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Rostislav T

Series 66

Peachtree City, GA

LPL Financial

Rostislav Tkachenko is a financial advisor with LPL Financial in Peachtree City, GA, holding a Series 66 designation and seven years of industry experience. He previously worked at Lincoln Financial Advisors from 2016 to 2024. His outside activities include serving as a notary and involvement in non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Neha M

Series 66

Fayetteville, GA

Merrill

Neha Mathur is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Outside of finance, she has participated in acting roles for movie and TV commercial productions. Merrill provides managed account services through the Select Portfolio Solutions (SPS) Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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Carlos A

Series 66

Newnan, GA

Edward Jones

Carlos Aquino is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Rocket Mortgage and several other companies in related fields. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Sales Professional
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William B

Series 66

Peachtree City, GA

Edward Jones

William Bexley is a financial advisor with Edward Jones in Peachtree City, GA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Cindy L

Series 63, Series 65

Peachtree City, GA

Wells Fargo Advisors

Cindy Lawrimore is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. She has held roles within Wells Fargo entities since 2009. Outside of her advisory work, she serves as a trustee for the Wickham Capital 401(k) plan and holds power of attorney responsibilities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

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

Series 66

Fayetteville, GA

Raymond James & Associates

Macie Mowell is a Series 66 licensed advisor at Raymond James & Associates with one year of industry experience. Her background includes roles at Morgan Stanley, The Walt Disney Company, and various educational and community-oriented organizations. Raymond James & Associates, Inc. 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 tailored financial planning and consulting through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Christopher P

Series 66

Fayetteville, GA

Edward Jones

Christopher Peurifoy is a financial advisor with Edward Jones in Fayetteville, GA, holding a Series 66 designation and six years of industry experience. He has served in various roles at Edward Jones since 2020. Outside of his advisory role, he is a board member of the Rotary Club of Peachtree City, where he assists in managing a foundation fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Hayes H

Series 66

Peachtree City, GA

Raymond James Financial

Hayes Heinecke is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked with the Saint Louis Cardinals and has experience in the moving services industry. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and supports client implementation through various advisory programs.

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

Series 63, Series 66

Fayetteville, GA

Wells Fargo Advisors

Ann Bolton is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2026, following a decade at Wells Fargo Clearing and three years at Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and delivers tailored recommendations through research and planning tools, with clients able to choose implementation through various brokerage or advisory programs.

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

Series 66

Newnan, GA

Edward Jones

Mallory Mc Curry is a financial advisor with Edward Jones in Newnan, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, she worked as a design development consultant for Rx4 LLC, advising on materials and styles in the fashion industry. Mc Curry’s background includes roles at several fashion brands and boutiques. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Colin E

Series 66

Peachtree City, GA

Edward Jones

Colin Evert is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at TSYS and CorpSteamServicesLLC, among other diverse positions. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Allison M

Series 63, Series 65, Series 66

Peachtree City, GA

Morgan Stanley

Allison Mc Donell is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63, 65, and 66 licenses and 18 years of industry experience. She has worked at Morgan Stanley since 2019 and previously held positions at Merrill and Candescet Media. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Christal W

Series 66

Fayetteville, GA

Raymond James Financial

Christal White Stevens is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and having 10 years of industry experience. She has been with Raymond James Financial Services since 2016 and currently serves as Vice President for On Purpose Financial Management, a non-investment-related support company based in Fayetteville, GA. 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

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

CFP®, Series 66

Peachtree City, GA

Raymond James Financial

Ronald Burdekin is a CFP® and holds a Series 66 license with 26 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2018, and previously spent nine years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he serves as CEO, Treasurer, and Corporate Secretary of Starr's Mill Financial Services, Inc. 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 investors. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and maintains specialized programs and partnerships in municipal finance and retirement plan advisory services.

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

CFP®, Series 66

Fayetteville, GA

Raymond James Financial

William Stone III is a CFP®-certified financial advisor with 22 years of industry experience, currently serving at Raymond James Financial since 2009. Prior to this, he was involved with McMullin-Stone Properties, LLC and McMullin, Stone & Associates, Inc. Stone is also the owner of On Purpose Financial Management, Inc., where he took on the role of branch manager in 2021. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored non-discretionary advisory services using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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

Series 63, Series 65

Fayetteville, GA

Wells Fargo Clearing

Mark Mcneight is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Derbend Asset Management. Outside of his advisory role, he co-owns a family RV rental business. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research-driven strategies and a combination of brokerage and advisory solutions.

Retired Founder/Business Owner
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Gwen G

Series 63

Peachtree City, GA

OSAIC

Gwen Garrison is a financial advisor at OSAIC with 28 years of industry experience. She holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of her advisory role, she serves as President of LifePlan Financial Advisors, Inc., where she is involved in fixed insurance and annuity sales as well as financial planning. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment platforms and third-party managers to construct diversified portfolios tailored to client risk tolerances.

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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Stacey R

CFP®, Series 66

Newnan, GA

Raymond James Financial

Stacey Richmond is a CFP®-credentialed financial advisor with six years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She previously worked at Edward Jones for nine years. Richmond also provides financial planning and services as an associate at CoWealth Advisors in Newnan, GA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools and has unique municipal advisory affiliations along with innovative plan-level consulting programs.

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

Series 63, Series 66

Peachtree City, GA

Wells Fargo Advisors

Melinda Whitlock is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2009. Whitlock holds a Georgia law license, active since 1993. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu for clients meeting a net-worth threshold, covering various specialized planning needs, and integrates advisory services with banking and other financial product offerings.

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

CFP®, Series 66

Fayetteville, GA

Edward Jones

James Mc Curry Jr. is a CFP®-designated financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2016. Outside of his advisory role, he owns Buzzo LLC, a real estate partnership based in Newnan, Georgia. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing over $1 trillion in assets. The firm is notable for its extensive advisor and branch network, discretionary and non-discretionary strategies, and affiliated financial services beyond traditional advisory offerings.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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