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Cara H

CFP®, Series 66

Athens, GA

Farther

Cara Hedden is a CFP® with seven years of industry experience, currently advising at Farther since 2025. Her prior roles include positions at Commonwealth Financial Network and CONCOURSE FINANCIAL, along with running Stable Waters Financial. Hedden holds the Series 66 designation and is based in Athens, GA. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates using a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach implemented through proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual securities.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Dustin D

Series 66

Athens, GA

Guardian Life

Dustin Demersseman is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at Guardian Life since 2024. Prior to his current role, he spent five years at Lee University and has experience as a caddie master and at a high school. He is also involved with DeMersseman and Associates Incorporated, an investment-related business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and a variety of advisory programs, including discretionary and non-discretionary portfolios using both proprietary and third-party strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Amanda G

Series 66, Series 63

Braselton, GA

Empower Advisory Group

Amanda Gustavsson is a financial advisor with Empower Advisory Group in Braselton, GA. She holds Series 66 and Series 63 licenses and has three years of industry experience. Her prior work includes roles at Prudential Investment Management Services LLC and Chosen Royalty LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach focuses on long-term portfolio returns and client savings rates, with a high client-to-advisor ratio relative to many peers.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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William M

Series 66

Hoschton, GA

Transamerica Financial Advisors

William Maynard is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Transamerica, he worked at Primerica Financial Services for a decade. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors across multiple programs such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management reported at approximately $1.7 billion.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Stephen K

Series 63, Series 65, Series 66

Gainesville, GA

Truist Advisory Services

Stephen Kelly is a financial advisor with Truist Advisory Services in Gainesville, GA. He holds Series 63, 65, and 66 designations and has 29 years of industry experience. Kelly has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2008. Outside of advising, he is involved in real estate investing, focusing on acquiring, repairing, and managing rental properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program implemented through discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate integration.

Founder/Business Owner Executive
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Kelsey M

Series 66

Commerce, GA

Edward Jones

Kelsey Mc Knight is a financial advisor at Edward Jones in Commerce, GA, holding a Series 66 designation with three years of industry experience. Kelsey has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates 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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Jessica J

Series 66

Athens, GA

Wells Fargo Clearing

Jessica Juanico is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having one year of industry experience. Prior to joining Wells Fargo, she was self-employed and has worked in various roles at the University of Kansas and Trumpet Behavioral Health. Outside of her advisory work, she is involved in communications training and article publication through a separate business activity based in London. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Retired Founder/Business Owner
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Anthony D

Series 63, Series 65

Gaineville, GA

Raymond James Financial

Anthony Dye is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gainesville, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked with Raymond James & Associates for 12 years. Outside of his advisory role, Dye serves as Treasurer and Chair of the Finance Committee for the Georgia Mountains YMCA, a nonprofit organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while leaving final decision authority with clients.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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William C

Series 66

Athens, GA

Edward Jones

William Cook is a financial advisor at Edward Jones in Athens, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for ten years at Advantage Industrial Automation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

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

Series 66

Athens, GA

Merrill

Millie Rovny is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. She has been with Merrill since 2005. Outside of her advisory role, she works part-time in seasonal and community-oriented positions, including roles at a local farm and an assisted living facility, as well as performing customer relations tasks for a pressure washing business. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Tax-loss harvesting Active portfolio management Passive / index investing
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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.

Charitable giving & philanthropy Active portfolio management
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Angela L

Series 66

Athens, GA

Wells Fargo Clearing

Angela Loudermilk is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney for 10 years before joining Wells Fargo in 2019. Outside of her advisory work, she co-owns a bread business with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Mark M

Series 63, Series 66

Commerce, GA

Edward Jones

Mark Mc Cannon is a financial advisor with Edward Jones in Commerce, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. 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.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Meg P

Series 63, Series 66

Athens, GA

Merrill

Meg Parker is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2010, following eight years of experience at a local regional firm. In her role, she develops personal relationships with clients to provide goals-based wealth management strategies that address key areas of their finances. Meg's areas of expertise include divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, and women and wealth. She holds multiple professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She graduated from the University of Georgia's Terry College of Business and has completed training at Wharton's Executive Education Program. Outside of her professional work, Meg enjoys cooking, gardening, hiking, music, reading, running, spending time with her family, traveling, and practicing yoga. She is a mother of two children, Maggie and William.

Wealth management Women Professionals
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Jennifer M

Series 63, Series 65

Athens, GA

Morgan Stanley

Jennifer Moulton is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market simulations.

General estate planning guidance
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Nathaniel L

CFP®, Series 66

Braselton, GA

Raymond James Financial

Nathaniel Langley is a CFP® and holds a Series 66 designation with 14 years of industry experience. He is currently associated with Raymond James Financial Services Advisors, Inc. and is a co-owner of Gwinnett Financial Services, Inc., a private entity facilitating securities, advisory, and insurance business. Langley’s prior experience includes roles at Commonwealth Financial Network, Avantax, and 1st Global Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. The firm offers tailored, typically non-discretionary advisory services and has notable involvement in municipal and public finance through its affiliate network.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Amanda B

Series 66

Athens, GA

Merrill

Amanda Brooks is a financial advisor at Merrill with 27 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1998. Outside of her advisory work, she is the sole owner of a rental property business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other institutional investors.

Tax-loss harvesting Active portfolio management Passive / index investing
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Evariste F

Series 63, Series 66

Athens, GA

Morgan Stanley

Evariste Faucher III is a financial advisor with Morgan Stanley in Athens, GA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering customized financial planning supported by firm-approved tools and extensive client assets under management.

General estate planning guidance
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William F

Series 66

Auburn, GA

LPL Financial

William Flowers is a Series 66-registered financial advisor with 18 years of industry experience. He is currently with LPL Financial and previously worked at SunTrust Advisory Services and SunTrust Investment Services, INC. 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, with both discretionary and non-discretionary management options supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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John K

CFP®, ChFC®, Series 63, Series 65

Athens, GA

Cetera

John Keeble IV is a CFP® and ChFC® affiliated with Cetera, with 35 years of industry experience. His career includes roles at Cetera Advisors LLC and ownership of Full Cup Financial, LLC. He serves as a trustee on the board of Whitefield Academy, where he is involved in charitable gift solicitation. Cetera Investment Advisers LLC operates a nationwide network of independent advisors and offers a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm provides access to multiple program platforms and third-party money managers, managing over $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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