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20 advisors near
31516
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Out of 400,000+ nationwide
Matthew T
Series 66
Blackshear, GA
Kestra Private Wealth Services, LLC
Matthew Tuten is a financial advisor at Kestra Private Wealth Services, LLC with three years of industry experience. He holds the Series 66 designation and has worked at several firms including Northwestern Mutual and Avantax. Tuten is a managing partner at BYRT Financial Advisors, LLC, where he oversees office operations and business decisions, and is involved in additional financial advisory and insurance-related activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients. The firm offers access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.
Roy S
Series 66
Waycross, GA
Cape Investment Advisory, Inc.
Roy Smith Jr. is a financial advisor at Cape Investment Advisory, Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Paragon Partners. Since April 2024, he has also served as a regional client manager supporting and educating state of Georgia plan participants through ACCG's Retirement Solutions. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to both affiliated and third-party asset managers, using a process that incorporates personal client discussions and asset allocation informed by historical data and optimization software.
Kella B
Series 66
Waycross, GA
Kestra Private Wealth Services, LLC
Kella Bell is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Kestra, she worked at Avantax Advisory Services and Avantax Investment Services Inc., and she has over a decade of experience as a partner at BYRT CPAs, LLC, where she specializes in tax preparation and planning. Outside of her advisory role, she serves as secretary of Southeast Bolt Company, a hardware store owned by her family, assisting occasionally with bookkeeping. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.
Jacob E
Series 65, Series 63
Blackshear, GA
Kestra Private Wealth Services, LLC
Jacob Evors is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at BYRT Financial Advisors LLC, Avantax Investment Services Inc., and Northwestern Mutual. He also served eight years on the Pierce County Board of Education. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets as of December 2025. The firm serves both individual and institutional clients and offers a wide range of investment products and specialized services while overseeing advisor recommendations within an approved product menu.
John P
Series 66
Waycross, GA
Edward Jones
John Pfaff II is a financial advisor with Edward Jones in Waycross, GA, holding a Series 66 designation. He has prior experience at MFA Incorporated and the University of Missouri, as well as a decade at Georgia Connections Academy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.
Paul W
Series 66
Waycross, GA
OSAIC
Paul Walker is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Triad Advisors, Inc. for eight years. Outside of his advisory role, he owns Parable Financial Network and supervises the financial secretary for First Assembly of God church. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers through a large network of affiliated advisors and multiple platforms.
Ethan L
Series 66
Waycross, GA
LPL Financial
Ethan Lowman is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has held prior roles at John Colegrove, Inc., Erik Thompson Financial Strategies, LLC, and the University of Georgia Athletic Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies delivered through a large network of advisors.
Daniel B
ChFC®, Series 66
Waycross, GA
Edward Jones
Daniel Bennett III is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. Outside of his advisory role, he serves as chairman of the finance committee for the First Baptist Church of Blackshear, GA. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
John P
CFP®, Series 63, Series 66
Waycross, GA
Edward Jones
John Pfaff is a CFP® professional with 39 years of experience and has been with Edward Jones since 1986. He holds Series 63 and Series 66 licenses and is based in Waycross, GA. Outside of his advisory role, he owns and manages a commercial rental property. Edward Jones is a full-service wealth management firm serving over four million clients across retail and institutional categories, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of financial advisors.
Van H
ChFC®, Series 63, Series 66
Waycross, GA
Edward Jones
Van Higginson Jr. is a financial advisor at Edward Jones with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 1999. Outside of his advisory role, he is involved in farming, managing a 25-acre farm in Blackshear, GA. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.
Patrick H
Series 66
Waycross, GA
LPL Financial
Patrick Hayman is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones, Bb&T Securities, and BBTIS. He is based in Waycross, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.
Jamie R
Series 66
Waycross, GA
Cambridge Investment Research Advisors
Jamie Richardson is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2022. He has five years of industry experience and has also been associated with Smart Pro Financial since 2020. Outside of finance, Richardson is a professional musician involved in live and studio performances and owns an audio visual recording business, Atlas Digital Audio. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers multiple portfolio management strategies and platforms tailored to client objectives, alongside institutional features such as advisor transition support and documented business relationships with legal and accounting professionals.
Justin D
CFP®, Series 66
Waycross, GA
Edward Jones
Justin Dixon is a CFP® professional with 16 years of industry experience, currently affiliated with Edward Jones since 2009. He holds the Series 66 designation and is based in Waycross, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Hannah C
Series 66
Waycross, GA
Edward Jones
Hannah Crosby is a Series 66 licensed financial advisor with Edward Jones, based in Waycross, GA. She has been with Edward Jones since 2018 and has five years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Angela D
Series 66
Waycross, GA
Edward Jones
Angela Deal is a financial advisor with Edward Jones in Waycross, GA, holding a Series 66 designation and having two years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she manages a family farm house rental and leases farmland in Alma, GA. 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, supported by a large network of advisors and branch offices nationwide.
Steven S
Series 66
Waycross, GA
Edward Jones
Steven Stipe Jr. is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to his financial advisory career, he was involved with Stipe Farms, LLC, where he continues as a co-owner and assists with maintaining the grounds. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Mackenzie P
Series 66
Waycross, GA
Edward Jones
Mackenzie Pfaff is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to her current role, she held positions in pharmacy and hospitality. Outside of her advisory work, Pfaff serves as the finance committee chair for St. Joseph's Catholic Church in Waycross, GA, where she leads board meetings and reviews the church's budget. 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 variety of advisory strategies, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Cary B
Series 63, Series 65
Blackshear, GA
Cetera
Cary Bennett is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been affiliated with Cetera since 2025 and previously worked at Concourse Financial Group Securities Inc for 11 years. Bennett is also the owner and president of Bennett, Bennett & Johnson Financial Services, where he offers insurance and advisory services, and serves as a board member for Frontier Tribal Missions, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and approximately $256 billion in assets under management.
Raymond H
CFP®, Series 63, Series 66
Waycross, GA
OSAIC
Raymond Hines is a CFP® with 25 years of industry experience. He is currently with OSAIC and has owned Hines Capital since 2012. Outside of his advisory work, he owns an agricultural land LLC and a storage unit business. OSAIC serves a diverse client base including retail and institutional investors and offers integrated brokerage and advisory services. The firm uses a range of portfolio construction tools and supports multiple advisory platforms and third-party money managers.
Stephen J
Series 63, Series 66
Blackshear, GA
Edward Jones
Stephen James is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. 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 through a nationwide network of over 23,700 advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
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Finding advisors...
20 advisors near
31516
within the area shown on the map
Out of 400,000+ nationwide