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George H

CFP®, Series 65

Atlanta, GA

George M. Hiller Companies, LLC

George Hiller Jr. is a CFP® with 21 years of industry experience, currently serving at George M. Hiller Companies, LLC since 2003. The firm is a team of five advisors based in Atlanta, GA. George M. Hiller Companies, LLC is an SEC-registered advisory firm managing about $170 million for approximately 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, with an investment approach focused on asset allocation, diversification, and a preference for long-term equity exposure using a variety of securities and strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
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James H

Series 66

Atlanta, GA

Resurgent Advisors

James Hamilton III is a financial advisor at Resurgent Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services and Raymond James & Associates from 2013 to 2026. Resurgent Financial Advisors, LLC serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services. The firm’s investment approach is based on fundamental analysis and tailored client portfolios, typically including mutual funds, ETFs, and allocations to independent Sub-Advisors.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
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Russell C

CFP®, Series 63

Atlanta, GA

Beam Wealth Advisors, Inc.

Russell Clarke is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Beam Wealth Advisors, Inc., having previously worked at Purshe Kaplan Serling Investments and Ameriprise Financial Services. Outside of his advisory role, he serves as treasurer of the Bettie Brand Mothers' Endowment Fund, a nonprofit organization. Beam Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, charities, and businesses, providing comprehensive financial planning, investment management, and retirement consulting. The firm employs asset allocation and diversification strategies guided by Modern and Post-Modern Portfolio Theory, alongside tactical techniques used by some advisers, and supports coordinated tax and planning services through affiliated CPA and tax-preparation entities.

Private / alternative investments Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Bryan K

CFP®, Series 63

Atlanta, GA

Helium Advisors LLC

Bryan Kiss is a CFP® certificant with one year of industry experience. He is currently with Helium Advisors LLC and has prior experience at Truist Bank, Fifth Third Securities, and SunTrust Bank. Helium Advisors serves a diverse client base including individuals, pension and retirement plans, charitable organizations, corporations, and private funds. The firm employs a multi-method investment approach incorporating fundamental, technical, quantitative analysis, and modern portfolio theory, and provides services such as portfolio management, financial planning, retirement plan consulting, and tax preparation support through an affiliated entity.

Private / alternative investments Real estate investing Tax-loss harvesting Annuities Founder/Business Owner Executive
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George R

Series 63, Series 66

Atlanta, GA

Register Financial Advisors, LLC

George Register is a financial advisor at Register Financial Advisors, LLC with 58 years of industry experience. He holds Series 63 and Series 66 designations and has been with Register Financial Advisors since 2007, following prior work at Register Financial Associates, Inc. since 1992. Outside of his advisory role, he serves as CEO of Register Capital Investments LLC, a small-cap portfolio management firm. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm utilizes a broad range of instruments and strategies, including equities, mutual funds, ETFs, fixed income, and derivatives, and offers both discretionary and non-discretionary portfolio management through multiple wrap fee programs and third-party managed solutions.

Options & derivatives strategies Retirement withdrawal strategies Charitable giving & philanthropy Cash flow / budgeting Executive Founder/Business Owner
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Lily H

Series 63, Series 66, Series 65

Sandy Springs, GA

HC Advisors LLC

Lily Hsieh is a financial advisor with HC Advisors LLC in Sandy Springs, GA, holding Series 63, 65, and 66 licenses and eight years of industry experience. She has worked at HC Advisors since 2015 and previously spent one year with the Stanford Group Company. Outside of her advisory role, she serves as Chief Operating Officer (uncompensated) at Henning, Dowdy, Jones, LLC. HC Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities, offering portfolio management, third-party money manager access, and financial planning. The firm manages approximately $500 million in client assets and employs a range of investment strategies tailored to client goals and risk profiles.

Wealth management Options & derivatives strategies Executive
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Shelley F

Series 65

Atlanta, GA

Rollins Financial Advisors, LLC

Shelley Fietsam is a financial advisor with Rollins Financial Advisors, LLC in Atlanta, GA, holding a Series 65 credential and bringing 10 years of industry experience. She has worked with Rollins Financial entities since 2010, including her current role at Rollins Financial Advisors since 2021. Rollins Financial Advisors serves individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, offering investment counseling, portfolio management, and related accounting and tax services. The firm manages approximately $1.38 billion in discretionary assets and follows a fiduciary, goal-oriented investment process emphasizing asset allocation and ongoing portfolio monitoring.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.)
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Billy L

CFP®

Atlanta, GA

George M. Hiller Companies, LLC

Billy Loveless is a CFP® professional with 21 years of industry experience. He has been with George M. Hiller Companies, LLC since 2004. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a team of five managing about $170 million for approximately 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, emphasizing asset allocation and diversification with a preference for long-term equity exposure.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
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Jaime B

CFP®, Series 66

Atlanta, GA

Beam Wealth Advisors, Inc.

Jaime Benedetti is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Beam Wealth Advisors, Inc. in Atlanta, GA. He has been with the firm and its predecessor entities since 2013. Outside of his advisory role, Benedetti is a varsity boys’ soccer coach at Grady High School and is involved in timber and real estate management activities. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses with comprehensive financial planning and investment management. The firm employs asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and offers integrated tax and CPA services through affiliated entities.

Private / alternative investments Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Steven H

CFP®, Series 63

Atlanta, GA

George M. Hiller Companies, LLC

Steven Humphrey is a CFP® professional with 22 years of industry experience. He has been with George M. Hiller Companies, LLC since 2003. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a small team managing approximately $170 million for about 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, focusing on asset allocation and diversification with a preference for long-term equity exposure through mutual funds, ETFs, individual securities, and various trading strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
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David M

CFA®, Series 63, Series 65

Atlanta, GA

Marco Investment Management LLC

David Mcbride is a CFA® charterholder with 23 years of industry experience. He has been with Marco Investment Management LLC since 2011, where he is part of a five-advisor team. The firm serves a diverse client base, including high-net-worth individuals and institutional clients such as pension plans and government entities. Marco Investment Management provides discretionary portfolio management using a combination of fundamental and technical analysis across multiple strategies, including equity and fixed income, and is notable for its management of assets within wrap fee programs.

Options & derivatives strategies Active portfolio management Income planning Executive
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William G

CFP®, Series 66

Atlanta, GA

FCIG Wealth Management, LLC

William Gilmore II is a CFP® with 23 years of industry experience, currently serving at FCIG Wealth Management, LLC since 2024. Prior to that, he worked at Cambridge Investment Research and The Investment Center from 2015 to 2024. Outside of financial advising, he is president of an independent insurance agency, First Casualty Insurance Agency, Inc. FCIG Wealth Management LLC serves individuals, including high-net-worth clients, as well as corporations and business entities, offering discretionary asset management and financial planning. The firm uses sub-advisors to implement tailored investment strategies across various asset types and provides ongoing financial planning and account reviews.

Private / alternative investments Tax-loss harvesting Annuities
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Jennifer S

CFP®, Series 66

Atlanta, GA

Longview Wealth Management

Jennifer Stewart is a CFP® and Series 66 certified advisor with Longview Wealth Management in Atlanta, GA, where she has worked since 2007. She has 21 years of industry experience, including 15 years at Cambridge Investment Research. Stewart serves on several education-related boards and committees, including the Morgan County Foundation for Excellence in Public Education and the Georgia State School Superintendent Parent Advisory Council. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets, serving individuals, pension plans, and corporate clients. The firm provides comprehensive financial planning, asset management, divorce consulting, and third-party manager programs, employing a range of investment strategies that include mutual funds, ETFs, stocks, and bonds.

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Joseph C

Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Joseph Clark is a financial advisor at Adapt Wealth Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates. Prior to his financial services career, he held various roles in fitness and athletic organizations, including BodyFitz Personal Training and the University of Georgia Athletic Association. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as entities such as family offices, trusts, and qualified retirement plans. The firm offers personalized financial planning and investment management with a focus on fundamental analysis and long-term strategies, employing a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Private / alternative investments Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Kevin F

CFP®, Series 63, Series 65

Decatur, GA

Ferguson Shapiro LLC

Kevin Ferguson is a CFP® professional with 31 years of industry experience. He is a principal at Ferguson Shapiro LLC and has held prior roles at Purshe Kaplan Sterling Investments and AXA Advisors, LLC. Outside of his advisory work, he manages Kevin Ferguson, LLC, an entity for business expenses and payroll. Ferguson Shapiro LLC serves individuals, high-net-worth clients, retirement plans, trusts, foundations, and other institutions through a team-based advisory model, managing approximately $415 million in assets. The firm offers discretionary and non-discretionary investment advisory and financial planning services centered on personalized portfolio construction and ongoing management, including features such as an Enhanced Portfolio Management program and fee-based variable annuity services.

Annuities Options & derivatives strategies Concentrated stock management
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Benjamin E

CFP®, Series 63, Series 65

Atlanta, GA

Inlight Wealth

Benjamin Esser is a CFP® with 26 years of industry experience currently serving with Inlight Wealth Management, LLC, where he has worked since 2017. His prior experience includes roles at Morgan Stanley Smith Barney, Citigroup Global Markets, and various Morgan Stanley entities dating back to 2004. Inlight Wealth Management is an SEC-registered adviser serving individuals, corporations, trusts, estates, charitable organizations, and retirement plan participants. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a range of investment strategies including separately managed accounts, mutual funds, ETFs, equities, fixed-income securities, and derivatives.

Options & derivatives strategies Private / alternative investments
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George H

CFP®, Series 63

Atlanta, GA

George M. Hiller Companies, LLC

George Hiller is a CFP® with 26 years of industry experience and has been with George M. Hiller Companies, LLC since 1985. He holds the Series 63 designation and is based in Atlanta, GA. Outside of advisory work, firm management includes licensed attorney and real estate broker credentials. George M. Hiller Companies, LLC is an SEC-registered advisory firm with a small team managing approximately $170 million for around 426 clients. The firm provides discretionary and non-discretionary portfolio management, 401(k) services, and financial planning, emphasizing asset allocation, diversification, and a preference for long-term equity exposure through various investment strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
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Paul J

CFP®

Atlanta, GA

Palisades Hudson Asset Management, L.P.

Paul Jacobs is a CFP® professional with 18 years of experience in the financial industry. He has been with Palisades Hudson Asset Management, L.P. since 2002. Jacobs also serves as Vice President of Palisades Hudson Financial Group LLC, a financial planning firm where he provides clients with tax preparation and planning, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, corporations, and plan sponsors. The firm focuses on long-term, asset-allocation-based investing primarily using mutual funds and ETFs, and manages both discretionary and non-discretionary accounts as well as private equity funds.

Private / alternative investments Real estate investing
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Katherine O

Series 65

Atlanta, GA

Investors Asset Management of Georgia Inc

Katherine Oliver is a Series 65 registered advisor with Investors Asset Management of Georgia Inc, where she has worked since 2018, bringing eight years of industry experience. Prior to joining the firm, she spent 12 years at KIPP Metro Atlanta. She is involved in fundraising activities for KIPP Metro Atlanta and the Leukemia & Lymphoma Society, and serves as a financial advisor for the Kristine Pettoni Foundation, focusing on advising women. Investors Asset Management of Georgia is a team of seven advisors managing approximately $502 million for around 357 clients. The firm offers discretionary portfolio management and financial planning services for individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, employing diversified, buy-and-hold strategies with tactical adjustments.

General retirement planning Retirement income strategy Wealth management
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Samuel C

Series 63

Atlanta, GA

Investors Asset Management of Georgia Inc

Samuel Carlyle Jr. is a financial advisor at Investors Asset Management of Georgia Inc. with 22 years of industry experience and holds a Series 63 designation. He has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, foundations, and retirement plans. The firm employs a buy-and-hold investment approach with tactical adjustments and supports various retirement plans through its Investors Choice program and model portfolios.

General retirement planning Retirement income strategy Wealth management
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