CFP®-certified financial advisors in Rome, GA

Sherman Fernandes is a financial advisor with Integrated Wealth Concepts LLC in Rome, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has previously worked with Level Four Advisory Services and LPL Financial, where he has maintained a long tenure since 2009. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, applying a primarily long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income.

Don Ash is a financial advisor with Corecap Advisors in Rome, GA, holding a Series 65 designation and 15 years of industry experience. He has worked at Convergence Financial Advisors since 2012 and has been associated with Estate Planners Of Ga since 1995. Outside of his advisory roles, he is involved in insurance sales, retirement planning, and annuities. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, as well as various institutional clients. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes multiple investment vehicles and sub-advisors in its management process.

Kathy Barton is a financial advisor with LPL Financial in Rome, GA, holding Series 63 and Series 66 credentials and 29 years of industry experience. She has worked at LPL Financial since 2018 and concurrently serves as Director of Wealth Management at River City Bank, a position she has held since 2022. Prior to joining LPL, she was with Investment Professionals Inc from 2012 to 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research, model portfolios, and various technology solutions.

Rhea Aronhalt is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2013. She holds the Series 66 license and is based in Rome, GA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with ongoing oversight and client-specific customization.

Hal Butler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Cetera and its affiliates since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Butler is also the owner of The HB Butler Group LLC, a financial services firm. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.