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Casey K

Series 66

Peachtree City, GA

Edward Jones

Casey Kelly is a financial advisor at Edward Jones with a Series 66 designation and 12 years of experience at the firm. Based in Peachtree City, GA, Kelly has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive Women Professionals
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Clayton R

Series 63, Series 65

Carrollton, GA

LPL Financial

Clayton Robinson is a financial advisor with LPL Financial in Carrollton, GA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He worked at Synovus Securities, Inc. for 10 years prior to joining LPL Financial in 2008. Outside of his advisory role, he is involved in firearms sales and ownership transfer services through a private business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael B

CFA®, Series 66

Peachtree City, GA

Raymond James Financial

Michael Bennicelli II is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with Raymond James Financial and serves as Chief Operating Officer of Reveille Wealth Management, LLC. His prior experience includes nearly nine years at Morgan Stanley. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored non-discretionary planning and supports a large advisor network with specialized municipal and SIMPLE IRA advisory programs.

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

Series 63, Series 65

Newnan, GA

Fidelity

Austin Payne is an Investment Consultant at Fidelity Investments. In this role, he partners with clients to help them clearly define and prioritize their financial goals. He leverages Fidelity's planning resources and collaborates with colleagues to assist clients in crafting plans aimed at achieving peace of mind in their financial journey. Austin's professional experience includes serving as an Investment Consultant since 2026 at Fidelity Investments. Prior to this, he worked as an Investment Solutions Representative from 2022 to 2026, and as a High Net Worth Service Associate I & II from 2021 to 2022, both at Fidelity Investments. Before joining Fidelity, he was an Asset Transfer Specialist at Vanguard in 2021.

Wealth management Passive / index investing Tax-loss harvesting Financial Professional
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Elly C

Series 63, Series 65

Carrollton, GA

Primerica Advisors

Elly Chapman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to her advisory role, Chapman is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure for its investment solutions.

ESG / Sustainable investing Tax-loss harvesting Income planning
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