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Jennifer D

Series 66

Albany, GA

Cetera

Jennifer Dumont is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Merrill and Regions Bank. Outside of finance, she has worked as a substitute teacher and was involved with The Arc of Southwest GA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

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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Zachery C

Series 66

Leesburg, GA

Edward Jones

Zachery Cave is a financial advisor at Edward Jones with two years of industry experience. Prior to his current role, he worked at Target Food Distribution Center for six years and served in the United States Air Force for six years. He holds the Series 66 designation. 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Military & Veterans
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Hunter R

Series 66

Albany, GA

LPL Financial

Hunter Rowand is a financial advisor with LPL Financial based in Albany, GA. He holds the Series 66 designation and has experience working with Renasant Bank and Cannon Financial Strategist. His prior roles include positions at the University of Georgia and Deerfield Windsor School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Adrien S

Series 66

Albany, GA

Wells Fargo Advisors

Adrien Spandle is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Wells Fargo entities since 2014, including roles at Wells Fargo Clearing. Outside of his advisory work, he serves as treasurer for the Statesboro Service League and owns a custom embroidery business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Gregory P

Series 66

Leesburg, GA

Edward Jones

Gregory Parrish Jr. is a Series 66 licensed financial advisor with Edward Jones in Leesburg, GA, where he has worked since 2017. He has eight years of industry experience and previously held roles at Blue Supply Co. LLC, Genuine Parts Company, and Farmers Gold Organic Plant Food Company LLC. Outside of his advisory work, he serves on the board of the Fellowship of Christian Athletes in Albany, GA, participating in community youth activities and organizing events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

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

Series 63

Albany, GA

OSAIC

Joseph Reeder Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked at Orion Financial Services, Inc. for over 20 years. Beyond advising, he is involved in insurance sales, focusing on fixed and indexed annuities, life insurance, and long-term care. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and managed account solutions utilizing asset-allocation tools and third-party money managers.

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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Lee S

Series 65, Series 63

Albany, GA

Wells Fargo Advisors

Lee Spratling is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OneAscent Wealth Management and The Retirement Advantage. Spratling also owns and operates LEE SPRATLING, INC., an investment-related business in Albany, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Grady B

Series 63, Series 65

Albany, GA

Raymond James & Associates

Grady Benford Jr. is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Matthew F

Series 66

Albany, GA

Raymond James & Associates

Matthew Fox Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. His work history includes positions at FCCI, Boswell Oil, and the University of Georgia prior to joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and municipal advisory capabilities.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Wesley S

CFP®, Series 63, Series 65

Albany, GA

LPL Financial

Wesley Sadler is a CFP® professional affiliated with LPL Financial in Albany, GA, with 24 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corporation from 2016 to 2018. In addition to his advisory work, Sadler serves as a tennis coach at Sherwood Christian Academy. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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John I

Series 63, Series 66

Albany, GA

Wells Fargo Advisors

John Inman IV is a financial advisor with Wells Fargo Advisors in Albany, GA, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at Raymond James & Associates from 2013 to 2020. He is a passive investor with ownership in an online news website located in Albany. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services. The firm provides a broad range of planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning, supported by proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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James H

CFP®, Series 63, Series 65

Albany, GA

Wells Fargo Advisors

James Harris is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2014. Harris is a board member of the Sago Sands Condo HOA in Santa Rosa Beach, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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April B

Series 63, Series 66

Albany, GA

Morgan Stanley

April Bush is a financial advisor with Morgan Stanley in Albany, GA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She worked at Merrill for 20 years before joining Morgan Stanley in 2017. Outside of her advisory role, she is involved in Bush Electric LLC, a construction and engineering business where she performs bookkeeping and administrative tasks. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and employing firm-approved tools to assist in modeling outcomes.

General estate planning guidance
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Mack B

Series 66

Leesburg, GA

Raymond James Financial

Mack Bryson Jr. is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 21 years of industry experience. He has been with various affiliated Raymond James entities since 2013 and is the CEO of Bryson Wealth Strategies. Outside of his advisory work, he owns Southeastern Flyworks, LLC. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, using analytical tools and risk profiling, and supports both advisory programs and institutional portfolio management.

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

Series 66

Leesburg, GA

Raymond James Financial

James Wright is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wells Fargo Clearing for 12 years before joining Raymond James and founding Wright Wealth Management, LLC, a support company for his investment practice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofits. The firm uses tailored, non-discretionary planning with analytical tools and supports municipal and public-finance work through a unique affiliation.

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

Series 66

Leesburg, GA

Raymond James Financial

Faith Holcombe is a Series 66-licensed advisor with nine years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She previously worked at Morgan Stanley for six years and Merrill for two years. Outside of her advisory role, she serves on the advisory board for Phoebe Putney Memorial Hospital and is involved in sales for a skincare and beauty products company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains a unique municipal advisor affiliation to support public finance work.

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

Series 63, Series 65

Leesburg, GA

Raymond James Financial

Jeffrey Tennyson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked within various Raymond James entities since 2015 and is also the lead singer and rhythm guitar player for the Kinchafoonee Cowboys, a country band active since 1991. Outside of finance, he provides advisory services in residential construction through a separate business venture. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs non-discretionary planning and analytical tools tailored to client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

ChFC®, Series 66

Albany, GA

Raymond James & Associates

Rushton Allen is a financial advisor with Raymond James & Associates holding a ChFC® designation and 12 years of industry experience. He has previously worked at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Outside of his advisory role, he serves as Treasurer for the Albany Symphony Association and participates on the Finance and Investment Committee at Porterfield Methodist Church. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing non-discretionary financial planning and consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Benjamin T

CFP®, Series 66

Albany, GA

Edward Jones

Benjamin Teague is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. His background includes involvement with Harrison Woodlands, LLC, a timber income business based in Albany, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

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

Series 66

Albany, GA

Wells Fargo Advisors

Scott Hunter is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 credential and 19 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he has ownership interests in private companies, including a landholding entity focused on hunting and tree planting. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, with a client choice approach to implementation that integrates advisory services with other financial products and referrals.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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