Keystone Financial Group, Inc.

Rhonda Gilbert is a Series 66-licensed financial advisor with Keystone Financial Group, Inc. in Atlanta, Georgia, bringing 27 years of industry experience. She previously worked at Cambridge Investment Research, Inc. for 10 years and has been associated with Large & Gilbert Pc since 1977. Outside of her advisory role, Gilbert is involved in several non-investment-related business ventures, including commercial property rentals and a technology solutions company. Keystone Financial Group is a team-based registered investment adviser serving individuals, pension plans, trusts, estates, and business entities. The firm manages approximately $200 million using mutual funds and ETFs within model portfolios tailored to different risk tolerances, and it provides comprehensive financial planning services to its clients.

Nancy Houska is a financial advisor at Keystone Financial Group, Inc. in Atlanta, GA, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Keystone since 2012, including a prior five-year period at Cambridge Investment Research Inc. As part of her role, she serves as a liaison between clients and insurance providers, coordinating insurance information and quotes. Keystone Financial Group is a team-based registered investment adviser managing approximately $200 million for individuals, pension plans, trusts, estates, and business entities. The firm employs mutual funds, ETFs, and model portfolios based on fundamental and technical analysis and modern portfolio theory, offering comprehensive financial planning alongside portfolio management.

Jose Chavez Cuellar is a financial advisor at Keystone Financial Group, Inc. in Atlanta, GA. He holds a Series 65 designation and has experience working at Large and Gilbert, Deloitte, The Home Depot, and Sam’s Club. He has been with Keystone Financial Group since 2025. Keystone Financial Group is a team-based registered investment adviser managing approximately $200 million for around 249 clients. The firm serves individuals, pension plans, trusts, estates, and business entities, using mutual funds, ETFs, and model portfolios based on fundamental and technical analysis as well as modern portfolio theory.

Thomas Savage is a financial advisor with Keystone Financial Group, Inc. in Atlanta, GA, holding a Series 66 designation and 27 years of industry experience. He has worked at Cambridge Investment Research, Inc. for ten years and has been affiliated with Keystone Financial Group and Large & Gilbert Pc since 1999 and 1987, respectively. Outside of his advisory role, Savage is involved in several non-investment business activities, including ownership interests in commercial rental properties and a technology solutions company. Keystone Financial Group is a team-based registered investment adviser managing approximately $200 million for around 249 clients. The firm serves individuals, pension plans, trusts, estates, and business entities, utilizing mutual funds, ETFs, and model portfolios based on fundamental and technical analysis and modern portfolio theory.

Gary Fortier is a financial advisor with Keystone Financial Group, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Keystone since 2004 and also partners at Large & Gilbert, a CPA firm providing tax and accounting services to high-net-worth clients. In addition to his advisory role, he is involved in software sales related to construction accounting and works as an independent insurance agent. Keystone Financial Group is a team-based registered investment adviser serving individuals, pension plans, trusts, estates, and business entities. The firm manages approximately $200 million using mutual funds, ETFs, and model portfolios based on fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning.

Andrew Gilbert is a CFP® professional with 16 years of experience in the financial services industry. He has worked at Keystone Financial Group, Inc. since 2009 and previously spent eight years at Cambridge Investment Research, Inc. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Keystone Financial Group is a team-based registered investment adviser managing approximately $200 million for individuals, pension plans, trusts, estates, and business entities. The firm employs mutual funds, exchange-traded funds, and model portfolios based on fundamental and technical analysis and modern portfolio theory, offering comprehensive financial planning alongside portfolio management services.

Ryan Mccafferty is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Keystone Financial Group, Inc. since 2017. Prior to joining Keystone, he worked at Morgan Stanley for three years. Outside of his advisory role, he is a partner in an e-commerce business focused on creating T-shirt designs. Keystone Financial Group is a team-based registered investment adviser managing approximately $200 million for around 249 clients, including individuals, pension plans, trusts, estates, and business entities. The firm employs mutual funds, ETFs, and model portfolios based on fundamental and technical analysis and modern portfolio theory, offering both discretionary and non-discretionary portfolio management combined with comprehensive financial planning.