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Jennifer C

ChFC®, Series 66

Senoia, GA

Edward Jones

Jennifer Camp is a financial advisor with Edward Jones in Senoia, GA, holding the ChFC® designation and Series 66 license. She has 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

Charitable giving & philanthropy Divorce financial planning Multi-generational wealth transfer General retirement planning Inheritance planning Retired Founder/Business Owner Executive Intergenerational Families
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Jean Paul C

Series 63, Series 65

Senoia, GA

OSAIC

Jean Paul Chenette is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His previous work includes eighteen years at LPL Financial, followed by a year at FSC Securities Corporation before joining OSAIC in 2023. Outside of his advisory role, he provides biblical counseling for marriages through Life and Lyric Ministries. OSAIC serves a diverse client base spanning individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services with multiple platform options and third-party money manager access. The firm utilizes asset-allocation tools and risk analysis to build portfolios that may include a range of securities and alternative investments managed on discretionary or non-discretionary bases.

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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Alonso G

Series 66

Fayetteville, GA

Wells Fargo Clearing

Alonso Gomez Martinez is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and six years of industry experience. He previously worked at Puerta Del Sol for 14 years and currently has a half ownership in a hospitality business where he is involved in day-to-day operations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Retired Founder/Business Owner
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Kelly B

Series 66

Fayetteville, GA

Edward Jones

Kelly Baker is a financial advisor at Edward Jones with Series 66 credentials and seven years of experience at the firm. Prior to joining Edward Jones, Kelly worked in the hospitality industry at Hyatt Place locations in Atlanta. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Peachtree City, GA

Morgan Stanley

Ashley Warren is a financial advisor with Morgan Stanley in Peachtree City, GA, holding a Series 66 designation and two years of industry experience. Warren previously worked at Merrill from 2014 to 2017 before joining Morgan Stanley Smith Barney LLC. Outside of advisory work, Warren is involved in a construction and engineering business through a volunteer role connected to a spouse’s company. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a comprehensive investment approach tailored to client needs.

General estate planning guidance
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Jeffrey W

Series 66

Fayetteville, GA

Edward Jones

Jeffrey Westfall is a Series 66 registered financial advisor at Edward Jones in Fayetteville, GA, with 13 years of industry experience. He has been with Edward Jones since 2012. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 66

Peachtree City, GA

OSAIC

Julie Matulia is a financial advisor with Osaic Wealth Inc. and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including prior roles at Cambridge Investment Research Advisors and Guardian Life Insurance Co. of America. In addition to her advisory work, she provides divorce coaching through JM Financial Planning, LLC, assisting clients with financial settlements during divorce proceedings. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers.

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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Scott F

Series 66

Peachtree City, GA

Ameriprise

Scott Fennel is a financial advisor with Ameriprise in Peachtree City, GA, holding a Series 66 designation and two years of industry experience. His work history includes roles at Ameriprise since 2023 and earlier experience at the University of Georgia and Advanced Aquatics. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Matthew F

Series 66

Fayetteville, GA

Cetera

Matthew Fry is a financial advisor with Cetera holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Summit Financial Networks and Summit Financial Group. He is also a member of the US Air Force Reserves and has been employed by Delta Air Lines since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and supports multiple investment program structures and custodian relationships.

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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Sidney B

Series 63, Series 66

Fayetteville, GA

LPL Financial

Sidney Baker is a financial advisor with LPL Financial in Fayetteville, GA, holding Series 63 and Series 66 licenses and 14 years of industry experience. Prior to joining LPL Financial, he worked at United Community Bank, Edward Jones, Hartford Funds Distributors LLC, Chartwell TSC Securities Corp, Chartwell Investment Partners, and Oppenheimer Funds Distributor. He is also the owner of S.Baker Enterprises LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, supported by proprietary and third-party research, with a range of discretionary and non-discretionary management options.

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

Series 66

Newnan, GA

Edward Jones

Michael Lowry is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he has worked part-time as a pharmacy technician at Walgreens since 2005. He also umpires youth baseball games in Sharpsburg, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

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

Series 66

Peachtree City, GA

Raymond James Financial

Jason Davis is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the Fayetteville Police Department. Davis is also associated with Reveille Wealth Management, an affiliated independent practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Series 66

Fayetteville, GA

Raymond James & Associates

Tanner Low is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America, N.A., and Merrill. 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 municipalities, and offers 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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Luke E

Series 66

Peachtree City, GA

Wells Fargo Advisors

Luke Ellis is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022. Prior to his advisory role, Ellis was associated with Auburn University and ClubCorp, and he spent twelve years working with Fayette County Schools. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, delivering planning solutions that span areas such as retirement, education, risk management, and niche services including business-owner transition and special-needs planning.

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

Series 66

Peachtree City, GA

Morgan Stanley

Christina Clark is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Hansena H

Series 63, Series 65

Fayetteville, GA

Wells Fargo Clearing

Hansena Hansen is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. Hansen holds Series 63 and Series 65 credentials and has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC. Outside of advisory work, Hansen serves as an executor for family estates in Georgia. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Jammie P

Series 66

Fayetteville, GA

Raymond James & Associates

Jammie Perri is a financial advisor with Raymond James & Associates in Fayetteville, GA, holding a Series 66 designation and 24 years of industry experience. Prior to joining Raymond James in 2021, Perri worked at Merrill for seven years. Outside of advising, Perri is an independent Scentsy consultant, a hobby activity involving selling scented products on a commission basis. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Series 66

Peachtree City, GA

Edward Jones

Don Carter is a Series 66 licensed financial advisor at Edward Jones with six years of experience at the firm and five years in the industry. Prior to joining Edward Jones in 2020, he was self-employed for one year and worked at WXIA-TV and Tegna Media from 2011 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Wealth management Business ownership considerations Business exit / sale strategy Founder/Business Owner Executive Professional Athlete
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Michael E

Series 63, Series 66

Fayetteville, GA

Raymond James & Associates

Michael Early Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad network of advisers and research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Darin R

Series 63, Series 66

Senoia, GA

OSAIC

Darin Ruttenberg is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Woodbury Financial Services, United Community Bank, LPL Financial, Cuna Brokerage Services, and Suncoast Credit Union. Outside of his advisory work, he serves as an assistant basketball coach at a local middle school. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement consulting, and access to multiple managed account solutions.

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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