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Jeana S

CFP®, Series 63, Series 66

Atlanta, GA

LPL Financial

Jeana Salman is a financial advisor with LPL Financial based in Atlanta, GA, holding a CFP® designation and Series 63 and 66 licenses. She has 21 years of industry experience and has been with LPL Financial and Delta Community Credit Union since 2016. Outside of her advisory work, she also works part-time as a travel agent. 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, combining discretionary and non-discretionary management with research-supported model portfolios and alternative strategies.

College savings (529s, UTMA, etc.)
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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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David I

Series 63, Series 65

Peachtree City, GA

Comprehensive Wealth Management

David Ingram is a financial advisor with Comprehensive Wealth Management in Peachtree City, GA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Ingram has worked with Calton & Associates, Inc. since 2009 and has been with Comprehensive Wealth Management since 2007. Comprehensive Wealth Management is an independent, single-advisor firm serving a small client base of four households. The firm provides tailored portfolio management and financial planning services on a primarily non-discretionary basis, integrating insurance products alongside investment advisory services.

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