Harold Harper Jr. is the sole advisor at Harper Financial Group with 22 years of industry experience. He holds Series 63 and Series 65 designations and has a professional background including roles at H.D. Vest Advisory Services and Terra Sec Corp. Outside of financial advising, he has been involved with the Tifton GA YMCA and the Downtown Development Authority for over two decades. Harper Financial Group provides personalized financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite structure with passively managed index funds and ETFs supplemented by actively managed funds, offering globally diversified portfolios tailored to client objectives.

James Marsh is a financial advisor with TAVCO Financial Advisory, Inc., holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at firms including Kovack Advisors, Inc. and W H Colson & Associates, Inc., and has managed The Marsh Agency since 1999. Marsh also spends part of his time involved in insurance sales, including final expense, Medicare Supplement, life, and health insurance products. TAVCO Financial Advisory, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by providing portfolio management primarily through third-party money managers and ERISA plan services. The firm employs fundamental analysis and typically manages assets on a non-discretionary basis while leveraging platform solutions such as Orion and TAMP.

Justin Chandler is a CFP® professional with eight years of experience, currently affiliated with Principal Financial Services in Tifton, GA. He has held positions at firms including Capstone Financial Group, LiveNow Financial, and Voya Financial Advisors. Chandler also owns Chandler Financial, LLC, which he uses for tax purposes in managing his financial services business. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm provides a range of advisory programs, financial planning, and access to third-party money managers under various advisory and promoter arrangements.

Owen Paulk is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research, Inc. and Innotek. Outside the financial industry, he is the owner of Old Soul Coffee Company, a coffee roastery serving wholesale and retail customers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs delivered under various advisory and promoter arrangements.

Matthew Thomas is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Principal Securities Inc., Principal Life Insurance Company, PFS Investments Inc., and Primerica Life Insurance Company. Outside of advising, he has experience in the sales of home security and automation products and mortgage loan products through affiliated companies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Brandon Selph is a financial advisor with Eagle Strategies (New York Life) based in Tifton, Georgia. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His career includes roles at Selph Financial Group, Selph And Associates LLC, and New York Life Insurance Company. He operates Selph Financial Group, brokering non-registered insurance products in addition to his advisory work. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Czerepinski is a financial advisor with Edward Jones in Tifton, GA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

James Story is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 30 years of industry experience. He has been with Cetera since 2019 and previously worked at Summit Financial Group Inc and Summit Brokerage Services Inc. He is also president and CEO of Colony Financial Services, Inc., where he offers investment advice and manages operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Logan Carswell is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with BEL Management LLC and Cetera Wealth Services since 2023 and has prior experience as a licensed sales associate beginning in 2021. Outside of advisory work, he is co-owner of BEL Management LLC, a business involved in purchasing residential rental properties. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Loren Purvis is a financial advisor with Cambridge Investment Research Advisors and holds the PFS™ designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Cetera and his own CPA firms. Outside of advisory work, he is involved in public accounting through Purvis & Veal CPAs LLC and operates a ranch partnership leasing farmland. Cambridge Investment Research Advisors serves a diverse clientele, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation options tailored by independent Financial Professionals, including discretionary and non-discretionary strategies that utilize proprietary and third-party models.

John Windom is a financial advisor at Edward Jones in Tifton, GA, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad spectrum, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and services under a fiduciary standard.

Ivan Hilliard is a financial advisor with MassMutual Investors Services in Tifton, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at MassMutual Life Insurance Co and MassMutual Investors Services since 2003. Outside of his advisory role, he serves as chairman of the board for St. Anne’s Episcopal Church Foundation and is the sergeant at arms for the Rotary Club of Tifton, GA. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Joanne Windom is a financial advisor with Edward Jones in Tifton, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Edward Jones since 2001. Outside of her advisory role, she serves on the boards of Ruth's Cottage and Patti Cake House, and the Tift County Foundation for Education Excellence Endowment Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options under a fiduciary standard. The firm is notable for its large retail advisor network and affiliated capabilities such as trust services and proprietary mutual funds.

Matthew Seale is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including over two decades with Cambridge-affiliated firms. Outside of his advisory work, he owns multiple businesses including a financial services firm, a marketing consultancy, and a retail food service, and he serves in the Navy Reserve. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various platform arrangements and both proprietary and third-party model strategies.

Teresa Wietzikoski is a financial advisor at OSAIC with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Diversified Wealth Management LLC and Securities America Advisors, Inc. Additionally, she owns Financial Wietzdom, LLC, through which she provides online financial literacy coaching. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Lauren Wixson is a financial advisor with LPL Financial, holding the Series 66 designation and having two years of industry experience. She has worked at Victory Financial Plans and Services, LLC, and Purvis & Veal CPAs, LLC, and has served on the Ben Hill County Schools Board of Education. Additionally, she is a certified notary in Fitzgerald, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and portfolio management solutions supported by advanced operational and research tools.

Jason Hester is a financial advisor with Edward Jones in Fitzgerald, GA, holding Series 63 and Series 66 licenses and 21 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Wells Fargo Clearing Services LLC for five years and LPL Financial for two years. 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 large nationwide network of advisors and branch offices.

Linda Chappell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. Prior to joining LPL Financial in 2016, she worked at Edward Jones for nine years. She serves as lead pastor at Fitzgerald First Assembly of God in Fitzgerald, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a network of advisors using various portfolio strategies and advisor support tools.

James Joiner is a financial advisor at Edward Jones in Tifton, GA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked briefly at CH Robinson and has experience with the United States Soccer Federation and various Georgia-based organizations. Outside of his advisory role, he assists with land management activities at Thornton Farms L.P., a tree farm and conservation enterprise. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, investment strategies, and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Dylan Windom is a financial advisor at Edward Jones in Tifton, GA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he served on the Ben Hill and Coffee County Boards of Education from 2016 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large national network of financial advisors and branch offices.