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Cecil L

Series 63, Series 65

Alpharetta, GA

LPL Financial

Cecil Loyd III is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years before joining LPL Financial in 2026. Loyd holds a significant ownership interest in Praxis Financial Partners LLC, where he is actively involved. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Stephen S

Series 66

Alpharetta, GA

Cetera

Stephen Solley is a financial advisor with Cetera in Alpharetta, GA, holding a Series 66 designation and having one year of industry experience. Prior to joining Cetera, he worked at Del Sur and held various service roles in the food industry. Outside of his advisory role, he also works as a server at Lily Sushi Bar and Firebirds Bar and Grill. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment programs and third-party managers.

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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Ryan B

Series 66

Marietta, GA

Edward Jones

Ryan Butterfield is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for seven years at Atlanta Beverage Company and six years at Ruth's Chris Steakhouse. 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, supported by a nationwide network of over 23,700 financial advisors.

College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Derek H

Series 66

Woodstock, GA

Edward Jones

Derek Hurt is a financial advisor at Edward Jones with one year of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, he has been self-employed since 2022 and owns Divine Disposal, a junk removal company. He also coaches baseball for youth ages 9 to 21 through Pinnacle Prospects, serving as a Player Development Coordinator. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Professional Athlete Hispanic/Latino/Latinx
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Kevin H

Series 66

Alpharetta, GA

Raymond James & Associates

Kevin Hudson is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has worked previously with Franklin Templeton and other Raymond James entities. Outside of his advisory role, he supports client service and compliance matters at CommonWealth Financial Planners in an administrative capacity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles supported by firm research and an extensive affiliate network.

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

Series 66

Dunwoody, GA

Raymond James & Associates

Matthew Herring is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked at Choice Payroll Inc for five years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kenyetta S

Series 63, Series 65

Canton, GA

Primerica Advisors

Kenyetta Stewart is a financial advisor with Primerica Advisors in Canton, GA, holding Series 63 and Series 65 credentials and five years of industry experience. Her work history includes roles at PFS Investment Inc., Atlanta VA Healthcare System, Piedmont Hospital, Primerica Financial Services, and WellStar Cobb Hospital. She is involved in sales of investment-related products and also receives compensation for referring home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Joshua K

CFP®, ChFC®, Series 66

Marietta, GA

Cambridge Investment Research Advisors

Joshua Ketchie is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations along with a Series 66 license. He has 12 years of industry experience and previously held roles at Guardian Life Insurance and Park Avenue Securities. Ketchie serves as a board member for the MDRT Foundation Life Insurance Committee and is a certified public accountant. 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 services through a network of independent professionals, utilizing proprietary and third-party strategies tailored to client objectives.

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

Series 63, Series 65

Atlanta, GA

Cambridge Investment Research Advisors

John Locke is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has worked as an independent insurance agent since 1998. In addition to his advisory role, he is involved in mortgage origination through a separate business focused on assisting clients with real estate lending needs. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, with investment strategies delivered via multiple platforms and both discretionary and non-discretionary approaches.

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

CFP®, Series 63, Series 65

Marietta, GA

Wells Fargo Advisors

Katrina Everett is a CFP® professional with 24 years of experience in financial advising, currently with Wells Fargo Advisors since 2023. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2023. Everett has ownership interests in several rental property investment ventures and holds executive roles in related private investment entities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, and specialized planning services. The firm utilizes Wells Fargo research and planning tools to develop tailored financial recommendations delivered through meetings and client summary letters.

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

Series 63, Series 66

Marietta, GA

Wealth Mgt Group of Georgia

Darryl Trimble is a financial advisor with Wealth Management Group of Georgia, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at ChangePath, LLC and Corecap Investments. Wealth Management Group of Georgia is a registered investment adviser specializing in managing pooled vehicles and institutional mandates rather than individual retail accounts. The firm operates with a single advisory professional and offers both percentage-of-assets-under-management and hourly fee arrangements.

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Joseph M

Series 63, Series 65

Roswell, GA

J Moss and Co

Joseph Moss is a financial advisor at J Moss and Co in Roswell, GA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Touchmark National Bank, FNB Chatsworth, and Embassy National Bank. J Moss and Co is an independent, solo-registered investment adviser serving individual clients with portfolio management and investment advisory consulting. The firm offers a blended fee approach combining hourly consulting charges and asset-based management fees and provides recommendations across mutual funds, individual securities, certificates of deposit, and annuities.

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