ADVISOR BIO

Joel Yudenfreund is a registered investment advisor representative currently associated with Advisory Services Network, LLC in Atlanta, GA. Joel has been in the industry for over 12 years and has experience with various financial institutions, including U.S. Bancorp Investments, Inc., Stifel, Nicolaus & Company, Incorporated, and Calton & Associates, Inc. Joel is Series 7 and Series 66 licensed.

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ADVISOR BIO

Joel Dean is a financial advisor and Certified Financial Planner with over 10 years of experience in the financial services industry. Joel currently works at Capital Investment Advisors, LLC and has a background in working with high-net-worth individuals, individuals, and pension and profit sharing plans. Joel holds a Series 6, 63, and 65 licenses and provides financial planning, pension consulting, and selection of other advisors to clients.

SPECIALIZATIONS

ADVISOR BIO

Joel Thomas Rabanal is an investment advisor representative at Persium Advisors, LLC. Joel is registered with the state of Georgia. Joel has a Series 65 license and has been in the industry since November 2013. Joel's areas of specialization include Pension consulting, Portfolio management for individuals, Financial planning, and Educational seminars. Joel has been with Persium Advisors, LLC since January 2021.

SPECIALIZATIONS

ADVISOR BIO

Joel White is an Investment Advisor Representative registered with Truist Advisory Services, Inc. Joel has been in the industry since 2013 and has experience with Truist Bank and Genspring Family Offices. Joel specializes in retirement planning, college savings, estate planning, and investment management. Joel is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Joel Barnett is an investment advisor representative with Edward Jones, a firm with over $824 billion in assets under management. Joel has been in the financial services industry since 2013 and holds multiple registrations in Georgia and Texas. Joel provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Joel is a Series 7TO, SIE, and Series 66 licensed representative.

SPECIALIZATIONS

ADVISOR BIO

Joel Eberhardt Foster is a registered representative with Raymond James & Associates, Inc. Joel has been in the financial services industry since April 29, 2003. Joel is licensed to sell securities in Alabama, Florida, Georgia, Pennsylvania, South Carolina, Tennessee and Virginia. Joel is also registered as an Investment Advisor Representative in Georgia. In addition to being a registered representative, Joel is a business owner and serves as a Director for the Georgia Bankers Association. Joel's experience in the financial industry includes working with a variety of clients including individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit sharing plans, and insurance companies. Joel is committed to providing his clients with the highest quality financial advice and services.

SPECIALIZATIONS

ADVISOR BIO

Joel Samuel Coolik is an investment advisor representative with UBS Financial Services Inc. Joel has been in the financial services industry since 1972 and is registered in several states. Joel has previously worked at BEAR, STEARNS & CO. INC., BACHE HALSEY STUART SHIELDS INCORPORATED, SHIELDS MODEL ROLAND INCORPORATED, and E. F. HUTTON & COMPANY INC.

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ADVISOR BIO

Joel Theis is a financial advisor with Raymond James & Associates, Inc. based in Atlanta, GA. Joel has been working in the financial services industry since 2010. Before joining Raymond James, Joel was associated with Truist Investment Services, Inc., BB&T Securities, LLC, BB&T Investment Services, Inc., Wells Fargo Advisors, LLC, and AXA Advisors, LLC. Joel holds the Series 66, Series 7, and SIE licenses and is registered to provide investment advice in Alabama, Florida, Georgia, Illinois, Missouri, North Carolina, South Carolina, and Tennessee.

SPECIALIZATIONS

ADVISOR BIO

Joel Smith is an active financial advisor with over 23 years of experience in the financial services industry. Joel is registered with the state of Georgia as an Investment Advisor Representative (IAR) and has been with Joel Smith & Associates, LLC since 2006. Previously, Joel was registered with FINANCIAL NETWORK INVESTMENT CORPORATION in Atlanta, GA from 1999 to 2006. Joel has held Series 6, 7, 63, 99TO, and SIE licenses, and has been licensed with multiple states. Joel is a principal and owner of Joel Smith & Associates, LLC. The firm provides financial planning and portfolio management services to individuals and charitable organizations. The firm has over 18 million dollars in regulatory assets under management.

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ADVISOR BIO

Joey Dale Miller is a registered investment advisor representative with DAI Wealth, LLC. Joey has been in the financial industry since 2013. Joey Dale Miller is also registered as an investment advisor representative with ARI Financial Services, Inc., Arete Wealth Management, LLC, and Traders Edge. Joey Dale Miller has Series 63, Series 65, Series 22, and SIE securities licenses. Joey Dale Miller's specializations include financial planning, portfolio management for individuals, and selection of other advisors. Joey Dale Miller's primary office is located in Atlanta, GA. Joey Dale Miller also has a branch office in New Braunfels, TX.

SPECIALIZATIONS