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Robin S

Series 63, Series 65

Lawrenceville, GA

Primerica Advisors

Robin Slaton is a financial advisor at Primerica Advisors with eight years of industry experience. Slaton holds Series 63 and Series 65 licenses and has worked with Primerica Financial Services since 1992. Outside of advising, Slaton is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Medhane E

Series 63, Series 65

Duluth, GA

Primerica Advisors

Medhane Elias is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Citrin and E*Trade Securities LLC. Outside of finance, he has worked as a delivery driver for Uber Eats and DoorDash. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a discretionary wrap-fee asset management program that utilizes model-driven strategies developed by unaffiliated managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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John S

Series 66

Loganville, GA

Edward Jones

John Stephens is a financial advisor at Edward Jones in Loganville, Georgia, holding a Series 66 designation with two years of industry experience. His prior work experience includes roles outside the financial sector at Academy Sports and Outdoors, Harbor Freight Tools, and Office Depot. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of advisors and branch offices. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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

Series 66

Duluth, GA

Wells Fargo Clearing

Scott Haggas is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding a Series 66 designation and seven years of industry experience. His prior experience includes five years at First Command in various advisory and brokerage roles, along with 26 years of service in the US Army. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Jeffrey H

Series 63, Series 65

Duluth, GA

Primerica Advisors

Jeffrey Hettinger is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Primerica Financial Services since 2016. Prior to this, he was involved in futures brokerage and managed client futures trading accounts as an independent contractor. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to 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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Raymond L

Series 66

Lawrenceville, GA

Cetera

Raymond Levandoski Jr. is a financial advisor with Cetera, holding a Series 66 credential and 25 years of industry experience. His career includes roles at Avantax Investment Services, Coker James, and 1ST Global Advisors. Outside of advising, he is a shareholder in a payroll management company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a large nationwide network of independent 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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Tyrone J

Series 63, Series 65

Conyers, GA

Wells Fargo Clearing

Tyrone Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an officer in Kappa Alpha Psi Fraternity, participating in social planning activities. 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 combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions through a large network of financial advisors.

Retired Founder/Business Owner
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Dean S

Series 63, Series 65

Snellville, GA

Edward Jones

Dean Spaniol is a financial advisor at Edward Jones in Snellville, GA, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Edward Jones in 2025, he was involved with Executive Summits for six years and has participated in organizations such as FUSE Soccer and Future Music Makers, a nonprofit. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Stock option exercise strategy Liquidity event planning Business ownership considerations Business exit / sale strategy Founder/Business Owner Executive Professional Athlete Young Families
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Amy Z

Series 63, Series 66

Lilburn, GA

J.P. Morgan Securities

Amy Zachery is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Truist and Everel America. Outside of her advisory role, she has provided pet play space services through Sniffspot. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence to deliver non-discretionary advice.

Wealth management Executive Founder/Business Owner
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Xavier R

Series 66

Winder, GA

Raymond James Financial

Xavier Railey is a financial advisor at Raymond James Financial with four years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Advisors and has a background that includes disability adjudication and fitness training. Outside of advising, he is involved in strength, speed, and agility training at a sports facility. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal advising and SIMPLE IRA employer consulting.

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

Series 66

Stone Mountain, GA

J.P. Morgan Securities

Marcus Thompson is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Edward Jones, Wells Fargo Advisors, BB&T Investment Services, and A.G. Edwards & Sons. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Minh D

Series 66

Duluth, GA

Wells Fargo Clearing

Minh Doan is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2024, he worked at Bank of America and Merrill from 2016 to 2024. Outside of his advisory role, Doan has ownership interests in several businesses, including a nail salon and investment-related holding companies, and serves as treasurer for a networking organization. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from its investment institute with diversification and portfolio theory principles while providing both brokerage and advisory solutions.

Retired Founder/Business Owner
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Wesley M

Series 66

Lawrenceville, GA

Edward Jones

Wesley Mc Michael is a Series 66-registered financial advisor with Edward Jones, based in Lawrenceville, GA. He joined Edward Jones in 2025 after a 26-year career at Pepsico. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a fiduciary standard in its advisory services. The firm’s extensive network includes approximately 23,701 financial advisors and 15,121 branch offices, supporting approximately $1.01 trillion in assets under management.

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

Series 63, Series 66

Duluth, GA

Primerica Advisors

Jason Smith is a financial advisor with Primerica Advisors in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He previously worked at E*Trade Securities and E*Trade Clearing from 2010 to 2018 and spent a brief period at Peachtree Planning in 2018. Outside of financial services, he has done freelance professional voice-over work. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selected separately managed account options. 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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Cyrill R

Series 63, Series 66

Snellville, GA

J.P. Morgan Securities

Cyrill Rousseau is a financial advisor with J.P. Morgan Securities in Snellville, GA, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fidelity Investments, E*Trade Securities, Wells Fargo Bank, and J.P. Morgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Jacqueline E

Series 66

Duluth, GA

Ameriprise

Jacqueline Eldridge is a financial advisor with Ameriprise who holds a Series 66 designation and has 20 years of industry experience. Her career includes roles at Ameriprise Financial Services since 2020, as well as prior positions at Wells Fargo Advisors and BB&T Investment Services. She maintains several single-family real estate properties in Gainesville, Georgia, unrelated to her investment advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Charrie D

Series 63, Series 65

Duluth, GA

Wells Fargo Clearing

Charrie Dennard is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, Bank of America, and Fifth Third Bank. She has also been involved in entrepreneurial activities with Pro Custom Solar LLC and Downtown Public House LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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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Dar'shun K

Series 65

Lithonia, GA

Kairos Capital Legal Advisors, LLC

Dar'shun Kendrick is a financial advisor at Kairos Capital Legal Advisors, LLC, holding a Series 65 designation with six years of industry experience. She has worked with Kendrick Advisory & Advocacy Group since 2017 and has legal practice experience from Kendrick Law Practice spanning 2008 to 2017. Kendrick also serves as General Legal Counsel for the Georgia Minority Investment Collaborative, Inc., providing legal compliance and counsel to investors in Georgia's emerging cannabis industry. Kairos Capital Legal Advisors provides investment education, market reports, and legal consulting to individuals and organizations, focusing on investor education through research and training rather than discretionary management. The firm offers written analyses, seminars, and workshops, operating as a law practice with an emphasis on addressing potential conflicts when legal and investment services overlap.

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