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William D
CFP®, Series 66
Fayetteville, GA
Edward Jones
William Dickerson is a financial advisor with Edward Jones in Fayetteville, GA, holding CFP® and Series 66 designations and possessing six years of industry experience. He has been with Edward Jones since 2019 and previously worked at GovStrive, LLC and Acuity Brands Lighting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,700 financial advisors.
Keli H
Series 66
McDonough, GA
OSAIC
Keli Hazel is a financial advisor at OSAIC with 15 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Woodbury Financial Services Inc. and Money Concepts Capital Corp. She is also an author of a book aimed at helping women navigate divorce both personally and financially, and provides specialized financial services supporting amicable divorces through her own business ventures. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a broad network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and a range of investment vehicles managed on discretionary or non-discretionary bases.
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.
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.
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.
Rebekah C
CFP®, Series 66
Atlanta, GA
LPL Financial
Rebekah Clough is a CFP®-designated financial advisor with LPL Financial in Atlanta, GA, bringing five years of industry experience. Her prior roles include work with IFG Advisory, LLC d/b/a Healy Wealth Management and Delta Community Credit Union, where she serves as a Trust Liaison Officer and Notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.
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.
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.
Lisa H
Series 66
Fayetteville, GA
Thrivent Investment Management
Lisa Hartel is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Fayetteville, GA. She has 16 years of industry experience and has been with Thrivent and its affiliated entities since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering a wide range of financial topics, delivered as one-time or ongoing engagements, and maintains a separation between planning and managed-account services.
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.
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.
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.
Frank A
Series 63, Series 66
Conyers, GA
Cetera
Frank Arnold Sr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 50 years of industry experience. His prior work includes roles at Securities America, Concourse Financial Group Securities, and Proequities. Outside of advising, he is a member of the Newton County NAACP and serves as a mentor for the Newton Mentoring Program. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a diverse selection of affiliated and third-party investment managers.
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.
Thomas D
Series 66
McDonough, GA
Edward Jones
Thomas Dorminy is a financial advisor at Edward Jones in McDonough, GA, holding a Series 66 designation with two years of industry experience. His prior work includes roles with the Georgia Judicial Council, State House Office of Representative Lauren Daniel, and various political committees and campaigns in Georgia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad 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 under management through a nationwide network of financial advisors and branch offices.
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.
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.
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.
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.
Christal W
Series 66
Fayetteville, GA
Raymond James Financial
Christal White Stevens is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and having 10 years of industry experience. She has been with Raymond James Financial Services since 2016 and currently serves as Vice President for On Purpose Financial Management, a non-investment-related support company based in Fayetteville, GA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.
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