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Jonah C

Series 66

Adel, GA

GWN Securities Inc.

Jonah Chadwick is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining GWN Securities, he worked at Your One Source Solution and The Pool Store, and has a background in education with 14 years at the Lanier County Board of Education. GWN Securities Inc. provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm uses a combination of affiliated and unaffiliated sub-advisers and applies tactical strategies including market-timing and momentum-based approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Gavin M

Series 63, Series 66

Adel, GA

GWN Securities Inc.

Gavin Merwin is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at GWN Securities since 2014 and Your OneSource Solution since 2020. Outside of his advisory work, Merwin serves on the boards of the Boys & Girls Club of the Greater Cook County and Burn Culture, a 501(c)(3) organization, and owns Wild Oak Forge, a business focused on blacksmithing, leatherworking, and woodworking. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs with both traditional and active investment strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Anthony P

Series 63, Series 65

Adel, GA

GWN Securities Inc.

Anthony Pezent is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with GWN Securities since 2011. Outside of his advisory role, he serves on the executive committee of the Cook County Touchdown Club, which supports the local football team through fundraising events. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Jennifer H

Series 66

Adel, GA

GWN Securities Inc.

Jennifer Hayes is a financial advisor at GWN Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining GWN Securities, she worked at Your Onesource Solution and has a background that includes roles in financial services, insurance, and freelance photography. Outside of her advisory work, she owns and operates a freelance photography business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Steven S

Series 66

Adel, GA

GWN Securities Inc.

Steven Schramm is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding a Series 66 designation and 22 years of industry experience. He has been with GWN Securities and Retirement Consultants Network since 2011. Outside of his advisory role, he serves as a deacon on the official board of Adel First Assembly of God and is a board member of the Adel Main Street organization. He also owns a gift shop specializing in laser-engraved products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of about 423 advisors and manages approximately $3.65 billion across over 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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