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Mark J

Series 63, Series 65

Newnan, GA

Principal Financial Services

Mark Jenkins Sr. is a financial advisor with Principal Financial Services in Newnan, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has operated Jenkins Financial Group since 1999. Outside of his advisory work, he co-owns Nevaeh Properties, Inc., a business managing rental properties, with his wife. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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David J

Series 63, Series 65

Peachtree City, GA

Guardian Life

David Justice is a financial advisor at Guardian Life with 29 years of industry experience and holds Series 63 and Series 65 credentials. He has worked with Guardian Life and Park Avenue Securities since 2016. Outside of his advisory role, he is involved in selling AFLAC worksite voluntary benefits under a broker sales contract. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and retirement plan consulting. The firm offers a variety of advisory programs, including discretionary and non-discretionary portfolios managed internally and by third parties.

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

Series 63, Series 65

Newnan, GA

Commonwealth Financial Network

Kristopher Pope is a financial advisor with Commonwealth Financial Network in Newnan, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been co-managing Avery And Pope Wealth Management and affiliated with Commonwealth Financial Network since 2011. Pope is also a co-owner of PAKP LLC, an operating company for his securities and advisory business. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, utilizing both internal and outsourced portfolio management options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Michael H

Series 63, Series 66

Fayetteville, GA

Steward Partners Investment Advisory, LLC

Michael Heath is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Steward Partners and Raymond James, among others. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both Steward Partners-branded solutions and third-party money managers.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Eric B

Series 63, Series 66

Fairburn, GA

Empower Advisory Group

Eric Berry is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at Prudential, Fidelity, and TIAA. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

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

CFA®, Series 65

Palmetto, GA

Prime Capital Financial

William Mcgough is a CFA® charterholder with 16 years of industry experience. He is currently a financial advisor at Prime Capital Financial and has held roles at Stadion Money Management and Benetic, Inc. He is also involved with Evolve Analytics, a consulting practice focused on capital markets and asset management strategy. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing a mix of discretionary and non-discretionary investment strategies.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Travis W

Series 63, Series 65

Fayetteville, GA

Money Concepts Capital Corp

Travis Wells is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Money Concepts Capital Corp since 2016. Outside of his advisory role, he teaches free resume and LinkedIn classes for job seekers at a local church and serves as secretary of the Fayetteville Rotary Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and combines model portfolios, internally designed strategies, and third-party sub-advisers to manage approximately $3.33 billion for around 14,700 clients.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Jason E

Series 66

Newnan, GA

Commonwealth Financial Network

Jason Eaker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. He previously worked at Cambridge Investment Research, Inc. and Morgan Stanley. Outside of his advisory role, he owns 726, LLC, a private entity established to facilitate his advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custodian services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Olivia R

Series 63, Series 66

Newnan, GA

Truist Advisory Services

Olivia Ravenscroft is a financial advisor with Truist Advisory Services in Newnan, GA, holding Series 63 and Series 66 credentials and having eight years of industry experience. Her prior work includes roles at Wells Fargo and PNC Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, using third-party platforms and AI-enabled research tools to support investment decisions.

Founder/Business Owner Executive
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Amanda T

Series 66

Sharpsburg, GA

Farther

Amanda Tucker is a financial advisor at Farther with 14 years of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Chase Bank and Bank of America/Merrill Lynch. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios or customized allocations, incorporating algorithmic rebalancing and AI tools alongside advisor judgment.

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

Series 65, Series 63

Tyrone, GA

First Command Advisory Services

Richard Baldwin is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He began his advisory career in 2026 and has prior experience working with USDA Rural Development and served five years in the United States Marine Corps. Outside of finance, he is involved with Baldwin Printing and Design Inc. and REAL Broker, LLC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to manage portfolios with discretionary authority granted by clients.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Chris B

Series 66

Peachtree City, GA

Integrity Alliance, LLC

Chris Breeden is a financial advisor at Integrity Alliance, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and Bankers Life. Outside of advisory services, he owns Breeden & Associates Tax and Business Services, LLC, providing tax planning and preparation, and is also an agent for American Senior Benefits, offering fixed insurance products. Integrity Alliance serves a broad range of clients, including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a large network of over 300 advisors. The firm offers diversified investment solutions, including discretionary accounts, model portfolios, and third-party manager referrals, with a blend of strategic, tactical, and adaptive allocation approaches.

Annuities ESG / Sustainable investing
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Calvin W

Series 66

Newnan, GA

Truist Advisory Services

Calvin Ward is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 11 years of industry experience, including roles at Suntrust Investment Services, Bb&T, and Wells Fargo Advisors. Ward serves on the boards of The Scholarship Academy and Voices for Georgia's Children, nonprofit organizations focused on education and child advocacy in Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches supported by third-party manager relationships and AI-enhanced research tools.

Founder/Business Owner Executive
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Christian L

CFP®, Series 63

Peachtree City, GA

Integrity Alliance, LLC

Christian Laase is a CFP® with 24 years of industry experience, currently affiliated with Integrity Alliance, LLC. His prior roles include positions at Brokers International Financial Services, Lincoln Financial Securities Corporation, and Bankers Life, where he worked for over a decade. Outside of advisory work, Laase serves as a District Branch Manager for American Senior Benefits, recruiting and training insurance agents and financial advisors. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, operating through an extensive network of independent advisors managing approximately $5.4 billion in assets.

Annuities ESG / Sustainable investing
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Renee S

CFP®, Series 63, Series 66

Peachtree City, GA

Commonwealth Financial Network

Renee Serenci is a CFP® professional affiliated with Commonwealth Financial Network, with 16 years of industry experience. She has worked at Commonwealth Financial Network since 2015 and is currently the owner of Parliament Wealth, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Barry R

Series 63, Series 65

Atlanta, GA

Lincoln Investment

Barry Rawls is a financial advisor at Lincoln Investment with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lincoln Investment Planning, Inc. since 2012. He is also the owner of Rawls Financial Advisors, which provides insurance services on a limited basis. Additionally, Rawls serves as a trustee and executor managing personal and estate holdings. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment strategies employing both strategic and dynamic approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Karen O

Series 65, Series 63

Newnan, GA

Creative Planning

Karen Olsen is a financial advisor at Creative Planning with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at AssetMark Financial Holdings, Newport Group, J.P. Morgan Securities, and Ascensus. Olsen is based in Newnan, GA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while managing approximately $295.6 billion in client assets.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Jared B

Series 66

Peachtree City, GA

Integrity Alliance, LLC

Jared Breeden is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Pactiv Evergreen, as well as military service in the United States Army. Additionally, he is involved as a fixed insurance agent with American Senior Benefits, focusing on Medicare supplements. Integrity Alliance, LLC is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm provides advisory and brokerage services to a diverse client base, offering portfolio management, financial planning, and access to third-party managers, with a range of investment approaches and operational features including dual registration and affiliated insurance distribution.

Annuities ESG / Sustainable investing
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Parks A

CFP®, Series 63, Series 66

Newnan, GA

Commonwealth Financial Network

Parks Avery Jr. is a CFP® professional with 23 years of industry experience, currently serving at Commonwealth Financial Network. He has also been a managing member and co-owner of Avery and Pope Wealth Management since 2011 and previously worked at LPL Financial from 2005 to 2011. Avery is based in Newnan, GA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, assisting clients with tailored investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David C

CFP®, Series 63, Series 65

Fayetteville, GA

LPL Financial

David Casey is a CFP®-designated financial advisor with LPL Financial in Fayetteville, GA, bringing 32 years of industry experience. He has worked at LPL Financial since 2015 and concurrently serves at Delta Community Credit Union. Outside of his advisory roles, Casey serves as an officer in the Georgia Army National Guard. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services supported by model portfolios, third-party subadvisors, and research from LPL Research.

College savings (529s, UTMA, etc.)
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