CFP®-certified financial advisors working with financial professionals in Sandy Springs, GA

Eda Driver Owen is a financial advisor at COR3 Investment Partners, LLC with three years of industry experience. She holds Series 63 and Series 65 credentials and has held management responsibilities at Metro Logics, a third-party logistics firm. Outside of her advisory role, she has been involved with Calvary Episcopal Church in various capacities. COR3 Investment Partners provides discretionary portfolio management to high-net-worth individuals and related entities, focusing on a research-driven, fundamental equity approach with an emphasis on U.S. small- and mid-cap stocks. The firm also offers sub-advisory and model delivery services to other advisers and platform sponsors.

Richard Vaughan is a financial advisor with 20 years of industry experience, currently operating at 401K Advisory Group, Inc. in Sandy Springs, GA. He holds Series 63 and Series 66 designations and has worked at his current firm since 2009. Prior to that, he spent five years with Domino's Pizza. 401K Advisory Group, Inc. focuses exclusively on advising pension plan sponsors and participants in qualified retirement plans, particularly 401(k) plans and other defined benefit and contribution plans. The firm provides fiduciary guidance and personalized financial-wellness coaching, employing a conservative, fundamental-analysis approach centered on mutual funds and ETFs.

Laura Rosenberg is a Series 65-licensed advisor at Hayes Wealth Advisors, LLC with three years of industry experience. She has been with Hayes Wealth Advisors since 2023. Outside of wealth management, Rosenberg works as an optometrist at The Eye Gallery, an optometry practice she has been associated with since 2012. Hayes Wealth Advisors serves individual clients, including many high-net-worth households, retirement plans, and small businesses. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting services with a predominantly passive, long-term investment approach.

Brandis Barnes is a financial advisor with Fidelity in Sandy Springs, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His work history includes roles at Fidelity Investments, J.P. Morgan Securities, and Scottrade. Barnes also owned and managed an online retail store, Gold Racks Boutique, and was involved with Living N Luxury LLC, providing rental housing services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a variety of clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Laurie Schaeffer is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 licenses and possessing 23 years of industry experience. Her prior roles include positions at LPL Financial, Independent Financial Partners, Mass Mutual Investors Services, and MetLife Securities Inc. She is also a commissioned notary in New York. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with technology-driven portfolio management and planning solutions, including access to third-party managers and estate-planning platforms.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Anthony Lyons is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to navigate financial complexities and support wealth growth over their lifetime. Anthony has held several roles in the financial advisory field, including Financial Advisor positions at PNCI and Edward Jones in 2021 and 2020, respectively. Prior to that, he served as a Private Wealth Advisor at Regions Bank from 2017 to 2020 and was Vice President - Planning & Development Manager at Arvest Wealth Management from 2016 to 2017. Outside of his professional career, Anthony has an interest in baseball, cars, family activities, football, and social events with friends.

Sulayman Nyang Jr. is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a mentor and business coach for at-risk young adults and holds positions on several nonprofit and advisory boards related to business coaching, education, and community initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm is notable for its extensive advisor network, comprehensive service offerings, and fiduciary standard of care.

Christian Nelson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at First Republic Securities Company, First Republic Investment Management, Zacks Investment Management, and Merrill. IEQ Capital provides portfolio management and investment advisory services mainly to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment process combines centralized macroeconomic research with client-specific Investment Policy Statements and utilizes a mix of liquid strategies, third-party independent managers, and private alternative investments.

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, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

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 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.