ADVISOR BIO

Ann Marie Austin is an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. in Winder, GA. Ann Marie has been in the industry since 1999. Ann Marie has her Series 7 and Series 66 registrations and is licensed in Georgia and several other states. Ann Marie specializes in providing financial planning, portfolio management, and educational seminars. Ann Marie has experience working with individuals, corporations, and retirement plans. In addition to her role at Raymond James Financial Services Advisors, Inc., Ann Marie is involved with several community organizations.

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David Anderegg is an investment advisor representative at Raymond James Financial Services Advisors, Inc.. David is licensed to offer securities in 22 states and has been in the securities industry since November 26, 2015. David Anderegg holds the Series 7, Series 66, and SIE exams and is registered with FINRA and the state of Georgia. David is located in Winder, Georgia.

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David Crane is a financial advisor with Centaurus Financial, Inc. David has been in the financial industry since 1985 and is registered in several states. David is a Registered Representative with a strong track record of helping clients reach their financial goals. David has a proven ability to provide personalized financial planning, portfolio management, and investment advice. David is committed to helping clients build a secure financial future.

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ADVISOR BIO

David Hawley Gleeson is an investment advisor representative with over 20 years of experience in the financial industry. He currently provides financial advice through Independent Financial Partners. David has been registered with Independent Financial Partners since 2011 and has held previous roles with LPL FINANCIAL LLC and QA3 FINANCIAL CORP. David Gleeson has a strong track record of success in providing financial guidance to individual clients, corporations, and charitable organizations.

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Dyan Echevarria is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Winder, Georgia. Dyan has been in the industry since April 2015, and is licensed in Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee, and Texas. Dyan Echevarria is also registered as an investment advisor representative in Georgia and Texas. Dyan holds the Series 66, Series 7TO, and SIE licenses. Dyan Echevarria specializes in providing portfolio management for individuals and businesses, as well as pension consulting and educational seminars.

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Jonathan Craig Lewis is a financial advisor with over 20 years of experience in the financial services industry. Jonathan is currently registered with Ameriprise Financial Services, LLC. Previously, Jonathan was affiliated with INVESTMENT PROFESSIONALS, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jonathan holds the Series 6, 7, 63, and 65 securities licenses and the SIE exam. Jonathan is a registered representative in 16 states. Jonathan has a wide range of experience in providing financial advice, including portfolio management for individuals and businesses, financial planning, and asset allocation services. Jonathan is committed to providing personalized financial advice to help clients reach their financial goals.

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Shondria S. Simmons is a financial advisor with over 10 years of experience in the industry. She is currently registered with LPL Financial LLC and has held previous positions at First Southeast Investor Services, Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., MML Investors Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shondria Simmons specializes in providing financial planning, consulting, and other non-discretionary advisory services to individuals, businesses, and charitable organizations. She is also a registered representative with Series 7, 31, and 63 licenses, as well as the SIE exam.

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Stephan Barton is a financial advisor with Independent Financial Partners, a firm with 266 registered representatives and 244 investment advisory functions. Stephan is based in Winder, GA and has been in the industry since 1996. Stephan has been registered with Independent Financial Partners since 2011, and prior to that, was registered with LPL Financial LLC. Stephan is a registered investment advisor and securities representative.

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Troy Beckett has been in the financial services industry since December 1989. Troy Beckett is a registered representative with Raymond James Financial Services Advisors, Inc., based in Winder, GA. Troy Beckett is a registered representative with Raymond James Financial Services Advisors, Inc. and holds a Series 7, 63, 24, 26, 51, 65 and SIE license, and is registered in 24 states, including Alabama, Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Kentucky, Louisiana, Maryland, Michigan, Missouri, New York, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, and Washington. Troy Beckett also has previous experience with firms such as Suntrust Investment Services, Inc., Morgan Keegan & Company, Inc., Regions Investment Company, Inc., SunTrust Securities, Inc., Laughlin Group Advisors, Inc., and Northwestern Mutual Investment Services, Inc.

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William Bearden is a financial advisor associated with MML Investors Services, LLC. William has been in the financial services industry since 2022. William specializes in asset allocation programs, financial planning, pension consulting, and educational seminars.

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