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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

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James H

CFP®, CFA®, PFS™, Series 63, Series 65

Greensboro, GA

Hankinson Wealth Advisors LLC

James Hankinson is a CFP®, CFA®, and PFS™ credentialed advisor with 18 years of industry experience. He is the sole advisor at Hankinson Wealth Advisors LLC in Greensboro, GA, where he has worked since 2018. Prior to that, he was with Hankinson Wealth Management, Inc. for over two decades. Hankinson also holds Series 63 and Series 65 licenses. Hankinson Wealth Advisors provides discretionary and non-discretionary wealth management services, combining ongoing financial planning and portfolio management for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm emphasizes personalized asset allocation using mutual funds, ETFs, and individual securities, with continuous monitoring and rebalancing.

Wealth management
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Timothy P

ChFC®, Series 63, Series 66

Eatonton, GA

Blueprint Financial Strategies, LLC

Timothy Pierson is a financial advisor at Blueprint Financial Strategies, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. In addition to his advisory role, he is involved as a board member of the Lake Oconee Builders Association and co-owns a company that distributes Stone Canyon Cabins. Blueprint Financial Strategies provides discretionary portfolio management and ongoing financial planning primarily for individual investors and business retirement plans. The firm emphasizes individualized asset allocation and uses third-party platforms and sub-advisors, offering ERISA plan services for employer-sponsored plans alongside an affiliated insurance business.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Gordon L

CFP®, Series 63, Series 65

Greensboro, GA

Relativity Capital Advisors, LLC

Gordon Lackey is a CFP® professional with 22 years of experience in financial advisory services. He has worked at Relativity Capital Advisors, LLC since 2015 and previously spent over a decade at Barber Lackey Financial Group. Relativity Capital Advisors provides personalized investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios tailored to client risk tolerance and time horizon, offering both discretionary and non-discretionary management.

Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Jennifer L

Series 66

Greensboro, GA

Relativity Capital Advisors, LLC

Jennifer Lackey is a financial advisor at Relativity Capital Advisors, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Relativity Capital Advisors since 2015, following 15 years at Barber Lackey Financial Group. Relativity Capital Advisors offers personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios through both discretionary and non-discretionary approaches, incorporating longer-term core positions and shorter-term tactical strategies.

Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Richard K

Series 63, Series 65

Greensboro, GA

Corecap Advisors

Richard Kinnard is a financial advisor with CoreCap Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with CoreCap Advisors since 2020 and previously worked at Ameritas Investment Corp. He is also president and CEO of Capital Choice Financial Services, an insurance agency and investment product firm, and owner of RLK Marketing LLC. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a diverse client base, including high-net-worth individuals, retirement accounts, and corporations. The firm employs a relationship-oriented, individualized approach with a generally long-term investment horizon and utilizes sub-advisors and third-party asset managers to support its services.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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Brian D

CFP®, Series 66

Greensboro, GA

Farther

Brian Doe is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Farther since 2025 and previously worked for MAIN STREET FINANCIAL SOLUTIONS, LLC d/b/a Livingworth from 2013 to 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm applies Modern Portfolio Theory using bespoke or algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income, and provides discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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William M

CFP®, Series 63, Series 66

Greensboro, GA

Truist Advisory Services

William Mccartney Jr. is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services. His prior roles include positions at Suntrust Investment Services, Cetera Investment Services LLC, and Regions Bank. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors and participants, and charitable organizations, offering both discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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David G

Series 66

Eatonton, GA

Primerica Advisors

David Gibson is a financial advisor with Primerica Advisors, holding a Series 66 designation and 19 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities throughout his career. Gibson also provides insurance products beyond Guardian offerings to his clients. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports a range of financial planning and consulting services.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Timothy M

Series 63, Series 65

Eatonton, GA

Lincoln Investment

Timothy Minor is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he serves as a varsity assistant basketball coach for a girls’ team at Lake Oconee Academy. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, and corporations, offering a range of services including custom and model portfolios, third-party manager access, and retirement plan advice.

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Educators, Teachers, and Academics Founder/Business Owner Retired Approaching retirement HENRY (High Earners, Not Rich Yet)
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Samuel W

ChFC®, Series 63

Eatonton, GA

Kestra Advisory

Samuel Wishon is a financial advisor at Kestra Advisory with over 40 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Kestra Advisory since 2016, following a tenure at Kestra Investment Services, LLC starting in 2003. Outside of his advisory role, he serves as a board member of Frey-Moss Structures, Inc., where he contributes to the company’s strategic oversight. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, supporting clients with due diligence-backed investment recommendations and access to multiple management platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Jon M

Series 66

Eatonton, GA

Edward Jones

Jon Mills is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. His prior experience includes roles at OrthoGeorgia Orthopedics and positions associated with Valdosta State University, Lowndes County Probate Court, Chick-fil-A, Dallas Wayne Boot Company, and Abraham Baldwin Agricultural College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Crystal L

CFP®, Series 66

Milledgeville, GA

Edward Jones

Crystal Law is a CFP® and Series 66-registered financial advisor with Edward Jones in Milledgeville, GA, with nine years of industry experience. She previously worked for Bank of Madison for ten years before joining Edward Jones in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and is noted for its extensive network of advisors and branches, as well as its affiliated trust company and proprietary investment offerings.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Multi-generational wealth transfer Wealth management Founder/Business Owner
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Eloise C

Series 66

Greensboro, GA

LPL Financial

Eloise Camp is a financial advisor with LPL Financial in Greensboro, GA, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and has experience in marketing consulting through her own firm, Ellie Camp LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a variety of advisory and brokerage services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Michael M

Series 63, Series 65

Greensboro, GA

Edward Jones

Michael Mc Cabe is a financial advisor with Edward Jones in Greensboro, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is involved with The Vibe Dance Company LLC, where he helps maintain the books and serves as a point of contact for business matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management and a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Charitable giving & philanthropy Divorce financial planning Business ownership considerations General estate planning guidance Retirement income strategy Founder/Business Owner
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Daniel K

Series 66

Greensboro, GA

LPL Financial

Daniel Kundla is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Auburn University. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory solutions supported by an in-house research team and combines large-scale advisory operations with additional product offerings such as insurance and lending services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Duane E

Series 63, Series 65

Eatonton, GA

LPL Financial

Duane Easter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include 14 years at CONCOURSE FINANCIAL (formerly ProEquities, Inc.) and brief tenures at Kestra Advisory and Kestra Investment Services. Outside of his advisory work, he is a co-owner of Easter Family Tree Farm, involved in timber management. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and cash-management services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Laura T

Series 63, Series 66

Milledgeville, GA

LPL Financial

Laura Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked at LPL Financial since 2020 and previously spent nine years with Infinex Investments, Inc. Thompson is also involved in timber sales through the Thompson Family Limited Partnership. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment models and strategies, providing both advisory and brokerage solutions tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Hannah V

CFP®, Series 66

Greensboro, GA

Cambridge Investment Research Advisors

Hannah Varnado is a CFP® with six years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. She previously worked at Ameriprise and has a background that includes roles in higher education and the US Soccer Federation Referee Program. Outside of her advisory role, she owns Wood Opal Financial Advisors, LLC, which focuses on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers a range of advisory services, including financial planning, portfolio management, and retirement plan consulting, utilizing multiple account platforms and both discretionary and non-discretionary investment approaches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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William C

Series 63

Greensboro, GA

Cetera

William Cullens is a financial advisor at Cetera with 36 years of industry experience and holds a Series 63 designation. His prior roles include positions at Commonwealth Financial Network and Hornor Townsend & Kent Inc. Outside of his advisory work, he is a financial professional and president of Piedmont Financial Partners and is involved in managing hunting properties through several LLCs. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Mary W

Series 63, Series 65

Greensboro, GA

LPL Financial

Mary Woodward is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for nine years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Gena B

Series 63, Series 65

Greensboro, GA

LPL Financial

Gena Barbato is a financial advisor with LPL Financial in Greensboro, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at UBS Financial Services Inc for nine years before joining LPL Financial in 2021. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Joshua H

Series 66

Greensboro, GA

Cambridge Investment Research Advisors

Joshua Harris is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Greensboro, GA. He has one year of industry experience and has worked in various roles including positions at Federated Mutual Insurance Company and as a coach for Pickens County Schools football. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using model portfolios, third-party strategists, and multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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James F

Series 63, Series 66

Greensboro, GA

Cambridge Investment Research Advisors

James Fallon is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a board member for a music and publishing company and a technology services firm, and he is president of American Retirement Services LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing a range of investment approaches including model portfolios and third-party strategists.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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William C

Series 66

Greensboro, GA

Cetera

William Cullens is a financial professional at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at Cetera Investment Advisers and Cetera Wealth Services since 2025, as well as Piedmont Financial Partners since 2021. Outside of advising, he is also licensed to sell fixed insurance products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with an extensive institutional and trust platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Ralph R

Series 63, Series 65

Greensboro, GA

Cetera

Ralph Rhodes III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Piedmont Financial Partners, Commonwealth Financial Network, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Outside of finance, he serves as a State Representative for the Georgia State House of Representatives. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of investment management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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James W

Series 66

Eatonton, GA

Cetera

James Watkins is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 66 designation and has been with Cetera Advisors LLC since 2013. He is also the owner of Philanthropy Financial, a financial services business. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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