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Michael A

Series 63, Series 65

Cumming, GA

LPL Financial

Michael Antonio is a financial advisor with LPL Financial in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes nine years at Wells Fargo Advisors Financial Network LLC and nearly three decades with Haymond Antonio Wealth Advisory Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

College savings (529s, UTMA, etc.)
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Robert A

Series 63, Series 66

Roswell, GA

Edward Jones

Robert Altizer is a financial advisor with Edward Jones in Roswell, GA, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. He has been with Edward Jones since 2002. 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 solutions supported by a large 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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Steven K

Series 66

Alpharetta, GA

Ameriprise

Steven Kaufman is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

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

Series 66

Alpharetta, GA

Morgan Stanley

Christopher Reynolds is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2020. His earlier career includes roles at The Reliable Automatic Sprinkler Co., Inc. and Providence College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and models to help guide client decision-making.

General estate planning guidance
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Emily E

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Emily Elliott is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Her prior roles include positions at Marcus & Millichap Investment Sales and NAI Global, as well as work with the Mote Marine Center for Coral Reef Restoration. Morgan Stanley Wealth Management serves both individual and institutional clients, offering various advisory programs and tailored financial planning supported by firm-approved tools and market simulations.

General estate planning guidance
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Matthew S

Series 63, Series 66

Milton, GA

Cetera

Matthew Stucke is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase and Raymond James. Stucke serves as president and managing director of MacroCarpa Private Wealth and is a volunteer board member for Cambridge Girls Soccer, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes both affiliated and third-party investment solutions.

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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Rachel W

Series 66

Alpharetta, GA

Merrill

Rachel Wight is a financial advisor with Merrill in Alpharetta, GA, holding a Series 66 designation and six years of industry experience. She has worked at Merrill since 2019 and previously held roles in fitness and orthotics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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Shazia P

Series 65, Series 63

Alpharetta, GA

Merrill

Shazia Punjwani is a financial advisor at Merrill with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Merrill since 2020. Prior to that, she held various roles at SunTrust entities from 2011 to 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Anthony N

Series 63, Series 66

Milton, GA

Cambridge Investment Research Advisors

Anthony Nettuno is a financial advisor with Cambridge Investment Research Advisors based in Milton, GA. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. Prior to joining Cambridge in 2019, he worked at FSC Securities Corporation for 16 years and has operated Nettuno & Associates, Inc. since 1997. He also serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

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

Series 63, Series 66

Alpharetta, GA

Merrill

Constance Collins is a financial advisor with Merrill in Alpharetta, GA, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007. 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. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Joy B

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Joy Baxley is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Morgan Stanley, she worked at E*Trade Securities and held roles in education at Cherokee County School District and First Presbyterian Day School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and strategic modeling. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Keith D

Series 66

Alpharetta, GA

Primerica Advisors

Keith Delaporte is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Primerica Advisors and Primerica Financial Services, where he has worked since 2015. His prior experience includes roles at Alpha Financial and PFS Investments Inc. Delaporte is also involved in the management and operations of investment-related products. Primerica Advisors sponsors 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 operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party asset managers and execution service providers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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John N

Series 66

Alpharetta, GA

Cetera

John Nemeth is a financial advisor with Cetera in Alpharetta, GA, holding a Series 66 credential and 18 years of industry experience. He has been with Cetera and associated entities since 2014. Outside of his advisory role, he also works as a ticket taker at the Verizon Amphitheater, an outdoor music and entertainment venue. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

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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William D

Series 63, Series 65, Series 66

Alpharetta, GA

Morgan Stanley

William Demartino is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, he spent 11 years at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 planning process supported by firm-approved tools and models.

General estate planning guidance
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Jenna S

Series 66

Alpharetta, GA

Morgan Stanley

Jenna Sparling is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with 17 years of industry experience. She previously worked at UBS Financial Services Inc. for 16 years and spent a year with RBC Capital Markets, LLC prior to joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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John C

CFP®, Series 63, Series 66

Suwanee, GA

LPL Financial

John Colegrove is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2001. He leads Financial Peace University classes offered by his church and serves as a notary for clients at his branch office. Colegrove also manages his own insurance business and operates under several DBAs related to his advisory activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Joshua W

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Joshua Wilson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at E*Trade Capital Management and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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John L

Series 66

Alpharetta, GA

UBS Financial Services

John Little IV is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and various capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Mary S

Series 63, Series 66

Dawsonville, GA

Edward Jones

Mary Silver is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and E*TRADE Securities LLC. Her background also includes roles at Hancock Claims Consultants, Agco Inc, and Tax Pros Inc. 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 large network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Inheritance planning ESG / Sustainable investing Founder/Business Owner Women Professionals Women's Finance Religious/faith focused
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Michael B

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Michael Beard is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and 10 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory role, he is involved in property management as the sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

General estate planning guidance
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