Top retirement income strategy 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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

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.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.