Top college savings (529s, UTMA, etc.) financial advisors in Fitzgerald, GA

James Story is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 30 years of industry experience. He has been with Cetera since 2019 and previously worked at Summit Financial Group Inc and Summit Brokerage Services Inc. He is also president and CEO of Colony Financial Services, Inc., where he offers investment advice and manages operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Lauren Wixson is a financial advisor with LPL Financial, holding the Series 66 designation and having two years of industry experience. She has worked at Victory Financial Plans and Services, LLC, and Purvis & Veal CPAs, LLC, and has served on the Ben Hill County Schools Board of Education. Additionally, she is a certified notary in Fitzgerald, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and portfolio management solutions supported by advanced operational and research tools.

James Marsh is a financial advisor with TAVCO Financial Advisory, Inc., holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at firms including Kovack Advisors, Inc. and W H Colson & Associates, Inc., and has managed The Marsh Agency since 1999. Marsh also spends part of his time involved in insurance sales, including final expense, Medicare Supplement, life, and health insurance products. TAVCO Financial Advisory, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by providing portfolio management primarily through third-party money managers and ERISA plan services. The firm employs fundamental analysis and typically manages assets on a non-discretionary basis while leveraging platform solutions such as Orion and TAMP.

Jason Hester is a financial advisor with Edward Jones in Fitzgerald, GA, holding Series 63 and Series 66 licenses and 21 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Wells Fargo Clearing Services LLC for five years and LPL Financial for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Owen Paulk is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research, Inc. and Innotek. Outside the financial industry, he is the owner of Old Soul Coffee Company, a coffee roastery serving wholesale and retail customers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs delivered under various advisory and promoter arrangements.

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.