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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

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Out of 400,000+ nationwide

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Raymond B

CFP®, Series 63

Griffin, GA

Lifetime Strategies, LLC

Raymond Branton is a CFP® professional with eight years of experience in financial advising. He is the sole advisor at Lifetime Strategies, LLC and has been involved with the firm since 2003. In addition to his advisory role, he is a member and manager of Erwin and Branton, CPA's, LLC, a CPA firm where he dedicates a significant portion of his time. Lifetime Strategies, LLC provides personalized financial planning and investment management services to individuals and a variety of institutional clients, including pension plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach, primarily using exchange-traded funds with a focus on asset allocation, diversification, and periodic rebalancing.

Private / alternative investments Real estate investing
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Gregory F

Series 66

Griffin, GA

Georgia Wealth Partners, LLC

Gregory Foster is a financial advisor at Georgia Wealth Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Georgia Wealth Partners since 2021, following five years at The Strategic Financial Alliance, Inc. Outside of his advisory role, Foster operates a freelance photography business. Georgia Wealth Partners provides portfolio management and financial planning services primarily for individual clients, charitable organizations, and state and municipal government entities. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory analyses to construct long-term oriented portfolios, often using model portfolios and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
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Christopher P

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Christopher Piland is a financial advisor with Georgia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Georgia Wealth Partners in 2022, he spent 13 years at HBW Advisory Services LLC. Piland serves in the U.S. Army Reserve as a Brigadier General, a role he has held since 1989 involving project management duties. Georgia Wealth Partners provides portfolio management and financial planning services primarily to individual clients, charitable organizations, and state and municipal government entities. The firm employs a long-term investment approach using asset allocation, security selection, and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
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Donald C

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Donald Crider Jr. is a financial advisor with Georgia Wealth Partners, LLC, holding Series 63 and 65 licenses and bringing 19 years of industry experience. He previously worked at The Strategic Financial Alliance, Inc. for 11 years before joining Georgia Wealth Partners in 2021. Crider serves as a board member managing the Endowment Foundation for the Flint River Council, BSA. Georgia Wealth Partners provides portfolio management and financial planning primarily for individual clients, charitable organizations, and state and municipal government clients. The firm employs a disciplined investment approach combining asset allocation and security selection, often utilizing model portfolios and third-party managers through the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
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Corey L

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Corey Letson is a financial advisor at Georgia Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Georgia Wealth Partners and The Strategic Financial Alliance, Inc. He serves as a deacon and is a member of the Griffin Foundation Committee at First Baptist Church in Griffin, GA. Georgia Wealth Partners provides portfolio management and financial planning primarily for individual clients, charitable organizations, and state and municipal government clients. The firm employs asset allocation and security selection strategies informed by multiple analytical approaches and often uses model portfolios and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
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Danny K

Series 63, Series 65

Griffin, GA

Summit Financial, LLC

Danny Kamal is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2009 following the firm's acquisition and has over 20 years of experience in the financial services industry. Danny and his team offer comprehensive wealth management services primarily to high-net-worth individuals, corporate executives, and business owners, focusing on integrating corporate benefit programs such as equity compensation and various retirement plans into long-term financial strategies. His practice emphasizes clients in the aviation and oil industries. Danny holds a Bachelor's degree from Bowling Green State University and has earned several professional credentials, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He manages discretionary investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party solutions. Residing in Fayetteville, Georgia, Danny and his wife Holly have seven children. They volunteer with several charitable organizations, including Angel Flight. Danny is affiliated with Delta Airlines.

Wealth management Startup equity planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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James M

CFP®, Series 63, Series 65

Peachtree City, GA

Capital Investment Advisory Services, LLC

James Mothorpe is a CFP® professional with 29 years of industry experience, currently serving at Capital Investment Group, Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in Peachtree City, GA. Outside of his advisory role, he volunteers as an ambassador for the Fayette County Chamber of Commerce and serves as treasurer for the Rotary Club of Peachtree City. 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, with ongoing monitoring and quarterly reviews.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Ashley W

Series 66

Griffin, GA

Kingswood Wealth Advisors, LLC

Ashley Webb is a financial advisor at Kingswood Wealth Advisors, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Kingswood Capital Partners, Benchmark Investments, American Global Wealth Management, Cape Securities, and Americas Executions. Outside of her advisory role, she serves on the board of A Friend's House, a local non-profit group home for minors, and coaches varsity girls soccer. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients' goals and risk tolerance, offering portfolio management, third-party manager oversight, ERISA plan consulting, and other financial services.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Jeffery H

Series 66

Griffin, GA

Aegis Capital Corp.

Jeffery Hattaway is a financial advisor at Aegis Capital Corp. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services Inc. and Edward Jones. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services for program clients.

Concentrated stock management
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Byron G

Series 63, Series 66

Hampton, GA

Mercer Global Advisors Inc.

Byron Gonzalez is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Delta Community Credit Union, Morgan Stanley, and Wells Fargo. Outside of his advisory work, Byron is involved in music as a DJ with Grupo Sentimiento and owns a leathercraft business, Saya Goods. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, tax management, and a variety of implementation options.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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David D

Series 63, Series 66

Mcdonough, GA

Edward Jones

David Dodd Jr. is a financial advisor with Edward Jones in McDonough, GA, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Founder/Business Owner
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Jonathan S

CFP®, Series 66

Griffin, GA

Edward Jones

Jonathan Swatts is a financial advisor at Edward Jones in Griffin, GA, holding CFP® and Series 66 designations with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Calcasieu Area Council from 2015 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Business exit / sale strategy Retirement income strategy Charitable giving & philanthropy Business ownership considerations General estate planning guidance Founder/Business Owner
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Charles M

Series 63, Series 65

Griffin, GA

Cetera

Charles Mobley Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior experience includes roles at VOYA Financial Advisors and Cetera Wealth Services, among others. Outside of advisory work, he is involved in political consulting through ownership of Propitious LLC and related entities that provide campaign messaging and organizational services. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities within its broad advisory platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Edward W

CFP®, Series 63

Griffin, GA

Wells Fargo Clearing

Edward Worrell is a CFP® professional with 42 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as power of attorney and co-trustee for his mother's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Vanessa C

Series 66

Locust Grove, GA

Edward Jones

Vanessa Conwell is a financial advisor at Edward Jones in Locust Grove, GA, holding a Series 66 designation with 16 years of industry experience. She has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, affiliated services, and fiduciary standard in advisory services.

Retirement income strategy Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive Intergenerational Families
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Eric W

CFP®, Series 66

Griffin, GA

Wells Fargo Clearing

Eric Worrell is a CFP® professional with 17 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the Board of Trustees for Landmark Christian School in Fairburn, GA, contributing to policy development and school administration. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Rhonda E

Series 63, Series 66

Griffin, GA

Raymond James & Associates

Rhonda Edwards is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney from 2009 to 2018 before joining Raymond James in 2019. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Patrick M

Series 63, Series 66

Griffin, GA

Edward Jones

Patrick Mc Ewen is a financial advisor with Edward Jones in Griffin, GA, holding Series 63 and Series 66 credentials and with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he owns a rental property in Griffin, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Brian M

Series 66

Peachtree City, GA

Edward Jones

Brian Mc Nally is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Wealth management Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans Professional Athlete Founder/Business Owner
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Derrick L

Series 66

Griffin, GA

Raymond James & Associates

Derrick Lewis is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, Lewis serves as an at-large executive board member for Gordon State College, where he is involved in promoting higher education and supporting the college’s development. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory services, including public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Eric H

Series 63, Series 65

Griffin, GA

Primerica Advisors

Eric Hoffman is a financial advisor with Primerica Advisors in Culloden, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner and instructor of Griffin Tae Kwon Do. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited 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, with trading and implementation managed by BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Logan P

Series 66

Hampton, GA

Edward Jones

Logan Pridgen is a financial advisor at Edward Jones with a Series 66 designation and approximately one year of industry experience. Prior to joining Edward Jones, he held roles at State Farm and Martin Investment Management and has work experience spanning organizations such as Synergy Sports and Kerry Ingredients. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sean D

Series 66

Locust Grove, GA

Edward Jones

Sean Dunn is a financial advisor at Edward Jones in Locust Grove, GA, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2018, he worked for 14 years at Lockheed Martin Aeronautics Corporation as a project lead for hardware in avionics test labs. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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William T

Series 63, Series 65

Griffin, GA

Primerica Advisors

William Thomas is a financial advisor with Primerica Advisors in Griffin, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Prior to his financial career, he was employed by Dekalb County Schools for 17 years. Outside of advisory services, he also receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap fee basis.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Christopher D

Series 63, Series 66

Griffin, GA

Edward Jones

Christopher Davis is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and one year of industry experience. He previously worked at Charles Schwab and State Farm and spent several years in full-time education prior to his finance career. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of over 23,700 financial advisors and 15,100 branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kevin L

CFP®, Series 63, Series 65

Griffin, GA

Wells Fargo Clearing

Kevin Lennon is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2014 to 2016. He is a member of the Finance Committee at First Presbyterian Church of Macon, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Ryan P

Series 66

Griffin, GA

Edward Jones

Ryan Peavyhouse is a financial advisor at Edward Jones in Griffin, GA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016, following brief roles at PGRS, MBS Equipment, and Follett Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Eric A

Series 66

Hampton, GA

Edward Jones

Eric Adams is a financial advisor with Edward Jones in Hampton, GA, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 14 years at SunTrust Bank. Adams serves as an at-large member of the finance committee at Jodeco Road United Methodist Church, where he participates in budgeting reviews and internal audits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Ansley S

Series 66

Mc Donough, GA

Edward Jones

Ansley Sturgill is a financial advisor at Edward Jones in McDonough, GA, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved with Emerald Peach Properties, LLC, a real estate business in Atlanta. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans
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Victor G

Series 63, Series 65

Griffin, GA

Primerica Advisors

Victor Glymph is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to his current role, he spent nearly three decades at Richard Kerns Truck Parts Inc. In addition to his advisory work, he owns and operates a dump truck business in Fayetteville, GA. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers to implement its investment models.

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

CFP®, Series 63, Series 66

Hampton, GA

Edward Jones

Jeremy Lange is a CFP® professional with 23 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Hampton, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Gerald S

Series 63, Series 66

Hampton, GA

Edward Jones

Gerald Simon is a financial advisor at Edward Jones with 36 years of industry experience. He holds the Series 63 and Series 66 credentials. Simon has spent the majority of his career at Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Javan P

Series 63, Series 65

Locust Grove, GA

Edelman Financial Engines

Javan Parks is a financial advisor with Edelman Financial Engines in Atlanta, GA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley, E*Trade Securities LLC, and Financial Engines Advisors, L.L.C. He has also been involved with RW Wellness LLC and JPJM MGMT LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Ronald B

Series 63, Series 65

Locust Grove, GA

Cetera

Ronald Bryant is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 21 years of industry experience. His career includes roles at Avantax Advisory Services and FSC Securities Corp before joining Cetera. Outside of his advisory work, he also works part-time as a food delivery contractor. Cetera Investment Advisers serves a wide range of clients including individuals, high-net-worth, institutional, and retirement-plan customers through a large network of independent advisors. The firm offers portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, model portfolios, and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Andrew M

Series 66

Mc Donough, GA

Edward Jones

Andrew Magness is a Series 66-licensed financial advisor at Edward Jones in McDonough, GA, with two years of industry experience. Prior to joining Edward Jones, he worked for National Merchandising Services LLC for eleven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Wealth management Founder/Business Owner
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