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William S

Series 66

Guyton, GA

Sollinda Capital Management LLC

William Stamper is a financial advisor at Sollinda Capital Management LLC with one year of industry experience. He holds a Series 66 designation and has worked at Saxony Securities and Legacy Financial Partners. Outside of finance, he works as a bartender at Hawthorn Bar and Lounge. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, also offering sub-advisory services to other registered investment advisers. The firm employs both systematic, rules-based and discretionary strategies, combining quantitative, technical, fundamental, charting, and cyclical analysis.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
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Amelia S

Series 63, Series 65

Springfield, GA

Capital Investment Advisory Services, LLC

Amelia Senecal is a financial advisor at Capital Investment Advisory Services, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vision Financial Group and Capital Investment Group, Inc. in addition to her current role. Outside of advisory work, she is also a fixed annuity and life insurance agent and sells used clothing on Poshmark. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, and charitable institutions. The firm manages most assets on a discretionary basis, employing fundamental, technical, and charting analyses across various investment strategies.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Scott B

CFP®, Series 63, Series 66

Springfield, GA

Capital Investment Advisory Services, LLC

Scott Bass is a CFP® with 25 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2018. He previously worked at ProEquities, Inc. from 2010 to 2018. Outside of his advisory role, Bass is a finance committee member at Baptist Church @ Ebenezer. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Talbert E

CFP®, Series 63, Series 65

Springfield, GA

Capital Investment Advisory Services, LLC

Talbert Edenfield is a CFP® professional with 29 years of industry experience. He is currently with Capital Investment Advisory Services, LLC and has held prior roles at ProEquities, Inc. and Southeastern Financial Resources. Edenfield is also the owner of Vision Financial Group of GA, LLC, reflecting his entrepreneurial involvement in financial planning and related services. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing portfolio monitoring and risk disclosures.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Rachel B

Series 65, Series 63

Springfield, GA

Capital Investment Advisory Services, LLC

Rachel Bass is a financial advisor with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc., holding Series 65 and Series 63 licenses and three years of industry experience. She has worked at Vision Financial and Stella, and her background includes roles outside of finance at Georgia Southern University, Firehouse, YMCA, and Effingham County High School. She also owns RDG Financial, where she is involved in the sales of fixed insurance products. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, trusts, and charitable institutions. The firm tailors portfolios to client objectives and risk tolerance, managing the majority of its assets on a discretionary basis using a variety of investment strategies.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Robert F

Series 66

Springfield, GA

Capital Investment Advisory Services, LLC

Robert Fears is a financial advisor at Capital Investment Advisory Services, LLC with six years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Advisory Services, Capital Investment Group, and Vision Financial. Outside of his advisory role, he owns Fears Financial Services of GA, Inc., a financial planning firm. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, supported by ongoing monitoring and risk disclosure.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Chad B

Series 66

Guyton, GA

Lincoln Investment

Chad Brennan is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and operated his own advisory firm, Brennan Financial Services. Outside of his advisory work, he serves as a board member for Mashview Bible Camp, a nonprofit children’s summer camp. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and various retirement plans. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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Michael T

CFP®, Series 63, Series 66

Guyton, GA

Capital Analysts

Michael Thames is a CFP® with 15 years of industry experience. He is currently an advisor with Capital Analysts and Lincoln Investment, having previously worked at Charles Schwab and Charles Schwab bank for over a decade. Thames serves on the finance committee of Gateway Church, attending quarterly meetings to discuss the church’s finances and upcoming projects. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Timothy V

Series 63, Series 66

Rincon, GA

OSAIC

Timothy Vorel is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Woodbury Financial for 14 years and Thrivent Investment Management for 6 years. Outside of his advisory role, he serves as a poll worker for Effingham County elections and as a referee for the Savannah Volleyball Officials Association. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach with a range of advisory and brokerage services, supporting both discretionary and advisor-managed strategies across multiple custodial platforms.

Annuities Private / alternative investments
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Jeremy H

Series 66

Springfield, GA

Edward Jones

Jeremy Herren is a financial advisor with Edward Jones in Springfield, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, Herren is involved with CD Baby, managing streaming revenue activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Gregory V

Series 63, Series 65

Rincon, GA

Cetera

Gregory Vasher is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His work history includes roles at Mass Mutual Investors Services, Avantax, and Valiant Wealth Management. He is currently associated with Valiant Wealth Management, where he provides financial advice and investment solutions. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

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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Michele S

Series 66, Series 63

Guyton, GA

Thrivent Investment Management

Michele Shuman is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and possessing 10 years of industry experience. She has been associated with Thrivent Financial and Thrivent Investment Management since 2015. Outside of her advisory role, she serves as a board member of the Georgia Battlefields Association, a nonprofit focused on preserving historic sites and battlefields in Georgia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various financial topics, with the option to combine planning and managed-account programs while maintaining separate services and conducting periodic plan reviews.

Business ownership considerations
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Victoria W

Series 66

Port Wentworth, GA

Edward Jones

Victoria Waters is a financial advisor with Edward Jones in Port Wentworth, GA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Rigoberto B

Series 66

Rincon, GA

Merrill

Rigoberto Bautista is a financial advisor with Merrill in Rincon, GA, holding a Series 66 designation. He has experience working at Merrill and Bank of America, N.A., with prior roles in the automotive and consumer goods industries. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, pension plans, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Phyllis G

Series 66

Port Wentworth, GA

Edward Jones

Phyllis Graham is a financial advisor at Edward Jones in Port Wentworth, GA, holding a Series 66 designation. She has over 14 years of prior experience at JCB Inc before joining Edward Jones in 2025. Graham is also the owner of BAEHR Solutions LLC, originally established for consulting in product and marketing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

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

Series 66

Rincon, GA

LPL Enterprise

Jason Harrington is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously served 22 years in the United States Marine Corps. He also currently works for Gulfstream Aerospace. LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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Rachel C

Series 66

Guyton, GA

Ameriprise

Rachel Cadichon is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of her advisory role, she is the sole member of Rachel Cadichon LLC, a business entity used to pay staff. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Monica E

Series 65, Series 63

Rincon, GA

Primerica Advisors

Monica Everett is a financial advisor at Primerica Advisors with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2004. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering a range of model-driven investment strategies supported by third-party asset managers. The firm operates on a large scale with approximately 3,698 financial advisors and $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Melisa F

Series 66

Rincon, GA

Edward Jones

Melisa Fennell is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 65, Series 63

Guyton, GA

Raymond James & Associates

Shari Stiles is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds the Series 65 and Series 63 designations and previously worked at Lang Capital, LLC for six years before joining Raymond James in 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and consulting services with largely non-discretionary relationships.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Ryan W

Series 66

Rincon, GA

Edward Jones

Ryan Waters is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2013. Outside of his advisory role, he maintains ownership of a single-family rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Business ownership considerations Business succession planning Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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Thomas A

Series 63, Series 66

Clyo, GA

Cambridge Investment Research Advisors

Thomas Allen is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 credentials and has 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and has been self-employed since 1973. Outside of his advisory work, he is a 50% partner in a family farming operation and serves as vice chairman of the Effingham County Elections Board. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

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