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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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Vincent R

Series 63, Series 66

Peachtree City, GA

Merrill

Vincent Rogers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works alongside a team of advisors to guide clients in achieving their family financial goals, offering tailored strategies that align with clients' risk tolerance, time horizons, liquidity needs, and investment objectives. His approach includes designing personalized action plans and reviewing progress to ensure clients stay on track toward their long-term aims. Mr. Rogers specializes in areas such as college education planning, family wealth management strategies, retirement income, portfolio management services, and tax minimization. He holds a Bachelor of Science degree in Economics from Kennesaw State University and maintains the Personal Investment Advisor (PIA) designation. He also participates in the organization Cure HHT. Outside of his professional duties, Vincent Rogers engages with the community through his involvement with Cure HHT. His personal interests include baseball, boating, fishing, football, gardening, golfing, music, softball, and volleyball.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Family Business Tax strategies for small businesses
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Ebony A

Series 63, Series 65

Fairburn, GA

LPL Financial

Ebony Armstrong is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and 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. Armstrong also has a long-term role at Resurgens Orthopedics beginning in 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Scott C

Series 63, Series 65

Peachtree City, GA

Morgan Stanley

Scott Cortner is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Cortner serves as a board member of the Kiwanis Club of Newnan, a nonprofit organization in Newnan, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of financial planning and advisory services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and proprietary tools, while also offering access to various investment programs and strategies.

General estate planning guidance
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Patrick M

CFP®, Series 66

Peachtree City, GA

Edward Jones

Patrick Michel is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Peachtree City, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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Virgil H

Series 63, Series 65

Fayetteville, GA

Cambridge Investment Research Advisors

Virgil Hooper Jr. is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His background includes roles at CoreCap Investments, Hero Wealth Management, and Ameritas Investment Corp. Outside of advising, he owns an engineering consulting business and serves as a board member on the Fayette County Planning Commission. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of custody platforms and proprietary as well as third-party investment strategies.

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

Divorce financial planning Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Founder/Business Owner
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Anthony M

Series 63, Series 66

Peachtree City, GA

Cambridge Investment Research Advisors

Anthony Marshall is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 21 years of industry experience, including nine years at SunTrust Advisory Services. He is also the owner of Sentinel Wealth Advisors LLC, an independent business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, employing a range of investment strategies and platform arrangements tailored to client objectives.

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

CFP®, ChFC®, Series 63

Peachtree City, GA

OSAIC

Mark Matulia is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 63 license. Prior to joining OSAIC, he worked for Securities America Advisors, Inc. for ten years. Matulia is also the owner of Matulia Financial Services, which sells insurance and investment products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary account management across diverse investment types.

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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John A

Series 63, Series 65

Peachtree City, GA

Morgan Stanley

John Atlas is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and global market analysis.

General estate planning guidance
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Stephen W

Series 66

Peachtree, GA

Raymond James Financial

Stephen Weitzel is a financial advisor with Raymond James Financial in Peachtree, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2021 and was previously with Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2021. He is a partner in Reveille Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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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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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Marshall M

Series 66

Peachtree City, GA

OSAIC

Marshall Matulia is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently affiliated with OSAIC and has held positions at Securities America Advisors and Securities America Inc. since 2015. Matulia also operates Matulia Financial Services, offering group supplemental benefit packages to three school systems in Georgia along with individual insurance and securities sales. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage a range of investment portfolios.

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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Dianne N

Series 63, Series 66

Peachtree City, GA

Merrill

Dianne Niblett is a Private Wealth Advisor at Merrill Private Wealth Management. She leverages extensive experience in banking and wealth management to help clients simplify their financial lives through investment advice and comprehensive planning guidance. Dianne focuses on building long-term relationships with clients and their families, providing service that emphasizes both asset management and liability management. Her expertise includes securities-based lending, residential and commercial financing, as well as custom and structured lending solutions for ultra-high-net-worth clients offered through Bank of America. Dianne earned a Bachelor of Science degree in Finance from Auburn University, after attending both the University of Florida and Auburn University. She was born and raised in Tampa Bay and currently lives there with her wife. Dianne is actively involved in her community, serving on the Board of Directors of the Tampa Bay Chapter of the Juvenile Diabetes Research Foundation, an organization important to her as a parent of a child with type one diabetes.

Wealth management
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Jesse K

Series 66

Newnan, GA

Edward Jones

Jesse Koorse is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Verizon for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Military & Veterans
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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.

Business ownership considerations
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Michael D

Series 66

Peachtree City, GA

Wells Fargo Advisors

Michael Dent is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2006 to 2024 and Alchemy Wealth Management LLC from 2024 to 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

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

Series 66

Peachtree City, GA

Edward Jones

Vincenzo Mc Caffrey is a financial advisor at Edward Jones in Peachtree City, GA, holding a Series 66 credential with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for seven years at the Pathways Center for Behavioral and Developmental Growth. Outside of his advisory role, he is involved in several business ventures related to abrasive media sales, capital equipment investments, and real estate in Newnan, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages 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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