CFP®-certified financial advisors in Albany, GA

Joseph Reeder Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked at Orion Financial Services, Inc. for over 20 years. Beyond advising, he is involved in insurance sales, focusing on fixed and indexed annuities, life insurance, and long-term care. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and managed account solutions utilizing asset-allocation tools and third-party money managers.

Scott Hunter is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Albany, GA, with 20 years of industry experience. He has worked at Wells Fargo Advisors since 2017 and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Hunter is a trustee for the Hunter Wealth Management Inc 401(k) plan and owns Hunter Wealth Management, Inc. He also has ownership interests in Turtle Lake Farms, LLC and Turtle Lake Farms II, LLC, which hold raw land used for hunting, fishing, and planting pine trees. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with banking, lending, trustee services, and affiliated fund strategies.

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.

Jerome Lynn III is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Fahnestock & Co. Inc. and CIBC World Markets for over two decades. Outside of his advisory role, he operates a small craft business called Doublegate Designs. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of programs and advisory services that encompass equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Sammy Smith Jr. is a financial advisor with LPL Financial in Albany, GA, holding CFP® certification and Series 63 and 65 licenses, with 36 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, Inc. for 32 years. Outside of advising, he owns and operates Smith's Daycare Center, which has been in business since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party managers, supported by technological tools for research and operations.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.