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William T

Series 63, Series 65

Griffin, GA

Primerica Advisors

William Thomas is a financial advisor with Primerica Advisors in Griffin, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Prior to his financial career, he was employed by Dekalb County Schools for 17 years. Outside of advisory services, he also receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap fee basis.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jermeir J

Series 63, Series 65

Peachtree City, GA

Merrill

Jermeir Jackson Stroud is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning, portfolio management, and assisting clients through financial challenges associated with life transitions, including divorce. Through a collaborative approach, Jermeir provides personalized guidance and ongoing education to help clients make informed decisions tailored to their unique goals and circumstances. His expertise includes college education planning, personal retirement planning, and portfolio management services. Jermeir holds a Bachelor's Degree from North Carolina Central University and has earned the designation of Personal Investment Advisor (PIA). Outside of his professional role, he enjoys football, music, and spending time with his family.

General retirement planning Wealth management Retirement withdrawal strategies Divorce financial planning College savings (529s, UTMA, etc.)
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Kristie M

Series 63

Fayetteville, GA

Charles Schwab

Kristie Mitchell is a financial advisor with Charles Schwab & Co., Inc. in Fayetteville, GA, holding a Series 63 designation and 25 years of industry experience. She has been with Charles Schwab since 2012. Outside of her advisory role, she serves as a community board member for the Fayette County Education Foundation and assists a local school in developing financial literacy curriculum. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, supported by multi-asset model portfolios and comprehensive due diligence on alternative investments.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Chase H

Series 66

Newnan, GA

LPL Financial

Chase Hall is a financial advisor with LPL Financial based in Newnan, GA. He holds a Series 66 designation and has nine years of industry experience. Prior to joining LPL Financial, he worked at South State Bank, Center State, NBC Securities Inc, L.M. Kohn & Company, Edward Jones, and KIA Motors Manufacturing Georgia, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research resources.

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

Series 63, Series 66

Sharpsburg, GA

OSAIC

Richard Waddell III is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 66 licenses and worked previously at Woodbury Financial Services, Inc. for 11 years. Outside of his advisory role, he serves as treasurer of a holding company involved in life insurance policies and real estate investments. Osaic Wealth, Inc. serves a broad client base including individuals, institutions, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with asset-allocation tools and multiple investment platforms, employing a complex corporate structure and various third-party commercial arrangements.

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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Mark S

Series 63, Series 65

Tyrone, GA

Edward Jones

Mark Shames is a financial advisor with Edward Jones in Tyrone, GA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Prior to joining Edward Jones in 2019, he worked at SunTrust Investment Services and SunTrust Advisory Services from 2012 to 2019. He serves as a board member of the Fayette County Board of Equalization in Fayetteville, GA, where he participates in property tax appeal decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a network of approximately 23,701 advisors. The firm offers 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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Women Professionals
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Madison N

Series 66

Peachtree City, GA

Edward Jones

Madison Nixon is a financial advisor with Edward Jones in Peachtree City, GA, holding the Series 66 designation and seven years of industry experience. Prior to joining Edward Jones, Madison worked at Merrill Lynch from 2016 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment strategies supported by a large nationwide 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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Thelvie W

Series 66

Peachtree City, GA

Edward Jones

Thelvie Winston Sr. is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously was employed by The Boeing Company from 2015 to 2019. 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 through a network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Wealth management General retirement planning Retirement income strategy Military & Veterans Government Employee Engineering Professional Executive
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Chad S

Series 66

Fayetteville, GA

Wells Fargo Clearing

Chad Smith is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years and MooreColson LLP for two years. 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 supported by research and analytics from Wells Fargo Investment Institute.

Wealth management ESG / Sustainable investing Retired Founder/Business Owner Values-based investing Christian Faith Based
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Christopher S

Series 66

Fayetteville, GA

Raymond James & Associates

Christopher Stanford is a financial advisor with Raymond James & Associates in Fayetteville, GA, holding a Series 66 designation and having 21 years of industry experience. His prior firms include Bank of America and Merrill. He serves as a director on the board of the Worldwide Discipleship Association, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

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

Series 63, Series 66

Peachtree City, GA

Merrill

Juan Castillo is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' immediate, short-term, and long-term financial goals to provide tailored advice and guidance aimed at meeting and exceeding those objectives. He utilizes the full investment platform of Merrill Lynch alongside the suite of banking products available through Bank of America to assist clients in achieving financial independence. Juan's areas of expertise include employee benefits planning, executive compensation, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, and retirement income. He holds a Personal Investment Advisor (PIA) designation and has completed a non-accredited certificate program from Andrews University as well as earned a bachelor's degree from the University of Maryland. He is fluent in both Spanish and English. Outside of his professional duties, Juan enjoys football, golfing, reading, soccer, and spending time with his family.

Retirement income strategy Income planning General retirement planning Wealth management Approaching retirement
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Bruce S

CFP®, Series 63, Series 66

Peachtree City, GA

Edward Jones

Bruce Sutherland is a CFP®-certified financial advisor with Edward Jones in Peachtree City, GA, where he has worked since 2006. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. 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.

General retirement planning Retirement income strategy Retirement withdrawal strategies General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Austin C

Series 63, Series 65

Peachtree City, GA

Wells Fargo Advisors

Austin Carroll is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked at several firms, including Amentum, Mutual Advisors, Prime Capital Investment Advisors, and Cornerstone Retirement Group, and spent nine years at DynCorp International before entering the financial advisory field. Wells Fargo Advisors Financial Network is a large 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 tailored to clients meeting certain net-worth thresholds 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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Christopher M

Series 66

Newnan, GA

Edward Jones

Christopher Madaris is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Charles Schwab & Co., Goldman Sachs & Co. LLC, and service in the United States Air Force. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

Series 63, Series 66

Peachtree City, GA

Merrill

Charles Boyd is a financial advisor with Merrill who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at both Merrill and Bank of America since 2012 and 2013, respectively. Outside of his advisory role, he owns a separate business through which he refers leads to a contractor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Amanda R

Series 66

Senoia, GA

Edward Jones

Amanda Ridgeway is a financial advisor with Edward Jones in Senoia, GA, holding a Series 66 designation and 16 years of industry experience. She joined Edward Jones in 2019 after working at Wildes Financial Strategies, Inc. and Raymond James Financial Services. Outside of her advisory role, she owns and manages Ridgeway Funeral Home LLC in Georgetown, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large network of advisors and branches. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

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

Series 66

Newnan, GA

J.P. Morgan Securities

Joseph Liddell is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a large team of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Craig C

CFP®, Series 66

Peachtree City, GA

Raymond James Financial

Craig Carroll is a CFP® with seven years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones and James M Pleasants Company. Carroll owns and operates 1519 Wealth Management LLC and works as an independent contractor for CoWealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance services, along with specialized advisory programs.

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

Series 63, Series 66

Peachtree City, GA

Wells Fargo Advisors

Glenda Whitlock is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she serves as president of Largin Co, an investment-related business based in Fayetteville, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. 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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Toni F

Series 63, Series 66

Newnan, GA

LPL Financial

Toni Falcone is a financial advisor at LPL Financial with four years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience with Wells Fargo Clearing and Wells Fargo Bank, NA. In addition to her advisory role, she serves as a Client Relationship Manager at Ash Brokerage and as a Trust Liaison Officer with Members Trust Company, both part-time positions. 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 offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios, third-party research, and advanced portfolio management strategies.

College savings (529s, UTMA, etc.)
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