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James C
Series 66
Peachtree City, GA
Wells Fargo Advisors
James Cox is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 24 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a trustee and executor for various family-related investment and estate matters. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.
Grace H
Series 63, Series 65
Fairburn, GA
Cetera
Grace Hayden Macnaught is a financial professional with Cetera, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. She has worked with firms including Invesco and Jackson National Life Distributors and currently operates The Planning Studio LLC. Macnaught is also licensed to sell fixed insurance products such as life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options and financial planning services through a large network of independent advisors, supporting a multi-manager platform with access to affiliated and third-party investment strategies.
Michael B
CFA®, Series 66
Peachtree City, GA
Raymond James Financial
Michael Bennicelli II is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with Raymond James Financial and serves as Chief Operating Officer of Reveille Wealth Management, LLC. His prior experience includes nearly nine years at Morgan Stanley. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored non-discretionary planning and supports a large advisor network with specialized municipal and SIMPLE IRA advisory programs.
James H
Series 66
Peachtree City, GA
Wells Fargo Advisors
James Hunter is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 credential and eight years of industry experience. He has been with Wells Fargo Advisors since 2017 following a ten-year retirement. Outside of his advisory role, Hunter serves on the boards of directors for True Natural Gas and Coweta-Fayette Electric Membership Corporation, where he participates in corporate governance and strategic oversight. 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 financial planning and investment services, utilizing proprietary research and tools to tailor recommendations that clients may implement through various brokerage or advisory programs.
Michael J
Series 66
Stockbridge, GA
Edward Jones
Michael Jones is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018 with a brief tenure at other firms including Medtronic and Mutual of Omaha. Outside of his advisory role, he is a partner in a marketing business that serves professional clients such as actors, athletes, and authors. 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 programs, including discretionary and non-discretionary strategies, with a large national network of financial advisors and branch offices.
Floyd G
Series 66
Fayetteville, GA
Edward Jones
Floyd Gantt is a financial advisor with Edward Jones in Fayetteville, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a wealth management firm serving individual and institutional clients with a range of investment services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.
Takilya S
Series 66
Stockbridge, GA
Edward Jones
Takilya Stewart is a financial advisor at Edward Jones with seven years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2018, she spent twelve years with Kimberly Clark Corporation. Stewart also had a brief role with Berean Christian Church in 2018. 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 options, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.
Jeana S
CFP®, Series 63, Series 66
Atlanta, GA
LPL Financial
Jeana Salman is a CFP®-certified financial advisor with LPL Financial in Atlanta, GA, and has 21 years of industry experience. She previously worked at Fidelity for five years and has been associated with Delta Community Credit Union since 2016. In addition to her advisory role, she serves as a Trust Liaison Officer and works part-time as a travel agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by various institutional platforms and technological tools.
Brian H
Series 63, Series 66
Atlanta, GA
Cetera
Brian Hulsey is a financial advisor with Cetera and holds the Series 63 and Series 66 credentials. He has 25 years of industry experience and has been with Cetera and its affiliated entities since 2013. Outside of his advisory work, he is also involved in financial consulting and investment management through Chastain Park Capital Partners, LLC, and sells life, disability, fixed annuities, and long-term care insurance. 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 multi-manager platform that includes model portfolios, third-party managers, and customized strategies.
Kelly C
Series 63, Series 66
Peachtree City, GA
Cambridge Investment Research Advisors
Kelly Crockett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to joining Cambridge, Crockett worked at Truist Advisory Services and Truist Investment Services, as well as Dunlap & Associates Wealth Management, Commonwealth Financial Network, and SunTrust Bank. Crockett is also the managing partner and owner of Sentinel Wealth Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored strategies across multiple platforms with access to proprietary and third-party investment models.
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.
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.
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.
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.
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.
John S
Series 63, Series 65
Atlanta, GA
XYPN Sapphire
John Stoj is a financial advisor at XYPN Sapphire with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Verbatim Financial LLC and Transamerica Financial Advisors. He is a one-third partner in Flat Fee Advisors (dot) Org, a flat fee advisor directory. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based allocation strategy informed by Modern Portfolio Theory and supports a network of nearly 50 affiliated advisors through centralized back-office and compliance services.
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