William Gordon is a financial advisor with Primerica Advisors based in Valdosta, GA. He holds Series 63 and Series 65 designations and has 34 years of industry experience. He has been associated with PFS Investments Inc. since 1991 and Primerica Financial Services since 1987. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies overseen by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Nancy Hartford is a financial advisor with LPL Enterprise in Valdosta, Georgia. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining LPL Enterprise, she worked at Pruco Securities LLC and Primerica Advisors. Outside of her advisory role, Hartford owns and operates an income tax business providing tax preparation, bookkeeping, payroll, and trucking-related paperwork services. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and provides access to third-party asset managers and financial planning services.

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.

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.

Jonathan Tanner is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Triad Advisors and operating the Tanner Investment Group since 2011. Outside of advisory work, he is involved in sales and leadership coaching, manages a recruiting and consulting business, hosts a podcast interviewing community leaders, and pursues singing and performing. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supporting both discretionary and non-discretionary accounts across various program structures.

Timothy Gosier is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked with Primerica Advisors since 2020 and is also affiliated with Success Factor and Primerica Financial Services, where he has been involved since 2007 and 2006, respectively. Outside of investing, he receives non-investment related compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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.

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.

John Joseph is a financial advisor at Edward Jones in Valdosta, GA, with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at firms including Primerica Advisors and Franklin/Templeton Distributors, Inc. Outside of his advisory role, he coaches high school and middle school golfers as a Golf Performance Coach. 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 solutions, supported by a large national network of advisors and branches.

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.

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.

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.

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.

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.

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.

Jeremy Davis is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cetera. His prior roles include leadership positions at Horse Cove Partners LLC and The Kerrigan Davis Group LLC. Outside of his advisory work, he is involved in community activities such as hosting the Pathways Podcast and serving as a Deacon at First Baptist Church Valdosta. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that includes access to affiliated and unaffiliated investment managers.

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.

Gordon Mcelrath is a financial advisor with Mass Mutual Investors Services in Valdosta, GA, holding a Series 63 designation and bringing 28 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and MassMutual Life Insurance Company since 2016, following an 11-year tenure at Metlife Resources. Mass Mutual Investors Services 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, and educational seminars, using collaborative, annual planning engagements supported by firm-approved analytical tools.

Jessica Flowers is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 63 designations. She has nine years of industry experience and has previously worked at firms including New York Life Insurance Company, MassMutual, Guardian Life Insurance Company, and Park Avenue Securities. In addition to her advisory role, she is involved in real estate as an agent and owns a wealth management business under the name Solvance Wealth. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management options and both proprietary and third-party investment strategies.

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.