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John F
Series 63, Series 65
Duluth, GA
Wealth Watch Advisors, Inc
John Faure Jr. is a financial advisor at Wealth Watch Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Wealth Watch Advisors in 2021, he worked at World Financial Group, Inc. and Transamerica Financial Advisors, Inc. from 2018 to 2021, and at KCG Americas LLC from 2011 to 2017. In addition to his advisory work, Mr. Faure is involved in the sale of fixed life and annuity insurance products as an independent agent for various insurance companies. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management primarily through third-party model managers, along with financial planning and consulting services. Its investment approach combines quantitative, qualitative, and technical methods and includes a range of strategies and approved alternative private placements for accredited investors.
Justin J
Series 65
Dacula, GA
Simplicity wealth
Justin Jones is a financial advisor at Simplicity Wealth with four years of industry experience. He holds a Series 65 designation and previously worked at 3-Mentors/GamePlan Financial. Outside of advising, he is president of the Mountain View High School Baseball Booster Club, where he leads fundraising efforts and supports team activities. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with technology and operational solutions for other advisers.
Jae L
Series 66, Series 65
Lawrenceville, GA
Concorde Asset Management, LLC
Jae Lee is a financial advisor at Concorde Asset Management, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Triad Advisors, Inc. Outside of his advisory role, he is involved with Concorde Holdings, Inc., a holding company for affiliated broker-dealer and registered investment advisor entities. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists to build tailored portfolios and provides ERISA retirement-plan advisory services as part of its offerings.
Stephanie F
Series 66
Alpharetta, GA
Elevation Point Wealth Partners, LLC
Stephanie Feaser is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 18 years before joining her current firm in 2026. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets and serving a diverse client base including high-net-worth individuals, retirement plans, trusts, estates, and corporations. The firm emphasizes model portfolios with tactical asset allocation across various investment vehicles and integrates insurance distribution and annuity servicing within its advisory services.
Joshua V
CFP®, Series 66
Buford, GA
Mission Wealth Management, LP
Joshua Vaughan is a CFP® with nine years of industry experience and is currently an advisor at Mission Wealth Management, LP. His prior roles include positions at Homrich Berg, the Detroit Lions, Bank of America, and Merrill. Outside of his advisory work, Vaughan engages in public speaking and motivational talks and provides private football training for athletes, drawing on his background as a former professional athlete. Mission Wealth Management is an SEC-registered, multi-team advisory firm that serves affluent and high-net-worth individuals and families, as well as institutional clients. The firm employs customized, long-term investment strategies across a range of asset classes and offers a tiered service model that includes financial planning, portfolio management, and consulting.
Reynolds C
Series 65
Cumming, GA
Csenge Advisory Group, LLC
Reynolds Cutchin is an advisor at Csenge Advisory Group, LLC and holds the Series 65 designation. He has been with Csenge Advisory Group and Cinder Wealth Advisory since 2026. Prior to his advisory roles, he worked at Cherry Bekaert and has experience at the University of Georgia and in other fields. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with an emphasis on a relative strength methodology, offering customized portfolios through discretionary management or model-based allocations.
Melissa H
CFP®, Series 65
Peachtree Corners, GA
Apollon Wealth Management, LLC
Melissa Hallmark is a CFP® and Series 65-licensed advisor with 18 years of industry experience. She currently works at Apollon Wealth Management, LLC and was previously with United Capital Financial Advisers, LLC for 11 years. Hallmark is also a licensed insurance agent for life, health, and annuity products. Apollon Wealth Management, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed models with locally managed portfolios tailored through an Investment Committee and due diligence processes.
Jonathan F
Series 63, Series 65
Braselton, GA
The AmeriFlex Group
Jonathan Frazier is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior work includes roles at Woodbury Financial, Sage Point Financial, Royal Alliance Associates, and FSC Securities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, providing customized strategies that utilize model asset allocations and manager relationships across multiple custodians.
Lewis W
Series 63, Series 65
Peachtree Corners, GA
The Strategic Financial Alliance, Inc.
Lewis Walker is a financial advisor with The Strategic Financial Alliance, Inc. in Peachtree Corners, GA, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, Walker is involved in consulting and coaching through Life Transitions Advisors, LLC, focusing on training and exit planning for closely held businesses, and serves on the board of directors for SFA Holdings, Inc. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm supports multiple portfolio programs and third-party manager platforms, delivering services through both in-house management and co-advisory or solicitor arrangements.
Aaron D
Series 63, Series 66
Braselton, GA
Kingsview Wealth Management, LLC
Aaron Das is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Kingsview Partners in 2020. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led and model-based strategies, including proprietary ETFs and access to alternative investments.
Mark B
CFP®, Series 63, Series 66
Alpharetta, GA
One Capital Management, LLC
Mark Binder is a financial advisor with One Capital Management, LLC in Alpharetta, GA, holding a CFP® designation and Series 63 and Series 66 licenses. He has 30 years of industry experience, including 12 years at TIAA-CREF prior to joining One Capital Management in 2026. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, utilizing a globally balanced and customized investment approach that combines active large-cap equity management with ETFs and diversified fixed income.
Robert H
CFP®, CFA®, Series 63, Series 65
Peachtree Corners, GA
Apollon Wealth Management, LLC
Robert Haggard is a CFP® and CFA® with 21 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at UCAP Asset Management, Adi Dassler Family Office LLC, and ACG Wealth Inc. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, families, family offices, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, sub-advisory, and consulting.
Michael M
Series 63, Series 65
Suwanee, GA
Stonex Advisors Inc.
Michael Mcfarland is a financial advisor with Stonex Advisors Inc. in Suwanee, GA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His work history includes roles at StoneX Securities Inc., Ameriprise Advisor Services, Inc., and Raymond James & Associates. He is also involved in several business ventures, including co-ownership of Grandview Strategic Partners and Grandview Planning Group, which focus on financial advisory and tax preparation services. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses various platforms and investment solutions, including proprietary models and third-party money managers, to implement strategies tailored to client needs.
Chad E
Series 63, Series 65
Norcross, GA
BIP Wealth, LLC
Chad Edwards is a financial advisor at BIP Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., and Prehmus Financial Partners. Edwards is also involved in fixed insurance sales through various product providers. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and provides access to private-market securities and private pooled investment vehicles.
Richard C
Series 63, Series 65
Winder, GA
Capital Analysts
Richard Carnes is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior work includes roles at Lincoln Investment and Legend Equities Corporation. Outside of his advisory work, he serves as treasurer for the Oconee Bass Club. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network. The firm employs both discretionary and non-discretionary investment approaches supported by an in-house research team and proprietary mutual-fund screening.
Ross L
Series 66
Alpharetta, GA
One Capital Management, LLC
Ross Lloyd is a financial advisor at One Capital Management, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at TIAA and TIAA-Cref Individual & Institutional Services, LLC for 12 years. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7 billion in discretionary assets. The firm employs a globally balanced investment approach combining active management of large-cap equities, ETFs, and diversified fixed income, supported by a proprietary fund ranking system and a written Investment Policy Statement.
Scott L
Series 63
Norcross, GA
BIP Wealth, LLC
Scott Levy is a financial advisor at BIP Wealth, LLC with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Strategic Blueprint, LLC, Prehmus Financial Partners, and The Strategic Financial Alliance, Inc. Outside of his advisory work, Levy serves as a trustee for PD Ministries, an independent Christian ministry in the Atlanta area. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored asset allocations that include mutual funds, ETFs, fixed income, and options-based covered-call strategies, and it also offers private-market investment opportunities for qualified investors.
Michael C
CFP®, Series 66
Alpharetta, GA
One Capital Management, LLC
Michael Chisick is a CFP® and holds a Series 66 designation with one year of industry experience. He is currently an advisor at One Capital Management, LLC and previously worked at TIAA and TIAA-CREF. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, typically constructing globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income.
Paul S
Series 63, Series 65
Buford, GA
Brookwood Investment Group
Paul Salamon is a financial advisor with Brookwood Investment Group in Buford, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include work at Redwood Private Wealth LLC, Belpointe Asset Management, and LPL Financial LLC. Outside of advisory work, he is involved with Empowered-Home, a business activity noted in his background. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using a range of investment strategies and supplemental services through third-party platforms.
Natalie Q
CFP®, Series 63, Series 66
Alpharetta, GA
Elevation Point Wealth Partners, LLC
Natalie Quinn is a CFP® professional with five years of industry experience. She is currently an advisor at Elevation Point Wealth Partners, LLC, having previously worked at UBS Financial Services and Northwestern Mutual Wealth Management. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities with an investment approach focused on model portfolios, tactical asset allocation, and integration of insurance distribution and annuity servicing.
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