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William L

Series 66

Valdosta, GA

Newedge Advisors

William Langdale IV is a financial advisor at NewEdge Advisors with a Series 66 designation and one year of industry experience. His career includes roles at LPL Financial LLC, Southern Point Investment Partners, and Langdale Vallotton, LLP. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology-driven solutions.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jo P

Series 63

Valdosta, GA

Newedge Advisors

Jo Pate is a financial advisor with NewEdge Advisors and holds a Series 63 designation, bringing 19 years of industry experience. Prior to joining NewEdge Advisors in 2019, Jo worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2019. Outside of advisory work, Jo is involved in several business ventures including ownership interests in multiple Smoothie King franchise entities and content creation as an author. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a variety of portfolio management and consulting services and employs a range of program structures combining in-house and third-party solutions supported by centralized due diligence and technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Luke V

Series 66

Valdosta, GA

OSAIC Institutions, INC.

Luke Voigt is a financial advisor at OSAIC Institutions, INC. with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Infinex Investments, Inc. and Cetera Investment Advisors LLC. Outside of his advisory role, he serves as president of the Valdosta North Rotary Club and is involved with the Valdosta Latino Association, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Kaleb C

Series 65, Series 63

Valdosta, GA

&PARTNERS

Kaleb Cowart is a financial advisor with \u0026PARTNERS in Valdosta, GA, holding Series 65 and Series 63 licenses and three years of industry experience. Before joining \u0026PARTNERS in 2025, he worked at LPL Financial and previously had a professional baseball career with the Los Angeles Angels of Anaheim and the New York Yankees. He is the founder of the Play It Forward Baseball Camp, an annual event that teaches baseball and shares lessons about Jesus, with all proceeds donated to local children. \u0026PARTNERS serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios, utilizing both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Gregory B

Series 66

Valdosta, GA

Newedge Advisors

Gregory Bright is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Wiregrass Investment Management, Onward Wealth Development, and LPL Financial. Bright also provides investment advisory services through GWM Advisors, an independent firm he began operating in 2018. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gregory R

Series 63, Series 66

Valdosta, GA

OSAIC Institutions, INC.

Gregory Reid is a financial advisor at OSAIC Institutions, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones, Infinex Investments, Inc., and CBC Bank. He serves on the finance committee of First United Methodist Church. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives, combining discretionary and non-discretionary account management with access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Deanna S

Series 66

Valdosta, GA

OSAIC Institutions, INC.

Deanna Smith is a financial advisor at OSAIC Institutions, INC. with nine years of industry experience. She holds the Series 66 designation and previously worked at Bank of America for 19 years before transitioning to roles at Cetera and Infinex Investments. Outside of her advisory duties, she serves as Chairman of the Literacy Fund Committee for the Valdosta Rotary Club. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that emphasizes firm supervision while delegating investment management to its representatives.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Todd S

Series 63

Valdosta, GA

Newedge Advisors

Todd Shiver is a financial advisor with NewEdge Advisors, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at NewEdge Advisors since 2018 and is also affiliated with LPL Financial since 2016. Outside of his advisory role, he serves as Secretary for Big Sky Transport, Inc., a transportation company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, supporting advisors with multiple program structures and centralized due diligence, including the use of technology and artificial intelligence in certain operations.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ralph S

Series 63, Series 65

Valdosta, GA

OSAIC Institutions, INC.

Ralph Smith is a financial advisor with OSAIC Institutions, Inc. in Valdosta, GA, holding Series 63 and Series 65 licenses with 37 years of industry experience. His prior experience includes roles at Raymond James Financial and Securities America Advisors, Inc. He currently works within a large enterprise firm serving a diverse client base. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Thomas S

Series 66

Valdosta, GA

Mass Mutual Investors Services

Thomas Smith is a financial advisor with Mass Mutual Investors Services based in Valdosta, GA. He holds a Series 66 designation and has 15 years of industry experience. His prior work includes roles at Capital City Bank and LPL Financial LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative annual planning and event-driven services such as estate settlement and divorce planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Robert L

Series 66

Valdosta, GA

STIFEL

Robert Langdale is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank. Outside of his advisory role, he is the CEO of Grand Bay Company, a land management business. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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James A

Series 63, Series 65

Valdosta, GA

Equitable Advisors

James Allred is a financial advisor with Equitable Advisors in Valdosta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors, LLC since 1997. Outside of his advisory role, he serves as an executor and beneficiary of multiple wills and life insurance policies and is involved in outside insurance activities. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Beverly A

Series 63, Series 66

Valdosta, GA

STIFEL

Beverly Avera is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2010. Beverly holds Series 63 and Series 66 designations and is also a commissioned notary. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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John L

Series 63, Series 65

Valdosta, GA

STIFEL

John Lastinger is a financial advisor with Stifel in Valdosta, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Outside of his advisory role, he serves on the University of Georgia Football Lettermen Club Advisory Board and the Board of Directors for the Boys & Girls Club of Valdosta. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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John E

Series 66

Valdosta, GA

Edward Jones

John Eager Jr. is a financial advisor at Edward Jones in Valdosta, GA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he spent time as a full-time student and briefly worked at Winshape Camps. Outside of his advisory role, he manages a real estate business through Eager Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy General retirement planning Founder/Business Owner
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Joseph P

Series 63, Series 65

Valdosta, GA

Cambridge Investment Research Advisors

Joseph Parker is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including KDJ Group, Cetera, and Principal Life Insurance Company. Outside of his advisory role, Parker is involved as a volunteer radio host and holds ownership interests in several business entities. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers multiple investment implementation options, including proprietary and third-party strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Edward M

Series 66

Valdosta, GA

Edward Jones

Edward Mauldin is a Series 66 licensed financial advisor with 12 years of industry experience. He has been with Edward Jones in Valdosta, GA since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

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

Series 63, Series 65

Valdosta, GA

Raymond James Financial

Justin Martin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His background includes roles at Raymond James Financial Services, Inc., and he has been involved with the Valdosta Country Club. Outside of his advisory work, Martin is a partner in a multi-use development project in Valdosta, GA, and holds ownership interests in related business ventures. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored non-discretionary planning and supports clients through various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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George C

Series 63, Series 65

Valdosta, GA

Primerica Advisors

George Cleland is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Primerica Advisors since 2020 and has prior experience in the healthcare sector with Northeast Georgia Health System and South Georgia Medical Center. Outside of advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Zachary H

Series 66, Series 63

Valdosta, GA

STIFEL

Zachary Hageman is a financial advisor at Stifel with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he serves on the boards of Partnership Health Center and Leadership Lowndes, both community organizations in Valdosta, GA. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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