Jonathan Lindvig is a financial advisor with Peachtree Wealth Advisors, Inc., holding a Series 66 credential and bringing 25 years of industry experience. He has worked at Morgan Stanley DW Inc., Triad Advisors, Inc., and Arkadios Capital before his long tenure at Peachtree Wealth Advisors. Lindvig is also involved as an insurance agent with multiple carriers. Peachtree Wealth Advisors, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, and institutions such as pension plans, foundations, and trusts. The firm employs a top-down, fundamental investment approach and manages accounts internally while utilizing third-party managers, maintaining a high client-to-advisor ratio with two advisors serving roughly 450 clients.

David Frank is a financial advisor with Peachtree Wealth Advisors, Inc. in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Peachtree Wealth Advisors since 2005 and previously spent 17 years with Triad Advisors, Inc. and three years at Arkadios Capital. Peachtree Wealth Advisors serves individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, and trusts. The firm provides portfolio management, financial planning, and retirement plan consulting, employing a fundamental, top-down investment approach across a range of strategies, including long-term buy-and-hold and short-term trading.