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Tanner L

Series 66

Fayetteville, GA

Raymond James & Associates

Tanner Low is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America, N.A., and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, and offers financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Eric A

Series 66

Hampton, GA

Edward Jones

Eric Adams is a financial advisor with Edward Jones in Hampton, GA, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 14 years at SunTrust Bank. Adams serves as an at-large member of the finance committee at Jodeco Road United Methodist Church, where he participates in budgeting reviews and internal audits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Luke E

Series 66

Peachtree City, GA

Wells Fargo Advisors

Luke Ellis is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022. Prior to his advisory role, Ellis was associated with Auburn University and ClubCorp, and he spent twelve years working with Fayette County Schools. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, delivering planning solutions that span areas such as retirement, education, risk management, and niche services including business-owner transition and special-needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Hansena H

Series 63, Series 65

Fayetteville, GA

Wells Fargo Clearing

Hansena Hansen is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. Hansen holds Series 63 and Series 65 credentials and has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC. Outside of advisory work, Hansen serves as an executor for family estates in Georgia. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Savitri C

Series 63, Series 65

Stockbridge, GA

Primerica Advisors

Savitri Crenshaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jammie P

Series 66

Fayetteville, GA

Raymond James & Associates

Jammie Perri is a financial advisor with Raymond James & Associates in Fayetteville, GA, holding a Series 66 designation and 24 years of industry experience. Prior to joining Raymond James in 2021, Perri worked at Merrill for seven years. Outside of advising, Perri is an independent Scentsy consultant, a hobby activity involving selling scented products on a commission basis. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael E

Series 63, Series 66

Fayetteville, GA

Raymond James & Associates

Michael Early Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad network of advisers and research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Darin R

Series 63, Series 66

Senoia, GA

OSAIC

Darin Ruttenberg is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Woodbury Financial Services, United Community Bank, LPL Financial, Cuna Brokerage Services, and Suncoast Credit Union. Outside of his advisory work, he serves as an assistant basketball coach at a local middle school. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement consulting, and access to multiple managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Cooper H

CFP®, Series 66

Peachtree City, GA

Edward Jones

Cooper Helm is a CFP® and holds a Series 66 license, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Magnuson Hotels from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Scott S

Series 63, Series 65

Peachtree City, GA

UBS Financial Services

Scott Slavik is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers a broad range of solutions, including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Sheila M

Series 66

Fayetteville, GA

Wells Fargo Clearing

Sheila Mcelhinney is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2017, she spent 22 years at Gill Insurance Agency, Inc. Outside of her advisory role, she owns Bella Casa Designs, an interior design business based in Allen, Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute alongside third-party data to offer brokerage and advisory solutions.

Retired Founder/Business Owner
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Ansley S

Series 66

McDonough, GA

Edward Jones

Ansley Sturgill is a financial advisor at Edward Jones in McDonough, GA, holding a Series 66 designation with nine years of industry experience. Sturgill has been with Edward Jones since 2014. Outside of advisory work, Sturgill is involved with Emerald Peach Properties, LLC, a real estate business based in Atlanta, GA. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Military & Veterans Government Employee Founder/Business Owner LGBTQIA Divorced Women
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Barry E

CFP®, Series 63, Series 66

Peachtree City, GA

Wells Fargo Advisors

Barry Ellis is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Advisors since 2009. He holds Series 63 and Series 66 licenses and is based in Peachtree City, GA. Ellis has a significant role outside of advisory services as a 22% owner of M.E.B., LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, leveraging Wells Fargo’s research and planning tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Megan H

Series 63, Series 65

Stockbridge, GA

Edward Jones

Megan Henry is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Northwestern Mutual Investment Management. She joined Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Joseph P

CFP®, Series 63, Series 65

Fayetteville, GA

Wells Fargo Clearing

Joseph Paoletti is a CFP® with 29 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Morgan Stanley Private Bank for over a decade. In addition to his advisory work, he manages the financial affairs of his mother under a power of attorney. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, operating with more than 14,000 financial advisors and approximately $671 billion in assets under management.

Retired Founder/Business Owner
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Richelle J

Series 66

Peachtree City, GA

Raymond James Financial

Richelle Jordan is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds a Series 66 designation and previously spent 15 years with Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools, supports municipal and public-finance work through a municipal advisor affiliation, and provides specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Founder/Business Owner Executive
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Daniel M

Series 66

Fayetteville, GA

Wells Fargo Clearing

Daniel Mcmillan is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at Southern Grace Farms as a farm manager for six years. Mcmillan has experience in sustainable food and fiber production. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Kevin K

Series 66, Series 65

Peachtree City, GA

Raymond James Financial

Kevin Keelen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 66 licenses and 13 years of industry experience. He has previously worked at Btig LLC for 12 years and held positions at Merrill, Verity Investment Partner, and FBN Securities. Keelen is based in Peachtree City, GA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary investment consulting using risk profiling and modeling tools and supports a wide advisor network with specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Miranda M

Series 63, Series 66

Fairburn, GA

Cetera

Miranda Mccoy is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 23 years of industry experience. She has been associated with various Cetera entities since 2015 and currently serves as the president of her local homeowners association board. Additionally, she holds a secretary position at I Am Military, Inc., a nonprofit developing a social networking platform for military personnel. Cetera Investment Advisers LLC is an SEC-registered advisor that provides services to individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and supports various investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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William W

Series 66

Peachtree City, GA

Cetera

William Waller is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Synovus Securities. He is currently based in Peachtree City, GA. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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