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John Thomas T

Series 63, Series 66

Gainesville, GA

Morgan Stanley

John Thomas Turner is a financial advisor with Morgan Stanley in Gainesville, GA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, 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 supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

General estate planning guidance
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Adrian G

Series 66

Alpharetta, GA

Ameriprise

Adrian Ganson is a financial advisor with Ameriprise in Roswell, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Ganson coaches youth and high school soccer, including positions at the Last Defense Goalkeeping Academy and Centennial High School. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing tailored, non-discretionary recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Thomas K

Series 66

Alpharetta, GA

Merrill

Thomas Kikly is a financial advisor with Merrill in Alpharetta, GA, holding a Series 66 designation and over 21 years of industry experience. He has worked at Merrill and Bank of America since 2018 and previously held positions at Accumulation Wealth Strategies, Inc. and Principal Securities. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Britton A

ChFC®, Series 63, Series 65

Gainesville, GA

Mass Mutual Investors Services

Britton Adams is a financial advisor at MassMutual Investors Services with 20 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining MassMutual Investors Services and MassMutual Life Insurance in 2023, he worked at Park Avenue Securities and Guardian Life Insurance for 19 years. Outside of his advisory role, Adams serves as a director for the Lanier Baseball Academy, a youth travel baseball organization. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Anthony M

Series 63, Series 65

Duluth, GA

Primerica Advisors

Anthony Maxwell is a financial advisor with Primerica Advisors in Auburn, GA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Primerica Financial Services since 2003. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated 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 utilizes a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Alexander L

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Alexander Lindsey is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He has three years of industry experience and has previously worked at E*Trade Securities and Paradigm Security. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and serves clients through customized planning and broader financial solutions.

General estate planning guidance
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Dawnell S

Series 63, Series 65

Alpharetta, GA

Morgan Stanley

Dawnell Simms Codrington is a financial advisor at Morgan Stanley in Alpharetta, GA, with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, she worked at Fulton County schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved tools to support personalized financial plans.

General estate planning guidance
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Adam S

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Adam Stowell is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Kyle C

Series 66

Duluth, GA

Primerica Advisors

Kyle Cushion is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. His career includes roles at Primerica Financial Services and The Leonard Firm, among others. Outside of advising, he is involved in management and operations related to investment products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Stephanie G

Series 63, Series 66

Duluth, GA

Wells Fargo Clearing

Stephanie Groff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Robert G

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Robert Gahwiler is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023, following roles at E*TRADE Securities and Wells Fargo. Prior to his financial career, he was employed by Kaldi's Coffee Company and attended Emory University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

General estate planning guidance
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Cedric H

Series 63, Series 66

Duluth, GA

Wells Fargo Clearing

Cedric Haynes is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at Wells Fargo Clearing Services since 2018 and Wells Fargo Bank NA since 2013. 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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Janina M

Series 63, Series 65

Duluth, GA

Wells Fargo Clearing

Janina Morello is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 12 years of industry experience. She previously worked at Raymond James & Associates and Merrill, as well as Bank of America, N.A. Janina is based in Duluth, Georgia. 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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Jeffrey S

Series 66

Johns Creek, GA

LPL Financial

Jeffrey Staley is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior experience includes 17 years at Ameriprise and Ameriprise Financial Services, Inc. He is also involved with JBAMP, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Series 63, Series 65

Alpharetta, GA

Primerica Advisors

Andrew Johnson is a financial advisor with Primerica Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at PFS Investments Inc. and AHS Trucking Inc., and he is currently involved with Radian Church. He also engages in sales of investment-related products and receives compensation for referrals related to home security and mortgage products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based strategies managed by unaffiliated asset managers and operates 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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Natalie H

Series 63, Series 65

Duluth, GA

Primerica Advisors

Natalie Hammond is a financial advisor at Primerica Advisors with 30 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at firms including Northwestern Mutual Investment Services LLC and Alex Beilin. Her background includes long-term roles spanning more than a decade in various financial services positions. 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 utilizes model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Elizabeth S

Series 66

Alpharetta, GA

Raymond James Financial

Elizabeth Seabolt is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2013. Additionally, she is associated with Creative Financial Team, LLC, where she performs operations support. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs, with notable capabilities in municipal advisory and specialized retirement plan services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Noel U

Series 66

Alpharetta, GA

Fidelity

Noel Updyke is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at National Life Group through A.P.O.Gee Financial Partners. Outside of finance, his background includes roles in the food service industry and self-employment as a DoorDash delivery driver. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on portfolios including mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Ryan O

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

Ryan Ogden is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes positions at E*Trade Securities LLC and Harrisdirect LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and serves clients through both direct and corporate financial planning agreements.

General estate planning guidance
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Rishab S

Series 66

Alpharetta, GA

Merrill

Rishab Singh is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives, covering areas such as general investing, retirement planning, and saving for unexpected events. He also coordinates with Bank of America specialists to provide clients with access to banking, credit, home financing, and small business solutions. Rishab holds a Bachelor's Degree from the University of South Carolina and has earned the Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA) designations. He is a member of the professional organization Phi Delta Theta and is involved with Habitat for Humanity. Outside of his professional work, Rishab enjoys fishing, football, hunting, music, spending time with his family, and watching movies.

General retirement planning Wealth management Cash flow / budgeting
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