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Charrie D

Series 65, Series 63

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. Prior to joining Wells Fargo, Dennard held positions at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, Bank of America, and Fifth Third Bank. Outside of financial services, Dennard has experience with entrepreneurial ventures including Pro Custom Solar LLC and Downtown Public House LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics from its investment institute and third-party sources to inform its investment approach.

Retired Founder/Business Owner
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Deric G

Series 63, Series 66

Suwanee, GA

Cetera

Deric Governale is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at LPL Financial, Edward Jones, and leadership positions at DBG Wealth Management and Infinity Wealth Management. Outside of his advisory work, he serves on the tournament committee for the Hamilton Mill Mens Golf Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to varied program structures and third-party managers.

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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Adonis B

Series 63, Series 66

Alpharetta, GA

J.P. Morgan Securities

Adonis Blanco Jimenez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch and Truist. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, supporting clients who retain final decision-making authority.

Founder/Business Owner
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Yoon Yong L

Series 63, Series 65

Peachtree Corners, GA

Mass Mutual Investors Services

Yoon Yong Lim is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at METLIFE Securities Inc. for 17 years before joining Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services. In addition to his advisory role, he is licensed as an insurance agent specializing in individual life, property/casualty, health, group life, and group health insurance. Mass Mutual Investors Services 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, educational seminars, and specialized programs such as Divorce Planning and employer-sponsored planning services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Kevin K

Series 66

Suwanee, GA

J.P. Morgan Securities

Kevin Kemp is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Wells Fargo Clearing and Ameriprise. He is also associated with JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Founder/Business Owner
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Xiaohong H

Series 65

Johns Creek, GA

Gina Han Wealth Advisory LLC

Xiaohong Han is a financial advisor at Gina Han Wealth Advisory LLC located in Johns Creek, GA, holding a Series 65 credential with no prior years of industry experience. She has been affiliated with the Hong Lu Agency since 2025 and previously worked at Magnum Choice Insurance Agency from 2022 to 2025. Han also has an academic role at Taiyuan University of Technology, where she has been employed since 2013. Gina Han Wealth Advisory LLC provides financial planning and investment advisory services to individuals and families without a minimum asset requirement. The firm offers non-discretionary recommendations using fundamental analysis and asset allocation, allowing clients to implement advice through their chosen custodians.

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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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