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Clay P

Series 66

Gainesville, GA

Cetera

Clay Pilgrim is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He serves as Treasurer of the Georgia Society of CPAs and is an audit partner at Rushton, LLC, managing government and nonprofit financial audits. Clay also acts as Treasurer for his local property owners association. Cetera Investment Advisers LLC is a nationwide network of independent advisors offering a range of financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporations, charitable clients, and institutions. The firm provides access to multiple investment programs and managers, overseeing more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Samuel L

Series 66

Gainesville, GA

Cetera

Samuel Latimer is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He also serves as a partner at Rushton, LLC, a full-service accounting firm specializing in audits of local governments, construction, and nonprofit entities, where he leads audit teams and oversees technical compliance. In addition, he refers clients to Rushton Wealth Management, an investment advisory firm connected to the accounting practice. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across diverse program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nicholas B

Series 66

Gainesville, GA

Cetera

Nicholas Bruner is a Series 66 licensed financial advisor with nine years of industry experience, currently affiliated with Cetera. He has worked at Cetera and Avantax Advisory Services as well as 1st Global Advisors, and he is also a CPA partner involved with Rushton, LLC. Outside of his advisory roles, he serves as Treasurer and Finance Committee Chair for the United Way of Hall County and is Treasurer of the Elachee Nature Science Center, as well as Immediate Past President of the Gainesville Jaycees. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and a variety of program structures and third-party money manager options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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James H

Series 66

Gainsville, GA

Cetera

James Hollifield is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. He has worked with firms including Avantax and 1st Global, and is managing member of Rushton, LLC and Rushton & Company, LLC, both CPA firms. Outside of advisory work, he serves as treasurer of the nonprofit CASA, sits on the board of the Georgia Mountains YMCA, and participates in finance committees for Trinity United Methodist Church and Northeast Georgia Health System. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options, including model portfolios and bespoke strategies, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kathryn B

Series 66

Gainesville, GA

Cetera

Kathryn Barnett is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She has worked at Cetera and Avantax Advisory Services, and is also a Wealth Management Assistant at Rushton Wealth Management. Outside of her advisory role, she creates educational content for Teachers Pay Teachers, focusing on classroom activities for English language arts. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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