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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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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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Maria R

Series 66

Valdosta, GA

STIFEL

Maria Reynolds is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Stifel, having previously been with Morgan Stanley and Bank of the Ozarks. Outside of advising, she serves as a notary public in Valdosta, Georgia. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Brian U

Series 63, Series 65

Valdosta, GA

Ameriprise

Brian Urban is a financial advisor at Ameriprise Financial Services with 15 years of industry experience. He previously worked at LPL Financial, Capital City Banc, INVEST Financial Corporation, and Guardian Life. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies, with recommendations developed by a centralized team and implemented on a non-discretionary basis.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Teddy W

Series 63

Valdosta, GA

Mass Mutual Investors Services

Teddy Welch Sr. is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 31 years of industry experience, including previous roles at Capital City Bank and LPL Financial. Welch is also the owner and partner of Strategy Wealth Partners, LLC, a business entity that provides insurance sales and advisory services. MassMutual 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 financial planning, asset management, money-manager programs, and educational seminars, focusing on collaborative annual planning relationships and event-driven planning services.

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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John B

Series 66

Valdosta, GA

Raymond James Financial

John Barclay is a financial advisor with Raymond James Financial in Valdosta, GA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Raymond James Financial in 2026, he was associated with RL Martin Advisors LLC and Southeast Capital Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance advisory work.

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

Series 66

Valdosta, GA

Raymond James Financial

Heather Ferguson is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co. Inc. She is also associated with WB&T Wealth Partners in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutions, employing tailored, non-discretionary strategies supported by advanced analytical tools.

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