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Mayra G

Series 66

Atlanta, GA

LPL Financial

Mayra Guigou is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and possessing six years of industry experience. She has been with LPL Financial since 2019 and also works with Delta Community Credit Union, where she has been employed since 2015. In addition to her advisory role, she is an independent travel consultant for Travelmation, LLC. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Evan R

Series 63, Series 65

Marietta, GA

OSAIC

Evan Robinson is a financial advisor with Osaic Wealth, Inc. based in Marietta, GA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Stratos Wealth Partners since 2012 and previously at Fsc Securities Corp. Robinson also operates under the marketing DBA Robson Planning Group and is licensed to sell life insurance. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, managed accounts, and access to third-party money managers, employing asset-allocation tools, risk tolerance assessments, and automated rebalancing in its portfolio construction.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kristal S

Series 66, Series 63

Powder Springs, GA

Fidelity

Kristal Sizemore is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 66 and Series 63 designations. Her prior roles include positions at JP Morgan Securities, Scottrade, and Sloe', LLC. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across a broad investable universe of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Larry O

Series 66

Atlanta, GA

Merrill

Larry Olajide is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides financial guidance and planning services, focusing on helping clients develop strategies to meet their financial goals across various stages of life. His approach involves understanding clients' priorities to create tailored plans that address education funding, retirement planning, legacy considerations, and investment strategies. With expertise in college education planning, family wealth management strategies, services for defined benefit plans, legacy planning, individual and corporate investment strategy, tax minimization, and retirement income, Larry works with professionals including doctors, lawyers, engineers, and IT specialists. He serves as a resource for general investing, retirement planning, and financial milestones, offering access to additional banking, credit, home financing, and small business solutions through Bank of America specialists. Larry holds a Bachelor's Degree from Federal University of Technology and an MBA from Virginia International University. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is multilingual, speaking English, Spanish, Yoruba, and Hausa. Larry is involved with the Foster Care Support Foundation Inc. and participates in adventure sports, basketball, biking, boxing, golfing, music, skiing, tennis, traveling, and watching movies in his personal time.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Wealth management General estate planning guidance Doctor or Medical Professional Attorney Engineering Professional Technology Professional Founder/Business Owner Established Professionals Parents
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Alexander K

Series 66

Atlanta, GA

Cetera

Alexander King is a financial advisor with Cetera, holding a Series 66 designation and based in Atlanta, GA. He has one year of industry experience. Prior to his current role, King worked at the University of Georgia and held positions outside the financial industry, including at Vineyard Vines and Zoes Kitchen. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

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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Nicholas J

Series 66

Atlanta, GA

Charles Schwab

Nicholas Joiner is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual, Cross Country Healthcare, City Bar Athens, and Athens Country Club. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational services.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Yanique E

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Yanique Elliston is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and two years of industry experience. She has worked at Primerica Advisors since 2023 and is involved with Landmark Financial Group. Outside of her advisory role, she serves as a teaching artist for Art With a Heart in Baltimore, committing significant time to the organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts 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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Noni C

Series 66

Atlanta, GA

Edward Jones

Noni Carter is a Series 66-licensed financial advisor with Edward Jones in Atlanta, GA, with three years of industry experience. Before joining Edward Jones, she held roles at Kweli Journal Inc. and Small Axe Inc., and was affiliated with Columbia University for eight years. Outside of finance, she works as a writer and novelist, focusing on fiction and academic topics, and has consulted remotely in academic publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Business succession planning Multi-generational wealth transfer General retirement planning Wealth management Founder/Business Owner Intergenerational Families
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Nader K

Series 63, Series 66

Acworth, GA

J.P. Morgan Securities

Nader Kaliel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at Fidelity, Bank of America, Merrill, Wells Fargo, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Damien G

Series 66, Series 63

Marietta, GA

J.P. Morgan Securities

Damien Garner is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes five years at E-Trade from Morgan Stanley and roles in software and health-related companies before entering the financial sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Corey M

Series 63, Series 66

Marietta, GA

Fidelity

Corey Moody is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Services, Regions Bank, and TD Ameritrade before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Charitable giving & philanthropy Active portfolio management
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Guy M

Series 66

Douglasville, GA

Ameriprise

Guy Moore is a financial advisor with Ameriprise in Douglasville, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliates since 2011. Outside of his advisory role, he is involved with Southeastern Business Endeavors, LLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily to individuals with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary retirement recommendations delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Enos S

Series 66

Marietta, GA

Ameriprise

Enos Slauson Jr. is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christopher W

Series 66

Marietta, GA

OSAIC

Christopher Wright is a financial advisor with OSAIC based in Marietta, GA. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Royal Alliance Associates, INC. in 2019, he worked at LoCorr Distributors from 2014 to 2019. Wright is also president of CW Wealth Management, LLC, where he manages administrative operations and fixed insurance services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm employs asset-allocation tools and multiple advisory platforms to offer integrated brokerage, investment advisory services, and access to third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nancy D

ChFC®, Series 66

Douglasville, GA

Edward Jones

Nancy Demirtas is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, she worked at Maximum One Realtors, Spectra Metal Sales, and Tie Down Engineering Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Retirement income strategy Business exit / sale strategy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive Women's Finance Women Professionals
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Antoine D

Series 66

Douglasville, GA

Thrivent Investment Management

Antoine Dent is a Series 66-credentialed financial advisor with Thrivent Investment Management. He joined Thrivent in 2025 and previously worked in real estate and wellness-related roles. Outside of financial advising, he is involved in nonprofit work focused on education and wellness, serves as a director of community engagement for a scholarship organization, and manages initiatives supporting men's faith and discipline. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
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James E

Series 63, Series 65

Atlanta, GA

Cambridge Investment Research Advisors

James Elder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Marsh Agency, Triad Advisors, BB&T Securities, and McGriff Seibels & Williams. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides diverse investment implementation options across multiple platforms and employs both proprietary models and unaffiliated strategies.

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

Series 63, Series 65

Marietta, GA

Cambridge Investment Research Advisors

Kevin Hyland is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entities since 2008. Outside of his advisory role, he serves on the Planned Giving Advisory Committee for the Wellstar Health Systems Foundation and is a member of Wellstar Health Systems in non-investment capacities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a range of portfolio management strategies across multiple custody and platform arrangements.

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

CFP®, Series 63, Series 65

Atlanta, GA

Cetera

Curt Coulombe is a CFP® professional with 33 years of experience in financial services. He currently serves at Cetera and Flint River Financial Advisors and has held prior roles at INVEST Financial Corp. He is also involved in selling fixed insurance products and founded an LLC for accounting purposes. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform that supports a range of investment strategies and program structures across a nationwide network of over 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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Jatzel G

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Jatzel Gonzalez Lopez is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, Lopez has worked with Landmark Financial Group, Primerica Financial Services, Lockheed, and Sears Home Services. Outside of advisory duties, Lopez is involved in sales of investment-related products through Landmark Financial and also engages in part-time referrals for home security and automation products. 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 uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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