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Ryan H

Series 66

Atlanta, GA

IFG Advisory, LLC

Ryan Hood is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 license and 29 years of industry experience. He has been with IFG Advisory and LPL Financial since 2015. Outside of his advisory role, he is involved in health-related non-variable insurance and moderates activities unrelated to investment advising. IFG Advisory, LLC provides investment advisory and financial planning services to individuals including high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a range of investment strategies using sub-advisors, third-party models, and various financial instruments, while also managing held-away assets to align with clients’ overall goals.

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

Series 63, Series 65

Atlanta, GA

Apollon Wealth Management, LLC

Jack Cayce is a financial advisor at Apollon Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Catalyst Wealth Management, L.L.C., Kalos Capital, Inc., LPL Financial, New England Securities, and Mass Mutual Investor Services. In addition to his advisory role, he operates as an insurance agent providing life, disability, and fixed annuity insurance solutions. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, and insurance company clients, offering financial planning, portfolio management, retirement plan advisory, and consulting services through a combined approach of centrally and locally managed strategies.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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Daphne G

Series 63, Series 65

Atlanta, GA

OpenArc Corporate Advisory, LLC

Daphne Gentile is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Merrill, Wells Fargo Advisors, Cambridge Investment Research, Fuller and Company, and Morgan Stanley. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach combining institutional research, manager due diligence, and a mix of public and private market securities, managing approximately $10.1 billion on a discretionary basis.

Wealth management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Private / alternative investments Founder/Business Owner Executive
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Ronald S

Series 63, Series 65

Atlanta, GA

Bison Wealth, LLC

Ronald Savarese is a financial advisor at Bison Wealth, LLC with 43 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Sterne Agee Financial Services, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he owns Home Planet Ventures LLC and publishes books through Home Planet Publishing, a family-operated business. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach features outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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Randall R

Series 63, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Randall Roman is a financial advisor at OpenArc Corporate Advisory, LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence to deliver diversified investment solutions across public and private markets, serving a range of clients including high-net-worth individuals and nonprofit organizations.

Wealth management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Private / alternative investments Founder/Business Owner Executive
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Melissa D

Series 66, Series 65

Scottdale, GA

MissionSquare Retirement

Melissa Doughty is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds Series 65 and Series 66 designations. Her work history includes a long tenure at ICMA Retirement Corporation since 2006 and a concurrent role at Victoria's Secret. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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Edward G

CFP®, Series 63, Series 65

Atlanta, GA

Capital Investment Advisors, LLC

Edward Goepp Jr. is a CFP®-designated financial advisor with 14 years of industry experience. He has been with Capital Investment Advisors, LLC since 2019 and previously worked at Wela Strategies, Inc. and Guardian Life. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing a centralized, ETF-based model portfolio approach tailored to clients’ risk tolerance and goals, supported by in-house tax and estate planning strategists.

Private / alternative investments Concentrated stock management Executive Founder/Business Owner
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Lori C

Series 63, Series 65

Atlanta, GA

Asset Preservation Advisors, LLC

Lori Cohane is a financial advisor at Asset Preservation Advisors, LLC with Series 63 and Series 65 licenses. She has 22 years of industry experience, including prior work at Credit Suisse Asset Management Securities, Inc. from 2002 to 2024. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients. The firm focuses exclusively on municipal bond portfolios, employing active fixed-income strategies and managing over $11 billion in assets with an emphasis on income generation and capital preservation.

ESG / Sustainable investing
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Thomas L

Series 65, Series 63

Dunwoody, GA

Arkadios Wealth Advisors

Thomas Lance is a financial advisor at Arkadios Wealth Advisors in Dunwoody, GA, holding Series 65 and Series 63 licenses with 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank NA before joining Arkadios in 2022. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and combines fundamental, technical, and cyclical investment analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jamall L

Series 63, Series 65

Atlanta, GA

OpenArc Corporate Advisory, LLC

Jamall Little is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Equitable Advisors LLC, and Fidelity Brokerage Services LLC. Outside of his advisory role, he owns a vending machine business called The Little Family Vending Company. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages about $10.1 billion and offers both discretionary and non-discretionary solutions, utilizing a diversified investment approach across public and private markets along with specialized services for plan sponsors and nonprofit clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Private / alternative investments Founder/Business Owner Executive
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Mikayla D

Series 66

Atlanta, GA

IFG Advisory, LLC

Mikayla Dubnik is a financial advisor at IFG Advisory, LLC based in Atlanta, GA. She holds the Series 66 designation and has been active in the industry since 2025. Her prior experience includes roles at SGL Wealth Management and LPL Financial LLC. 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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Daniel K

Series 66, Series 63

Atlanta, GA

IFG Advisory, LLC

Daniel Keeney is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Invesco and LPL Financial. Keeney provides administrative support to IFG Advisory, focusing full-time on this activity. IFG Advisory, LLC offers 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, performing periodic portfolio reviews for its clients.

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

Series 65

Atlanta, GA

Capital Investment Advisors, LLC

Oliver Kosar is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 credential. He joined the firm in 2026 and has prior experience working at the University of Georgia and Georgia Southern University. Outside of finance, he has been involved with ATL Autographs since 2020. Capital Investment Advisors is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm provides integrated financial planning and discretionary portfolio management, using a centralized ETF-based portfolio approach combined with tailored allocations and access to specialized services including tax, estate, pension consulting, and private investments.

Private / alternative investments Concentrated stock management Executive Founder/Business Owner
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Jessica Q

Series 66

Atlanta, GA

IFG Advisory, LLC

Jessica Quinn is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. She has three years of industry experience, including nine years at CitiBank prior to joining IFG Advisory and LPL Financial in 2023. Quinn also 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 employs a variety of investment strategies using sub-advisors and third-party managers and provides services such as portfolio management, financial planning, and retirement plan consulting.

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

CFP®, Series 66

Atlanta, GA

Advisory Services Network

Matthew Gladbach is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Advisory Services Network. His prior roles include positions at Donaldson Capital Management, TD Ameritrade, and Scottrade. He also acts as a FINRA arbitrator on an as-selected basis. Advisory Services Network supports individuals, families, corporations, and retirement plans through a network of independent advisors, offering portfolio management, financial planning, and investment consulting. The firm employs a range of strategies across various asset classes and manages approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Troy D

CFA®, Series 66

Atlanta, GA

IFG Advisory, LLC

Troy Decastro is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with IFG Advisory, LLC, where he has worked since 2019, following a 21-year tenure at Crawford Investment Counsel, Inc. 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 and employs a range of management strategies, including in-house management and third-party managers.

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

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Melissa Ekeberg is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has previously worked at Lincoln Financial Advisors Corporation, LPL Financial, Invest Financial Corporation, and United Community Bank. Outside of her advisory role, she is involved with Appalachian Wealth Management. 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, employing a multi-faceted investment approach that includes fundamental, technical, and cyclical analysis, and utilizes a variety of management strategies and third-party models.

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

Series 66

Grayson, GA

Cyndeo Wealth Partners

Arlene Alexander is a financial advisor at Cyndeo Wealth Partners in Grayson, GA, holding a Series 66 designation with 20 years of industry experience. Her career includes prior roles at Merrill, Banc of America Investment Services, and Ameriprise. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners by offering discretionary and non-discretionary portfolio management, financial planning, family office and wealth planning, and business advisory services. The firm constructs customized portfolios through its own models and allocations to external managers, operates a private pooled investment vehicle, and provides specialized advisory services linking business value acceleration to personal financial and tax planning.

Business ownership considerations Business exit / sale strategy Wealth management Family Business Founder/Business Owner Executive
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Kyle T

Series 65

Atlanta, GA

Asset Preservation Advisors, LLC

Kyle Turnier is a financial advisor at Asset Preservation Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Belle Haven Investments, LP and AQR Capital Management. His current role began in 2025 at both Asset Preservation Advisors and iM Global US Distributors, LLC. Asset Preservation Advisors specializes in discretionary municipal bond investment management for institutional and retail clients, offering strategies focused on tax-exempt and taxable municipal portfolios. The firm manages over $11 billion in assets and emphasizes active fixed-income management with an ESG-oriented Positive Impact Tax-Exempt Strategy.

ESG / Sustainable investing
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Najee S

Series 63, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Najee Sanders is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Bank of America, Merrill, David Lerner Associates, and HSBC Bank USA. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and diversified implementation across public and private markets, managing approximately $10.1 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Private / alternative investments Founder/Business Owner Executive
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