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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.
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.
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.
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.
Zachary H
Series 63, Series 66
Valdosta, GA
STIFEL
Zachary Hageman is a financial advisor with Stifel in Valdosta, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Hageman serves as a board member for both the Partnership Health Center and Leadership Lowndes, a local program focused on identifying and training community leaders. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.
Raymond H
Series 63, Series 65
Valdosta, GA
LPL Enterprise
Raymond Hartford is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and Primerica Financial Services. He is also a commissioned notary public, providing notarization services to clients without charge. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm offers model-driven investment advisory and brokerage services, financial planning, and access to third-party asset managers and wrap programs, with a notable presence in affiliated trust custody, insurance products, and secured lending.
William G
Series 63, Series 65
Valdosta, GA
Primerica Advisors
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 H
Series 63, Series 65
Valdosta, GA
LPL Enterprise
Nancy Hartford is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having seven years of industry experience. She previously worked at Pruco Securities LLC and Primerica Advisors and operates an accounting business specializing in income taxes, bookkeeping, payroll, and trucking paperwork. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors and institutional clients. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, alongside offering financial planning, consulting, and access to third-party asset managers.
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.
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.
Jonathan T
Series 66
Valdosta, GA
Cetera
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 G
Series 63, Series 65
Valdosta, GA
Primerica Advisors
Timothy Gosier is a financial advisor with Primerica Advisors in Valdosta, GA, holding Series 63 and Series 65 licenses. He has six years of experience at Primerica Advisors and over 20 years in related financial services roles. In addition to his advisory work, he is involved with companies affiliated with PFS Investments Inc. and Primerica Mortgage, LLC, including referrals for home security and automation products. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies and discretionary separately managed accounts supported by third-party custodians and overlay managers.
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.
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.
John J
Series 63, Series 66
Valdosta, GA
Edward Jones
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 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.
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.
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.
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.
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.
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