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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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Michael H

Series 63, Series 66

Fayetteville, GA

Steward Partners Investment Advisory, LLC

Michael Heath is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Steward Partners and Raymond James, among others. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both Steward Partners-branded solutions and third-party money managers.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Gregory H

Series 63, Series 65

McDonough, GA

Cetera Planning Partners

Gregory Hammonds is a financial advisor at Cetera Planning Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Avantax Planning Partners, WHT Advisory Services, and Crescent Financial Group. Outside of his advisory work, he serves as a director of First National Bank of Griffin and is the CEO of a CPA firm, Whaley Hammonds PC. He is also an elder at McDonough Presbyterian Church, where he leads the Personnel Committee and participates on the Stewardship Committee. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, and emphasizes diversified, goal-based investment strategies integrated with a larger Cetera network.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Eric B

Series 63, Series 66

Fairburn, GA

Empower Advisory Group

Eric Berry is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at Prudential, Fidelity, and TIAA. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

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

Series 66, Series 63

McDonough, GA

Empower Advisory Group

Mark Bramble is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Truist Investment Services, Advisor Group, and Wells Fargo in various capacities. 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, annual rebalancing, and clients’ savings rates in its financial planning approach.

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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Travis W

Series 63, Series 65

Fayetteville, GA

Money Concepts Capital Corp

Travis Wells is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Money Concepts Capital Corp since 2016. Outside of his advisory role, he teaches free resume and LinkedIn classes for job seekers at a local church and serves as secretary of the Fayetteville Rotary Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and combines model portfolios, internally designed strategies, and third-party sub-advisers to manage approximately $3.33 billion for around 14,700 clients.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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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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Michael B

Series 63, Series 65

Senoia, GA

Farther

Michael Butler is a financial advisor at Farther with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Reveille Wealth Management and Butler Capital Management/Ameriprise. Outside of advisory work, he is an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Christopher T

Series 66

Senoia, GA

Empower Advisory Group

Christopher Treadwell is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Sound Income Strategies, and Stearns Retirement Group. In addition to his advisory role, he is involved with Stearns Retirement Group, LLC, focusing on fixed insurance sales and client acquisition. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

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

Series 66

Peachtree City, GA

Integrity Alliance, LLC

Chris Breeden is a financial advisor at Integrity Alliance, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and Bankers Life. Outside of advisory services, he owns Breeden & Associates Tax and Business Services, LLC, providing tax planning and preparation, and is also an agent for American Senior Benefits, offering fixed insurance products. Integrity Alliance serves a broad range of clients, including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a large network of over 300 advisors. The firm offers diversified investment solutions, including discretionary accounts, model portfolios, and third-party manager referrals, with a blend of strategic, tactical, and adaptive allocation approaches.

Annuities ESG / Sustainable investing
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Christian L

CFP®, Series 63

Peachtree City, GA

Integrity Alliance, LLC

Christian Laase is a CFP® with 24 years of industry experience, currently affiliated with Integrity Alliance, LLC. His prior roles include positions at Brokers International Financial Services, Lincoln Financial Securities Corporation, and Bankers Life, where he worked for over a decade. Outside of advisory work, Laase serves as a District Branch Manager for American Senior Benefits, recruiting and training insurance agents and financial advisors. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, operating through an extensive network of independent advisors managing approximately $5.4 billion in assets.

Annuities ESG / Sustainable investing
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Jared B

Series 66

Peachtree City, GA

Integrity Alliance, LLC

Jared Breeden is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Pactiv Evergreen, as well as military service in the United States Army. Additionally, he is involved as a fixed insurance agent with American Senior Benefits, focusing on Medicare supplements. Integrity Alliance, LLC is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm provides advisory and brokerage services to a diverse client base, offering portfolio management, financial planning, and access to third-party managers, with a range of investment approaches and operational features including dual registration and affiliated insurance distribution.

Annuities ESG / Sustainable investing
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David D

Series 63, Series 66

McDonough, GA

Edward Jones

David Dodd Jr. is a financial advisor with Edward Jones in McDonough, GA, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He 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 offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Founder/Business Owner
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Jonathan S

CFP®, Series 66

Griffin, GA

Edward Jones

Jonathan Swatts is a financial advisor at Edward Jones in Griffin, GA, holding CFP® and Series 66 designations with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Calcasieu Area Council from 2015 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Business exit / sale strategy Retirement income strategy Charitable giving & philanthropy Business ownership considerations General estate planning guidance Founder/Business Owner
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David C

CFP®, Series 63, Series 65

Fayetteville, GA

LPL Financial

David Casey is a CFP®-designated financial advisor with LPL Financial in Fayetteville, GA, bringing 32 years of industry experience. He has worked at LPL Financial since 2015 and concurrently serves at Delta Community Credit Union. Outside of his advisory roles, Casey serves as an officer in the Georgia Army National Guard. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services supported by model portfolios, third-party subadvisors, and research from LPL Research.

College savings (529s, UTMA, etc.)
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Jennifer C

Series 66

Peachtree City, GA

Edward Jones

Jennifer Culpepper is a financial advisor at Edward Jones in Peachtree City, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Arrow Truck Sales from 2014 to 2022. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and corporate clients. The firm offers a variety of advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 65

Fairburn, GA

LPL Financial

Ebony Armstrong is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2024, she worked at Primerica Advisors and Primerica Financial Services from 2017 to 2023. Outside of finance, she is involved with Resurgens Orthopedics, where she has been employed since 2006. 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 variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Virgil H

Series 65, Series 63

Fayetteville, GA

Cambridge Investment Research Advisors

Virgil Hooper Jr. is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms including CoreCap Investments and Hero Wealth Management. Outside of financial services, he is involved in engineering consulting through ownership of Red Tail Engineering & Construction and serves as a board member for the Fayette County Planning Commission. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, and trusts by offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides tailored investment strategies using both proprietary models and unaffiliated third-party managers across various custody platforms.

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