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Demetrios P

Series 66

Fayetteville, GA

Raymond James & Associates

Demetrios Protopapadakis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base with financial planning, investment consulting, and institutional fiduciary solutions, offering non-discretionary advice supplemented by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Frednesha H

Series 66

Ellenwood, GA

Fidelity

Frednesha Hamm is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and serves in a formal advisory role to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Denise S

CFP®, ChFC®, Series 63, Series 65

McDonough, GA

OSAIC

Denise Sowell is a financial advisor at OSAIC with 36 years of industry experience. She holds the CFP® and ChFC® designations and has worked with firms including 1717 Capital Management Company and Peachtree Planning Advisors. Outside of advising, she is principal of DG Sowell, Inc. and is involved with Capitol Financial Solutions, where she works directly with clients on their financial concerns. OSAIC serves a diverse client base including individual, high-net-worth, corporate, and institutional investors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools and risk analysis to create portfolios across a range of securities, managing accounts on both discretionary and non-discretionary bases.

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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Rebekah C

CFP®, Series 66

Atlanta, GA

LPL Financial

Rebekah Clough is a CFP®-designated financial advisor with LPL Financial based in Atlanta, GA, and has five years of industry experience. Her background includes roles at Delta Community Credit Union and IFG Advisory, LLC d/b/a Healy Wealth Management. She also serves as a Trust Liaison Officer and Notary for Delta Community Credit Union. 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 provides a range of advisory and brokerage services including financial planning, retirement plan consulting, and access to model portfolios supported by LPL Research and third-party subadvisors.

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

Series 63, Series 66

McDonough, GA

Fidelity

Amber Robinson is a financial advisor at Fidelity with five years of industry experience. Her prior roles include positions at Edward Jones, J.P. Morgan Securities LLC, and the Small Business Administration. Outside of her advisory work, she operates a travel agency in Mcdonough, Georgia. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and engages in managing discretionary portfolios, fund advisory, and model portfolio delivery.

Charitable giving & philanthropy Active portfolio management
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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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Lisa H

Series 66

Fayetteville, GA

Thrivent Investment Management

Lisa Hartel is a Series 66-credentialed financial advisor with 15 years of industry experience. She has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2010 and 2011, respectively, working in Fayetteville, GA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations on a range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
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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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Jeremy J

Series 66

College Park, GA

Equitable Advisors

Jeremy Jones is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Prudential Insurance Company of America, AXA Advisors LLC, Morgan Stanley, and Wells Fargo Clearing. Equitable Advisors serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various program models and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Myra P

Series 63

Stockbridge, GA

Edward Jones

Myra Poole is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 63 designation and 28 years of industry experience. She has been with Edward Jones and its affiliated entities since 1999. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, 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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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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Stephanie C

CFP®, Series 66

Fayetteville, GA

Edward Jones

Stephanie Cohran is a CFP® professional with eight years of industry experience, currently affiliated with Edward Jones in Fayetteville, GA. She has been with Edward Jones continuously since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including both discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Retired Founder/Business Owner Executive
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Thomas D

Series 66

McDonough, GA

Edward Jones

Thomas Dorminy is a financial advisor at Edward Jones in McDonough, GA, with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles with the Georgia Judicial Council and various political committees. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

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

Series 66

Stockbridge, GA

Edward Jones

Taurice Bussey is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 66 designation and entering his first year in the industry. Prior to joining Edward Jones, he held roles in diverse fields including restaurant management, coaching, and healthcare. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset levels. The firm offers various advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

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

Series 66

Fayetteville, GA

Merrill

Neha Mathur is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Outside of finance, she has participated in acting roles for movie and TV commercial productions. Merrill provides managed account services through the Select Portfolio Solutions (SPS) Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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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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Ann B

Series 63, Series 66

Fayetteville, GA

Wells Fargo Advisors

Ann Bolton is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2026, following a decade at Wells Fargo Clearing and three years at Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and delivers tailored recommendations through research and planning tools, with clients able to choose implementation through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Derek M

CFP®, Series 66

Atlanta, GA

LPL Financial

Derek Mathison is a CFP®-credentialed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial in Atlanta, GA. He has worked at LPL Financial since 2014 and has been associated with Delta Community Credit Union since 2008. Outside of his advisory role, he is employed as a baggage service agent with Delta Air Lines and serves as a trust liaison officer for Members Trust Company. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Mark M

Series 63, Series 65

Fayetteville, GA

Wells Fargo Clearing

Mark Mcneight is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Derbend Asset Management. Outside of his advisory role, he co-owns a family RV rental business. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research-driven strategies and a combination of brokerage and advisory solutions.

Retired Founder/Business Owner
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Paul R

CFP®, ChFC®, Series 63, Series 66

Stockbridge, GA

Edward Jones

Paul Rippa is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® and ChFC® designations and 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 solutions, supported by a large national network of advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Multi-generational wealth transfer Inheritance planning Founder/Business Owner Widow/Widower
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