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Robert C

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Robert Christian is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with Wells Fargo Advisors, LLC and Wells Fargo Bank NA since 2013. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Michael H

Series 66

Cartersville, GA

Wells Fargo Clearing

Michael Hynes is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Wells Fargo Clearing, having joined in 2024, and previously worked at CUSO Financial Services and Edward Jones. 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 operates at scale with over $671 billion in assets under management and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Retired Founder/Business Owner
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Corey M

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Corey Martin is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He previously worked for Morgan Stanley Smith Barney LLC for 14 years. He holds the Series 63 and Series 66 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Leah S

Series 63

Cartersville, GA

Wells Fargo Clearing

Leah Sesto is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 63 designation. Her prior work includes roles at JP Morgan Chase Bank, PNC Bank, and Premier Health Services. Outside of her advisory role, she owns an event equipment rental business, Poppies to Peaches LLC. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Retired Founder/Business Owner
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Michael P

Series 63, Series 66

Kennesaw, GA

Charles Schwab

Michael Pefferly is a financial advisor at Charles Schwab in Kennesaw, GA, holding Series 63 and Series 66 designations with 25 years of industry experience. He worked at Scottrade, Inc. for 12 years before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a centralized operational structure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Benito C

Series 66

Cartersville, GA

Wells Fargo Clearing

Benito Canales is a financial advisor with Wells Fargo Clearing holding a Series 66 license and 13 years of industry experience. His prior roles include positions at Bank of America and Merrill, and he served in the United States Army Reserve for 16 years. 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.

Retired Founder/Business Owner
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Brian H

Series 63, Series 65

Cartersville, GA

Wells Fargo Clearing

Brian Hungerford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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Audrey C

Series 66

Acworth, GA

Ameriprise

Audrey Croft is a financial advisor with Ameriprise in Acworth, GA, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate since 2005. In addition to her advisory role, she is involved with LegalShield, where she solicits memberships for legal service plans. Ameriprise offers retirement-income planning services targeting clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team in partnership with financial advisors like Croft.

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

Series 66

Kennesaw, GA

Fidelity

Amiyah Seals is a financial advisor at Fidelity with one year of industry experience. She previously worked at Bank of America Merrill Lynch for 12 years. She is registered with a Series 66 credential. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves in advisory roles that include commodity pool operations and fund management.

Charitable giving & philanthropy Active portfolio management
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Michael S

Series 63, Series 66

Kennesaw, GA

Edward Jones

Michael Sesan is a financial advisor with Edward Jones in Kennesaw, GA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he serves as an arbitrator for the Financial Industry Regulatory Authority (FINRA). Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust, mutual funds, and securities-based lending options.

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

Series 63, Series 66

Cartersville, GA

Edward Jones

Olen Suire is a financial advisor with Edward Jones in Cartersville, GA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he owns and manages office building rental properties in Cartersville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services supported by a large nationwide network of financial advisors and branch offices.

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

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Kayla Plott is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent six years at Peak Fitness. Outside of her advisory role, she reviews products and posts videos on TikTok. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Kevon B

Series 66, Series 63

Kennesaw, GA

Merrill

Kevon Bartee is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including J.P. Morgan Securities LLC, Thrivent Financial, and Bank of America. His background also includes service in the United States Army. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Tyler S

Series 66

Kennesaw, GA

Edward Jones

Tyler Sesan is a financial advisor at Edward Jones in Kennesaw, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Executive Parking Systems, Atlanta Athletic Club, and PVS Valet. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

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

Series 66

Acworth, GA

Raymond James Financial

Roberto De Jesus is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones from 2007 to 2026 and currently owns an Edward Jones office in Acworth, GA. Roberto joined Raymond James Financial Services Advisors, Inc. in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored planning and analytical tools to support client goals and offers unique municipal advisory services and SIMPLE IRA Employer Advisory programs.

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Andrew Z

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Andrew Zvanut is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. He has worked with Wells Fargo entities since 2014. Outside of his advisory role, he co-owns AWZ Wholesale LLC, an online wholesale garment and accessories business based in Kennesaw, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors, offering a broad range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Michael F

Series 63, Series 65

Cartersville, GA

Raymond James Financial

Michael Fields is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to his current role, he worked at Park Avenue Securities for seven years. He serves as a committee member of the Cartersville Development Authority and is treasurer on the finance committee of Heritage Baptist Church in Cartersville, GA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its 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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Virginia J

CFP®, Series 66

Acworth, GA

Edward Jones

Virginia Jones Smith is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2014. She has been self-employed since 2011. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. 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, operating under a fiduciary standard.

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

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Zachary Bratz is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 66 credentials and possessing seven years of industry experience. He has been with Wells Fargo Bank NA since 2015 and Wells Fargo Clearing since 2018, both based in Cartersville, GA. 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 supported by research from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Jason K

Series 63, Series 66

Kennesaw, GA

Wells Fargo Clearing

Jason Kortman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, he serves as a trustee. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines in-house research with third-party resources to provide diversified investment solutions and operates a large network of over 14,000 financial advisors.

Retired Founder/Business Owner
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