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Tosha A

Series 63, Series 65

Douglasville, GA

Empower Advisory Group

Tosha Alexander is a financial advisor with Empower Advisory Group in Douglasville, GA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Valic Financial Advisors, and New York Life Insurance Company. Outside of advisory work, she owns Victoria's Vintage Design, a business focused on estate sales and design solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders, delivering services through an integrated platform linked to Empower’s recordkeeping and administrative systems.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Michael D

Series 63, Series 66

Powder Springs, GA

Truist Advisory Services

Michael Dennard is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Cetera Advisor Networks, Amazon.com, Primerica Financial Services, Signator Investors, Transamerica Financial Advisors, and FSC Securities Corporation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and research.

Founder/Business Owner Executive
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Julia M

Series 63, Series 65

Bremen, GA

Truist Advisory Services

Julia Moody is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2023 and previously held roles at Regions Bank, Cetera Investment Services, and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses both discretionary and non-discretionary management approaches, leveraging third-party platforms and AI-enabled research tools to support investment decisions and manager selection.

Founder/Business Owner Executive
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Kimberly M

Series 66

Carrollton, GA

Independent Advisor Alliance, LLC

Kimberly Moore is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has six years of industry experience and has worked with LPL Financial, LLC since 2016. Moore is also a notary public. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through both discretionary and non-discretionary strategies supported by various analytical techniques and technology platforms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Bobby P

Series 63, Series 65

Carrollton, GA

Primerica Advisors

Bobby Powers is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2018 and previously held roles at Fogo Data Centers and the SwingThought Tour. Powers also engages in the sale of investment-related products and receives compensation for referrals related to home security and automation products as well as loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services based on model recommendations developed by unaffiliated asset managers, and offers a range of strategic and tactical investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Derick N

Series 63, Series 66

Carrollton, GA

Edward Jones

Derick Newton is a financial advisor with Edward Jones in Carrollton, GA, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as a pastor and founder of the Last Shall Be First Ministry and is a songwriter of gospel music. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Rod B

CFP®, Series 66

Powder Springs, GA

Edward Jones

Rod Bazarsky is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Tradebe Environmental Services from 2010 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy General estate planning guidance Wealth management Business ownership considerations Business succession planning Founder/Business Owner Executive
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Stephen A

Series 66

Hiram, GA

Cetera

Stephen Albritton is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Securities America Advisors, PNC Wealth Management, and TIAA-CREF. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

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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Brandon C

CFP®, Series 66

Hiram, GA

Edward Jones

Brandon Courson is a CFP® professional with 11 years of experience, currently advising clients at Edward Jones since 2014. He holds the Series 66 designation and is based in Hiram, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business succession planning Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner Financial Professional
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Tiffany M

Series 66

Carrollton, GA

Edward Jones

Tiffany Middleton is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for over a decade at Georgia Mortgage Services Inc. as a mortgage loan officer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Paul J

Series 66

Douglasville, GA

Edward Jones

Paul Jacobson is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he held positions at KidsPeace and White's Residential and Family Services. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Dentist
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Brody P

Series 66

Carrollton, GA

Merrill

Brody Parkerson is a financial advisor with Merrill holding a Series 66 credential. He has one year of industry experience and has previously worked with Bank of America, MWA Financial Services, and Modern Woodmen of America. Prior to his advisory roles, he was employed in education at several institutions including Georgia Gwinnett College and Gordon State College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Larry L

Series 63, Series 65

Carrollton, GA

Primerica Advisors

Larry Lyle is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. In addition to advisory work, he receives non-investment related compensation through referrals for home security, automation products, and other home-related services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Joey K

ChFC®, Series 63, Series 66

Carrollton, GA

Edward Jones

Joey Key is a financial advisor at Edward Jones in Carrollton, GA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, including prior roles at Assurity Life and several Southern Farm Bureau companies. Key has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Wealth management General estate planning guidance Military & Veterans
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Joseph G

Series 63, Series 65

Carrollton, GA

LPL Financial

Joseph Garrett is a financial advisor with LPL Financial in Carrollton, Georgia, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004. Outside of his advisory role, he is involved in publishing through Chapel Heights Publishing, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and technology tools to support advisory representatives.

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

Series 66

Carrollton, GA

Cambridge Investment Research Advisors

Jackson Grillo is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and two years of industry experience. He previously worked at Rezolut and Rollins Inc, and has been affiliated with Cambridge Investment Research, Inc. in various roles since 2014. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Pamela R

Series 66

Carrollton, GA

Cambridge Investment Research Advisors

Pamela Robinson is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and bringing 22 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2008 and previously with Grillo & Associates for 25 years. Outside of her advisory role, she serves as treasurer for Habitat for Humanity of West Georgia and is involved as a youth leader at Midway Macedonia Baptist Church. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports various management approaches through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Debra J

Series 66

Lithia Springs, GA

Cetera

Debra Johnson is a financial advisor with Cetera, holding a Series 66 designation and bringing 22 years of industry experience. She has held roles at Avantax Advisory Services and Avantax Investment Services, and currently operates Hagan, Johnson & Associates, a CPA firm providing tax preparation and advice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and investment strategies.

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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Jeremy S

Series 63, Series 65

Carrollton, GA

LPL Financial

Jeremy Sabo is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and having 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is an author of a book on the history of the track and field program at Carrollton High School and is certified as an athletics official by USA Track & Field. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, utilizing a large network of investment adviser representatives supported by research and technology tools.

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

ChFC®, Series 66

Douglasville, GA

Edward Jones

Frank Clay Jr. is a financial advisor at Edward Jones in Douglasville, GA, holding the ChFC® and Series 66 designations with 17 years of industry experience. He has been with Edward Jones since 2009. Clay serves as a board member and volunteer for local education-focused nonprofits, assisting with fundraising efforts and scholarship programs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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