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.

Joseph Steadman is a financial advisor with Lifestyle Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Herrington Financial Services, Woodbury Financial Services, and First Command Financial Planning. Outside of advising, he is a professional speaker who presents on board games, game design, and strategy at conventions and cruises, and he has served as a deputy sheriff in Columbia County, Georgia. Lifestyle Financial Services is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm emphasizes personalized investment policies and asset allocation based on Modern Portfolio Theory, combining passive and active strategies alongside fundamental, technical, and cyclical analysis.

Chad Cook is the sole advisor at Mann Advisory Services, LLC in Evans, GA, holding a Series 65 designation with five years of industry experience. He has been self-employed since 2008. In addition to his advisory role, he prepares tax returns and sells insurance and annuity products as an insurance agent. Mann Advisory Services provides financial planning and asset management primarily for individual clients, as well as pension plans, trusts, and small businesses. The firm manages roughly $3 million in assets using a fundamental analytic approach focused on mutual funds, ETFs, exchange-listed securities, and fixed income, offering tailored supervision without account minimums.

Keenan Mann is the principal of Mann Advisory Services, LLC in Evans, GA, holding a Series 65 designation with nine years of industry experience. He has operated Mann Advisory Services since 2016 and has been involved with the Augusta Metro Youth Foundation since 2014. Outside of his advisory role, Mann works as an independent insurance agent and provides tax preparation services. Mann Advisory Services offers financial planning and asset management primarily for individual clients, as well as pension plans, trusts, and small businesses. The firm manages accounts on a tailored basis with an investment approach focused on mutual funds, ETFs, exchange-listed securities, and fixed income, generally avoiding market timing while allowing clients to impose reasonable investment restrictions.

Gerald House is a financial advisor with Lifestyle Financial Services, LLC and holds a Series 66 designation. He has 10 years of industry experience and has worked with several firms including Core Investment Management Group, LLC and National Brokerage. In addition to his advisory role, he is employed as a real estate broker and manager at Core Investment Management Group, LLC. Lifestyle Financial Services is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm emphasizes asset allocation based on Modern Portfolio Theory and employs a combination of passive and active strategies.

Paul Mcnair is a CFP® professional with 14 years of experience, currently serving at The Monitor Group, Inc. since 2007. He is based in Martinez, GA, and works alongside one other advisor at the firm. The Monitor Group, Inc. provides personalized financial planning and investment management to individuals, families, trusts, and estates. The firm operates as a fee-only advisor with approximately $154.4 million in assets under management, emphasizing strategic asset allocation with global diversification and using no-load mutual funds, ETFs, and selective sector funds.

Mark Holdwick Jr. is a CFP® professional with four years of experience at The Monitor Group, Inc., where he has worked since 2017. Prior to joining the firm, he was a student from 2012 to 2017 and briefly unemployed in 2017. The Monitor Group, Inc. provides personalized financial planning and investment management services to individuals, families, trusts, and estates, managing approximately $154.4 million in assets. The firm operates as a fee-only advisor with a focus on strategic asset allocation, global diversification, and formalized fiduciary processes.

Zachary Albanese is a financial advisor at Richard Young Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2019 to 2021, as well as at Christian Union from 2013 to 2019. Richard Young Advisors primarily serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm manages approximately $1.2 billion in discretionary assets and employs a modern portfolio theory approach, emphasizing diversified asset classes with systematic tilts toward small-, value-, and profitability-oriented exposures.

Brenda Carroll is a financial advisor at Money Advisors, Inc. d/b/a Century Investment Planning in Augusta, GA, with 17 years of industry experience. She holds a Series 65 designation and has worked at Baird & Company, CPAs since 1999. Money Advisors, Inc. serves individuals, trusts, estates, limited liability companies, and retirement plan accounts, providing discretionary portfolio management and financial planning services. The firm manages approximately $53 million in discretionary assets and employs a long-term, fundamental investment approach that emphasizes client-specific asset allocation and avoids market timing and non-investment grade securities.

William Evans is a CFP® and PFS™ credentialed advisor with four years of industry experience. He is currently with Asset Advisors and has prior experience at Calvary Wealth, LLC and Serotta Maddocks Evans & Co. Asset Advisors provides personalized wealth management, discretionary investment management, and financial planning primarily to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm emphasizes multiyear holding periods and uses a combination of fundamental and technical analysis to construct portfolios mainly from ETFs, individual equities, bonds, and certificates of deposit.

Robert Rice is a CFP® professional with 18 years of experience in financial advising. He has worked at Asset Advisors since 2001, including both Asset Advisors Corporation and Asset Advisors Investment Management, LLC. The firm provides personalized wealth management, discretionary investment management, and financial planning to high-net-worth individuals, charitable organizations, pension plans, and corporations. Asset Advisors focuses on portfolios constructed from ETFs, individual equities, bonds, and certificates of deposit, employing a multiyear holding strategy guided by an internal investment committee.

Eugene Mc Manus III is a CFP® professional at AP Wealth Management in Augusta, GA, with over a decade of experience including ten years at PricewaterhouseCoopers LLP and a year at Wake Forest University. He has been with AP Wealth Management since 2026. AP Wealth Management provides fee-only financial planning and discretionary and non-discretionary investment management primarily for high-net-worth individuals and families, as well as institutional clients like charitable organizations and employer retirement plans. The firm employs an asset-allocation framework tailored to client-specific risk/reward profiles, utilizing a diverse range of investment vehicles including mutual funds, ETFs, structured notes, and non-public REITs.

Clayton Quamme is a CFP® with nine years of industry experience, currently serving as a financial advisor at AP Wealth Management in Augusta, GA. He previously worked at Calvary Wealth, LLC for six years and has served as an intelligence officer in the US Army Reserves since 2012. AP Wealth Management provides fee-only financial planning and investment management primarily for high-net-worth individuals, families, and institutional clients. The firm employs an asset-allocation framework tailored to client risk profiles and offers services including ERISA 3(38) management and plan advisory, utilizing a range of investment vehicles from mutual funds to structured products.

Thomas O’Gorman is a financial advisor at AP Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at Augusta Capital Investors and AP Wealth Management since 2016, following four years at Equus Management. AP Wealth Management provides fee-only financial planning and investment management primarily for high-net-worth individuals, families, and institutional clients. The firm uses an asset-allocation framework tailored to client risk profiles and offers services including ERISA 3(38) investment management and plan advisory.

James Manning is a financial advisor at Asset Advisors in Augusta, GA, with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Hull Property Group, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has been with Asset Advisors since 2019. Asset Advisors provides personalized wealth management, discretionary investment management, and financial planning to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm primarily constructs portfolios from ETFs, individual equities, and fixed income securities, favoring multiyear holding periods guided by fundamental and technical analysis.

Justin Folsom is a financial advisor at Richard Young Advisors in Augusta, GA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Paylocity and State Farm. Richard Young Advisors primarily serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning with a focus on diversified portfolios that emphasize international stocks and systematic factor exposures.

John Travis is a financial advisor at Richard Young Advisors in Augusta, GA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked with Richard Young Associates, Ltd. since 2007 and was previously with Independent Financial Group from 2010 to 2016. Outside of his advisory role, he founded The My Why Foundation, a charitable organization focused on educating underserved communities about using open stock market accounts. Richard Young Advisors primarily serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm manages approximately $1.195 billion in assets, implementing portfolios based on modern portfolio theory with a focus on international stocks and systematic factor tilts, alongside providing financial planning services typically at no additional charge.