Alpharetta, GA Roswell Street Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

6

Of 22,678 advisors across 10,425 offices

Location

219 Roswell Street Suite Suite 150

Alpharetta GA 30009

Advisors at this office

6

Advisors at this office

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Scott C

CFP®, Series 63, Series 65

Alpharetta, GA

LPL Financial

Scott Christian is a CFP®-designated financial advisor with 36 years of industry experience, currently with LPL Financial since 2026. He previously worked at Wells Fargo Advisors for 13 years. Christian serves as a trustee for Praxis Financial Partners, LLC’s 401(k) plan and holds ownership interests in related investment entities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Zachary H

Series 66

Alpharetta, GA

LPL Financial

Zachary Hirschler is a Series 66-credentialed financial advisor with five years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Wells Fargo Advisors, Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, he coaches pickleball at Lifetime Fitness in Sandy Springs, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Jody S

Series 63, Series 66

Alpharetta, GA

LPL Financial

Jody Smith is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors for 13 years. In addition to her advisory role, Smith serves as a notary public in the state of Georgia and is the administrator of her sister’s estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Jay G

Series 63, Series 65, Series 66

Alpharetta, GA

LPL Financial

Jay Gentry is a financial advisor with LPL Financial based in Alpharetta, GA, holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors and OppenheimerFunds. Outside of his advisory work, he serves as treasurer for a local homeowners association. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

College savings (529s, UTMA, etc.)
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Matthew D

Series 63, Series 66

Alpharetta, GA

LPL Financial

Matthew Dion is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Dion has an outside business activity as the owner of MATT DION LLC, a financial practice based in Roswell, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, brokerage services, and utilizes model portfolios and research from both internal and third-party resources.

College savings (529s, UTMA, etc.)
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Cecil L

Series 63, Series 65

Alpharetta, GA

LPL Financial

Cecil Loyd III is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years before joining LPL Financial in 2026. Loyd holds a significant ownership interest in Praxis Financial Partners LLC, where he is actively involved. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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