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Laurel R

Series 66

Atlanta, GA

IFG Advisory, LLC

Laurel Resendez is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. She has worked at LPL Financial since 2017 and previously provided compliance assistance at Professional Compliance Assistance, Inc. Resendez is also involved in administrative support for IFG Advisory, LLC, an independent investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a wide range of investment approaches through its extensive network of investment adviser representatives and an in-house research team.

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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Carrie W

Series 63, Series 66

Atlanta, GA

IFG Advisory, LLC

Carrie Wilson is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at several firms including Raymond James Financial Services and Wells Fargo Clearing before joining IFG Advisory and LPL Financial in 2017. IFG Advisory 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, utilizing a combination of fundamental, technical, and cyclical analysis, and employs a variety of investment strategies including in-house management and third-party models.

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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Michael T

CFP®, Series 63, Series 66

Atlanta, GA

IFG Advisory, LLC

Michael Tarrant is a CFP® professional with 32 years of industry experience, currently serving at IFG Advisory, LLC since 2015. He has also been associated with LPL Financial during the same period. Outside of his advisory role, he works as an insurance agent presenting policies for third-party agencies. 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, and offers 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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Miranda B

CFP®, Series 66

Atlanta, GA

IFG Advisory, LLC

Miranda Black is a CFP® with one year of industry experience, currently serving as a financial advisor at IFG Advisory, LLC. She has held roles at IFG Advisory since 2019 and has professional experience with LPL Financial dating back to 2018. Outside of advising, she provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC offers 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 provides 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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Tripp M

CFP®, Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Tripp Mullen III is a CFP® with 27 years of industry experience, currently serving as an advisor at IFG Advisory, LLC since 2017. His prior roles include positions at SunTrust Advisory Services and SunTrust Investment Services. 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 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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James A

Series 63, Series 66

Atlanta, GA

IFG Advisory, LLC

James Arnold is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and having four years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and has experience at Morgan Stanley and E*Trade Financial. Outside of finance, he releases music on streaming platforms as an independent artist. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs diverse investment strategies using sub-advisors and third-party managers, and offers services including portfolio management and retirement plan consulting.

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

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Robert Day is a financial advisor at IFG Advisory, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with IFG Advisory, LPL Financial, and Madison Financial Inc. since 2007. 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 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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Peter C

Series 66

Atlanta, GA

IFG Advisory, LLC

Peter Coleman Jr. 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 LPL Financial and Edward Jones. Outside of his advisory work, he has involvement in real estate rental activities. 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, utilizing a blend of fundamental, technical, and cyclical analysis, and manages both in-house and third-party investment strategies.

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

Series 66

Atlanta, GA

IFG Advisory, LLC

Justin Burgess is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with IFG Advisory and LPL Financial since 2017 and previously worked with Waddell & Reed, Inc. and various insurance carriers. Burgess is also licensed as a life, disability, and long-term care insurance agent. 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.

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

Series 66

Atlanta, GA

IFG Advisory, LLC

Chase Gunter is a financial advisor with LPL Financial and holds a Series 66 designation. He has three years of industry experience and has previously worked at IFG Advisory, LLC d/b/a Appalachian Wealth Management, Wealth Plan Financial, United Bank, and LAD Logistics. Outside of his advisory work, he is involved with CG3 Properties, LLC, a real estate rental business. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

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

CFP®, Series 63, Series 66

Atlanta, GA

IFG Advisory, LLC

Michael Gaddy is a financial advisor with LPL Financial in Gainesville, GA, holding the CFP® designation and Series 63 and 66 licenses, with 27 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He is involved in managing Strong, Gaddy, Lee Wealth Management Group, a registered investment advisor firm affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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

Series 66

Atlanta, GA

IFG Advisory, LLC

Benjamin Subasic is a financial advisor at IFG Advisory, LLC with Series 66 registration and no prior industry experience. His background includes positions outside the financial sector, such as roles at Mary Mac's Tea Room and Southern Soccer Academy. 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 consulting. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, and coordinates held-away assets to align with clients’ objectives.

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

Series 66

Atlanta, GA

IFG Advisory, LLC

Temp Davis IV is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked with IFG Advisory since 2015 and has previous experience at LPL Financial and HINCEY & ASSOCIATES Financial Services. Outside of his advisory role, Davis teaches continuing education classes on Social Security, Medicare, retirement planning, and financial planning at Clayton State University and the University of West Georgia. 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, utilizing a range of management strategies and third-party models to align client assets with their objectives.

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

CFP®, Series 65

Atlanta, GA

IFG Advisory, LLC

Creston Maxey is a CFP® professional with nine years of industry experience, currently affiliated with IFG Advisory, LLC in Atlanta, GA. His prior work includes roles at Lloyd Advisory Services, LLC and The Lloyd Group, Inc., and he is also connected with Highland Trust Partners. 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 services. The firm utilizes a combination of fundamental, technical, and cyclical analysis and employs various management strategies, including in-house and third-party managers, to align clients’ assets with their objectives.

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

CFP®, Series 63

Atlanta, GA

IFG Advisory, LLC

Gary Alpert is a CFP® professional with 26 years of industry experience, currently serving at IFG Advisory, LLC since 2014. He is also registered with LPL Financial and acts as a non-public arbitrator with FINRA. 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 process 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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Noah S

Series 66

Atlanta, GA

IFG Advisory, LLC

Noah Shorr is a financial advisor at IFG Advisory, LLC with four years of industry experience. He holds a Series 66 designation and has worked at IFG Advisory, LPL Financial, and Strong Gaddy Lee Wealth Management since 2022. Prior to his advisory career, he worked in education at the University of North Georgia and Veritas Classical Schools, and he maintained a small business in lawn care for seven years. 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.

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

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Darrin Bearden is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms, including Core Cap Investments, Ameritas Investment Corp., and Capital Choice Financial Services. Bearden is a founding partner of Clear Blue Wealth and its associated insurance agency, where he is involved in insurance sales alongside his advisory work. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a multi-faceted investment process combining fundamental, technical, and cyclical analysis and offers services ranging from portfolio management to retirement plan consulting.

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

Series 63, Series 66, Series 65

Atlanta, GA

IFG Advisory, LLC

R. Mark Smith is a financial advisor at IFG Advisory, LLC with 31 years of industry experience. He has been with IFG Advisory since 2014 and also operates R.M. Smith & Associates, Inc., a firm he has been associated with since 2003. His credentials include Series 63, Series 65, and Series 66 licenses. 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 approaches and third-party managers to tailor portfolios to client objectives, with periodic reviews and management of held-away assets to align with overall financial goals.

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