of a non-institutional lending business, Vic-To Enterprises. Prometheus Wealth Management provides portfolio management, financial planning, and hourly planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach that combines fundamental, technical, and quantitative analysis with modern portfolio theory, primarily recommending equities and ETFs.

Barry Wheeler is a financial advisor with InvestmentPost Advisory, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with InvestmentPost Advisory since 1999, and previously spent 17 years at WM. Burnside. Outside of his advisory role, he is a joint owner of MYHEROCARD.COM, a discount products and services membership business. InvestmentPost Advisory provides discretionary and non-discretionary investment management to individuals, trusts, pension plans, and other entities. The firm employs asset-allocation models combined with value-oriented strategies and market timing, serving a small client base with portfolios consisting of stocks, bonds, options, mutual funds, and variable insurance products.

Eulon Purvis is the sole advisor at Purvis Investments, Inc. in Martinez, GA, holding a Series 65 designation with 29 years of industry experience. He has led Purvis Investments since 1995. Purvis Investments provides personalized investment advisory services primarily to individual clients, focusing on discretionary portfolio management and a proprietary market timing system. The firm emphasizes technical analysis and uses selected mutual funds as the main investment vehicles, applying short-term trading tactics when appropriate.

Lucien Williams is the principal of Williams Wealth Management, Inc. in Augusta, GA, with 13 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2016. Outside of his advisory role, he has served as a caddie at Augusta National Golf Club since 2004. Williams Wealth Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm combines fundamental and cyclical analysis with a long-term trading approach, typically recommending portfolios with a majority allocation to individual equities and documenting client risk tolerance and objectives in an Investment Policy Statement.