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Brian B

Series 63, Series 65

Saint Marys, GA

First Command Advisory Services

Brian Baldus is a financial advisor with First Command Advisory Services. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his financial services career, he served six years in the U.S. Navy. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team, emphasizing in-person financial coaching and program features tailored to its clientele.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Donald Y

Series 66

Saint Marys, GA

First Command Advisory Services

Donald Yeiter is a financial advisor with First Command Advisory Services in Saint Marys, GA. He holds a Series 66 designation and has three years of industry experience. Prior to joining First Command, Yeiter served 21 years in the U.S. Navy and worked at AutoZone. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers from approved lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Henry P

Series 66

Saint Marys, GA

First Command Advisory Services

Henry Paschall is a financial advisor at First Command Advisory Services with a Series 66 designation. He has no prior industry experience but served 21 years in the U.S. Navy. Outside of his advisory role, he is involved in Paschall Living LLC, a business he has operated since 2019. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs utilizing model portfolios and approved third-party managers selected by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Donna P

Series 66

St Marys, GA

Edward Jones

Donna Pinter is a financial advisor at Edward Jones with five years of industry experience. Before joining Edward Jones in 2020, she worked at Rich Products Corporation for 19 years and held positions at Southern Ionics Minerals and The Chemours Company. Outside of her advisory role, she is involved in a resin paint distribution business and pursues hobbyist photography for local charities and individual clients. 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 with a broad retail advisor network and offers a range of advisory programs, tax-efficient services, and affiliated investment products.

Retirement plans for business owners (SEP, solo 401k) Wealth management ESG / Sustainable investing Military & Veterans Women Professionals Religious/faith focused
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Katherine S

Series 66

Woodbine, GA

Mass Mutual Investors Services

Katherine Shepard is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds the Series 66 designation and has worked at Mass Mutual and its affiliated companies since 2013. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning processes to deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Jennifer C

Series 66

St Mary's, GA

Ameriprise

Jennifer Cox is a financial advisor with Ameriprise in Kingsland, GA, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she serves on the Board of Directors for the FCA of Camden & Charlton County and acts as a quasi treasurer for St. Marys Church of God of Prophecy. Ameriprise offers retirement-income planning services tailored to clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad 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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Daniel W

Series 63, Series 66

Kingsland, GA

Morgan Stanley

Daniel Waeghe is a financial advisor with Morgan Stanley in Kingsland, GA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for nine years before joining Morgan Stanley in 2017. Outside his advisory role, he participates as an independent contractor in consumer product focus groups. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate agreements.

General estate planning guidance
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Michael F

Series 63

St Mary's, GA

Ameriprise

Michael Farnham is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, Farnham is involved in property management through a business ownership role. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides retirement planning advice through a combination of proprietary research, third-party data, and algorithmic tools, focusing on income stability and tax-efficient withdrawal strategies.

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