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Brian W

Series 63, Series 66

Rome, GA

Cetera

Brian Wilkins is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2016 and also has experience working at Regions Bank since 2011. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large network of independent advisors, serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships with over $256 billion in assets under management.

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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Tyler O

Series 66

Rome, GA

Cetera

Tyler Owens is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and is the owner and president of Owens Financial Group Inc., a financial services firm. Owens is also active in his community, serving on the boards of a nonprofit organization and the Fellowship of Christian Athletes in the Rome, GA area. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting a range of program structures and custodial relationships.

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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Nancy D

Series 63, Series 65

Rome, GA

Cetera

Nancy Duncan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. Prior to joining Cetera in 2024, she spent ten years with Triad Advisors, Inc. She also provides tax preparation services as an enrolled agent with H&R Block and is involved in tax consulting through McDonald Management & Consulting. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and reported over $256 billion in assets under management.

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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Austin R

Series 66

Rome, GA

Edward Jones

Austin Roberts is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Riverside Toyota for five years. Outside of his advisory role, Roberts is involved in music as the assistant music director at First Presbyterian Church and performs as a band member and lead singer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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

CFP®, Series 63, Series 65

Rome, GA

Cambridge Investment Research Advisors

Jeffrey Rickett is a CFP® with 31 years of experience in the financial services industry. He is currently associated with Cambridge Investment Research Advisors, having joined the firm in 2025. His prior work experience includes roles at Dempsey Lord Smith, LLC, Truist Investment Services, Inc., and Wells Fargo Clearing. Rickett is also the owner of two financial services-related businesses focused on insurance and financial planning. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management and features proprietary model strategies through its Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Taylor M

Series 66

Calhoun, GA

OSAIC

Taylor Mcbee is a financial advisor at OSAIC with 14 years of industry experience. She holds the Series 66 designation and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of her advisory work, she serves as a regional board member for the Boys and Girls Club and is co-president of a local elementary school’s Parent Teachers Organization. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Annuities Private / alternative investments
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Amanda C

Series 66

Calhoun, GA

Edward Jones

Amanda Clavino is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at Greater Community Bank and NorthSide Bank. She is the managing member of The Clavino Company, LLC, a real estate business based in Adairsville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, offering both discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Early retirement planning General retirement planning Retired Founder/Business Owner Executive
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