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Jordan F

Series 66

Dacula, GA

Edward Jones

Jordan Fidanza is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his career in finance, he worked at Waffle House, Inc. from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Retirement income strategy Liquidity event planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Heather B

Series 66

Flowery Branch, GA

J.P. Morgan Securities

Heather Blount is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, following roles at Edward Jones and South State Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process uses centralized due diligence with both quantitative and qualitative research, and they offer unique capabilities including futures and security-based swap dealer registrations.

Founder/Business Owner
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Trevor P

Series 66

Lawrenceville, GA

Edward Jones

Trevor Pace is a Series 66 licensed financial advisor at Edward Jones in Lawrenceville, GA, with six years of industry experience. Prior to joining Edward Jones in 2020, he worked in construction with UTEC Construction Inc and ROCO Construction, and he attended Texas Tech University. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive Widow/Widower
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Paige D

Series 66

Lawrenceville, GA

Edward Jones

Paige Copeland is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2021. Prior to her career in finance, Copeland worked for Long Horn Steakhouse for 13 years. She is a member of the Lawrenceville Rotary Club. 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 investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Robin S

Series 65, Series 63

Lawrenceville, GA

Primerica Advisors

Robin Slaton is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and eight years of industry experience. Slaton has worked with Primerica Financial Services since 1992 and also has a long tenure at Publix Supermarkets. In addition to advisory work, Slaton is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and emphasizes advisory services primarily for non-institutional investors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Raymond L

Series 66

Lawrenceville, GA

Cetera

Raymond Levandoski Jr. is a financial advisor with Cetera who holds a Series 66 designation and has 26 years of industry experience. His career includes prior roles at Avantax Investment Services and 1ST Global Advisors, among others. Outside of his advisory work, he is a shareholder in Eagle Payroll Systems, a management operations business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 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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David V

CFP®, Series 63, Series 66

Jefferson, GA

Edward Jones

David Varnedoe Jr. is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of advisory work, he is the owner of a real estate business, Half Moon Properties LLC, based in Jefferson, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Early retirement planning Planning for children with special needs Retired Founder/Business Owner Executive
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Walter A

Series 63, Series 65

Jefferson, GA

Primerica Advisors

Walter Avrett is a financial advisor with Primerica Advisors in Hoschton, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2008. Outside of his financial advisory roles, Avrett co-owns Brick & Beam Events, LLC, an event planning business in Gainesville, GA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Xavier R

Series 66

Winder, GA

Raymond James Financial

Xavier Railey is a financial advisor at Raymond James Financial with four years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Advisors and has a background that includes disability adjudication and fitness training. Outside of advising, he is involved in strength, speed, and agility training at a sports facility. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal advising and SIMPLE IRA employer consulting.

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

Series 65

Jefferson, GA

Cambridge Investment Research Advisors

Charles Alligood is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. Prior to joining Cambridge, he worked at DoorDash and Wayne Sanderson Farms. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies along with access to third-party advisers.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Wesley M

Series 66

Lawrenceville, GA

Edward Jones

Wesley Mc Michael is a Series 66-registered financial advisor with Edward Jones, based in Lawrenceville, GA. He joined Edward Jones in 2025 after a 26-year career at Pepsico. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a fiduciary standard in its advisory services. The firm’s extensive network includes approximately 23,701 financial advisors and 15,121 branch offices, supporting approximately $1.01 trillion in assets under management.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Inheritance planning Retired Founder/Business Owner Executive
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Isaac S

Series 65

Watkinsville, GA

Cambridge Investment Research Advisors

Isaac Scheidt is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and four years of industry experience. He has been with Cambridge Investment Research, Inc. since 2019 and is also the owner of Ramp Ventures, LLC, a technology services firm. Additionally, he serves as a board member for the Bowman Estates Homeowners Association. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Christopher D

Series 63, Series 65

Sugar Hill, GA

Sacred Heart Investments

Christopher Drozjock is a financial advisor at Sacred Heart Investments with 23 years of industry experience. He holds Series 63 and Series 65 designations and has a long-term career with the United States Postal Service since 1984. Sacred Heart Investments focuses on managing pooled investment vehicles and institutional mandates, providing investment management and consulting services including pension consulting and client communications through periodic newsletters. The firm also selects and oversees other advisers to implement strategies for its institutional clients.

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