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Bobbie M

CFP®, Series 63, Series 65

Havana, FL

Supporting Your Choices Inc.

Bobbie Munroe is a CFP® professional with 23 years of industry experience and has been principal at Supporting Your Choices Inc. since 2014. She holds Series 63 and Series 65 licenses. Outside of her advisory work, Munroe serves as secretary and treasurer of a licensed hunting preserve and is a director of a local nonprofit foundation. Supporting Your Choices Inc. is a single-advisor firm serving individual and couple clients on a fee-only basis, focusing on comprehensive financial planning, investment management, and tax preparation. The firm employs a core-and-satellite investment approach with globally diversified portfolios and conducts non-discretionary trading requiring client approval.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting Mid-Career Professionals
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Fred J

Series 66

Thomasville, GA

Wiregrass Asset Management

Fred Jones is a financial advisor with Wiregrass Asset Management in Thomasville, GA, holding a Series 66 designation and 25 years of industry experience. He has worked with Wiregrass Investment Management LLC since 2016 and has been affiliated with LPL Financial since 2015. Outside of his advisory work, he is associated with a family farm business for tax and investment purposes. Wiregrass Asset Management provides wealth management, discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a fundamental, value-oriented investment approach through proprietary model portfolios and manages both discretionary and non-discretionary accounts.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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John P

Series 65

Thomasville, GA

MMHP Investment Advisors

John Parker is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Murphy Middleton Hinkle & Parker, Inc. since 2008 and is also associated with Parkway Wealth Management, LLC. MMHP Investment Advisors provides discretionary portfolio management, portfolio monitoring using selected third-party managers, and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $404 million across about 360 client accounts, focusing on customized asset allocation and a combination of fundamental and technical analysis.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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David M

Series 63, Series 65

Thomasville, GA

MMHP Investment Advisors

David Middleton is a financial advisor at MMHP Investment Advisors in Thomasville, GA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Murphy Investment Management Company since 1995. MMHP Investment Advisors provides discretionary portfolio management, portfolio monitoring using selected third-party managers, and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $404 million across about 360 accounts with a two-advisor platform, focusing on customized asset allocation and both fundamental and technical analysis.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kathy B

Series 63, Series 66, Series 65

Thomasville, GA

AMB Wealth, LLC

Kathy Bartlett is a financial advisor at AMB Wealth, LLC with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining AMB Wealth, she worked at SunTrust Advisory Services and associated entities for over a decade. Outside of her advisory role, Bartlett is a licensed real estate sales associate in Florida and serves as Vice-President and Treasurer for a residential real estate brokerage. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm employs a combined fundamental and technical investment approach overseen by a Chief Investment Strategist and a Portfolio Management Committee.

Private / alternative investments Real estate investing
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Miron A

Series 63, Series 65

Thomasville, GA

AMB Wealth, LLC

Miron Allen Jr. is a financial advisor at AMB Wealth, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allen, Mooney and Barnes Brokerage Services and Allen, Mooney and Barnes Investment Advisors for over 20 years. Outside of his advisory role, he serves as co-trustee of the Parker Poe Charitable Trust and is chairman of Southern Lodging, an operating company for a hotel. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process incorporates fundamental and technical analysis, sector and asset allocation, and individualized account management, with regular reviews aligned to client objectives and risk tolerance.

Private / alternative investments Real estate investing
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Vann P

CFP®, Series 63, Series 65

Thomasville, GA

AMB Wealth, LLC

Vann Pitts is a CFP® professional with eight years of industry experience, currently serving as an advisor at AMB Wealth, LLC. He has been with the Allen, Mooney and Barnes group since 2018, including five years specifically with the investment advisory team. Outside of his advisory role, Pitts directs travel baseball tournaments and hosts a podcast called ITG Next. AMB Wealth serves individual and institutional clients, including high-net-worth individuals, corporate pension plans, and foundations. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, utilizing a process that combines fundamental and technical analysis tailored to client objectives.

Private / alternative investments Real estate investing
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Patricia P

Series 63

Thomasville, GA

Wellington Shields & Co., LLC

Patricia Powell is a financial advisor at Wellington Shields & Co., LLC with 29 years of industry experience. She holds the Series 63 designation and has been with Wellington Shields since 2014. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $470.9 million across about 514 client relationships through a team of 15 advisors, employing a variety of investment methods and offering both advisory accounts and commission-based brokerage services.

Active portfolio management Options & derivatives strategies
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Jonathan G

CFP®, Series 66

Thomasville, GA

Leading Edge Financial Planning LLC

Jonathan Groover is a CFP® and Series 66 holder with three years of industry experience. He is currently with Leading Edge Financial Planning LLC and previously worked at Synovus Securities, Truist Advisory Services, Thrivent Investment Management, and National Teachers Associates Life Insurance Company. Prior to his financial services career, he spent eight years at Brookwood School. Leading Edge Financial Planning LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm emphasizes strategic asset allocation and long-term investment strategies, managing approximately $522 million in assets across a team of nine advisors operating from multiple offices.

Wealth management Early retirement planning Charitable giving & philanthropy Debt management
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Crystal G

Series 66

Thomasville, GA

AMB Wealth, LLC

Crystal Godbee is a financial advisor at AMB Wealth, LLC with 15 years of industry experience. She holds a Series 66 credential and has previously worked at Securities America Advisors and Securities Service Network Inc. Crystal is based in Thomasville, GA. AMB Wealth serves individual and institutional clients including high-net-worth individuals, corporate pension plans, foundations, and municipalities. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, utilizing a combined fundamental and technical investment approach overseen by a Chief Investment Strategist and Portfolio Management Committee.

Private / alternative investments Real estate investing
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Richard M

Series 63, Series 65

Thomasville, GA

AMB Wealth, LLC

Richard Mooney III is a financial advisor at AMB Wealth, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Allen, Mooney and Barnes Brokerage Services since 2006 and at Allen, Mooney and Barnes Investment Advisors since 2004. Mooney serves as co-trustee for several charitable and estate trusts, including the Bill & Emily Searcy Charitable Trust and the Thomasville Entertainment Foundation Endowment Trust. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach combines fundamental and technical analysis with sector and asset-allocation strategies, overseen by a Chief Investment Strategist and a Portfolio Management Committee.

Private / alternative investments Real estate investing
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Robert O

Series 63, Series 66

Thomasville, GA

Wellington Shields & Co., LLC

Robert Oneal is a financial advisor at Wellington Shields & Co., LLC with 17 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Wellington Shields since 2017. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm employs a range of investment methods and manages approximately $470.9 million across about 514 client relationships through a team of 15 advisors.

Active portfolio management Options & derivatives strategies
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Deborah G

Series 63, Series 65

Thomasville, GA

Wellington Shields & Co., LLC

Deborah Gaskins is a financial advisor with Wellington Shields & Co., LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Wellington Shields & Co. since 2009 and has also worked with Shields & Company since 2001. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm employs a variety of investment methods and manages approximately $470.9 million across about 514 client relationships through a team of 15 advisors.

Active portfolio management Options & derivatives strategies
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John H

Series 63, Series 66

Thomasville, GA

AMB Wealth, LLC

John Hall is a financial advisor at AMB Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Hallmark Wealth Strategies and Eagle Strategies. Hall is also a licensed insurance agent focusing on non-variable insurance sales. AMB Wealth serves individual and institutional clients, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process combines fundamental and technical analysis with individualized account management overseen by a Chief Investment Strategist and Portfolio Management Committee.

Private / alternative investments Real estate investing
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Brent N

Series 63

Thomasville, GA

AMB Wealth, LLC

Brent Nicks is a financial advisor with AMB Wealth, LLC, holding a Series 63 designation and 26 years of industry experience. His work history includes roles at LPL Financial, NewEdge Advisors, and Wunderlich Securities among others. In addition to his advisory work, he serves as a director for CRC Oyster Consulting, a financial services consulting firm. AMB Wealth serves individual and institutional clients, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm employs a combined fundamental and technical investment approach overseen by a Chief Investment Strategist and Portfolio Management Committee.

Private / alternative investments Real estate investing
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Gordon M

Series 66

Thomasville, GA

AMB Wealth, LLC

Gordon Macquirter is a financial advisor with AMB Wealth, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked at Allen, Mooney and Barnes Brokerage Services since 2007 and Allen, Mooney, and Barnes Investment Advisors since 2004. Macquirter is also a licensed insurance agent involved in non-variable insurance sales. AMB Wealth serves individual and institutional clients, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm employs a combined fundamental and technical investment approach overseen by a Chief Investment Strategist and a Portfolio Management Committee.

Private / alternative investments Real estate investing
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Michael S

Series 63, Series 65

Thomasville, GA

AMB Wealth, LLC

Michael Servetas is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Allen Mooney and Barnes Brokerage Services, Morgan Stanley, and Northwestern Mutual. He also has a background related to Marist College and Marist Basketball. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process incorporates fundamental and technical analysis and individualized account management overseen by a Chief Investment Strategist and a Portfolio Management Committee.

Private / alternative investments Real estate investing
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Brewer B

Series 66

Thomasville, GA

AMB Wealth, LLC

Brewer Bentley is a financial advisor at AMB Wealth, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining Allen, Mooney and Barnes Investment Advisors and Allen, Mooney and Barnes Brokerage Services. Outside of advising, he serves as an assessor on the Brooks County Board of Tax Assessors in Georgia. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach integrates fundamental and technical analysis with individualized account management overseen by a Chief Investment Strategist and a Portfolio Management Committee.

Private / alternative investments Real estate investing
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Matthew R

Series 66

Thomasville, GA

AMB Wealth, LLC

Matthew Roach is a financial advisor at AMB Wealth, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Allen, Mooney and Barnes Investment Advisors and Brokerage Services since 2011. He is a minority owner of FAIM Investments LLC, the parent company of Allen, Mooney and Barnes entities. AMB Wealth serves individual and institutional clients, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm integrates fundamental and technical analysis with sector and asset-allocation strategies, managing accounts to align with clients’ objectives and risk tolerances.

Private / alternative investments Real estate investing
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Lillie H

Series 63, Series 66

Thomasville, GA

AMB Wealth, LLC

Lillie Hall is a financial advisor with AMB Wealth, LLC in Thomasville, GA, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with Allen, Mooney and Barnes Investment Advisors since 2013. Lillie is also a licensed real estate agent in Florida, currently in voluntary inactive status. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm combines fundamental and technical analysis in its investment approach and reviews client accounts at least quarterly to align with their objectives and risk tolerance.

Private / alternative investments Real estate investing
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Mark D

CFP®, Series 63, Series 66

Thomasville, GA

AMB Wealth, LLC

Mark Davis is a CFP® professional with 25 years of industry experience. He is currently affiliated with AMB Wealth, LLC, a team-based firm, and has prior experience at Premier Wealth Partners, Allen, Mooney and Barnes Investment Advisors, Allen, Mooney and Barnes Brokerage Services, and Wells Fargo Advisors LLC. He is also a licensed insurance agent involved in non-variable insurance sales. AMB Wealth serves a diverse client base including individuals, high-net-worth clients, and various institutional entities. The firm offers discretionary portfolio management, financial planning, and alternative investment access through a structured investment process overseen by a Chief Investment Strategist and Portfolio Management Committee.

Private / alternative investments Real estate investing
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Lauren S

Series 63, Series 65

Thomasville, GA

AMB Wealth, LLC

Lauren Smith is a financial advisor at AMB Wealth, LLC with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Kovack Securities and Bank of America. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach combines fundamental and technical analysis with individualized account management, overseen by a Chief Investment Strategist and a Portfolio Management Committee.

Private / alternative investments Real estate investing
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Robby P

Series 63, Series 65

Thomasville, GA

AMB Wealth, LLC

Robby Pitts is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been affiliated with Allen, Mooney and Barnes Brokerage Services since 2007 and Allen, Mooney and Barnes Investment Advisors since 2004. Outside of advising, Pitts serves on the Southwest Georgia Technical College Board of Directors and is a member of a local school board, also holding trustee roles with several foundations. AMB Wealth serves individual clients, including high-net-worth individuals, as well as institutional clients such as corporate pension plans, foundations, and municipalities. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, employing a combined fundamental and technical investment approach overseen by a dedicated committee.

Private / alternative investments Real estate investing
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Bernard L

Series 65

Thomasville, GA

Southeast Asset Advisors, LLC

Bernard Lanigan is a Principal at Southeast Asset Advisors, LLC and holds a Series 65 designation with 22 years of industry experience. He is the managing partner and founder of Lanigan & Associates, P.C., an accounting and consulting firm affiliated with Southeast Asset Advisors. Lanigan has been associated with Southeast Asset Advisors since 1991 and with Lanigan & Associates since 1976. Southeast Asset Advisors provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, including corporate and public pension plans. The firm manages both discretionary and non-discretionary accounts with a diversified investment approach and also acts as a private fund adviser through its majority-owned Conifer Advisors.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Mark S

CFP®, Series 65

Thomasville, GA

Southeast Asset Advisors, LLC

Mark Saussy is a Principal at Southeast Asset Advisors, LLC with 22 years of industry experience. He holds the CFP® designation and Series 65 license and has been with Southeast Asset Advisors since 2012. The firm has an affiliate, Conifer Advisors, LLC, which manages the Conifer Funds, and Mr. Saussy participates in the income and gains from personal investments in these funds. Southeast Asset Advisors, LLC provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, including corporate and public pension plans. The firm manages discretionary and non-discretionary accounts with a focus on individualized portfolios across various asset classes and is notable for its role as a manager of multiple private funds and pooled vehicles, including its majority-owned Conifer Advisors.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Jacob O

CFP®

Thomasville, GA

Southeast Asset Advisors, LLC

Jacob Odum is a CFP® professional with five years of industry experience, currently serving as an advisor at Southeast Asset Advisors, LLC in Thomasville, GA. He has been with Southeast Asset Advisors since 2013 in various capacities. Outside of his advisory role, Odum has been an adjunct professor at Thomas University since 2015, teaching basic accounting and finance courses. Southeast Asset Advisors provides wealth management, portfolio management, and consulting services to individuals, family offices, endowments, foundations, and pension plans. The firm is noted for its direct involvement with pooled investment vehicles and private funds and manages over $4.19 billion in assets with a team of eight advisors.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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David M

Series 66

Thomasville, GA

Calton & Associates, Inc.

David Malone is a financial advisor with Calton & Associates, Inc. He holds a Series 66 designation and has experience working in financial services since 2023. Malone has also been involved with Live Oak Ministries since 2022 and previously with Southeast Asthma & Allergy Center and International House Prayer. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of program structures and uses multiple analytic approaches, including fundamental and technical analysis and covered-call strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Philip A

CFP®, Series 63, Series 65

Thomasville, GA

Calton & Associates, Inc.

Philip Ambrose is a CFP® professional with seven years of experience in financial advisory. He is currently with Calton & Associates, Inc., where he has worked since 2019. Prior to that, he held roles at NYLIFE Securities, LLC, New York Life Insurance Co., Big Oak Benefits Group, and Silvis, Ambrose, Lindquist, and Coch PC. Ambrose is also involved in managing employee benefit programs and operates Ambrose Financial Group, LLC. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both discretionary and non-discretionary management options across multiple program structures and combines commission-based product sales with asset-under-management fees.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Charles J

CFA®, Series 65

Thomasville, GA

Southeast Asset Advisors, LLC

Charles Jackson Jr. is a CFA® charterholder and holds a Series 65 license, with 29 years of experience in the financial industry. He has been with Southeast Asset Advisors, LLC since 1991 and is also a partner in the accounting and consulting firm Lanigan & Associates, P.C. Southeast Asset Advisors, LLC provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, managing approximately $3.7 billion in assets. The firm offers customized portfolio management, retirement plan advisory, and financial planning services, and acts as a private fund adviser through its majority-owned affiliate Conifer Advisors.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Harry V

Series 63

Thomasville, GA

&PARTNERS

Harry Vann is a financial advisor with \u0026PARTNERS in Thomasville, GA, holding a Series 63 designation and bringing 28 years of industry experience. His prior roles include positions at Allen, Mooney & Barnes Investment Advisors and SunTrust Advisory Services. Vann is also a licensed insurance agent for non-variable insurance sales. \u0026PARTNERS serves individual and institutional clients, including high-net-worth individuals, retirement plans, and sovereign wealth funds, offering a combination of investment advisory, brokerage, financial planning, and retirement plan consulting services. The firm employs a range of portfolio management strategies through proprietary models and third-party managers, operating both as a registered investment advisor and broker-dealer.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Emily F

Series 66

Thomasville, GA

Valic Financial Advisors

Emily Foster is a financial advisor at Valic Financial Advisors in Thomasville, GA, holding a Series 66 designation with less than one year of industry experience. Her prior work includes roles in political offices and residential services. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Austin E

Series 66

Thomasville, GA

Guardian Life

Austin England is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 18 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance since 2016. Outside of his advisory role, he is a silent partner in a Jimmy John's franchise and has ownership interests in related business entities. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports lending and tax-efficient portfolio management features.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Melanie C

Series 66

Thomasville, GA

&PARTNERS

Melanie Cromartie is a financial advisor at &Partners with five years of industry experience. She previously worked at Edward Jones for 11 years before joining &Partners. Outside of advising, she assists with payroll for a fiber optic construction and splicing company owned by her husband. &Partners serves a diverse client base that includes individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, employing various analytical approaches and combining roles as both broker-dealer and registered investment adviser.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Heikki V

Series 63, Series 65

Thomasville, GA

&PARTNERS

Heikki Von Hellens is a financial advisor at &Partners with 22 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Edward Jones for 20 years. Outside of his advisory role, he serves as Chief Operating Officer of SmartFeeds USA LLC, a company specializing in animal feed supplements, and holds board positions with the Architectural Review Board of Oak Trace Subdivision and Thomas University. &Partners serves a diverse client base including individual, institutional, charitable, and sovereign wealth fund clients, offering investment advisory, brokerage, and financial planning services. The firm employs a blend of proprietary and third-party portfolio management solutions and operates as both a registered investment advisor and broker-dealer with a range of service offerings.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Matthew R

Series 63, Series 65, Series 66

Thomasville, GA

Valic Financial Advisors

Matthew Rawlins is a financial advisor at Valic Financial Advisors with 19 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Valic Financial Advisors since 2013. In addition to his advisory role, he is a principal of a family farm operated as an LLC and serves as an insurance agent with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Jay N

Series 66

Thomasville, GA

Empower Advisory Group

Jay Nix is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds a Series 66 designation and has been with GWFS Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Micah E

Series 66

Thomasville, GA

&PARTNERS

Micah Elkins is a financial advisor with &PARTNERS in Thomasville, GA, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Edward Jones for nine years before joining &PARTNERS. Outside of his advisory role, Elkins is co-owner of two real estate businesses focused on home remodeling and property management. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a mix of proprietary and third-party investment strategies across discretionary and non-discretionary portfolios.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Mitchell M

Series 66

Thomasville, GA

&PARTNERS

Mitchell Mercer is a financial advisor at &PARTNERS with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Allen, Mooney and Barnes Brokerage Services, the University of Georgia, and Thomas County Schools. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, and investment banking, utilizing a combination of proprietary and third-party portfolio management strategies through the Envestnet platform.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Kevin R

Series 63

Cairo, GA

OSAIC

Kevin Ross is a financial advisor with OSAIC, holding a Series 63 credential and 29 years of industry experience. Prior to joining OSAIC in 2024, he spent 10 years at Securities America Advisors, Inc. and Securities America, Inc. Ross is also the owner of Ross Advisory Group and Retirement Services, where he focuses on life insurance, fixed annuities, and long-term care products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with multiple advisory platforms. The firm employs various asset-allocation tools, risk assessments, and third-party services to construct and manage portfolios across a broad spectrum of investment vehicles.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Mark J

Series 63, Series 66

Thomasville, GA

UBS Financial Services

Mark Jenson is a financial advisor with UBS Financial Services in Thomasville, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Robert R

Series 63, Series 66

Thomasville, GA

Ameriprise

Robert Rosenbury is a financial advisor with Ameriprise in Thomasville, GA, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Northwestern Mutual and Benjamin Gantt. Outside of his advisory work, he carves and paints wooden duck decoys and various birds, which he sells privately and at art shows. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ryan B

Series 66

Thomasville, GA

LPL Financial

Ryan Bell is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2021, he was involved with multiple tax and insurance-related firms, including Bell & Clements Tax Solutions, LLC and Waddell & Reed, Inc. He is also a partner in a tax preparation and accounting business, Bell & Clements Tax Solutions, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Jean C

Series 66

Thomasville, GA

Equitable Advisors

Jean Christie is a financial advisor with Equitable Advisors in Thomasville, GA, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Outside of her advisory role, she serves as Treasurer for the Thomas County Public Library. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Ralph W

Series 63, Series 65

Thomasville, GA

OSAIC

Ralph Waller is a financial advisor at OSAIC with 27 years of industry experience. He has held roles at Woodbury Financial Services from 2000 to 2024 and has operated under his own name since 1989. Additionally, Mr. Waller is president of Waller Wealth Management, where he provides insurance services including property and casualty, long-term care, and life insurance. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of advisory and brokerage services supported by multiple platforms and third-party managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew S

Series 66

Cairo, GA

Edward Jones

Matthew Sanders is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory work, he owns a rental property in Port St. Joe, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and operates a large network of financial advisors and branch offices across the United States.

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