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John W

CFP®, Series 66

Valdosta, GA

STIFEL

John Williams is a CFP® professional with 17 years of experience in the financial services industry. He has been with Stifel Nicolaus & Co Inc since 2018 and previously worked at UBS Financial Services Inc for 11 years. Williams serves on the Board of Trustees for Valwood School in Hahira, GA. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

General retirement planning Income planning
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Robert G

CFP®, Series 66

Valdosta, GA

STIFEL

Robert Goddard III is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Stifel since 2011. Outside of his advisory role, he serves as a board member and chair of the House Committee for the Lowndes Valdosta Arts Commission, a nonprofit arts organization, and advises a local business that sells sugared jalapeno peppers. Stifel serves a broad range of clients including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Timothy R

Series 66

Valdosta, GA

Edward Jones

Timothy Royals is a financial advisor with Edward Jones in Valdosta, GA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Security Fire Equipment Company and Ten-X Indoor Gun Range. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a network of approximately 23,701 financial advisors and 15,121 branch offices nationwide.

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

Series 63, Series 65

Valdosta, GA

STIFEL

Barry Barr is a financial advisor with Stifel in Valdosta, GA, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of his advisory role, Barr serves as an arbitrator for FINRA and is a member of the University of North Georgia Corps Advancement Council, assisting with philanthropic support for the Corps of Cadets. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Luke E

Series 66

Valdosta, GA

Edward Jones

Luke Eager is a financial advisor at Edward Jones in Valdosta, GA, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones in 2024, he worked at Cecil W. Powell & Company and has a background that includes roles outside of finance, such as positions at Papa John's and local schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Richard C

Series 63, Series 65

Valdosta, GA

STIFEL

Richard Campbell is a financial advisor with Stifel in Valdosta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, he serves as a board member for the Back the Blue Foundation and works as a police officer for the Hahira Police Department. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, providing both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

General retirement planning Income planning
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Michael M

ChFC®, Series 66

Valdosta, GA

Raymond James Financial

Michael Meeks is a Chartered Financial Consultant (ChFC®) with 17 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., having joined in 2026 after 17 years at Edward Jones. Outside of his advisory role, Meeks performs as a guitarist in a live music band. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and risk profiling, supporting clients through its extensive advisor network and specialized programs.

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

Series 66

Valdosta, GA

STIFEL

Bradwell Skinner is a financial advisor at Stifel with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at Agia, Valic Financial Advisors, and Raymond James Financial Services. Outside of his advisory work, he serves on the board of the Valdosta Country Club and participates in his local church's Staff Parish Relation Committee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Michelle T

Series 63, Series 65

Valdosta, GA

STIFEL

Michelle Taylor is a financial advisor at Stifel with 24 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2011. She holds Series 63 and Series 65 licenses and also serves as a notary in Valdosta, Georgia. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
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Edee S

Series 66

Valdosta, GA

Equitable Advisors

Edee Strickland is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including delivery driver at Papa John's. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

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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Lisa D

Series 63, Series 65

Valdosta, GA

Equitable Advisors

Lisa Day is a financial advisor with Equitable Advisors in Valdosta, Georgia, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of her advisory work, she serves as a board member for Rebound Ministries and works with Leadership Lowndes Youth, coordinating community service projects for local students. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to deliver tailored investment solutions.

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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Chad D

Series 66, Series 63, Series 65

Valdosta, GA

Edward Jones

Chad Daugherty is a financial advisor at Edward Jones with three years of industry experience. He holds Series 66, 63, and 65 credentials. Prior to joining Edward Jones, he served as an adjunct online professor at Valdosta State University and Georgia Military College. He continues to teach one online course per quarter at Georgia Military College outside of standard business hours. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy ESG / Sustainable investing Military & Veterans Founder/Business Owner Educators, Teachers, and Academics Values-based investing Religious/faith focused
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Teddy W

Series 63, Series 65

Valdosta, GA

Mass Mutual Investors Services

Teddy Welch Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at MassMutual Life Insurance Company and Capital City Strategic Wealth, with multiple tenures at Mass Mutual Investors Services and LPL Financial. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and provides ongoing collaborative planning engagements.

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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Christopher B

Series 66

Valdosta, GA

Edward Jones

Christopher Burns is a financial advisor at Edward Jones in Valdosta, GA, with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his advisory career, he worked for Patten Seed Company for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Valdosta, GA

Edward Jones

Bryan Bell is a Series 66-licensed financial advisor with Edward Jones, based in Valdosta, GA, and has 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is also the owner of a rental property in Niceville, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory services and investment strategies, supported by a large 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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Kay D

Series 66

Valdosta, GA

LPL Financial

Kay Darflinger is a financial advisor with LPL Financial in Valdosta, GA, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2022, Darflinger was with Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2015 to 2022. Darflinger is also associated with KMD Wealth Management LLC, a business entity focused on investment-related activities. 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 financial planning and investment solutions, including model portfolio programs and third-party asset management, supported by extensive technological tools and a broad network of over 22,800 advisors.

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

ChFC®, Series 66

Valdosta, GA

Edward Jones

Crystal Royals is a financial advisor at Edward Jones in Valdosta, GA, holding the ChFC® and Series 66 designations with six years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she owns a pecan farm in Lake Park, GA. 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 more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Retirement income strategy Cash flow / budgeting Retired Founder/Business Owner Executive
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