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Dana B
Series 66
Port St Lucie, FL
IFG Advisory, LLC
Dana Binsbachar is a financial advisor with IFG Advisory, LLC and holds the Series 66 designation. He has 28 years of industry experience, with prior roles at LPL Financial, INVEST Financial Corporation, Kestra Investment Services, and ValMark Advisers. Outside of his advisory work, he owns a business called SHTF Armory, LLC. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm customizes investment strategies using sub-advisors and third-party managers, managing a broad range of assets and employing various analytical approaches.
Edward W
ChFC®, Series 63, Series 65
Raleigh, NC
IFG Advisory, LLC
Edward Watkins is a financial advisor with IFG Advisory, LLC in Raleigh, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including long tenures at Minnesota Life, Delta Financial Inc., and his own firm, Edward Watkins & Associates, Inc. Watkins has also worked at Securities America Advisors and LPL Financial. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, employing a diversified investment approach that includes portfolio management, third-party model portfolios, and management of held-away assets. The firm also offers specialized services such as real-estate-related planning and retirement plan consulting.
Donald P
Series 63, Series 65
Tybee Island, GA
IFG Advisory, LLC
Donald Patrick is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. He has been with IFG Advisory and affiliated firms since 2003 and also has a longstanding association with LPL Financial since 2013. Outside of advising, Patrick is the author of the book *Keep Your Nest Egg from Cracking* and is a 50% owner of Flight Unlimited, LLC, which owns an aircraft at Peachtree-Dekalb Airport. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment strategies involving sub-advisors, third-party managers, and multiple analytic approaches, offering discretionary and non-discretionary portfolio management alongside financial and retirement plan consulting.
Howard K
Series 63, Series 65
Atlanta, GA
IFG Advisory, LLC
Howard Katz is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with IFG Advisory since 2014 and also maintains an affiliation with LPL Financial. Katz provides continuing education as an instructor for Certified Financial Planners, insurance agents, and CPAs, offering ethics and compliance courses. IFG Advisory serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, managing portfolios through various methods including in-house management and third-party managers, and offers specialized services such as real estate planning and business valuation.
Gerald C
CFP®, ChFC®, Series 63, Series 65
Concord, NC
IFG Advisory, LLC
Gerald Craig is a financial advisor at IFG Advisory, LLC with over 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked at IFG Advisory since 2016. Prior to this, he has been associated with LPL Financial and Carolina Planning Consultants, LLP for over two decades. IFG Advisory, LLC provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and utilizes sub-advisors and third-party managers to tailor investment strategies that align with client objectives.
Ryan H
Series 66
Atlanta, GA
IFG Advisory, LLC
Ryan Hood is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 license and 29 years of industry experience. He has been with IFG Advisory and LPL Financial since 2015. Outside of his advisory role, he is involved in health-related non-variable insurance and moderates activities unrelated to investment advising. IFG Advisory, LLC provides investment advisory and financial planning services to individuals including high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a range of investment strategies using sub-advisors, third-party models, and various financial instruments, while also managing held-away assets to align with clients’ overall goals.
Andrews B
Series 63, Series 65, Series 66
Charlotte, NC
IFG Advisory, LLC
Andrews Browne is a financial advisor at IFG Advisory, LLC with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at IFG Advisory since 2022 and LPL Financial since 2017, with additional experience at Integrated Support Services. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and provides specialized services such as real estate-oriented planning and business valuation.
Joseph R
Series 63, Series 65
Columbus, MS
IFG Advisory, LLC
Joseph Reed is a financial advisor with IFG Advisory, LLC and holds Series 63 and Series 65 credentials. He has four years of industry experience, including roles at LPL Financial and Lincoln Financial Securities. Outside of financial services, he is the owner of Worn Tools Woodworking LLC. IFG Advisory, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm customizes investment strategies using various analytical approaches and manages a broad range of asset types while also providing specialized services such as real estate analysis and retirement plan consulting.
Mikayla D
Series 66
Atlanta, GA
IFG Advisory, LLC
Mikayla Dubnik is a financial advisor at IFG Advisory, LLC based in Atlanta, GA. She holds the Series 66 designation and has been active in the industry since 2025. Her prior experience includes roles at SGL Wealth Management and LPL Financial LLC. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and manages held-away assets to align with client goals.
Daniel K
Series 63, Series 66
Atlanta, GA
IFG Advisory, LLC
Daniel Keeney is a financial advisor with IFG Advisory, LLC based in Atlanta, GA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining IFG Advisory, he worked at Invesco and LPL Financial. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a range of investment approaches and uses third-party managers and model portfolios to tailor strategies to client objectives.
Jessica Q
Series 66
Atlanta, GA
IFG Advisory, LLC
Jessica Quinn is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. She has three years of industry experience, including nine years at CitiBank prior to joining IFG Advisory and LPL Financial in 2023. Quinn also provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors and third-party managers and provides services such as portfolio management, financial planning, and retirement plan consulting.
Jeffrey F
CFP®, Series 63
Port Charlotte, FL
IFG Advisory, LLC
Jeffrey Fero II is a CFP® with two years of industry experience, currently serving as a financial advisor at IFG Advisory, LLC. He has been associated with IFG Advisory and LPL Financial for 10 years. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a diverse investment approach using sub-advisors, third-party models, and various instruments, and offers services including portfolio management, retirement plan consulting, and real-estate-related planning.
Troy D
CFA®, Series 66
Atlanta, GA
IFG Advisory, LLC
Troy Decastro is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with IFG Advisory, LLC, where he has worked since 2019, following a 21-year tenure at Crawford Investment Counsel, Inc. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm’s investment approach integrates fundamental, technical, and cyclical analysis and employs a range of management strategies, including in-house management and third-party managers.
Melissa E
Series 63, Series 65
Atlanta, GA
IFG Advisory, LLC
Melissa Ekeberg is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has previously worked at Lincoln Financial Advisors Corporation, LPL Financial, Invest Financial Corporation, and United Community Bank. Outside of her advisory role, she is involved with Appalachian Wealth Management. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, employing a multi-faceted investment approach that includes fundamental, technical, and cyclical analysis, and utilizes a variety of management strategies and third-party models.
Christopher J
Series 63, Series 65
Atlanta, GA
IFG Advisory, LLC
Christopher Jones is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with IFG Advisory and LPL Financial since 2015. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm tailors investment strategies using a variety of analytical approaches and instruments, employs sub-advisors and third-party managers, and also manages held-away assets to align with clients’ overall financial goals.
Morgan N
CFP®, Series 66
Columbus, MS
IFG Advisory, LLC
Morgan Nickels is a CFP® professional with 21 years of industry experience, currently affiliated with IFG Advisory, LLC. He has previously worked at Householder Group Estate & Retirement Specialists and LPL Financial, LLC. Nickels also operates L.H. Nickels & Associates and is involved in fixed insurance products as an agent. IFG Advisory, LLC serves a broad range of clients including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, and cyclical analysis along with a variety of investment management strategies.
Robert B
Series 63, Series 66
Atlanta, GA
IFG Advisory, LLC
Robert Butler is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Pinnacle Bank since 2021 and has been affiliated with IFG Advisory since 2019, alongside roles at Highland Trust Partners and LPL Financial since 2015. Butler also operates RBButler LLC, a business entity for tax and investment purposes separate from his advisory work. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, employing a combination of fundamental, technical, and cyclical analysis, and manages held-away assets to align with clients’ objectives.
Mark C
Series 63, Series 65
Atlanta, GA
IFG Advisory, LLC
Mark Cross Jr. is a financial advisor with LPL Financial and IFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with both firms since 2015. Outside of his advisory work, he is involved with Oliver Creek Kennels LLC, a business related to land holdings. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates customized advisory solutions alongside brokerage services.
Jeffrey C
Series 63, Series 65
Atlanta, GA
IFG Advisory, LLC
Jeffrey Cordell is a financial advisor at IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with IFG Advisory and affiliated with LPL Financial since 2016. Outside of his advisory role, he is involved with City Creamery. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment approaches and utilizes sub-advisors, third-party models, and managers to tailor portfolios to client objectives.
Henry (Hank) C
CFP®, Series 66
Atlanta, GA
IFG Advisory, LLC
Henry (Hank) Cleare is a CFP® with 25 years of experience in the financial industry. He is currently with IFG Advisory, LLC and has prior experience at LPL Financial and Financial Strategies Group, Inc. Cleare is based in Atlanta, GA. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.
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