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Jonathan F

Series 63, Series 65, Series 66

Leesburg, GA

Integrity Dynamic Investments LLC

Jonathan Fisk is a financial advisor at Integrity Dynamic Investments LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Integrity Dynamic Investments since 2014. Integrity Dynamic Investments provides discretionary asset management and ongoing portfolio supervision for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm utilizes a rules-based, dynamic asset allocation strategy that incorporates fundamental, technical, relative strength, and quantitative analysis, with a focus on Dorsey Wright research and the DALI relative-strength framework.

Active portfolio management Factor investing / smart beta Passive / index investing
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Kelly J

Series 63, Series 65

Albany, GA

The Jenkins Group

Kelly Jenkins is a financial advisor with The Jenkins Group in Albany, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with LPL Financial since 2009 and has been a principal at The Jenkins Group since 2005. Jenkins provides consulting services through The Jenkins Group, where she is a 50% owner and has check-writing authority alongside her partner. The Jenkins Group serves individual clients, including high-net-worth households, as well as trusts, estates, charities, and business entities. The firm offers financial planning, consulting, and discretionary and non-discretionary portfolio management, utilizing model portfolios and LPL-sponsored programs to tailor investment advice to clients’ objectives and risk tolerance.

General retirement planning General tax planning Wealth management Family Business Founder/Business Owner
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Davis G

Series 66

Albany, GA

The Jenkins Group

Davis Gill is a financial advisor at The Jenkins Group in Albany, GA, holding a Series 66 designation with seven years of industry experience. He has been with The Jenkins Group since 2018 and also has prior experience at LPL Financial and Mauldin & Jenkins. Outside of advising, he is involved in a farming enterprise, managing Shady Oak Pecan Farm. The Jenkins Group serves individual clients, including high-net-worth households, as well as trusts, estates, charities, and business entities, providing financial planning, consulting, and discretionary and non-discretionary portfolio management. The firm’s investment advice is tailored to clients’ objectives and risk tolerance, often using model portfolios and leveraging multiple LPL-sponsored programs.

General retirement planning General tax planning Wealth management Family Business Founder/Business Owner
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Britt B

CFP®, Series 66

Albany, GA

KingsMark Private Financial Advisors, LLC

Britt Bazemore is a CFP® professional with 17 years of industry experience, currently serving at KingsMark Private Financial Advisors, LLC since 2008. She is also CEO of Broadview Advisory Group, LLC, where she provides financial advisory and CPA services. Additionally, Bazemore holds roles as an independent insurance agent and serves on the board of Doublegate Country Club as secretary. KingsMark Private Financial Advisors serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, emphasizing fundamental analysis, asset allocation, and the use of options and margin strategies when appropriate.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Noah M

CFP®, Series 65

Albany, GA

KingsMark Private Financial Advisors, LLC

Noah Mc Corkle is a financial advisor at KingsMark Private Financial Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at the University of Georgia and the University of North Georgia. In addition to his advisory role, he operates as an independent insurance agent recommending life, disability, and long-term care insurance. KingsMark serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis, asset-allocation models, and options and margin strategies when appropriate.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Thomas S

CFP®, ChFC®, Series 63, Series 65

Albany, GA

KingsMark Private Financial Advisors, LLC

Thomas Sanders is a CFP® and ChFC® with 27 years of industry experience. He has served at KingsMark Private Financial Advisors, LLC since 2008 and has operated his own sole proprietorship since 1985. Outside of his advisory work, he manages several family-owned land and farming businesses, including a hunting guide service and timberland operations. KingsMark Private Financial Advisors serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, employing fundamental analysis, asset-allocation models, and options strategies, with access to affiliated accounting and tax services.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Jason P

Series 66

Albany, GA

KingsMark Private Financial Advisors, LLC

Jason Potter is a financial advisor at KingsMark Private Financial Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside his advisory role, he is also an independent insurance sales agent involved in insurance and annuity product sales. KingsMark serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants, offering financial planning, investment management, and retirement-plan consulting. The firm uses fundamental analysis and asset-allocation models, with ongoing portfolio monitoring and the option to co-advise with third-party managers when appropriate.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Rebecca A

CFP®, Series 66

Albany, GA

KingsMark Private Financial Advisors, LLC

Rebecca Anderson is a CFP® with 20 years of industry experience and has been with Kingsmark Private Financial Advisors, LLC since 2008. She holds a Series 66 license and serves as a managing partner of Westover Land Properties, LLC, a non-investment related business. Kingsmark Private Financial Advisors, LLC serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis, asset-allocation models, and options strategies as part of its investment approach.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Ryan G

Series 63, Series 65

Albany, GA

Eagle Strategies (NY Life)

Ryan Garnto is a financial advisor with Eagle Strategies (New York Life) based in Albany, GA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with Garnto Financial Group LLC and Certa Wealth Strategies, LLC, and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2013. Outside of his advisory work, Garnto is the owner and director of Roundball Round Up, a basketball camp operating since 2002, and he serves in leadership roles with several nonprofit and alumni organizations. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types, emphasizes tailored recommendations, and manages the majority of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jerome L

Series 63, Series 65

Albany, GA

Oppenheimer

Jerome Lynn III is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fahnestock & Co. Inc. since 2003 and CIBC World Markets since 2001. Outside of his advisory work, he is the sole proprietor of Doublegate Designs, a small crafting business. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Kerry H

Series 66

Leesburg, GA

Edward Jones

Kerry Hall is a financial advisor with Edward Jones in Leesburg, Georgia, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, Hall worked in various roles within the Department of Navy, Defense Logistics Agency, PAE, and URS. Outside of finance, Hall owns Khall Nutrition, LLC, providing nutrition consultation and meal planning services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with assets under management totaling approximately $1.01 trillion. The firm offers a range of investment advisory programs and maintains a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Government Employee
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Robert L

Series 63, Series 66

Albany, GA

LPL Financial

Robert Leach is a financial advisor with LPL Financial based in Albany, GA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory work, he is a co-owner of a laundromat business and serves on the board of the Phoebe Foundation, a local hospital organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Jason C

Series 66

Albany, GA

LPL Financial

Jason Casey is a Series 66 licensed financial advisor with 11 years of industry experience, currently associated with LPL Financial since 2018. Prior to joining LPL, he worked at INVEST Financial Corporation from 2016 to 2018. Outside of his advisory role, he serves as the Director of Connections and Training at Sherwood Baptist Church in Albany, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, and retirement consulting through a nationwide network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Thomas R

Series 66

Albany, GA

Cetera

Thomas Rumph is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including MassMutual and Bank of America. Outside of his advisory role, he is a licensed realtor associated with Needmore Properties. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

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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John T

Series 66

Albany, GA

Edward Jones

John Thurman is a financial advisor at Edward Jones in Albany, GA, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Kimball Midwest and WebstaurantStore, as well as positions at Amazing Grace Baptist Church and The Refuge Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies and affiliated capabilities through a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John H

CFP®, ChFC®, Series 63

Albany, GA

OSAIC

John Haire is a CFP® and ChFC® with 42 years of experience in the financial industry. He has been with OSAIC since 2025, following a 44-year tenure at Lincoln Financial Advisors Corporation. He is also an agent and owner of Financial Strategies Corporation, where he offers accident and health, disability, health savings accounts, dental, and group life insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a broad network of advisers, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew G

Series 66

Albany, GA

Edward Jones

Matthew Griffin is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Cintas for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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George H

Series 66

Albany, GA

Raymond James & Associates

George Harper III is a financial advisor at Raymond James & Associates with two years of industry experience and holds the Series 66 designation. Before joining Raymond James, he worked in various roles including positions at Cintas and several universities. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Robert L

Series 66

Albany, GA

LPL Financial

Robert Leach Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Renasant Bank, Northwestern Mutual, and academic institutions such as the University of Georgia and Abraham Baldwin Agricultural College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Elizabeth J

Series 66

Albany, GA

Morgan Stanley

Elizabeth Jarzen is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and offers a variety of services including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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