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Brianna S

Series 66

Decatur, GA

Newedge Advisors

Brianna Shealey is a Series 66 credentialed advisor with NewEdge Advisors, bringing four years of industry experience. Her prior roles include positions at Raymond James & Associates and Wells Fargo. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a wide range of clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive portfolio management and consulting services through a network of independent advisers and utilizes a variety of program structures supported by centralized due diligence and advanced technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alva O

CFP®, Series 63, Series 65

Decatur, GA

Valic Financial Advisors

Alva O'Neal is a CFP®-certified financial advisor with Valic Financial Advisors in Decatur, GA, bringing 10 years of industry experience. Prior to joining Valic in 2017, O'Neal worked at Regions Bank, Cetera Investment Services, and Allstate Insurance Company. Outside of advisory work, O'Neal serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Maxine A

Series 63, Series 65

Conyers, GA

Bankers Life Advisory Services, Inc.

Maxine Allen is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at Truist Advisory Services and SunTrust Investment Services. Outside of finance, she owns M.ASHA DESIGNS LLC, a business focused on creating and selling handmade textured art. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment strategies aligned with clients' goals and risk tolerances.

Wealth management Retired
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Telisha M

Series 66

Stockbridge, GA

Empower Advisory Group

Telisha Murray is a financial advisor at Empower Advisory Group with a Series 66 designation and over 11 years of industry experience, including a prior role at Wells Fargo. She has been with Empower since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Torrey T

Series 65

Stockbridge, GA

Brookstone Capital Management LLC

Torrey Thompson is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential. Thompson has been with Brookstone since 2025 and has prior experience at AmeriLife and AAOK Bail Bonding of Gwinnett. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Nana Yaa A

Series 66

Decatur, GA

Truist Advisory Services

Nana Yaa Akakpo is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Her prior work includes roles at Truist Investment Services, Truist Bank, Texas Tech University, and United Bank for Africa Ghana Limited. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, leveraging both discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Founder/Business Owner Executive
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Abduhl M

CFP®, Series 66

Decatur, GA

Newedge Advisors

Abduhl Mashhoon is a CFP® with 19 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2024, following nine years at Raymond James & Associates. In addition to his advisory role, he is a licensed insurance agent in Georgia and serves as a notary with no fee charged for that service. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence to support advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ivory J

Series 63, Series 66

McDonough, GA

Truist Advisory Services

Ivory Johnson is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Bank. Johnson has been with Truist since 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers various services including asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research tools.

Founder/Business Owner Executive
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Rashad C

Series 66

McDonough, GA

Empower Advisory Group

Rashad Calhoun is a financial advisor with Empower Advisory Group holding a Series 66 designation and has one year of industry experience. Prior to joining Empower, he held roles at Farmers Insurance, Regions Bank, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach links financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Gregory H

Series 63, Series 65

McDonough, GA

Cetera Planning Partners

Gregory Hammonds is a financial advisor with Cetera Planning Partners in McDonough, GA, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has worked with firms including Avantax Planning Partners and Crescent Financial Group, and serves as CEO of a CPA firm. Hammonds is also a director of First National Bank of Griffin and an elder at McDonough Presbyterian Church, where he contributes to governance and committee work. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified portfolios aligned with client objectives and risk tolerance and integrates additional services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Tonia H

Series 63, Series 66

Decatut, GA

Truist Advisory Services

Tonia Hammond is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has eight years of industry experience. She previously worked with Wells Fargo Clearing Services and Wells Fargo Bank before joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
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Gregory H

Series 65, Series 66

Decatur, GA

Mariner

Gregory Hutcheson is a financial advisor at Mariner with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Infosys Consulting and PNC Investments. Outside of his advisory role, he is the president and owner of RFS LLC, which manufactures and sells bitters. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolio strategies overseen by an investment committee and integrates in-house research with third-party managers, alongside coordinated tax and CFO services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Chantel S

Series 66

Lithonia, GA

Truist Advisory Services

Chantel Sainsbury is a financial advisor at Truist Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked at SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2017. Prior to her current roles, she had positions at Delaware North Companies, Premier Global Services, and Dantanna's. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through discretionary and non-discretionary manager arrangements supported by AI-enabled research tools and inter-affiliate integration.

Founder/Business Owner Executive
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Mark B

Series 63, Series 66

McDonough, GA

Empower Advisory Group

Mark Bramble is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo and Truist Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both standalone financial plans and managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Robert A

CFP®, Series 63

McDonough, GA

Tlg Advisors, Inc.

Robert Ausband Jr. is a CFP® professional with 33 years of industry experience, currently serving at TLG Advisors, Inc. He has held positions at Nationwide Advisory Services, Inc., Nationwide Securities, LLC, and The Leaders Group, Inc. outside of his advisory role, he is CEO of The Ausband Agency, Inc. and holds various leadership roles including board memberships in local development authorities and private companies. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm provides investment supervisory services, portfolio management, and financial planning through a network of independent advisors and sub-advisors, using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Dexter P

Series 63, Series 65

Decatur, GA

Foundations Investment Advisors LLC

Dexter Pierce is a financial advisor at Foundations Investment Advisors LLC with Series 63 and Series 65 credentials and three years of industry experience. He has a background that includes work with Cook Pierce Wealth Management and United Financial Freedom. Outside of advising, he volunteers as a financial management instructor for nonprofit adult financial education organizations and serves on the board of a community action committee. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a network of affiliated offices and advisers to deliver tailored advice and portfolio management services.

ESG / Sustainable investing
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Chad K

CFP®, Series 63

McDonough, GA

Planmember Securities Corporation

Chad Kishel is a CFP® professional with 24 years of experience in financial services. He is currently with Planmember Securities Corporation and has previously operated Kishel Financial LLC and Financial U since 2014, along with experience at Summit Capital Solutions. Outside of his advisory roles, he is involved in fixed annuity sales and works as an agent for Financial Reserve Services. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Benton R

Series 63, Series 66

Lithonia, GA

Empower Advisory Group

Benton Rhodan is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and E*TRADE Securities. Outside of finance, he owns Rockin Rhodan Printing Services LLC, a vinyl printing business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail accounts. The firm uses an integrated service model tied to Empower’s recordkeeping platform, focusing on long-term portfolio returns and savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Morten O

Series 63, Series 65

Covington, GA

Sanctuary Advisors, LLC

Morten Oftedal is a financial advisor with Sanctuary Advisors, LLC in Covington, GA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Heimdal Forvaltning, Cornerstone Bank, and Fidelity Bank. Outside of his advisory work, he volunteers periodically with his family-owned fuel distribution business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, trusts, and charitable organizations, through a large network of independent advisers. The firm offers portfolio management, retirement plan consulting, and employs various analytical approaches, operating as a fiduciary under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Chanel B

Series 63, Series 65

Covington, GA

Empower Advisory Group

Chanel Brown is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including T Rowe Price and BMO Harris Bank. In addition to her financial services career, she has experience in academia at the University of Antwerp. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as IRA and brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its planning approach.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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