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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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Annieka I

Series 63, Series 66

Peachtree City, GA

Merrill

Annieka Innis Kerr is a Financial Advisor with Merrill Lynch Wealth Management. She brings over 11 years of experience in business development and client acquisition, focusing on helping clients with family wealth management strategies, liquidity management, personal retirement planning, small business strategies, and services for endowments, foundations, and non-profits. Annieka is committed to providing transparent and authentic guidance tailored to each client's financial goals. Born and raised in Jamaica, Annieka graduated as valedictorian before moving to New York to study Communications. She later relocated to Georgia, where she founded two businesses and built her career in finance. She holds a Personal Investment Advisor (PIA) designation and completed a certificate program at Team Work Academy. She is fluent in English and Spanish. Annieka is actively involved with the Atlanta Community Food Bank. Outside of her professional work, she enjoys cooking, dancing, fishing, gardening, hiking, horseback riding, hunting, painting, reading, and spending time with her family.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Women Professionals Mid-Career Professionals Parents
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Michael L

Series 63, Series 66

Newnan, GA

Edward Jones

Michael Lonas is a financial advisor at Edward Jones with 11 years of industry experience. He has held Series 63 and Series 66 credentials and has been with Edward Jones since 2016. Based in Newnan, GA, he serves clients through a large national firm. 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 and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 66

Peachtree City, GA

Edward Jones

Michael Martin II is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is co-owner of Early Bird Termite and Pest Control LLC, where he consults on strategic decisions and provides capital funding. 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 nationwide network of more than 23,700 advisors.

Retirement income strategy General retirement planning Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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Kevin G

Series 66

Fayetteville, GA

Wells Fargo Clearing

Kevin Giddens is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

Retired Founder/Business Owner
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Kerry E

Series 63, Series 65

Tyrone, GA

Cetera

Kerry Evert is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 33 years of industry experience. Prior to joining Cetera in 2025, Evert worked at Concourse Financial Group Securities Inc for more than two decades. He is also an elected board member of the First Baptist Church of Senoia, where he helps oversee budgeting and the allocation of donated funds. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a nationwide network of independent advisors.

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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Kaylyn T

Series 66

Fayetteville, GA

Edward Jones

Kaylyn Truelove is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to this, she was employed at Source4Teachers and Hampton University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

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

Series 63, Series 65

Newnan, GA

Cambridge Investment Research Advisors

Michael Robieson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been with Cambridge Investment Research since 2009. Outside of his advisory work, he is involved as an independent insurance agent and is the managing director and owner of Hadrian Group LLC, a company focused on software sales, executive search, and HR services. He also serves as a program manager for the Vinings Run Condo Association, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, employing multiple investment platforms and a range of strategies including proprietary models and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Carlos M

Series 66

College Park, GA

Merrill

Carlos Montoya is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Luka K

Series 66

Peachtree City, GA

Raymond James Financial

Luka Karaulic is a financial advisor at Raymond James Financial in Peachtree City, GA, holding a Series 66 designation with three years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2022 and also works as a Relationship Manager and Financial Advisor at Reveille Wealth Management, LLC. Karaulic’s background includes experience at Georgia Tech prior to entering the financial services industry. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services 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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Stephen F

Series 66

Peachtree City, GA

Edward Jones

Stephen Fulmer Jr. is a financial advisor with Edward Jones in Peachtree City, GA, holding the Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2017, with roles in university housing and residential communities as well as involvement with day camps and student government at the University of Alabama. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and 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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Joseph B

Series 66

Newnan, GA

Edward Jones

Joseph Bence 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, he served for 11 years with the Coweta County Board of Education. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, 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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Deborah L

Series 66

Peachtree City, GA

Edward Jones

Deborah Landry is a financial advisor at Edward Jones in Peachtree City, GA, holding a Series 66 designation with one year of industry experience. Her work history includes roles at Edward Jones since 2018 and prior employment in education and retail sectors. She was also involved with Peachtree City United Methodist Church from 2020 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large national network of advisors and branches.

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

Series 63, Series 65, Series 66

Peachtree City, GA

Morgan Stanley

Pamela Nichols is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Morgan Stanley. Outside of her advisory role, she owns and operates Chickarelli Farms, a chicken farming business in Macon, Georgia. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages significant client assets and delivers services through both direct individual engagements and corporate financial planning agreements.

General estate planning guidance
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Shaun C

CFP®, Series 63, Series 65

Fayetteville, GA

LPL Financial

Shaun Crawley is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2014. He also holds a longstanding role at Delta Community Credit Union beginning in 2009 and is involved with Ashe Brokerage as an insurance agent providing fixed annuities and long-term care insurance. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Jenna W

Series 66

Peachtree City, GA

Morgan Stanley

Jenna Wulf is a financial advisor with Morgan Stanley in Peachtree City, GA, holding a Series 66 designation and with six years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Encadria Staffing Solutions and the University of West Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

General estate planning guidance
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Wade G

Series 63, Series 65

Peachtree, GA

Raymond James Financial

Wade Giddens is a financial advisor at Raymond James Financial Services Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Giddens is a partner in Reveille Wealth Management LLC, an ownership entity for his wealth management activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning 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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Joseph P

Series 66

Peachtree, GA

Raymond James Financial

Joseph Perdue is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. His career includes positions at Morgan Stanley from 2013 to 2021 before joining Raymond James in 2021. He is also a partner in Reveille Wealth Management LLC, an investment support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services 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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Matthew D

Series 66

Fayetteville, GA

Raymond James & Associates

Matthew Douglas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 21 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He also works part-time supporting equipment staff for the Jacksonville Jaguars. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and investment consulting with a range of portfolio management styles, municipal advisory services, and a network of affiliated financial services.

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