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Marcus A

Series 66

Conyers, GA

Cetera

Marcus Arnold is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Securities America Advisors and Concourse Financial Group Securities Inc. Outside of his advisory role, Arnold serves as a substitute teacher for DeKalb County Schools. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and custodial relationships.

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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Walter H

ChFC®, Series 66

Conyers, GA

Edward Jones

Walter Hawk Jr. is a ChFC®-designated financial advisor with Edward Jones, where he has worked since 2007. He has 18 years of industry experience and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Quinton G

Series 63, Series 66

Tucker, GA

Cetera

Quinton Green is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and 17 years of industry experience. He has worked with various Cetera entities since 2017 and also has experience with AIG Advisor Group. Outside of his advisory role, he is involved in food delivery as a Door Dash driver and manages a room rental business on Airbnb. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options and affiliations that support diverse investment 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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Mark L

Series 66

Monroe, GA

Edward Jones

Mark Long is a Series 66 licensed financial advisor at Edward Jones in Monroe, GA, with 16 years of industry experience, all with his current firm since 2010. Outside of advising, he serves as a board member of the Walton County Christian Learning Center in Monroe. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Patrick G

Series 63

Snellville, GA

Cambridge Investment Research Advisors

Patrick Grant is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 28 years of industry experience. His career history includes roles at Dempsey Lord Smith, LLC and Mass Mutual Life Insurance. He is also involved in a referral business outside of his advisory work. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a variety of portfolio management options and employs both proprietary and third-party strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Shallan F

Series 66

Loganville, GA

Edward Jones

Shallan Farmer is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 credential and has been with Edward Jones since 2016. Outside of her advisory role, she is associated with Advocare International, a health products business based in Plano, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fees, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Wealth management Military & Veterans Founder/Business Owner
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Luis M

Series 63, Series 66

Snellville, GA

Fidelity

Luis Martinez is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Jax Federal Credit Union, Main Event, Bbt, and FedEx. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios and fund advisory services.

Charitable giving & philanthropy Active portfolio management
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Frank A

Series 63, Series 66

Conyers, GA

Cetera

Frank Arnold Sr. is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 49 years of industry experience. He has worked previously at Concourse Financial Group Securities Inc, Securities America Inc, and Proequities. Outside of his advisory work, Arnold is involved as a mentor with the Newton Mentoring Program and is a member of the Newton County NAACP. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a broad range of portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers across various program structures and custodial relationships.

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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Marlon J

Series 63, Series 66

Snellville, GA

Cetera

Marlon Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at various affiliates of Cetera since 2015 and was with Avantax Investment Services Inc. in 2025. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and other retirement services.

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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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.

Wealth management Executive Founder/Business Owner
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Philomena H

Series 66

Snellville, GA

Cetera

Philomena Hatcher is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. She has been with Cetera Advisors LLC since 2013 and maintains a role as a partner at Ridgeline Realty Holdings, LLC. Outside of her advisory work, she has longstanding experience with the Atlanta VA Medical Center. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers multiple portfolio management and financial planning solutions through a large network of independent advisors and provides access to a variety of third-party and affiliated investment models.

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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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Business ownership considerations Business succession planning Business Financial Management Founder/Business Owner Executive Doctor or Medical Professional Hispanic/Latino/Latinx
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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.

Charitable giving & philanthropy Active portfolio management
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kok W

Series 63, Series 65

Lilburn, GA

Cetera

Kok Wong is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Cetera Advisors LLC since 2013 and currently practices in Lilburn, GA. In addition to his advisory role, Wong is involved in CPA consulting through David Wong CPA and works in real estate sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to use a variety of portfolio management strategies, and it manages over $256 billion in assets through a network of more than 10,000 advisors.

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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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Samuel K

Series 63, Series 65

Conyers, GA

Cetera

Samuel Kelly is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax and H.D. Vest Advisory Services. Outside of his advisory work, he owns CTA Financial, providing accounting and tax preparation services, and serves on the advisory board of the nonprofit Back on My Feet Atlanta. He also volunteers as a team leader for the Ivy Haywood Education Initiative, assisting students in Uganda, and serves as a trustee at Discover Point Church. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party investment 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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Raymond L

Series 63, Series 66

Snellville, GA

J.P. Morgan Securities

Raymond Latty is a financial advisor with J.P. Morgan Securities in Snellville, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at J.P. Morgan Securities since 2016 and has been with JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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