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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Pamela N
Series 63, Series 65, Series 66
Peachtree City, GA
Morgan Stanley
Pamela Nichols is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63, 65, and 66 licenses and having 31 years of industry experience. Prior to joining Morgan Stanley in 2025, she spent nine years with Wells Fargo Clearing and seven years with Wells Fargo Advisors. Outside of her advisory role, she owns and operates Chickarelli Farms, a chicken farm in Macon, GA. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and a variety of investment programs supported by firm-approved planning tools and a wide array of retail and institutional products.
Shaun C
CFP®, Series 63, Series 65
Fayetteville, GA
LPL Financial
Shaun Crawley is a CFP® professional affiliated with LPL Financial in Fayetteville, GA, with 22 years of industry experience. He has worked at LPL Financial since 2014 and has been associated with Delta Community Credit Union since 2009. In addition to his advisory role, he is involved in offering fixed annuities and long-term care insurance through Ashe Brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services with varied investment management approaches and research support.
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.
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.
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.
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.
Shana M
Series 66
Peachtree City, GA
Merrill
Shana Momin is a Financial Advisor at Merrill in Peachtree City, GA, specializing in assisting families and business owners with strategic financial planning. She focuses on helping clients navigate financial challenges such as funding education, caring for aging parents, planning for retirement, and managing business finances by prioritizing goals into Essential, Important, and Aspirational categories to create tailored financial roadmaps. Momin holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her credentials from the Kaplan School of Financial Planning. Her approach incorporates asset allocation aligned with clients' goals and risk tolerance, utilizing Merrill's investment products and Bank of America's banking and lending services. Outside her professional work, Shana Momin engages in personal interests such as cooking, interior decorating, painting, reading, sewing, traveling, and yoga. She values understanding clients' priorities to develop personalized financial plans that address their unique goals and aspirations.
Robert A
Series 63, Series 66
Peachtree City, GA
Raymond James Financial
Robert Awbrey Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Peachtree City, GA, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Morgan Stanley and Country Financial Inc. Outside of his advisory work, he serves as Assistant Treasurer for the Kiwanis Club of Newnan. 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 tailored, non-discretionary strategies supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Brian C
CFP®, Series 63
Fayetteville, GA
Wells Fargo Clearing
Brian Carpenter is a CFP® professional with 31 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the finance committee at Harmony Hall Baptist Church in Gainesville, GA. Wells Fargo Advisors is a national securities firm providing 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 analytics.
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