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Jessica H
Series 63, Series 65
Atlanta, GA
Raymond James Financial
Jessica Hernandez is a financial advisor at Raymond James Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Raymond James Financial and its affiliates since 2014. Hernandez is also an Associate at Harmon Financial Advisors, an independent RIA based in Atlanta. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.
James R
Series 66
Atlanta, GA
Cambridge Investment Research Advisors
James Roberts is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. His career includes roles at Merrill and Fsc Securities Corp before joining Cambridge in 2019. Outside of his advisory work, Roberts serves as Treasurer for the Atlanta Archdiocese Catholic Cursillo and is owner of Robert Capital Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.
Matthew F
Series 66
Fayetteville, GA
Cetera
Matthew Fry is a financial advisor with Cetera holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Summit Financial Networks and Summit Financial Group. He is also a member of the US Air Force Reserves and has been employed by Delta Air Lines since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and supports multiple investment program structures and custodian relationships.
Sidney B
Series 63, Series 66
Fayetteville, GA
LPL Financial
Sidney Baker is a financial advisor with LPL Financial in Fayetteville, GA, holding Series 63 and Series 66 licenses and 14 years of industry experience. Prior to joining LPL Financial, he worked at United Community Bank, Edward Jones, Hartford Funds Distributors LLC, Chartwell TSC Securities Corp, Chartwell Investment Partners, and Oppenheimer Funds Distributor. He is also the owner of S.Baker Enterprises LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, supported by proprietary and third-party research, with a range of discretionary and non-discretionary management options.
Brian R
Series 66
Atlanta, GA
OSAIC
Brian Ritchie is a financial advisor at Osaic with 26 years of industry experience. He held positions at FSC Securities Corporation and Financial Service Corporation from 1998 to 2023 before joining Osaic in 2023. He holds the Series 66 designation. Ritchie is the owner of Singletrack Financial LLC, where he performs MFA/OSJ duties at Osaic. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.
Elizabeth N
Series 66
Atlanta, GA
Mass Mutual Investors Services
Elizabeth Neal is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual Investors Services, she was employed at MassMutual Life Insurance Company and has a background that includes four years at the University of Alabama and five years at The Lovett School. Mass Mutual 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 provides financial planning, asset management, and educational seminars, using firm-approved software and offering collaborative, annual planning engagements.
Tanner L
Series 66
Fayetteville, GA
Raymond James & Associates
Tanner Low is a Series 66 credentialed financial advisor with nine years of industry experience, currently with Raymond James & Associates since 2019. His prior experience includes roles at Bank of America and Merrill. Raymond James & Associates is a dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutional clients, and government entities. The firm offers comprehensive wealth planning and investment consulting through non-discretionary advisory services, supported by extensive research and affiliate networks.
Ricky D
Series 63, Series 66
Atlanta, GA
J.P. Morgan Securities
Ricky Dover is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 designations with four years of industry experience. His prior roles include positions at Edward Jones, LPL Financial, VyStar Investment Services, and Empower Financial Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.
Devin M
Series 66
Atlanta, GA
Ameriprise
Devin Marshall is a financial advisor at Ameriprise with five years of industry experience. He has worked at Ameriprise since 2017 and previously spent one year at Express. Marshall holds a Series 66 designation and is based in Atlanta, GA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning, focusing on dependable income sources and tax-aware withdrawal strategies.
Hansena H
Series 63, Series 65
Fayetteville, GA
Wells Fargo Clearing
Hansena Hansen is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. Hansen holds Series 63 and Series 65 credentials and has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC. Outside of advisory work, Hansen serves as an executor for family estates in Georgia. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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.
Savitri C
Series 63, Series 65
Stockbridge, GA
Primerica Advisors
Savitri Crenshaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering 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.
Jammie P
Series 66
Fayetteville, GA
Raymond James & Associates
Jammie Perri is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining Raymond James in 2021, she worked at Merrill for seven years. Outside of her advisory role, she is an Independent Scentsy consultant, a hobby through which she sells products primarily for personal and family use. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with specialized capabilities in public finance and municipal services alongside its retail advisory offerings.
Rudolph B
Series 63, Series 66
Atlanta, GA
Edward Jones
Rudolph Burlin is a financial advisor with Edward Jones in Atlanta, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. He worked at Merrill from 2010 to 2017 before joining Edward Jones in 2017. 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 strategies through a nationwide network of more than 23,000 financial advisors.
Michael E
Series 63, Series 66
Fayetteville, GA
Raymond James & Associates
Michael Early Jr. is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at major firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He is based in Fayetteville, GA. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets with over 5,400 advisors. The firm serves a diverse client base, including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis. Notably, it offers specialized services in municipal and public finance alongside integrated custody and product-sourcing capabilities through its extensive affiliate network.
Kalli C
Series 66
Atlanta, GA
LPL Financial
Kalli Cuny is a financial advisor at LPL Financial based in Atlanta, GA, holding a Series 66 designation. She has been with LPL Financial since 2026 and has 12 years of experience with Delta Community Credit Union prior to joining the firm. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Borgia Y
Series 66
Conyers, GA
J.P. Morgan Securities
Borgia Yapi is a Series 66 licensed financial advisor with 22 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers a range of investment strategies approved through its internal review processes.
Sheila M
Series 66
Fayetteville, GA
Wells Fargo Clearing
Sheila Mcelhinney is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2017, she spent 22 years at Gill Insurance Agency, Inc. Outside of her advisory role, she owns Bella Casa Designs, an interior design business based in Allen, Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute alongside third-party data to offer brokerage and advisory solutions.
Ashley R
Series 63, Series 66
Atlanta, GA
Edward Jones
Ashley Ross is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including Fidelity Investments, Wells Fargo, and KIM COOLBROTH Insurance Agency. Ross is based in Atlanta, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.
Michael L
Series 63, Series 65
Atlanta, GA
OSAIC
Michael Lopata is a financial advisor with OSAIC in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 15 years before joining OSAIC in 2025. Outside of his advisory role, Lopata serves as a volunteer on the Dekalb County Audit Oversight Committee. OSAIC serves a wide range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and managed account solutions.
Lewis B
Series 66
Decatur, GA
Edward Jones
Lewis Brooks is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at FabricAir for five years and State Farm for one year. He also has experience at Hampden-Sydney College in multiple roles from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services and maintains a large nationwide network of financial advisors and branch offices.
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