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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Top 30 financial advisors of 3,692 near 30004

Out of 400,000+ nationwide

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Anne S

CFP®, AAMS®

Marietta, GA

Kenwyck Capital

As the daughter of a banker, I learned early on that if I wanted something, I had to earn it. I rolled my dad’s spare change for a 10% cut and birthday presents were stock certificates … not exactly on my wish list. At 16, I was already investing in the stock market and experiencing the sense of freedom and independence that comes when you understand your money. With this knowledge, I was paving the way to live life on my terms. This was so intoxicating I became a financial advisor to share my passion with others. As a financial advisor, I quickly learned that most women did not share my love of investing. In fact, many felt intimidated, guilty, and uncomfortable with their lack of knowledge, yet they yearn for financial independence. That’s why my true purpose as a financial advisor is to create an environment where women (and those who love them) feel heard, where they are encouraged and supported to express their fears and concerns without judgement. My unique brilliance is creating a positive wealth management experience, so they become more engaged in the conversation, while building the knowledge and confidence they need to live life on their terms.

Inherited wealth Women's Finance Dual Income Family Gen Y/Millennials (Born 1980-1995)

Luke M

CFP®

Cumming, GA

Greenway Financial Planning, LLC

In John 16:33 Christ has stated: “I have told you these things, so that in me you may have peace. In this world, you will have trouble. But take heart! I have overcome the world.” Financial troubles will find us all. Uncertainty. Confusion about your financial future. The burden of debt. Challenges brought on by unexpected life events. The increasing costs of raising children. Saving and investing concerns. Retirement questions. And on, and on…troubles. Not knowing where to turn for simple, honest help is a concern of many folks. As Christians, we are all led by Christ to serve and to place the needs of others above our own. As a financial fiduciary, Greenway Financial Planning is bound to place the best interest of our clients ahead of our own interests. If you need some help, please reach out, and let’s start a conversation.

Student loan debt Christian Faith Based Young Families Gen X (Born 1965-1980)
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Bradley H

CFP®

Atlanta, GA

Sonas Financial Planning

I’ve spent two decades in an industry that doesn’t always make it easy to know who to trust. Hidden fees, half-answers, and vague promises aren’t good enough. That’s why everything we do is transparent—how we charge, how we plan, how we execute. You should never wonder what’s happening with your money. It shouldn’t feel so stuffy. It should be personal. It’s a collaboration. It’s sharing dreams and working together to find ways to see them come true. I started Sonas FP to help individuals and families like you understand how a healthy relationship with your money can lead to a lifetime of financial peace, wellness, and freedom. Sonas Financial Planning is owned and operated by Bradley Hilton, a CERTIFIED FINANCIAL PLANNER™, MBA, and Tax Planning Certified Professional® with over 16 years of experience as the sole financial advisor to more than 110 clients throughout the U.S., including dentists, small business owners, millionaires next door, and top executives at Fortune 500 companies. We’re constantly asking ourselves how we can do more and make a greater impact – and that is part of the reason Sonas Financial Planning was launched. Every good idea starts with a problem. Here was ours: Quality retirement planning and investment management can be expensive for clients under the traditional asset under management (AUM) fee structure. Also, many people fear working with a financial advisor because of either the high fees or the reputation that advisors earn commissions and will sell you products you don’t need. And finally, many wealth management firms do not emphasize financial planning or deliver data-driven financial roadmaps to guide clients. We take a people-centered approach. Our process begins with a free Zoom call so we can get to know one another and learn about your needs. There is no cost and no pressure to move forward. If we are not a good fit for each other, we will let you know upfront and try to recommend an alternative. If you are ready to worry less and live happily, schedule a free consultation by calling 404-545-5368 or email bradley@sonasfp.com.

General retirement planning Dentist Founder/Business Owner Baby Boomers (Born 1946-1964)
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Deyka C

Series 66

Canton, GA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner Hispanic/Latino/Latinx
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Luciano T

Series 66

Alpharetta, GA

Fidelity

Luciano Trentoni is a Vice President and Financial Consultant currently serving at Fidelity Investments since 2016. He has over a decade of experience in the financial industry, including previous roles as Vice President Financial Consultant at Charles Schwab from 2012 to 2016, Assistant Vice President Financial Consultant at Bank of America Merrill Lynch from 2011 to 2012, and Wealth Banker at Wells Fargo Advisors from 2007 to 2011. Throughout his career, Luciano has focused on helping clients develop and execute financial plans aimed at navigating unpredictable markets. He approaches each client situation with professionalism, transparency, and care, emphasizing the importance of a strong financial plan to build confidence and pursue financial goals. Outside of his professional work, Luciano is involved in family activities and enjoys interests such as skiing, soccer, traveling, and volunteering.

Wealth management Passive / index investing Active portfolio management
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Ryan D

Series 63, Series 65

Alpharetta, GA

Merrill

Ryan Dolar is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER (CFP) professional with over 15 years of experience delivering customized financial planning and advice to individual families and business owners. His approach covers multiple facets of wealth management including goal planning, risk management, investment selection, tax minimization strategies, trust and estate planning concepts, and retirement distribution advice. Ryan holds a Bachelor's degree in Finance from Georgia Southern University. He provides personalized wealth management services tailored to his clients' goals, focusing on areas such as college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. His practice emphasizes a holistic approach and proactive guidance to help preserve and grow wealth while building lasting relationships based on trust and transparency. Ryan resides in the Laurel Springs Golf Community in Suwanee, Georgia with his wife Kimberly and their two children, Hudson and Margo. He enjoys playing golf and tennis, spending time with his family, and is a long-time Atlanta Falcons season ticket holder. He is also a member of Northpoint Community Church.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Tax-loss harvesting Parents
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Joshua M

Series 63, Series 66

Roswell, GA

Fidelity

Josh Mentle is the Market Leader at Fidelity Investments, overseeing the Investor Center teams in Atlanta, Georgia, and Greenville, South Carolina. In this role, he focuses on building strong relationships with clients by ensuring their financial plans are aligned with their goals and tailored to their unique circumstances. His objective is to serve as the primary financial provider for his clients through ongoing support and plan updates. Josh has been with Fidelity Investments since 2005 and has held various positions, including Vice President and Branch Leader from 2018 to 2022, Assistant Branch Office Manager from 2017 to 2018, Branch Service Manager from 2011 to 2017, Service Manager from 2010 to 2011, Private Client Group Representative from 2007 to 2010, Premium Services Representative from 2006 to 2007, and Financial Representative from 2005 to 2006. His extensive experience within Fidelity reflects his commitment to client service and leadership in the financial services industry.

Wealth management Financial Professional
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Joseph W

Series 66

Alpharetta, GA

Merrill

Joseph Wilber is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, portfolio management services, and tax minimization. Joseph works with individuals and families to help them accomplish their financial goals. Joseph holds a Bachelor's Degree in Finance from the University of Georgia. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Portfolio Manager (CPM), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Joseph is involved in community and volunteer activities including the Atlanta Outdoor Club, Northside Youth Organization where he helps coach a youth baseball team, the UGA Mentorship Program, and the UGA Alumni Association. He lives in Brookhaven with his wife and enjoys spending time with family and friends, as well as activities such as baseball, billiards, fishing, football, golfing, skiing, and traveling.

Wealth management Business exit / sale strategy Multi-generational wealth transfer Tax strategies for small businesses General estate planning guidance Founder/Business Owner Parents Young Families
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Isabell L

Series 66

Alpharetta, GA

Merrill

Isabell Lee is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2012 and focuses on helping clients develop solutions and providing investment guidance by understanding their short- and long-term financial objectives. Her expertise includes college education planning, divorce transition planning, family wealth management strategies, institutional and corporate benefit services, employee financial health, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Isabell holds a Bachelor's and a Master's degree from Marshall University. She has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is fluent in English and German. Outside of her professional work, Isabell and her husband Mat live in Alpharetta, GA with their two children. They are active in the community, supporting organizations such as Habitat for Humanity, the International Charter School of Atlanta, and United Futbol Academy. Her personal interests include soccer, tennis, traveling, volleyball, and spending time with her family.

Wealth management Retirement income strategy Business exit / sale strategy General estate planning guidance Women Professionals Married/Couples/Partners Parents
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H F

Series 63, Series 65

Alpharetta, GA

Merrill

H Farris is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' unique financial goals. His practice emphasizes understanding each client's full financial picture and developing flexible strategies aligned with changing market conditions. He offers access to investment insights from Merrill and financial solutions from Bank of America. H Farris's areas of expertise include corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Wittenberg University. Outside of his professional work, H Farris dedicates time to community involvement, including volunteering with the Boy Scouts of America. His personal interests include golfing, swimming, traveling, and spending time with his family.

Wealth management Retirement income strategy General retirement planning Family Business General estate planning guidance Parents Women Professionals
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