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Kelly G

Series 66

Appling, GA

Raymond James & Associates

Kelly Gibson is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2013, following two years at Morgan Keegan & Company, LLC. Raymond James & Associates is a 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 municipal entities, offering financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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William C

Series 66

Evans, GA

Raymond James Financial

William Caywood is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 19 years of industry experience. Caywood has been with Raymond James since 2009 and also serves as an independent contractor for Fehrman Investment Group, where he advises clients on their assets and financial plans. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports both individual and institutional advisory programs.

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

Series 63, Series 65

Evans, GA

Cambridge Investment Research Advisors

James Maddox is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 24 years of industry experience, including twelve years at Dempsey Lord Smith, LLC. Outside of his advisory work, he serves as president of First United Pentecostal Church in Augusta, GA, and owns Maddox Financial, a business focused on insurance and benefits. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing various portfolio management platforms and both proprietary and third-party investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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George J

Series 63, Series 66

Augusta, GA

LPL Financial

George Johnson is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial and Georgia Bank & Trust since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and multiple portfolio management options.

College savings (529s, UTMA, etc.)
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Jefferson B

Series 66

Martinez, GA

Edward Jones

Jefferson Bowers is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Raymond James & Associates Inc, Wingfield Aesthetics LLC, Roman Sanford, LLC, and service in the US Army. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 65

Martinez, GA

LPL Financial

Benjamin Bissell is a financial advisor at LPL Financial with nine years of industry experience. His prior roles include positions at Jackson National Life Distributors and Whiskey Bent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research and model portfolios.

College savings (529s, UTMA, etc.)
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Troy B

CFP®

Augusta, GA

LPL Financial

Troy Breitmann is a CFP® professional with three years of experience, currently affiliated with LPL Financial in Augusta, GA. He has a longstanding history with Queensborough National Bank & Trust Company, serving in various capacities since 2009, including a trust officer role beginning in 2024. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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