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Bryan S

Series 66

Savannah, GA

LPL Financial

Bryan Smith is a financial advisor with LPL Financial based in Savannah, GA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Savannah Wealth Group, Commonwealth Financial Network, MML Investors Services, and MassMutual Life Insurance Co. Outside of finance, he serves as a basketball coach at Calvary Day School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary research and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert C

CFP®, Series 66

Savannah, GA

LPL Financial

Robert Campbell is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with LPL Financial and co-owns Savannah Wealth Group, a private entity facilitating securities, advisory, and insurance services. His prior experience includes roles at Commonwealth Financial Network and MassMutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset managers while supporting advisors with a range of investment and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James H

Series 63, Series 65

Savannah, GA

LPL Financial

James Heidt III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at several firms including MASS MUTUAL and Commonwealth Financial Network and is a co-owner of Savannah Wealth Group, LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives. The firm provides a range of investment strategies and platforms, combining advisory services with a broad suite of financial products and partnerships.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Roseanne S

Series 63, Series 65

Savannah, GA

LPL Financial

Roseanne Stavely is a financial advisor with LPL Financial based in Savannah, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her work history includes roles at Queensboro National Bank & Trust, Bank of America, Merrill, Webster Bank, and TD Private Client Wealth LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a large network of advisors and over $819 billion in discretionary assets under management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert M

Series 63, Series 65

Savannah, GA

LPL Financial

Robert Mcwilliams Jr. is a financial advisor with LPL Financial in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Commonwealth Financial Network, Mass Mutual Investors Services, Kestra Investment Services, and AlphaStream Portfolios. He is co-owner of SWG Insurors, LLC, an insurance business, and owns Savannah Wealth Group and Tinker McWilliams, Inc., entities that facilitate securities, advisory, and insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational tools including machine learning, and oversees more than $819 billion in assets with a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael F

ChFC®, Series 63

Savannah, GA

LPL Financial

Michael Fogarty is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Commonwealth Financial Network, Savannah Wealth Group, and MassMutual Life Insurance Company. In addition to his advisory work, he is involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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