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Lynette R

Series 63, Series 66

Marietta, GA

Ameriprise

Lynette Ringstad is a financial advisor with Ameriprise in Dallas, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that incorporate income sources, Social Security strategies, and tax-smart withdrawals. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with clients’ financial advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Flor G

Series 66

Austell, GA

Wells Fargo Clearing

Flor Grosch is a financial advisor at Wells Fargo Clearing with four years of industry experience. Prior to joining Wells Fargo, Flor held positions at J.P. Morgan Securities, Merrill, and Bank of America Corporation. Wells Fargo Advisors is a national securities firm that provides 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 and offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Evelyn D

Series 63, Series 65

Powder Springs, GA

Ameriprise

Evelyn Dinkins II is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise since 1986, including 15 years at Ameriprise Financial Services, Inc. Outside of advising, he owns and manages Silver Lining Stables, which offers boarding, training, and clinics in equestrian disciplines such as eventing, jumping, and dressage. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning through coordinated client-advisor collaboration and comprehensive investment analysis.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joscelyn W

CFP®, Series 66

Atlanta, GA

Cetera

Joscelyn Worrell is a CFP® with 18 years of industry experience, currently serving as a financial professional at Cetera. Her background includes roles at Charles Schwab, TD Ameritrade, and ownership of GroveIQ Tax and Consulting, LLC, which focuses on tax preparation and planning. She is also involved with Stoneguard Management, a property management business. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors. The firm serves a diverse client base including individual investors, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services alongside access to multiple program structures and third-party money 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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Christopher W

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Christopher Woods is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. 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 supports advisors with model-based investment strategies and third-party asset managers while operating on a large scale with approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Christopher D

Series 63, Series 66

Atlanta, GA

J.P. Morgan Securities

Christopher Derstine is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at Morgan Stanley, E*TRADE, Fifth Third Bank, U.S. Bancorp Investments, Merrill, Bank of America, and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Founder/Business Owner
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Sean D

Series 66

Atlanta, GA

OSAIC

Sean Dunn is a financial advisor at OSAIC in Atlanta, GA, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining OSAIC in 2026, he spent eight years at Edward Jones and fourteen years at Lockheed Martin Aeronautics Corporation, where he worked as a project lead for avionics hardware test labs on aircraft such as the C-130J and LM-100J. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization tools and supports discretionary and managed account strategies, distinguishing itself by its scale, complex affiliate network, and recent consolidation activity.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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Ryan W

Series 66

Marietta, GA

Wells Fargo Clearing

Ryan Woodard is a financial advisor with Wells Fargo Clearing in Marietta, GA, holding a Series 66 designation and nine years of industry experience. His prior work includes positions at Morgan Stanley, E*TRADE Securities, Bank of America, and Merrill. 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 offers brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets with over 14,000 financial advisors.

Retired Founder/Business Owner
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Richard R

Series 65, Series 63

Smyrna, GA

Primerica Advisors

Richard Richmond is a financial advisor at Primerica Advisors with six years at the firm and a total of five years in the industry. He holds Series 63 and Series 65 licenses. Prior to joining Primerica, he spent ten years at AT&T. Richmond is involved in sales of home security and automation products, as well as loan product referrals, through affiliated companies. Primerica Advisors is a large-scale institutional firm managing a wrap-fee asset management program primarily for individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-delivery strategies created by unaffiliated asset managers and offers a range of portfolio models including strategic, tactical, and tax-managed approaches.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Tripp B

Series 63

Marietta, GA

Wells Fargo Advisors

Tripp Boyer is a financial advisor with Wells Fargo Advisors in Marietta, GA, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Boyer is a member of the Professional Advisors Network Committee at the Cobb Community Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

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

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Sandra Penton is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with Wells Fargo Bank, N.A. since 2009 and with Wells Fargo Clearing since 2016. 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.

Retired Founder/Business Owner
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Christopher H

CFP®, Series 66

Marietta, GA

Edward Jones

Christopher Hynek is a financial advisor at Edward Jones in Marietta, GA, holding the CFP® designation and Series 66 license with 15 years of industry experience. He worked at Merrill from 2011 to 2016 before joining Edward Jones, where he has been since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a large network of over 23,000 financial advisors and 15,000 branch offices nationwide.

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

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Lindsey Gearhart is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 designations and bringing nine years of industry experience. She has been with Wells Fargo Clearing Services since 2016 and Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Margaret M

Series 63, Series 65

Atlanta, GA

Wells Fargo Clearing

Margaret Mahone is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities, Chase Investment Services Corp., and Valic Financial Advisors. Outside of her financial advisory role, she serves on the board of directors for the Blue Stone Lofts Condo Association in Atlanta. Wells Fargo Advisors is a national securities firm providing 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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Stephen F

CFP®, Series 63, Series 66

Marietta, GA

Edward Jones

Stephen Frederick is a CFP®-designated financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

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

CFP®, ChFC®, Series 66

Atlanta, GA

Edward Jones

Nolan Jeter is a financial advisor with Edward Jones in Atlanta, GA, holding the CFP®, ChFC®, and Series 66 designations and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns a real estate business, Jeter Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Dedry J

Series 63, Series 66

Atlanta, GA

Wells Fargo Clearing

Dedry Johnson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining Wells Fargo, Dedry worked at Morgan Stanley, E*TRADE, Bank of America, Merrill, and Chase Bank. 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 extensive research and analytics.

Retired Founder/Business Owner
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Elizabeth B

Series 63, Series 66

Marietta, GA

Morgan Stanley

Elizabeth Brashear is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her career includes roles at Citigroup Global Markets from 2007 to 2009 before joining Morgan Stanley in 2009, where she currently also works with Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment insights from a dedicated Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

General estate planning guidance
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John K

CFP®, Series 66

Cartersville, GA

Wells Fargo Clearing

John Kirkland is a CFP® with 20 years of industry experience. He currently works at Wells Fargo Clearing, joining the firm in 2022. His prior roles include positions at Fidelity Brokerage Services LLC and Morgan Stanley, where he worked for a combined 14 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 and third-party sources.

Retired Founder/Business Owner
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Susan G

Series 66

Marietta, GA

LPL Financial

Susan Godbee is a financial advisor with LPL Financial in Marietta, GA, holding a Series 66 designation and with 10 years of industry experience. She has previously worked at Raymond James Financial Services and Pinnacle Bank/Pinnacle Financial Partners. Outside of her advisory role, she is the owner of Soapstream LLC, a business involved in commercial real estate, laundromat, and carwash operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment advisory and brokerage services through a large network of advisors, utilizing various portfolio strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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