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William S

Series 66

Jasper, GA

Edward Jones

William Spencer is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, with a break to Primerica Financial Services from 2020 to 2023. Prior to his financial services career, he worked at Maxim Healthcare Services for two years. 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 programs and investment strategies supported by a 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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Elizabeth J

Series 63, Series 65

Cumming, GA

UBS Financial Services

Elizabeth Johnson is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2010. Outside of her advisory role, she is involved as a sales consultant in the skincare industry and is a member of a recruiting firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by proprietary research and model-based asset allocations.

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

Series 63, Series 66

Cumming, GA

LPL Financial

Joshua Salo is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Morgan Stanley and JPMorgan Chase Bank, N.A. 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 plans, banks, and institutions. The firm offers a range of investment strategies and operational support tools across a broad platform while managing over $819 billion in discretionary assets.

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

Series 66

Woodstock, GA

Edward Jones

Derek Hurt is a financial advisor at Edward Jones with one year of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, he has been self-employed since 2022 and owns Divine Disposal, a junk removal company. He also coaches baseball for youth ages 9 to 21 through Pinnacle Prospects, serving as a Player Development Coordinator. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Professional Athlete Hispanic/Latino/Latinx
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