Independent financial advisors working with technology professionals in Marietta, GA

Darryl Trimble is a financial advisor at Wealth Management Group of Georgia with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including ChangePath, LLC, Corecap Investments, Wells Fargo Clearing, Merrill, and Edward Jones. Wealth Management Group of Georgia is an independent registered investment adviser that primarily manages pooled vehicles and institutional mandates rather than individual retail accounts. The firm operates with a single advisory professional and offers both percentage-of-assets and hourly fee billing arrangements, an uncommon approach in its peer group.

Christopher Malphurs is a CFP® professional with 17 years of industry experience, currently serving as an advisor at LPL Financial since 2018. His prior roles include positions at Capital City Banc, INVEST Financial Corporation, SunTrust Advisory Services, SUNTRUST INVESTMENT SERVICES, Inc., and CUNA Brokerage Services, Inc. Outside of his advisory work, he coaches baseball at Buchholz High School in Gainesville, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory support with extensive non-advisory financial services.

Jennifer Smalley is a financial advisor with Wickham Financial & Insurance Services in Marietta, GA. She holds a Series 66 designation and has 11 years of industry experience, including nine years at Thrivent Financial and ten years at Thrivent Investment Management Inc. Wickham Financial Group provides comprehensive portfolio management and financial planning to individual and high-net-worth clients, as well as retirement plan consulting to employer plan sponsors. The firm manages approximately $193 million in regulatory assets and uses a combination of fundamental, technical, quantitative, and sector analysis to construct individualized portfolios, with a majority of assets managed on a non-discretionary basis.

Christopher Brown is the sole advisor at Brown Capital Advisors, LLC in Marietta, GA, holding a Series 66 designation with 11 years of industry experience. He previously worked at LPL Financial LLC and Hennsler Financial before founding his current firm in 2018. Brown Capital Advisors provides discretionary portfolio management, comprehensive financial planning, and CFO advisory services primarily to individuals, high-net-worth clients, and entrepreneurs or small-business owners. The firm manages approximately $16.7 million across about 20 client relationships, emphasizing fundamental analysis, asset allocation, diversification, and risk management, with the use of equities, ETFs, and select alternative investments. Its CFO advisory services to small businesses, combined with a willingness to utilize derivatives and complex investment vehicles, distinguish its offerings from many independent advisory firms.

Katrina Everett is a CFP® professional with 24 years of industry experience. She is currently with Wells Fargo Advisors, joining the firm in 2023 after seven years at Wells Fargo Clearing and six years at Banc Of America Investment Services, Inc. Everett has interests outside of finance including ownership roles and secretarial duties in several investment-related businesses and private companies. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services that address a wide range of needs, including retirement, education, and niche areas like business-owner transition and special-needs planning.

Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Wu has worked at Citigroup since 2017, including roles at Citibank N.A. prior to joining the current firm, and has prior experience in retail at Bloomingdales. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research and operations as a swap dealer and futures commission merchant.

Arron Thompson is a CFP® certified financial advisor with five years of industry experience, currently practicing at Edward Jones in Pittsburgh, PA. His prior work history includes two years at Alliance Rx Walgreens Prime and five years of service in the US Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm oversees approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Zack Gutches is a CFP® professional with five years of industry experience. He is the principal at True Riches Financial Planning, an independent firm based in Denver, CO. His career includes roles at Brighton Jones, Deloitte & Touche LLP, and LearnLux, where he currently provides financial well-being consulting to workplace participants. He also offers tax preparation services to clients of his firm. True Riches Financial Planning serves individuals and high-net-worth clients with comprehensive financial planning and discretionary investment management, functioning as a “Personal CFO.” The firm implements tailored financial plans and portfolios using a mix of passive and active strategies, including socially responsible options and direct-indexing, and provides tax preparation services as an affiliated business.

Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. ​ Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. ​ David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. ​ David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.

Sawyer Sams is a financial advisor at Merrill Lynch Wealth Management and a member of the Smith Conkin Dixon Wealth Management Group. He and his team focus on developing personalized wealth strategies that leverage Merrill's investment and planning resources along with Bank of America's banking and lending capabilities. Their services encompass family wealth management, legacy planning, retirement planning, philanthropic planning, and portfolio management for clients across multiple states. Before joining Merrill, Sawyer gained experience at a smaller wealth and investment management firm in Charlotte, NC, where he led the investment committee and managed asset allocation and trading activities. He holds the Chartered Financial Analyst (CFA) designation and the CERTIFIED FINANCIAL PLANNER (CFP) certification. Sawyer graduated from Furman University with a bachelor's degree in economics. Sawyer resides in Johnson City, TN, and is active in his community through involvement with First Christian Church and the Milligan University CFA Research Team. Outside of work, he enjoys basketball, cooking, football, pickleball, and spending time with his family.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.