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Jamie H

Series 66

Acworth, GA

Edward Jones

Jamie Hale is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked in education-related roles, including positions at the Atlanta English Institute and The English Island. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets 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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Billy C

Series 63, Series 66

Cartersville, GA

Edward Jones

Billy Chandler Jr. is a financial advisor with Edward Jones in Cartersville, GA, holding Series 63 and Series 66 licenses, and has 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

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

Series 66

Cartersville, GA

Wells Fargo Clearing

Richard Juliano is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Merrill, SunTrust Bank, and JPMorgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

Retired Founder/Business Owner
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Amanda Y

CFP®, Series 66

Acworth, GA

Edward Jones

Amanda Yingling is a CFP® and holds a Series 66 license with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at SunTrust and FedEx Office. 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 programs, separately managed accounts, and affiliated mutual funds.

Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Planning for children with special needs Inheritance planning Retired Founder/Business Owner Executive
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William G

Series 66

Cartersville, GA

Wells Fargo Clearing

William Gibboney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 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 his advisory role, he has been affiliated with Six Flags Over Georgia and Wachovia Bank, N.A. since 2010. 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 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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Tyson W

Series 66

Cartersville, GA

Edward Jones

Tyson Williams is a Series 66-registered financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Advisors Mortgage Group LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices. The firm manages approximately $1.01 trillion in assets and provides services under a fiduciary standard.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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James L

CFP®, Series 66

Waleska, GA

Cambridge Investment Research Advisors

James Lepp is a CFP® with 15 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2016. In addition to his advisory role, Lepp is an independent insurance agent specializing in life and health products and owns Trinity Financial Planning. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a large network of independent Financial Professionals utilizing a variety of portfolio management strategies and platform options.

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

Series 63, Series 65

Woodstock, GA

Cetera

Craig Long is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His career includes roles at Avantax Investment Services and several Cetera-affiliated entities since 2018, as well as prior positions at Synovus Securities and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 10,000 advisors managing more than $256 billion in assets.

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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