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Timothy C
Series 63, Series 66
Watkinsville, GA
LPL Financial
Timothy Conway is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Cetera Advisors LLC and Green Financial Resources, LLC. Outside of his advisory role, he is involved with Rich Music Inc., a communications-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.
Ian C
Series 66
Dacula, GA
Edward Jones
Ian Cole is a financial advisor at Edward Jones in Dacula, GA, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Emmanuel College from 2011 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory services and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.
Stacey S
Series 63, Series 65
Dacula, GA
Primerica Advisors
Stacey Stanford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and five years of industry experience. She has worked at Primerica Advisors since 2018 and has a background in real estate through roles with Halstan Realty and Atlanta Communities Real Estate. Stanford is also involved in several non-investment related business ventures as a partner and independent contractor. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies developed by third-party asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.
Judson D
CFA®, Series 63, Series 66
Athens, GA
Charles Schwab
Judson Doherty is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Charles Schwab. He has held previous roles at Stadion Money Management, LLC, ALPS Distributors, Inc., and is on the Board of Athens Country Club, where he serves on the finance committee and will be Board President in his third year. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and cash-sweep services with both non-discretionary and discretionary investment options.
Kimberly A
Series 66
Loganville, GA
Merrill
Kimberly Almond is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for two years and Verizon Wireless for ten years before joining Merrill and Bank of America, where she has been since 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of individual and institutional clients.
Edward L
Series 63, Series 66
Lawrenceville, GA
Cetera
Edward Lane Jr. is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including VOYA Financial Advisors and Cetera Wealth Services. Outside of advising, he owns and operates Fast Lane Music, a recording studio. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers through a multi-manager platform.
Franklin C
Series 63, Series 65
Dacula, GA
Primerica Advisors
Franklin Cain is a financial advisor with Primerica Advisors in Dacula, GA, holding Series 63 and Series 65 licenses and with five years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2020 and was previously self-employed and worked at R & G Academy. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee approach, with portfolio implementation delegated to BNY Mellon Advisors.
Michael C
Series 63, Series 66
Watkinsville, GA
Raymond James Financial
Michael Carbajal III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He currently serves as Operations and Compliance Manager at The Avenue Wealth Management LLC and has roles with Citadel Continuity Consulting and Raymond James Financial Services Advisors, Inc. Outside of his advisory work, he owns a rental property in Georgia. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice using comprehensive analytical tools and supports a range of advisory and municipal finance services across a large network of advisors.
Shelby H
CFP®, Series 66
Monroe, GA
Cetera
Shelby Hall is a CFP® with six years of experience in the financial industry, currently affiliated with Cetera. Prior to joining Cetera, Shelby worked at Morgan Stanley for six years. Outside of financial advising, Shelby is a member of Little Oaks Preschool LLC, a faith-based childcare center providing education for children ages 8 weeks to 4 years. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, operating through a large network of over 10,000 advisors.
Cynthia E
Series 63
Monroe, GA
Edward Jones
Cynthia Elsmore is a financial advisor at Edward Jones with 23 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Mark L
Series 66
Monroe, GA
Edward Jones
Mark Long is a Series 66 licensed financial advisor at Edward Jones in Monroe, GA, with 16 years of industry experience, all with his current firm since 2010. Outside of advising, he serves as a board member of the Walton County Christian Learning Center in Monroe. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.
Amy L
Series 66
Bogart, GA
Fidelity
Amy Lange is a financial advisor at Fidelity with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, SunTrust Investment Services, and Suntrust Advisory Services. From 2020 to 2022, she took a break from the financial industry to focus on homemaking. Fidelity's Strategic Advisers LLC, where Amy works, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.
Cory R
Series 66
Buford, GA
LPL Financial
Cory Robinson is a financial advisor with LPL Financial in Buford, GA, holding a Series 66 license and 12 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corporation for five years. Robinson also owns Cory L Robinson CPA PC, a tax preparation and accounting business he has operated since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning and asset management solutions including model portfolios, third-party subadvisors, and institutional platforms.
William S
Series 63, Series 65
Watkinsville, GA
Raymond James Financial
William Schroth is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 40 years of industry experience. His prior roles include leadership positions at The Avenue Wealth Management, LLC and GFG Strategic Advisors. Schroth is a managing member of BWS Ventures, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, charitable organizations, and institutions. The firm provides tailored non-discretionary planning and consulting using risk profiling and modeling tools, supporting a broad network of advisors and notable municipal and public-finance work.
Nathaniel L
CFP®, Series 66
Braselton, GA
Raymond James Financial
Nathaniel Langley is a CFP® with 14 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2026. His prior experience includes roles at Commonwealth Financial Network, Avantax, and 1st Global Advisors. He is also a co-owner of Gwinnett Financial Services, a private entity facilitating securities, advisory, and insurance business. 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 unique affiliations within a large advisor network.
Shallan F
Series 66
Loganville, GA
Edward Jones
Shallan Farmer is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 credential and has been with Edward Jones since 2016. Outside of her advisory role, she is associated with Advocare International, a health products business based in Plano, TX. 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 investment strategies, including discretionary and non-discretionary wrap fees, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Sarah L
Series 66
Watkinsville, GA
Ameriprise
Sarah Lundgren is a Series 66-credentialed financial advisor with seven years of industry experience. She has been with Ameriprise Financial Services since 2017, currently based in Watkinsville, GA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.
William F
Series 66
Auburn, GA
LPL Financial
William Flowers is a Series 66 licensed financial advisor with 18 years of industry experience. He currently works with LPL Financial and previously spent nine years at SunTrust Advisory Services and 17 years at SunTrust Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.
Edward S
Series 63, Series 65
Athens, GA
Raymond James & Associates
Edward Scherer is a financial advisor with Raymond James & Associates in Athens, GA, holding Series 63 and Series 65 credentials and 46 years of industry experience. His prior work includes nearly 16 years with Wells Fargo affiliates before joining Raymond James. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and a range of portfolio management strategies.
Jonathon S
Series 63, Series 65
Watkinsville, GA
Raymond James Financial
Jonathon Sisson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Jonathon has worked with firms including Twin Partners, LLC and Harris Hersh Financial. Outside of advising, he is a partner in Sisson's Coin Laundry, a business he has been involved with since 1989. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports a broad network of advisors with specialized offerings such as municipal advisor services and SIMPLE IRA Employer Advisory programs.
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