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Kelly L

CFP®, Series 66

Atlanta, GA

IFG Advisory, LLC

Kelly Lee is a CFP® with 22 years of experience in the financial industry. She is currently with IFG Advisory, LLC, where she has worked since 2017, and has prior experience at LPL Financial and Wells Fargo Advisors. Kelly is involved with Strong, Gaddy, Lee Wealth Management Group, an independent investment advisory business. 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 approaches and manages portfolios using sub-advisors and third-party models, also offering specialized services such as real estate planning and retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Timothy B

Series 63, Series 65, Series 66

Greer, SC

IFG Advisory, LLC

Timothy Bennett is a financial advisor with IFG Advisory, LLC in Greer, SC, holding Series 63, 65, and 66 licenses and 25 years of industry experience. His work history includes positions at LPL Financial, Momentum Independent Network Inc., Waddell & Reed, Inc., and Citigroup Global Markets. Bennett also has a background in insurance agencies and construction development. 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 and third-party managers to tailor portfolios to client objectives and offers specialized services such as retirement plan consulting and real estate-related planning.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Timothy F

Series 66

Goldsboro, NC

IFG Advisory, LLC

Timothy Fail is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has six years of industry experience and previously worked at Wayne Memorial Hospital for sixteen years. Timothy provides investment advisory services through IFG Advisory, an independent registered investment advisor firm. 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, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Alan B

CFP®, Series 63, Series 65

St. Augustine, FL

IFG Advisory, LLC

Alan Bratic is a CFP® with 26 years of industry experience, currently serving as a financial advisor at IFG Advisory, LLC since 2020. His prior roles include positions at Vigil Wealth Management, LPL Financial, Cetera Advisors LLC, and Thompsonbaker Financial, LLC. 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 offers comprehensive portfolio management and financial planning, utilizing a combined fundamental, technical, and cyclical investment analysis approach with various management strategies and third-party models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Amy P

Series 63, Series 65

Athens, GA

IFG Advisory, LLC

Amy Parrish is a financial advisor with IFG Advisory, LLC in Athens, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with IFG Advisory and LPL Financial since 2015. Parrish serves as a nonprofit board member for the Oconee County School System. 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 offers portfolio management, financial planning, and retirement plan consulting, employing a multi-faceted investment process that includes fundamental, technical, and cyclical analysis and utilizes various management strategies and third-party models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Richard C

Series 63, Series 66

Andrews, NC

IFG Advisory, LLC

Richard Carver is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He previously worked at Cetera Advisors LLC before joining IFG Advisory and LPL Financial in 2020. Outside his advisory work, he is involved with Bytescribe, a non-investment related business based in Atlanta, GA. 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 employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Henry B

Series 66

Port St. Lucie, FL

IFG Advisory, LLC

Henry Binsbachar III is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at LPL Financial, Bank of America, Merrill, INVEST Financial Corporation, and IWM Group. Outside of advisory services, he is the managing member and owner of SHTF Armory, LLC, an online product sales business. 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, using a combination of fundamental, technical, and cyclical analysis, and works with in-house and third-party managers to align investment strategies with client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Fredrick D

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Fredrick Dawson is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Raymond James Financial Services and Carson Advisory Group. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a comprehensive investment approach combining fundamental, technical, and cyclical analysis and offers portfolio management, financial planning, and retirement plan consulting services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Landon P

CFP®, Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Landon Powell is a CFP®-certified financial advisor with three years of industry experience, currently with IFG Advisory, LLC in Atlanta, GA. His prior experience includes roles at Cannon Financial Strategists, Inc. and LPL Financial. Powell serves as an advisory board member for North Georgia Truss Systems, a for-profit business outside of the investment industry. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and investment instruments, utilizing sub-advisors and third-party models to tailor strategies to client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Thomas S

Series 63, Series 65

Brunswick, GA

IFG Advisory, LLC

Thomas Stark is a financial advisor with IFG Advisory, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked at firms including OneWealth Investment Management, ATL Global Advisors, and Cetera Advisors LLC. He also operates Stark Financial Strategies, Inc., which he has been involved with since 2002. 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 employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers comprehensive portfolio management, financial planning, and retirement plan consulting services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Erick M

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Erick Murray Jr. is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining IFG Advisory, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Georgia Financial Advisors. Outside of advisory work, he has experience in electrical contracting through Murray Electric Inc. 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, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis with multiple management strategies and services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joseph G

Series 63, Series 65, Series 66

Rome, NY

IFG Advisory, LLC

Joseph Gunther is a financial advisor at IFG Advisory, LLC with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining IFG Advisory in 2024, he worked at LPL Financial for 15 years and Securities America Advisors, Inc. for eight years. Outside of his advisory work, he has been involved in notary services and manages a family-owned rental property. IFG Advisory, LLC provides 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 investment strategies using sub-advisors and third-party models, and offers services such as portfolio management, retirement plan consulting, and real estate-related planning.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ernest B

Series 63, Series 65

Columbus, MS

IFG Advisory, LLC

Ernest Blackburn is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes roles at Householder Group Estate & Retirement Specialists and LPL Financial, as well as a long tenure at L.H. Nickels & Associates. He is involved in selling fixed life and health insurance products through his affiliated business. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering comprehensive portfolio management and financial planning. The firm employs a multi-faceted investment approach using fundamental, technical, and cyclical analysis, and provides specialized services such as real estate planning and business valuation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nicholas S

CFP®, Series 66

Atlanta, GA

IFG Advisory, LLC

Nicholas Shook is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He began his advisory career in 2025 after prior roles at LPL Financial, United Parcel Service, and Unum Group. In addition to his advisory work, he operates Good Works Financial LLC, a tax preparation and accounting business. IFG Advisory, LLC provides comprehensive portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers specialized services such as real estate-oriented planning and business valuation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tobin A

Series 63, Series 65, Series 66

Atlanta, GA

IFG Advisory, LLC

Tobin Anderson is a financial advisor with LPL Financial in Gainesville, GA, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at multiple firms including IFG Advisory, LLC, Arista Advisory Group, LLC, Edward Jones, Pacific Select Distributors Inc., and Pacific Life Insurance Co. Outside of his role at LPL Financial, he provides investment advisory services through IFG Advisory, LLC, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment delivery options, combining large-scale advisory operations with additional product offerings such as insurance and annuities.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Patrick L

Series 63, Series 65

Augustine, FL

IFG Advisory, LLC

Patrick Lamb is a financial advisor at IFG Advisory, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services, Fidelity Investments, and LPL Financial. 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, financial planning, and retirement plan consulting using a combination of fundamental, technical, and cyclical analysis along with multiple management strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Morris S

Series 63, Series 65

Clayton, MO

IFG Advisory, LLC

Morris Shank is a financial advisor at IFG Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Integrated Financial Group, and Securities America Advisors. Shank operates Morris Shank Wealth Management, focusing on non-variable insurance products such as life, disability, and long-term care. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment strategies and tools, including sub-advisors and third-party managers, to tailor portfolios to client objectives and offers services such as portfolio management, consulting, and retirement plan support.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kimberly D

CFP®, Series 63, Series 65

Sunrise, FL

IFG Advisory, LLC

Kimberly Deprospero is a CFP® with 36 years of industry experience, currently affiliated with IFG Advisory, LLC. She has held roles at Financial Strategies Group, Inc., LPL Financial, LLC, and DMI over the course of her career. Her business activities include providing investment advisory services through IFG Advisory and involvement in non-variable insurance sales. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a diversified investment approach using sub-advisors, third-party model portfolios, and various analytical methods, managing a wide range of asset types to align with clients’ financial objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Morgan S

Series 66

Meramec, MO

IFG Advisory, LLC

Morgan Shank is a financial advisor with IFG Advisory, LLC and holds a Series 66 credential. He has two years of industry experience and has been associated with IFG Advisory since 2023 and LPL Financial since 2022. Outside of his advisory work, Shank has been involved in martial arts businesses for over 15 years. 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 offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis in its investment process.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Patrick H

CFP®, Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Patrick Hinchey is a CFP® professional with 28 years of experience in the financial services industry. He has been with IFG Advisory, LLC since 2015 and has held roles at LPL Financial, Robins, Eskew, Smith & Jordan Financial Services, and Hinchey & Associates Financial Services. Outside of his advisory work, he is the owner and president of Bald Face Productions, a company focused on promoting a local band. 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, utilizing a combination of fundamental, technical, and cyclical analysis, and offers access to multiple investment management strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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