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.

David Gray is the principal of David Gray Consulting LLC, an independent advisory firm based in North Augusta, SC. He holds a Series 65 designation and has three years of experience in the financial industry. Prior to founding his firm, he worked at Matrix PMO and Williams Plant Services. In addition to his advisory role, he serves as a Senior Project Controls Manager and Scheduler under contract with Longenecker and Associates, providing construction and plant maintenance services. David Gray Consulting LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, trusts, estates, corporations, retirement plans, pensions, and charitable organizations. The firm employs a primarily long-term, customized investment approach using fundamental, technical, and cyclical analysis, with services that include ERISA-focused plan oversight and a performance-based fee option.

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.

Robert Wynn is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Wynn Capital in Augusta, GA. He has worked with Wynn Capital since 2015 and also maintains a role at Asset Advisors Corporation. Wynn Capital provides discretionary investment management to individuals, high-net-worth clients, and retirement plans, offering ERISA plan services including 3(38) investment manager options. The firm emphasizes long-term ownership of established companies, combining fundamental analysis with technical and cyclical tools, and manages approximately $250 million in client assets.

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.