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William D

Series 66

Dublin, GA

Edward Jones

William Daidone is a financial advisor with Edward Jones in Dublin, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is a part owner of Hillcrest Advisors, a real estate business based in Dublin. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Madison B

Series 66

Wrightsville, GA

Cetera

Madison Bennett is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, Bennett manages two tax preparation and accounting firms, Madison Ashleigh LLC and Sweat & Associates LLC, providing services including bookkeeping and tax preparation. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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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Donnie S

Series 63, Series 65

Wrightsville, GA

Cetera

Donnie Sweat is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has worked at Cetera since 2025 and previously spent 27 years with Avantax Investment Services, Inc. Outside of his advisory role, Sweat is involved in tax preparation and accounting through Sweat & Associates LLC and serves on the board of directors for Southeastern Technical College. He is also active in his local Rotary Club and participates in budget oversight for Sandersville First Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, institutional, corporate, charitable, and retirement plan clients nationwide. The firm offers a multi-manager investment platform with a range of discretionary and non-discretionary portfolio management options and access to third-party money managers.

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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