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Molly S

CFP®

Moultrie, GA

Bluesky Wealth Advisors, LLC

Molly Sutz is a CFP® professional with four years of industry experience, currently serving at Bluesky Wealth Advisors, LLC. She previously worked at Elwood and Goetz Wealth Advisory Group and Wells Fargo Advisory Group. Bluesky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individuals, trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic asset allocation approach with a focus on low-cost, tax-efficient implementations and selective use of active managers.

Real estate investing Tax strategies for small businesses
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Tammy C

Series 63

Moultrie, GA

Kestra Private Wealth Services, LLC

Tammy Croyle is a financial advisor at Kestra Private Wealth Services, LLC with 31 years of industry experience. She holds a Series 63 designation and has previous experience with Raymond James Financial Services, Inc, The First Bank, and Southwest Georgia Bank. Outside of her advisory role, she assists with administrative tasks at Inspired Wealth Planning. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individual and institutional clients, managing approximately $13.45 billion in client assets. The firm supports a broad range of investment products and offers specialized services such as annuity subaccount management and 529 plan services.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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John G

CFP®, Series 63

Moultrie, GA

Kestra Private Wealth Services, LLC

John Griffin is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Kestra Private Wealth Services, LLC and previously worked at Raymond James Financial and The First Bank, ANBA. Griffin serves on multiple local boards, including Colquitt Regional Medical Center, Archway Partnership Colquitt County, and Moultrie Housing Authority, and is involved with his local First Baptist Church. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, with oversight of advisor recommendations within an approved product menu.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Griffin D

CFP®, Series 66

Moultrie, GA

Edward Jones

Griffin Dunn is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked in trucking and education sectors. He is also the owner of a retail business, Turners Dress Shop, in Moultrie, GA. Edward Jones is a wealth management firm that serves a diverse client base, including individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Military & Veterans Founder/Business Owner
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Robin R

Series 66

Moultrie, GA

Edward Jones

Robin Redding is a financial advisor with Edward Jones in Moultrie, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, Robin was associated with Young Living for seven years and also worked in bookkeeping and management roles at Redding Dental PC and Redding Management, LLC. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Retirement income strategy Retirement withdrawal strategies Founder/Business Owner
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Will S

Series 66

Moultrie, GA

Edward Jones

Will Southwell is a financial advisor at Edward Jones in Moultrie, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the Colquitt County School System for 12 years. He serves as a community assistant coach for a middle school baseball team in Moultrie. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory and investment services through a nationwide network of financial advisors and branch offices, managing over $1 trillion in assets under management.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Inheritance planning Founder/Business Owner
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Richard T

Series 63, Series 66

Moultrie, GA

Edward Jones

Richard Turner Jr. is a financial advisor with Edward Jones in Moultrie, GA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Turner serves as Chairman of the Board for the Colquitt Regional Hospital Authority and is a board member of the Moultrie Land Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.

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

Series 66

Moultrie, GA

Raymond James Financial

James Poole III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, he serves as a board member of the Ellen Payne Odom Genealogy Library. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

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

Series 66

Moultrie, GA

Raymond James Financial

Fraley Carlton is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services since 2006. Outside of his advisory role, he serves as the recording secretary for his family's agricultural business, Carlton Farms Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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

CFP®, Series 66

Moultrie, GA

Edward Jones

Ralph Taylor is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Moultrie, GA, and holds the Series 66 designation. Outside of advising, he owns the building where his branch operates. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branches.

Charitable giving & philanthropy Family Business Business ownership considerations Multi-generational wealth transfer Wealth management Professional Athlete Entertainment Industry Founder/Business Owner Intergenerational Families
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Briley E

Series 66

Moultrie, GA

Raymond James Financial

Briley Edwards is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has prior banking experience at Moultrie Bank & Trust, Planters First Bank, and Colony Bank. Outside of his advisory role, Edwards is involved with Muddy Farms, LLC, an agricultural business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a focus on municipal and public-finance advisory work.

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

Series 66

Moultrie, GA

Raymond James Financial

Jared Collum is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has worked in roles at Raymond James since 2022. Outside of his advisory work, he serves on the internal investment committee at Pentas Wealth Management, focusing on mutual fund research. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, leveraging risk profiling and modeling tools, and supports municipal and public finance services uncommon among large institutional advisors.

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

Series 66

Moultrie, GA

Edward Jones

Daniel Dunn is a Series 66 licensed financial advisor with Edward Jones in Moultrie, GA, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he serves as an elected member of the Moultrie City Council, participating in governance and pension advisory committees. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Inheritance planning General retirement planning Founder/Business Owner Executive Doctor or Medical Professional
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Lisa B

Series 66

Moultrie, GA

Cetera

Lisa Bauer is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. Her work history includes multiple roles at Cetera and First Allied, as well as Ridge Capital Management. Outside of her advisory work, she is also a real estate agent with Coldwell Banker Platinum Partners. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

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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