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Ginger J

Series 63, Series 66

Newnan, GA

UBS Financial Services

Ginger Jackson Queener is a financial advisor at UBS Financial Services with 28 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 66 designations. Outside of her advisory role, she is involved in women's motorcycling activities, serving as a regional coordinator for Stilettos on Steel Inc., a women's motorcycle riding club, and is the owner of Red Stiletto Adventures and Events, which organizes motorcycle rides and events for female riders. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

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

Series 66

Villa Rica, GA

Edward Jones

Tracy Mc Daniel is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. 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 under management and offers a broad range of advisory services supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

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

Series 63, Series 65

Carrollton, GA

LPL Financial

Clayton Robinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he is involved in a firearms sales business that handles private transactions and ownership transfers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Austin P

Series 65, Series 63

Newnan, GA

Fidelity

Austin Payne is an Investment Consultant at Fidelity Investments. In this role, he partners with clients to help them clearly define and prioritize their financial goals. He leverages Fidelity's planning resources and collaborates with colleagues to assist clients in crafting plans aimed at achieving peace of mind in their financial journey. Austin's professional experience includes serving as an Investment Consultant since 2026 at Fidelity Investments. Prior to this, he worked as an Investment Solutions Representative from 2022 to 2026, and as a High Net Worth Service Associate I & II from 2021 to 2022, both at Fidelity Investments. Before joining Fidelity, he was an Asset Transfer Specialist at Vanguard in 2021.

Wealth management Passive / index investing Tax-loss harvesting Financial Professional
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Elly C

Series 63, Series 65

Carrollton, GA

Primerica Advisors

Elly Chapman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to her advisory role, Chapman is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure for its investment solutions.

ESG / Sustainable investing Tax-loss harvesting Income planning
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