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Matthew T

Series 66

Blackshear, GA

Kestra Private Wealth Services, LLC

Matthew Tuten is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Avantax Insurance Services, Northwestern Mutual, and Crosslink Life Sciences. He is a managing partner at BYRT Financial Advisors, LLC, overseeing office operations and business decisions. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor-managed portfolios across multiple platforms with both discretionary and non-discretionary account options.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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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.

Private / alternative investments Options & derivatives strategies
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Kella B

Series 66

Waycross, GA

Kestra Private Wealth Services, LLC

Kella Bell is a Series 66-licensed financial advisor with Kestra Private Wealth Services, LLC, bringing three years of industry experience. She has prior experience with Avantax Advisory Services and Avantax Investment Services, and she is also a partner at BYRT CPAs, LLC, where she manages tax planning and staff training. Outside of her advisory and accounting roles, she occasionally assists with bookkeeping at a family-owned hardware store and serves as a check signer for a local nonprofit organization. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor decision-making with access to multiple platforms, in-house and third-party solutions, and specialized programs such as private fund placements and banking-related offerings.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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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 63 and Series 65 licenses and possessing three years of industry experience. His prior roles include positions at BYRT Financial Advisors, LLC, Avantax firms, and Northwestern Mutual. Before entering the financial sector, he served eight years with the Pierce County Board of Education. Kestra Private Wealth Services, LLC serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of advisory services, including advisor-managed portfolios, financial planning, wrap-fee programs, and private fund placement, utilizing multiple investment platforms and strategies.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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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.

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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Ethan L

Series 66

Waycross, GA

LPL Financial

Ethan Lowman is a financial advisor at LPL Financial with one year of industry experience. He previously worked at John Colegrove, Inc. and Erik Thompson Financial Strategies, LLC. Before entering the financial industry, he was employed by the University of Georgia Athletic Association and taught at Pierce County Middle and High Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

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

Business ownership considerations Wealth management Retirement income strategy General estate planning guidance Founder/Business Owner
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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.

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

Series 66

Waycross, GA

LPL Financial

Patrick Hayman is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2019 and previously held positions at Bb&T Securities, LLC and BBTIS. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with a range of investment strategies and technologies.

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

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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.

General retirement planning Retired Founder/Business Owner Executive
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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.

General retirement planning Retired Founder/Business Owner Executive
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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.

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

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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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.

College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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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.

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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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.

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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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.

College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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