Denise Franta is a financial advisor at Edward Jones in Monroe, GA, holding the Series 66 designation with 15 years of industry experience. She 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

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 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.

Heidi Lue is a financial advisor with Edward Jones in Snellville, GA, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is involved in interior design through her business, Nouvelle Maison by Myelle, and operates a booth at The Painted Tree featuring painted furniture and decor. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, and corporate clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

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.

James Spooner is a financial advisor with LPL Financial in Monroe, GA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Ameriprise Financial Services, Edward Jones, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by research, technology tools, and a broad platform including advisory and non-advisory financial activities.

Jason Witcher is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015. Prior to his current role, he served 11 years with the Georgia Army National Guard. Outside of his advisory work, he owns and operates Sheepdog Group Inc, a property management business in Jackson, 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Rieger is a financial advisor at Cetera with three years of industry experience and holds the Series 66 designation. He is a partner and financial advisor at Bradford and Rieger Wealth Advisors, LLC, and also serves as president of Rieger & Co Wealth Strategists, LLC, through which he provides financial planning, portfolio management, insurance products, and tax planning services. Prior to his advisory career, he spent over a decade at Acuity Brands Lighting, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored 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 affiliated and third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Casey Willett is a financial advisor with Edward Jones in Conyers, GA, holding a Series 66 designation. He joined Edward Jones in 2025 after seven years at Boehriner Ingelheim Vetmedica Inc and has prior experience with RSVP Prom and Pageant as well as Marker 7. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of net worth levels. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and advisory services through a nationwide network of more than 23,700 financial advisors.

Konsetta Kelly is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2019. She has two years of industry experience and a background that includes roles at Ricoh and Big Lots. Outside of her advisory work, she owns 4ever Natural Beauty, a business that sells handmade bath and body products, and has written two Christian books under Konsetta Kelly Ministries. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Emanuel Valverde is a Series 66-registered financial advisor at Merrill with four years of industry experience. He has previously worked at Bank of America, N.A., Cintas, and several other companies across various roles. Merrill, along 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cody Norris is a financial advisor at Edward Jones with nine years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2017, he worked at Emmanuel College and the United States Tennis Association. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Joshua Little is a financial advisor at Edward Jones in Monroe, GA, with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016, with periods of involvement in Little Family Farms. 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 supported by a nationwide network of financial advisors and branch offices.

Clayton Dobson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes positions at Wells Fargo Clearing Services, Personal Capital, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory roles with registered investment companies and fund-of-funds.

James Brown Jr. is a financial advisor at Edward Jones with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1984. Outside of his advisory work, he is the owner of a family farm in Monroe, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Maven Farmer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Maven completed an internship with Davey Tree Company as a trimmer trainee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Michael Macchione is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and 15,100 branch offices.

Judith Taylor is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and seven years of industry experience. She has worked at PFS Investment Inc. since 2019 and has a background that includes roles at Georgia Institute of Technology and Robert Half Agency. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports account custody and trade execution through third-party providers.

Kerisha Stewart is a financial advisor at Osaic with one year of industry experience. She holds the Series 66 designation and has prior work history at Guardian Life and Park Avenue Securities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through a network of affiliated advisors and multiple platforms.

Juleigh Shinn is a Series 66-licensed financial advisor with Edward Jones in Snellville, GA, where she has worked since 2012. She has 14 years of industry experience. 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 through a nationwide network of more than 23,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products.