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Frank A
Series 63, Series 66
Conyers, GA
Cetera
Frank Arnold Sr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 50 years of industry experience. His prior work includes roles at Securities America, Concourse Financial Group Securities, and Proequities. Outside of advising, he is a member of the Newton County NAACP and serves as a mentor for the Newton Mentoring Program. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a diverse selection of affiliated and third-party investment managers.
Taurice B
Series 66
Stockbridge, GA
Edward Jones
Taurice Bussey is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 66 designation and entering his first year in the industry. Prior to joining Edward Jones, he held roles in diverse fields including restaurant management, coaching, and healthcare. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset levels. The firm offers various advisory programs and investment strategies, supported by a large national network of advisors and branch offices.
Thomas Y
Series 66
Stockbridge, GA
J.P. Morgan Securities
Thomas Young is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. His prior roles include positions at Merrill Lynch and Agwest. Outside of his advisory work, he serves as President of the Ravalli County Montana Farm Bureau, focusing on public education and community activities related to agriculture. 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 an ESG eligibility framework.
Jordan D
Series 66
Stone Mountain, GA
Edward Jones
Jordan Desamours is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Tesla for six years. He holds the Series 66 designation. 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 under management and offers a variety of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other services.
Paul R
CFP®, ChFC®, Series 63, Series 66
Stockbridge, GA
Edward Jones
Paul Rippa is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2011. 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 solutions, supported by a large national network of advisors and branch offices.
Timothy B
Series 66
Conyers, GA
Edward Jones
Timothy Baker is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Andres R
Series 66
Conyers, GA
Edward Jones
Andres Rubio is a financial advisor with Edward Jones in Conyers, GA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Branch Banking & Trust Co and Moody Capital Solutions, Inc., as well as ownership of a small roofing contracting business. He has also been involved with Jack's Bar & Grill since 2019. 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 broad range of advisory programs and investment products supported by a nationwide network of more than 23,700 financial advisors.
Teyonna H
Series 63, Series 66
Loganville, GA
Fidelity
Teyonna Harris is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including Merrill, Bank of America, Manning & Napier, and Wells Fargo. Outside of her advisory role, she is a partner in a decorative flooring company and serves as a guest instructor in substitute teaching. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.
Matthew R
Series 66
Stockbridge, GA
Edward Jones
Matthew Rix is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Berry Global, Inc., Cardinal Health, and Covidien. 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 network of financial advisors and branch offices nationwide.
Andrew H
Series 66
Covington, GA
Edward Jones
Andrew Hale is a Series 66 licensed financial advisor with Edward Jones, based in Covington, GA. He has seven years of industry experience, including prior roles at AgSouth Farm Credit and the Morgan County Recreation Department. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.
Raymond S
Series 66
Covington, GA
Edward Jones
Raymond Sommer is a financial advisor with Edward Jones in Covington, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full‑service wealth management firm serving over four million individual and institutional clients. The firm 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.
Eric S
Series 66
Stockbridge, GA
Merrill
Eric Scott is a financial advisor with Merrill and holds a Series 66 designation. He has 19 years of industry experience, including 11 years at Bank of America and Merrill. Outside of his advisory role, he participates in an Airbnb business where he personally manages a guest bedroom listing in his home. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Samuel K
Series 63, Series 65
Conyers, GA
Cetera
Samuel Kelly is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He previously worked at Avantax and H.D. Vest, and currently balances his advisory role with coordinating a mass spectrometry core lab at Georgia Tech. Outside of finance, he is involved in nonprofit activities including serving on the advisory board of Back on My Feet Atlanta, volunteering as a team leader for the Ivy Haywood Education Initiative supporting students in Uganda, and acting as a trustee for Discover Point Church. Cetera Investment Advisers LLC provides a range of portfolio management and financial planning services through a large nationwide network of independent advisors, serving individual, institutional, corporate, and charitable clients. The firm operates a multi-manager platform offering various investment programs with discretionary and non-discretionary options, managing assets totaling over $256 billion across more than 10,000 advisors.
Bonnie P
Series 63, Series 65
Stone Mountain, GA
Mass Mutual Investors Services
Bonnie Passannante is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at Eagle Strategies, LLC and New York Life Insurance Company and its related securities firm, where she spent over two decades. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.
John M
Series 63, Series 65
Atlanta, GA
J.P. Morgan Securities
John Mclaren is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2017. His prior experience includes positions at Fidelity Bank and SunTrust Advisory Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.
Timothy J
Series 63, Series 66
Conyers, GA
Edward Jones
Timothy Johnson is a financial advisor with Edward Jones in Conyers, GA, holding Series 63 and Series 66 credentials. He has 16 years of industry experience and has worked with Edward Jones for 14 years. Outside of his advisory role, he owns a rental property business based in Monroe, GA. 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 variety of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, access to separately managed accounts, and affiliated mutual funds.
Faith O
Series 66
Stone Mountain, GA
Wells Fargo Clearing
Faith Okoeguale is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and four years of industry experience. She previously worked at Merrill for 16 years. Outside of her advisory role, she holds a minor ownership interest in a car dealership based in Lawrenceville, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad client base.
Sharon M
Series 63, Series 66
Tucker, GA
LPL Financial
Sharon Miller is a financial advisor with LPL Financial in Tucker, GA, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She worked at INVEST Financial Corp. for 32 years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, model portfolio programs, and institutional platforms. The firm supports advisors with research tools and allows for both discretionary and non-discretionary investment strategies, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.
Anson K
Series 66
Stone Mountain, GA
Merrill
Anson Kanjira is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has a work history that includes Bank of America, where he was employed for 15 years before joining Merrill. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.
Crystal N
Series 63, Series 65
Stockbridge, GA
LPL Financial
Crystal Nesbit is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms including Avantax Advisory Services, 1 St Global Advisors, Ameriprise, and E*TRADE Advisory Services. Nesbit has been with LPL Financial since 2021. 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 and brokerage services including financial planning, model portfolio programs, and access to third-party asset management, supported by technology and a large network of investment adviser representatives.
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