Top financial advisors working with clients approaching retirement in Jesup, GA

Gary Dorsey is a CFP®-credentialed financial advisor with 31 years of industry experience. He is currently with Silver Oak Securities, Inc., where he has worked since 2022. His prior experience includes roles at LPL Financial, Invest Financial Corp., Capital Research and Management, Inc., and Sugarloaf Wealth Management, LLC. Outside of his advisory work, he owns Gary W. Dorsey and Associates, an investment-related business providing life insurance and fixed annuity sales. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities, managing approximately $2.4 billion in discretionary assets through a network of over 100 financial professionals. The firm offers various advisory programs emphasizing discretionary investment management tailored to client objectives and risk tolerances.

Stephen Colavito Sr. is a financial advisor at Osaic with 50 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Intervest International Equities Corp for 16 years. He is also involved in insurance brokerage as the owner of a sole proprietorship. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes.

Dwain Blake is a financial advisor at ABW, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CRG Wealth, Snowshoe Advisors, and Liberty Partners Capital Management. In addition to his advisory role, he operates an independent insurance business. ABW, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and qualified retirement plans. The firm employs a range of analytical methods and investment strategies tailored to client goals and risk tolerance, with regular portfolio reviews and accommodations for client restrictions.

Richard Peel is a financial advisor with Edward Jones in Jesup, GA, holding the Series 66 designation and bringing 18 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Ferrell O'Quinn is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and Country. Outside of advising, he manages a laundry business and is involved in billboard and digital board sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with third-party asset manager relationships to provide tailored investment solutions.

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.

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.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.