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Nicholas R

Series 66

Atlanta, GA

IFG Advisory, LLC

Nicholas Rios is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at IFG Advisory and its affiliated entities since 2013 and has been associated with LPL Financial during this period. In addition to his advisory role, Rios is involved in insurance sales, offering life, health, Medicare supplement, and long-term care policies. 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 manages assets both in-house and through third-party arrangements.

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

Series 66

Atlanta, GA

IFG Advisory, LLC

Justin Davidson is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 credential and 27 years of industry experience. He has been with IFG Advisory and LPL Financial since 2014. 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, 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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Daniel M

Series 63, Series 65, Series 66

Atlanta, GA

IFG Advisory, LLC

Daniel Miller is a financial advisor with IFG Advisory, LLC and holds the Series 63, Series 65, and Series 66 licenses. He has 26 years of industry experience and has been with IFG Advisory and LPL Financial since 2016. Outside of his advisory work, he owns Unique Atlanta Homes, Inc., a real estate renovation and flipping business. IFG Advisory, LLC provides advisory services to 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 combination of fundamental, technical, and cyclical analysis to manage client assets through various strategies and third-party managers.

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

Series 66

Atlanta, GA

IFG Advisory, LLC

Robert Bethards II is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at WOODBURY FINANCIAL SERVICES INC and Quay Financial Group, Inc. Outside of his advisory work, he is in the early stages of starting a home-based shirt company. 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 services, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies.

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

Series 63, Series 65

Huntsville, AL

IFG Advisory, LLC

Coulton Owens is a financial advisor with IFG Advisory, LLC in Huntsville, AL, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining IFG Advisory, he has worked at LPL Financial and Oak Tree Financial Services. Outside of his advisory role, Owens is involved as a coach with NOW Soccer Academy. 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 third-party managers to tailor portfolios, and it also manages held-away assets such as 401(k)s and HSAs to align with clients’ overall financial goals.

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

Series 66

Atlanta, GA

IFG Advisory, LLC

Derek Keeney is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has six years of industry experience, including roles at IFG Advisory and LPL Financial since 2019, and prior experience at Doehler North America and Anheuser-Busch InBev. IFG Advisory, LLC serves a diverse client base that includes 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 blend of fundamental, technical, and cyclical analysis, and offers specialized real estate planning and business valuation services.

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

Series 65

Atlanta, GA

IFG Advisory, LLC

Braeden Davidson is a financial advisor at IFG Advisory, LLC in Atlanta, GA, holding a Series 65 credential with one year of industry experience. Prior to joining IFG Advisory, he worked at Aegis Capital Group and Accenture. 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 and manages held-away assets such as 401(k)s and HSAs to align with clients’ overall financial goals.

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

Series 66

Atlanta, GA

IFG Advisory, LLC

Laurel Resendez is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and bringing 23 years of industry experience. She has worked with LPL Financial and Professional Compliance Assistance, Inc. in prior roles. Resendez is involved in managing a business entity related to LPL and 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 uses a variety of analytical approaches and investment instruments, employing sub-advisors and third-party managers to tailor portfolios to client objectives.

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

Series 66

Columbus, MS

IFG Advisory, LLC

Suzette Bates is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. She has 18 years of industry experience, including roles with LPL Financial and Householder Group Estate & Retirement Specialists. In addition to her advisory work, she is a commissioned Notary Public in Mississippi. 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 offers portfolio management, consulting, and specialized planning services, utilizing sub-advisors and third-party models to implement client strategies.

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

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

John Bridgers is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at IFG Advisory and LPL Financial since 2013. IFG Advisory, LLC serves a broad 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, utilizing a combination of fundamental, technical, and cyclical analysis across various management strategies.

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

Series 66

Greer, SC

IFG Advisory, LLC

Terrell Boone is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at IFG Advisory, LLC and LPL Financial LLC since 2021, and previously at Wells Fargo Clearing and Wells Fargo Advisors. Boone provides investment advisory services through IFG Advisory, an independent registered investment advisor. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment strategies and implements portfolios with sub-advisors, third-party models, and managers, while also managing held-away assets to align with clients’ financial goals.

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

Series 66

Huntsville, AL

IFG Advisory, LLC

Brian Moody is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and four years of industry experience. He has worked previously at Oak Tree Financial Services, LLC, LPL Financial, LLC, The Cutter Group, LLC, and Par Pharmaceuticals. Outside of his advisory role, Moody is president of BAMtax, LLC, a tax preparation and accounting 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 analytical approaches and investment instruments, offering tailored strategies that utilize sub-advisors and third-party managers, as well as managing held-away assets to align with clients’ broader financial goals.

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

Series 66

Natchez, MS

IFG Advisory, LLC

Gary Agent is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has five years of industry experience, having previously been affiliated with LPL Financial and Mississippi State University. 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, third-party managers, and analytical approaches spanning mutual funds, ETFs, fixed income, options, and alternative products.

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

Series 63, Series 65

Hattiesburg, MS

IFG Advisory, LLC

Gerard Guercio is a financial advisor at IFG Advisory, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining IFG Advisory in 2026, he worked at LPL Financial starting in 2010. 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 and third-party managers, and offers services including 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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Carrie W

Series 63, Series 66

Atlanta, GA

IFG Advisory, LLC

Carrie Wilson is a financial advisor at IFG Advisory, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo Clearing Services and Raymond James Financial before joining IFG Advisory in 2017. 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 approaches and third-party managers to tailor portfolios to client objectives and also manages held-away assets such as 401(k)s and 529 plans.

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

CFP®, Series 63

Atlanta, GA

IFG Advisory, LLC

Jacqueline Hewett is a CFP® with 32 years of industry experience. She is affiliated with IFG Advisory, LLC since 2014 and has also worked with LPL Financial and Independent Insurance since 1997. Hewett operates as an independent insurance agent through Wealth Horizon, Inc. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a mix of analytical approaches and a range of investment instruments, employing sub-advisors and third-party managers to tailor strategies that align with client objectives.

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

Series 63, Series 66

Athens, GA

IFG Advisory, LLC

John Caldwell is a financial advisor at IFG Advisory, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with IFG Advisory and LPL Financial since 2015. 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, employing a combination of fundamental, technical, and cyclical analysis through various management strategies and third-party resources.

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

CFP®, Series 63

Port Charlotte, FL

IFG Advisory, LLC

Rebekah Fero is a financial advisor with IFG Advisory, LLC, holding a CFP® designation and Series 63 license, and has 38 years of industry experience. Her career includes over a decade at FSC Securities Corporation and concurrent roles at IFG Advisory and LPL Financial since 2016. 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 approaches and utilizes sub-advisors and third-party managers to implement tailored portfolios, while also managing held-away assets to align with clients' overall financial goals.

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

Series 66

Raleigh, NC

IFG Advisory, LLC

Jamonica Brown is a financial advisor at IFG Advisory, LLC in Raleigh, NC, holding a Series 66 designation with three years of industry experience. She has worked at multiple firms, including LPL Financial LLC, Natural Investments, Cetera Advisors, and Fidelity Investments. Brown is also the founder of Aligned Support Co., where she provides paraplanning and investment support services to RIA firms. 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 employs a variety of investment strategies and utilizes sub-advisors and third-party managers to tailor portfolios to client objectives.

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

Series 63, Series 66

N. Yarmouth, ME

IFG Advisory, LLC

Russell Wood is an investment advisor with IFG Advisory, LLC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has previously worked at Jackson National Life Distributors and LPL Financial. 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 clients' financial goals.

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