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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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Andrew M

Series 66

McDonough, GA

Edward Jones

Andrew Magness is a financial advisor at Edward Jones in McDonough, GA, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, he spent 11 years at National Merchandising Services LLC. He is also listed with DraftKings.com in a non-active capacity. 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 strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Wealth management 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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