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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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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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.

General retirement planning Retired Founder/Business Owner Executive
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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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Military & Veterans Founder/Business Owner
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Jeana S

CFP®, Series 63, Series 66

Atlanta, GA

LPL Financial

Jeana Salman is a financial advisor with LPL Financial based in Atlanta, GA, holding a CFP® designation and Series 63 and 66 licenses. She has 21 years of industry experience and has been with LPL Financial and Delta Community Credit Union since 2016. Outside of her advisory work, she also works part-time as a travel agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and alternative strategies.

College savings (529s, UTMA, etc.)
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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.

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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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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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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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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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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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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