Top income planning financial advisors in Dublin, GA

Bradley Skeeters is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Cetera since 2025 and previously spent 18 years with Avantax Insurance Services, Inc. and 13 years with 1st Global Advisors, Inc. He is also affiliated with Nichols, Cauley & Associates, LLC, where he has served as a financial advisor since 2006. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party model portfolios, supporting both discretionary and non-discretionary account management.

Matthew Sweat is a financial advisor with TLG Advisors, Inc. in Dublin, GA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at The Leaders Group, Inc., Equitable Advisors LLC, and M HOLDINGS SECURITIES, Inc. He is also the owner of M Sweat Financial Resources and Deep South Financial, managing non-investment related business activities. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, ERISA fiduciary services, and the Starlight Portfolios direct-to-consumer program.

Derek D'Alonzo is a financial advisor at Alden Investment Group with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Ameriprise Financial Services and SunTrust Advisory Services. Alden Investment Group serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering portfolio management, retirement-plan advisory, fiduciary services, and fee-only financial planning. The firm uses customized asset allocations that combine proprietary strategies with third-party managers, delivered through its Alden COVE platform, which integrates technology and supports unified managed accounts and sub-advisors.

Roger Gilbert is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 1992. Gilbert is also a licensed health insurance agent. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Charles Johnson is a financial advisor with Edward Jones in Dublin, GA, holding Series 63 and Series 66 designations and having 30 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as Treasurer and a board member of the Laurens County Chamber of Commerce with responsibilities related to finance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

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.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.