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Kenneth B

Series 66

Watkinsville, GA

Raymond James Financial

Kenneth Barimo Jr. is a financial advisor at Raymond James Financial with three years of industry experience. He has worked at both Raymond James Financial Services Advisors, Inc. and The Avenue Wealth Management since 2023. Prior to that, he was employed by FIS Global and worked in a non-investment-related business, KB Pressure Washing, from 2013 to 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide advisor network with advisory programs and institutional consulting.

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

CFP®, Series 63

Statham, GA

OSAIC

Scott Kessler is a CFP®-credentialed financial advisor at OSAIC with 37 years of industry experience. His prior roles include positions at Securities America Advisors, SSN Advisory, and LPL Financial. He also operates Kessler Financial Services, Inc., an S Corporation established for accounting purposes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment solutions and employs asset-allocation tools and risk-tolerance assessments to manage portfolios across multiple asset classes.

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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Matthew B

Series 66

Athens, GA

LPL Financial

Matthew Brinkley is a financial advisor with LPL Financial in Athens, GA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Consolidated Planning Corp. and Raymond James Financial Services Advisors. Brinkley serves on the boards of the National Football Foundation (Georgia Football Hall of Fame Chapter) and the Touchdown Club of Athens. 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 financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Ralph L

Series 65, Series 63

Watkinsville, GA

Primerica Advisors

Ralph Lenzi IV is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services, as well as involvement with Club Champion Golf. Primerica Advisors is a large institutional firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-driven investment strategies managed by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Arthur A

CFP®, Series 63

Athens, GA

Cetera

Arthur Aube is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Cetera. He has been with Cetera Advisors LLC since 2013 and maintains ownership of A & M Tax & Accounting Service, Inc., where he provides accounting, bookkeeping, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures and accounts.

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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John H

Series 63, Series 65

Athens, GA

Wells Fargo Clearing

John Halper is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. He holds Series 63 and Series 65 designations and is based in Athens, GA. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute along with third-party sources.

Retired Founder/Business Owner
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Tom E

Series 63, Series 65

Athens, GA

LPL Financial

Tom Elliot is a financial advisor with LPL Financial in Athens, GA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he has been involved in real estate sales as a licensed agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Johnathan S

Series 63, Series 66

Watkinsville, GA

Edward Jones

Johnathan Scott is a financial advisor with Edward Jones in Watkinsville, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 advisors nationwide.

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

Series 66

Athens, GA

UBS Financial Services

Ashley Carney is a financial advisor at UBS Financial Services with seven years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A., and spent ten years at Turner and Patat PC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Thomas F

Series 63, Series 65

Athens, GA

Wells Fargo Clearing

Thomas Foster is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Foster also serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Bryan H

Series 63, Series 65

Athens, GA

LPL Financial

Bryan Hutto is a financial advisor with LPL Financial in Athens, GA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Ameriprise Financial Services, Inc. from 2012 to 2018. Outside of his advisory work, he has some involvement in residential property management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Stefanie A

Series 63, Series 65

Watkinsville, GA

Primerica Advisors

Stefanie Adams is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2016. In addition to her advisory role, she engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Matthew W

Series 63, Series 65

Athens, GA

Raymond James & Associates

Matthew Wilbur is a financial advisor with Raymond James & Associates in Athens, GA, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He previously worked for Valic Financial Advisors for nine years before joining Raymond James in 2021. Outside of his advisory role, Wilbur is a partner in Hope Anthem LLC, where he writes, records, and performs music for religious gatherings and ceremonies. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and consulting with a range of portfolio management styles and notable municipal advisory services.

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

Series 63

Athens, GA

Wells Fargo Clearing

Stephanie Cronic is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo entities since 2015. She is based in Athens, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Natalie K

Series 66

Athens, GA

LPL Financial

Natalie King is a financial advisor with LPL Financial in Athens, GA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked with Consolidated Planning Corp and Raymond James Financial Services. Outside of advising, she is involved in inspection services and serves as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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John S

Series 63, Series 65

Athens, GA

Raymond James & Associates

John Sligh is a financial advisor with Raymond James & Associates in Athens, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2013. Sligh serves as Treasurer and a board member of the Stuart F. Sligh Jr. Athletic Scholarship Fund, a family foundation supporting scholarships in memory of his nephew. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering customized financial planning and consulting services with a range of portfolio management strategies.

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

Series 66, Series 63

Athens, GA

Wells Fargo Advisors

Garett Jones is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 credentials and nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, TD Ameritrade, and Huntington National Bank. He has also worked outside finance, including time at Marco's Pizza. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations, with clients deciding on 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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Mary G

Series 66

Athens, GA

Merrill

Mary Griffith is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, FinTrust Capital Advisors, and Raymond James. She has academic experience from the University of Georgia, including a master's program. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for 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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Joshua M

Series 66, Series 63

Athens, GA

Thrivent Investment Management

Joshua Mashburn is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Thrivent, his work history includes roles at Woodmen Financial Services, Woodmen of the World Life Insurance Society, and O'Reilly Auto Parts, as well as seasonal positions with Mountain Fellowship Camp and Vail Resorts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning across a broad range of topics and allows clients to combine planning with managed-account services under its “WealthPlan” program.

Business ownership considerations
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Jason P

CFP®, ChFC®, Series 63, Series 66

Watkinsville, GA

LPL Financial

Jason Piper is a CFP® and ChFC® with 27 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2021. Prior to that, he worked at Cetera Advisors LLC for eight years and Green Financial Resources for 18 years. Outside of his advisory role, he serves as a youth basketball coach in Bogart, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers advisory programs, financial planning, retirement consulting, and brokerage services with various investment management options supported by research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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