CFP®-certified financial advisors in Hinesville, GA

Robert Lacy is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones, Lacy served 25 years in the United States Navy. 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 range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derek Sills is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes roles at Triad Advisors and Heritage Bank, where he also concurrently worked with LPL Financial for 12 years. In addition to his advisory role, he owns Heritage Group Financial Services LLC, an investment and financial services firm. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage, advisory services, financial planning, and access to a wide range of investment products through multiple advisory platforms and third-party providers.

Alexander Stewart is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 designation and has worked at several First Command entities since 2021. Stewart also serves as a Commander and Qualified Intelligence Officer in the Louisiana Army National Guard, a role he has held since 2013. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Len Graddy is a financial advisor with Capital Investment Advisory Services, LLC, holding a ChFC® designation and Series 63 and Series 65 licenses, with 53 years of industry experience. He has worked at Capital Investment Advisory Services since 2018 and operates Graddy & Associates Financial Group, a financial planning business specializing in life, annuity, and long-term care planning. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, and various institutional clients, tailoring portfolios to client objectives and managing the majority of assets on a discretionary basis through a network of over 100 independent investment adviser representatives.

Matthew Cardella is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 26 years of industry experience. Cardella previously worked for Edward Jones for 18 years and operated his own advisory firms prior to joining Raymond James. He is also president of YRP Capital Group, which serves as a branded support entity for his Raymond James office. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advice supported by analytical tools and supports a large advisor network with specialized services including municipal finance and SIMPLE IRA consulting.

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 with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

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 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.