Top college savings (529s, UTMA, etc.) 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.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.