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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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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

Atlanta, GA

Wells Fargo Advisors

Douglas Aldridge Jr is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. His career includes prior roles at Morgan Stanley and Wells Fargo Clearing. He also owns and operates two investment-related businesses, Aldridge Private Wealth Management Group LLC and Adopio Capital LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, and specialized services such as business-owner transition and special-needs planning. Advisors use Wells Fargo’s research and tools to develop tailored recommendations, with clients deciding how to implement them through the firm’s 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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Maurice W

Series 63, Series 65

Atlanta, GA

J.P. Morgan Securities

Maurice Wiggs is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Truist Investment Services and PNC Bank prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative manager due diligence and may include an ESG framework.

Founder/Business Owner
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Quiana J

Series 66

Atlanta, GA

Morgan Stanley

Quiana Jackson is a financial advisor at Morgan Stanley in Atlanta, GA, holding the Series 66 designation with five years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory work, she is the author of a book titled *Black Economics The Financial Journey and Activity Plan to Holistic Health* and is involved with the National Coalition of 100 Black Women Metro Atlanta Chapter and local public school committees. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm that provides tailored financial planning and investment services to both individual and institutional clients. The firm employs a structured planning process incorporating firm-approved tools and comprehensive investment analyses.

General estate planning guidance
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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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