ADVISOR BIO

Andrew Addison White is a financial advisor with over 10 years of experience in the industry. Andrew currently holds a Series 6, Series 7, Series 63, and Series 65 license and is registered with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Andrew has previously worked with Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, MassMutual Life Insurance Co, and MML Investors Services, LLC. Andrew specializes in helping individuals and families with financial planning, portfolio management, and investment advice. He has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Andrew is committed to providing his clients with personalized financial advice that meets their individual needs.

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ADVISOR BIO

Arthur Lamar Bush is a financial advisor with Cambridge Investment Research Advisors, Inc. Arthur has been a registered representative since December 2014 and is registered in 22 states. He holds the Series 6, Series 63 and Series 65 licenses and has experience working with individuals, high-net-worth individuals, charitable organizations and pension plans. He has been in the industry since December 2014. Prior to joining Cambridge, Arthur was employed by Pruco Securities LLC and MML Investors Services. Arthur specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Carey Green is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Carey has been in the financial services industry since 2003. Carey is a licensed investment advisor in Georgia and is also registered with the Financial Industry Regulatory Authority (FINRA). Carey has also passed the Series 6, Series 7, and Series 63 exams. Carey has experience in investment advisory, real estate, accounting, and tax preparation.

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ADVISOR BIO

Carla Kesterson is a financial advisor with over 26 years of experience in the industry. She is currently registered with Cambridge Investment Research Advisors, Inc. and has held previous positions with other firms including Wells Fargo Advisors, LLC, Morgan Stanley DW Inc., Consumer Concepts Investments, Inc., WMA Securities, Inc., and Intersecurities, Inc. Carla holds a variety of licenses and certifications including Series 7, 6, 63, 65, and SIE, as well as the designation of Certified Financial Planner. She is a well-rounded professional with a breadth of experience in the financial services industry. Carla specializes in providing financial planning services to individuals, high-net-worth individuals, and businesses.

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ADVISOR BIO

Christopher A. Cristallo is a financial advisor with Beam Wealth Advisors, Inc. in Marietta, GA. Christopher has been in the industry since 2016 and is a Certified Financial Planner. Christopher has experience in the areas of financial planning, pension consulting, and portfolio management for individuals and businesses. Christopher has also conducted educational seminars and market timing services. Christopher is a registered investment advisor with the state of Georgia.

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ADVISOR BIO

David Paul Feldstein is an investment advisor representative with Cambridge Investment Research Advisors, Inc., a firm that has been in business for over 40 years. David has been in the financial industry for over 18 years and holds licenses in multiple states. David has a strong commitment to providing personalized financial advice and guidance to help clients reach their financial goals. David has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. David is dedicated to building strong relationships with clients and helping them make informed financial decisions. David is also a member of the School Governance Council and is the owner of VITA Financial.

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ADVISOR BIO

David Stephen Flanigan has been in the financial services industry since April 1982. David is currently registered with Cambridge Investment Research Advisors, Inc. in Marietta, Georgia. Previously, David has worked for a number of firms including H&R Block Financial Advisors, Inc., Wachovia Securities, LLC, Legg Mason Wood Walker, Incorporated, J.C. Bradford & Co., PaineWebber Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David holds Series 3, 7, 9, 10, 63, and 65 licenses as well as the SIE.

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ADVISOR BIO

Gary Pike is a financial advisor with over 10 years of experience. Gary currently works with Cambridge Investment Research Advisors, Inc. Gary has specialized in working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Gary has a background in accounting and insurance, and is a chartered financial consultant. Previously Gary was registered with AVANTAX INVESTMENT SERVICES, INC. Gary is registered with the state of Georgia and is also registered in South Carolina and Virginia.

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ADVISOR BIO

Henry Ryan Coker is a financial advisor with over 30 years of experience in the industry. Henry is currently registered with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Henry is based in Marietta, GA, where Henry serves clients in a variety of areas, including financial planning, portfolio management, and retirement planning. Henry also has a strong background in insurance and is licensed as an independent insurance agent.

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ADVISOR BIO

James Dylan Baxter is an investment advisor representative registered with Cambridge Investment Research Advisors, Inc. in Marietta, GA. James has been in the financial services industry since 2023. James is a registered representative of VALIC Financial Advisors, Inc. in Macon, GA. James is also a licensed insurance agent for various independent insurance companies. James holds the Series 66, Series 7TO, and SIE exams. James has experience providing financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS