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Alicia P

Series 65, Series 63

Alpharetta, GA

Thrivent Investment Management

Alicia Przygocki is a financial advisor with Thrivent Investment Management in Alpharetta, GA, holding Series 63 and Series 65 licenses and accumulated five years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Securities, and The Khaki Law Firm. Outside of financial advising, she owns and operates a life coaching business called The Suite Life. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing goal-based analyses and written recommendations on a range of financial planning topics without discretionary trading authority.

Business ownership considerations
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Brett B

Series 63, Series 66

Alpharetta, GA

Edward Jones

Brett Blackwell is a financial advisor at Edward Jones in Alpharetta, GA, holding Series 63 and Series 66 licenses with nine years of industry experience. He has been with Edward Jones since 2019 and previously worked at MWA Financial Services Inc. and Modern Woodmen of America. Outside of his advisory role, he is noted as the owner of Residential Transport Inc., a delivery services business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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David M

Series 63, Series 65

Roswell, GA

OSAIC

David Mitchler is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining OSAIC in 2024, he spent 16 years at Woodbury Financial Services Inc. Outside of his advisory work, he officiates high school basketball games in Georgia and works in hospitality as a bartender at a concert venue in Atlanta. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms and employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include a wide range of investment products.

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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Jamie H

Series 66

Acworth, GA

Edward Jones

Jamie Hale is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked in education-related roles, including positions at the Atlanta English Institute and The English Island. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 65

Marietta, GA

Cambridge Investment Research Advisors

Nicholas Benzor is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and Northwestern Mutual. Outside of his advisory role, he is involved in several business ventures including Benzor Capital Holdings LLC and Benzor Capital Wealth, where he serves as president. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides flexible investment implementation through various platforms, proprietary and third-party model strategies, and maintains institutional features such as equity participation and advisor support programs.

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

Series 63, Series 66

Cartersville, GA

Edward Jones

Billy Chandler Jr. is a financial advisor with Edward Jones in Cartersville, GA, holding Series 63 and Series 66 licenses, and has 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

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

Series 63, Series 66

Marietta, GA

Fidelity

Collin Mcclain is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held roles at Freedoms Foundation at Valley Forge and The Heritage Foundation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Richard J

Series 66

Cartersville, GA

Wells Fargo Clearing

Richard Juliano is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Merrill, SunTrust Bank, and JPMorgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

Retired Founder/Business Owner
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John M

Series 66

Marietta, GA

Edward Jones

John Mc Coll is a Series 66 licensed financial advisor at Edward Jones in Marietta, GA, with nine years of industry experience. He has been with Edward Jones since 2017 and briefly operated as a self-employed professional in 2016. Outside of his advisory role, he runs an e-commerce business specializing in buying and reselling collectible Lego sets and sporting event tickets. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by 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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Luke W

Series 66

Atlanta, GA

OSAIC

Luke Webber is a Series 66-credentialed financial advisor with 21 years of industry experience. He is currently with Osaic Wealth, Inc., having previously worked at Eaton Vance Management and Lord Abbett & Co. LLC. Outside of his advisory role, he is involved in a financial advisory LLC and participates in a referral arrangement for ESOP plans. Osaic Wealth, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a large affiliated adviser network. The firm provides integrated brokerage and advisory services employing asset-allocation tools, automated rebalancing, and a range of investment options including alternatives, supporting various account management styles and third-party solutions.

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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Amanda Y

CFP®, Series 66

Acworth, GA

Edward Jones

Amanda Yingling is a CFP® and holds a Series 66 license with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at SunTrust and FedEx Office. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Planning for children with special needs Inheritance planning Retired Founder/Business Owner Executive
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William G

Series 66

Cartersville, GA

Wells Fargo Clearing

William Gibboney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has been affiliated with Six Flags Over Georgia and Wachovia Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Tyson W

Series 66

Cartersville, GA

Edward Jones

Tyson Williams is a Series 66-registered financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Advisors Mortgage Group LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices. The firm manages approximately $1.01 trillion in assets and provides services under a fiduciary standard.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Michael H

CFP®, Series 63, Series 66

Marietta, GA

Edward Jones

Michael Hebdon is a financial advisor with Edward Jones in Marietta, GA, holding CFP®, Series 63, and Series 66 credentials and 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is the sole member and manager of Seek First Real Estate, LLC. 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 nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner
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Randall S

Series 63, Series 66

Atlanta North Point, GA

Robert Baird & Co.

Randall Stallings is a financial advisor with Robert Baird & Co. based in Atlanta North Point, GA. He holds Series 63 and Series 66 designations and has five years of industry experience. Prior to joining Baird in 2021, his work history includes roles at E*TRADE Securities and various other positions outside the financial services industry. Baird’s DDK Group operates within the Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers a broad range of services including financial planning, portfolio management through various separately managed account programs, and custody and brokerage services, supported by ongoing manager oversight and internal research tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Brian K

Series 63, Series 65

Alpharetta, GA

Wells Fargo Clearing

Brian Karavish is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and MassMutual Life Insurance Co. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Timothy P

Series 63, Series 66

Roswell, GA

Cetera

Timothy Pritts is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and SunTrust Investment Services. Outside of his advisory role, he serves as a power of attorney for his mother. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting a large network of independent advisors. The firm serves individual and institutional clients with a range of portfolio management, financial planning, and retirement services, offering diverse program structures and investment strategies.

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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Craig L

Series 63, Series 65

Woodstock, GA

Cetera

Craig Long is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His career includes roles at Avantax Investment Services and several Cetera-affiliated entities since 2018, as well as prior positions at Synovus Securities and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 10,000 advisors managing more than $256 billion in assets.

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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Bradford W

Series 66

Dunwoody, GA

Wells Fargo Clearing

Bradford Walsh is a financial advisor with Wells Fargo Clearing based in Dunwoody, GA. He holds a Series 66 designation and has 15 years of industry experience, including prior roles at Ameriprise Financial Services. Walsh has been with Wells Fargo since 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Retired Founder/Business Owner
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Justin S

CFP®, Series 63

Alpharetta, GA

Ameriprise

Justin Streeter is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2016. Prior to joining Ameriprise, he worked at Kalos Capital for five years. Outside of his advisory role, he is the owner and president of Causey Streeter, CPAs, LLC, a tax preparation firm, and serves on the Board of Directors for the Brotherhood of St. Andrew. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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