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Douglas F

Series 63, Series 65, Series 66

Peachtree City, GA

LPL Financial

Douglas Fuentes is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Wells Fargo in various capacities from 2013 to 2023. Fuentes is based in Peachtree City, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Zachary M

Series 66

Peachtree City, GA

Morgan Stanley

Zachary Mulherin is a financial advisor with Morgan Stanley in Peachtree City, GA, holding a Series 66 designation and one year of industry experience. He previously worked at Presidio for ten years before joining Morgan Stanley and its Private Bank in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery and advanced modeling tools, delivering a range of advisory programs without providing individual security recommendations as part of standalone planning.

General estate planning guidance
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Casey K

Series 66

Peachtree City, GA

Edward Jones

Casey Kelly is a financial advisor at Edward Jones with a Series 66 designation and 12 years of experience at the firm. Based in Peachtree City, GA, Kelly has been with Edward Jones since 2014. 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 advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive Women Professionals
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Devyne W

Series 66

Douglasville, GA

Edward Jones

Devyne Washington is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior experience at Bank of America and in the automotive industry. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

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

CFP®, Series 63, Series 66

Peachtree City, GA

Edward Jones

Christopher Allessio is a CFP® professional with 25 years of industry experience, serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in a craft beer brewery business in Peachtree City, GA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional accounts. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 65

Peachtree City, GA

Wells Fargo Advisors

Malon Wickham is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Advisors and its affiliated firms since 2010. Outside of his advisory role, he serves as president of a condominium association in Ponte Vedra, FL, and has part ownership in a venture related to private plane ownership for personal travel. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and develops tailored recommendations using proprietary research and planning tools, with implementation options available through various brokerage and 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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Yancey C

Series 63, Series 66

Fayetteville, GA

Wells Fargo Clearing

Yancey Carter is a financial advisor with Wells Fargo Clearing in Fayetteville, GA, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advising, he owns businesses managing pecan farming and timber harvesting in Hahira, 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Allen F

Series 63, Series 65

Fayetteville, GA

Wells Fargo Clearing

Allen Fowler is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He has been with Wells Fargo entities since 2013, currently holding Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a power of attorney for his father. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Kassi L

Series 66

Peachtree City, GA

Wells Fargo Advisors

Kassi Lee is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Lee held roles at Sunbelt Technology LLC and SportsTrust Advisors, among others. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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James C

Series 66

Peachtree City, GA

Wells Fargo Advisors

James Cox is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 24 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a trustee and executor for various family-related investment and estate matters. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Grace H

Series 63, Series 65

Fairburn, GA

Cetera

Grace Hayden Macnaught is a financial professional with Cetera, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. She has worked with firms including Invesco and Jackson National Life Distributors and currently operates The Planning Studio LLC. Macnaught is also licensed to sell fixed insurance products such as life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options and financial planning services through a large network of independent advisors, supporting a multi-manager platform with access to affiliated and third-party investment strategies.

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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Michael B

CFA®, Series 66

Peachtree City, GA

Raymond James Financial

Michael Bennicelli II is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with Raymond James Financial and serves as Chief Operating Officer of Reveille Wealth Management, LLC. His prior experience includes nearly nine years at Morgan Stanley. 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 analytical tools for tailored non-discretionary planning and supports a large advisor network with specialized municipal and SIMPLE IRA advisory programs.

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

Series 66

Peachtree City, GA

Wells Fargo Advisors

James Hunter is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 credential and eight years of industry experience. He has been with Wells Fargo Advisors since 2017 following a ten-year retirement. Outside of his advisory role, Hunter serves on the boards of directors for True Natural Gas and Coweta-Fayette Electric Membership Corporation, where he participates in corporate governance and strategic oversight. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and tools to tailor recommendations that clients may implement 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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Floyd G

Series 66

Fayetteville, GA

Edward Jones

Floyd Gantt is a financial advisor with Edward Jones in Fayetteville, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a wealth management firm serving individual and institutional clients with a range of investment services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
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Joseph L

Series 63, Series 65

Douglasville, GA

Wells Fargo Clearing

Joseph Lawlor Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016, preceded by seven years at Wells Fargo Advisors LLC and 24 years at Wachovia Bank, N.A. 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 provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Jeana S

CFP®, Series 63, Series 66

Atlanta, GA

LPL Financial

Jeana Salman is a CFP®-certified financial advisor with LPL Financial in Atlanta, GA, and has 21 years of industry experience. She previously worked at Fidelity for five years and has been associated with Delta Community Credit Union since 2016. In addition to her advisory role, she serves as a Trust Liaison Officer and works part-time as a travel agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by various institutional platforms and technological tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kelly C

Series 63, Series 66

Peachtree City, GA

Cambridge Investment Research Advisors

Kelly Crockett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to joining Cambridge, Crockett worked at Truist Advisory Services and Truist Investment Services, as well as Dunlap & Associates Wealth Management, Commonwealth Financial Network, and SunTrust Bank. Crockett is also the managing partner and owner of Sentinel Wealth Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored strategies across multiple platforms with access to proprietary and third-party investment models.

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

Series 66

Peachtree City, GA

Wells Fargo Advisors

Douglas Aldridge Jr is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. Aldridge also owns and operates two investment-related businesses, Aldridge Private Wealth Management Group LLC and AdoptiO Capital LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk management, and specialty areas such as business-owner transitions and special-needs planning. The firm combines advisory services with banking and other financial product offerings through a large network of financial advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jacob E

Series 66

Peachtree City, GA

Wells Fargo Advisors

Jacob Ellis is a financial advisor with Wells Fargo Advisors in Peachtree City, GA. He holds a Series 66 designation and has three years of industry experience, including roles at XL Sports and Clean Care prior to joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Daniel K

Series 63, Series 65

Riverdale, GA

Intellivest Securities, Inc.

Daniel Kolber is a financial advisor at Intellivest Securities, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has operated the Law Office of Daniel H. Kolber, P.C. since 2010. In addition to his advisory role, he owns Intellivest Securities Research, Inc., which produces securities research. Intellivest Securities, Inc. provides investment advice and research services covering publicly traded equities and private placements. The firm offers subscription-based research, analytical tools, and consulting engagements, utilizing a blend of fundamental, technical, and charting analysis in its investment approach.

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