Top financial advisors working with retirees in Waycross, GA

Paul Walker is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Triad Advisors, Inc. for eight years. Outside of his advisory role, he owns Parable Financial Network and supervises the financial secretary for First Assembly of God church. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers through a large network of affiliated advisors and multiple platforms.

Ethan Lowman is a financial advisor at LPL Financial with one year of industry experience. He previously worked at John Colegrove, Inc. and Erik Thompson Financial Strategies, LLC. Before entering the financial industry, he was employed by the University of Georgia Athletic Association and taught at Pierce County Middle and High Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Roy Smith Jr. is a financial advisor at Cape Investment Advisory, Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Paragon Partners. Since April 2024, he has also served as a regional client manager supporting and educating state of Georgia plan participants through ACCG's Retirement Solutions. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to both affiliated and third-party asset managers, using a process that incorporates personal client discussions and asset allocation informed by historical data and optimization software.

Kella Bell is a Series 66-licensed financial advisor with Kestra Private Wealth Services, LLC, bringing three years of industry experience. She has prior experience with Avantax Advisory Services and Avantax Investment Services, and she is also a partner at BYRT CPAs, LLC, where she manages tax planning and staff training. Outside of her advisory and accounting roles, she occasionally assists with bookkeeping at a family-owned hardware store and serves as a check signer for a local nonprofit organization. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor decision-making with access to multiple platforms, in-house and third-party solutions, and specialized programs such as private fund placements and banking-related offerings.

Justin Dixon is a CFP® professional with 16 years of industry experience, currently affiliated with Edward Jones since 2009. He holds the Series 66 designation and is based in Waycross, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory 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 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.