List of Members in - Financial – Investments

Andreas Wilder

I grew up in the financial planning industry working for my father (and now business partner) Pete. I married the literal girl next door Cailie and have two children. Join me at an ATL United Game or to try a new restaurant anytime!

Art Rosser


Willing to Sub

Brad Cohen


Brian Quinn

Securities offered through LPL Financial, A Registered Investment Advisor, Member FINRA, SIPC,

Chad Meisner

I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant.

1 Endorsement Letter

Willing to Sub

Chris Gardner


Daniel Clay


Danny Nungesser

My wife Amy and I have 2 beautiful daughters and live in Coweta County. I enjoy golf and helping the local community through our Fraternal Benefits.

Willing to Sub

DeAndre Lambert

Erik Thompson

Garrett Hurst

I help my clients put a plan in place to be able to enjoy life today while also planning for their future goals. This includes everything from basic budgeting to complex investment management.

1 Endorsement Letter

Jacqueline McKinney

Jacquelyn Csonka

I have a passion for helping people achieve financial independence. I am one of the few native “Atlantans”. I love the great outdoors, food, traveling, my family, my friends, and my two four-legged children.

1 Endorsement Letter

Willing to Sub

Jay Griffin

Willing to Sub

Jim Mothorpe

Affiliated with Capital Investment Advisory Services, LLC. Securities offered through Capital Investment Group, Inc., Member FINRA/SIPC, 100 E. Six Forks Road, Ste. 200, Raleigh, NC 27609 (919)831-2370

John McColl

My passion is teaching people how to save money. I am an Emory alum with experience in finance and accounting. I leverage my experiences to help people build their wealth.

Kevin Edwards

Serving people around the globe by helping them to attain their personal goals has been my life’s passion. I enjoy:
● Getting to know and helping folks from different cultures in our community.
● Hiking and college football.

Linda Kuryloski

1 Endorsement Letter

Mark Magee

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whe

Willing to Sub

Matthew Ellis

Financial Advisor with Edward Jones

Meredith Sims

Art, nature and travel are all things that never fail to inspire me. I love getting on a plane and heading somewhere. The personal connection with my clients and their dreams is what makes work fun.

Mitch Boehm

I am married to a wonderful women – Elisa. We live in Woodstock and are recent empty nesters. We are very proud of our three children who are on their own journeys to personal and professional success. I enjoy playing golf and tennis.

Nakia Sanford

I am a “citified country girl”, born and raised here in Atlanta. After 4years as a Kansas Jayhawk, and 14 years as a professional athlete, there was still no place like home.
One word to describe my business philosophy-TEAM WORK

Willing to Sub

Nashica McRath

Ralph Taylor, II

Raymond Payne

As managing partner, I work alongside Cerner’s team members and subject matter experts to deliver customized solutions to our clients by listening to them and getting a clear understanding of what is important to them.

Willing to Sub

Rhonda Jones

Originally from the Great Lakes State – Michigan, I love the water and outdoors. My husband and I have two adult sons. We enjoy a great sporting event or family game night.

1 Endorsement Letter

Willing to Sub

Richard Perano

Rich Perano has over 34 years of experience managing investment portfolios for an accomplished clientele of high net worth individuals, corporate executives, entrepreneurs, doctors, lawyers and actors in the motion pictures industry.

Robert Jackson

I’ve lived in Lawrenceville since 1983. I am married to Nancy and between the two of us we have 5 children and 5 beautiful grandchildren.
Been an independent Financial Advisor for over 25 years.

3 Endorsement Letters

Willing to Sub

Sally Bayless

I create personalized strategies to help clients achieve their goals. This established process includes portfolio reviews, business retirement plans, retirement savings strategies, wealth strategies, and intergenerational planning.

Tommy Thompson

3 Endorsement Letters

Willing to Sub

Virgil Dortch III

Zack Cockfield