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Nicholas H

Series 66

Atlanta, GA

CPC Advisors, LLC

Nicholas Hughes is a financial advisor at CPC Advisors, LLC in Tampa, FL, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Raymond James Financial Services, Edward Jones, and Bank of America. Outside of advising, he serves as Vice President of Operations for CPC Holding Company, LLC. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach emphasizes asset allocation and model-driven strategies, utilizing third-party managers and the Raymond James institutional platform to manage approximately $2.1 billion in client assets.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Kenneth B

Series 63, Series 65

Atlanta, GA

Meadow Creek Wealth Advisors, LLC

Kenneth Budd is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 41 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. He has an ownership interest in McShan Timberlands, LLC, a timberland investment, which he occasionally receives distributions from. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million with a five-advisor team. The firm offers portfolio management, financial planning, retirement plan consulting, annuity management, and project-based consulting, using both discretionary and non-discretionary portfolio implementation.

General retirement planning Income planning Annuities Cash flow / budgeting Founder/Business Owner Executive
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Kyleigh C

Series 66

Atlanta, GA

CPC Advisors, LLC

Kyleigh Cobett is a Series 66-licensed advisor with CPC Advisors, LLC in Atlanta, GA, with four years of industry experience. She has held roles at Raymond James Financial Services and Consolidated Planning Corporation, now CPC Advisors, including work as a relationship manager and associate advisor. CPC Advisors provides financial planning and portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm employs model portfolios and asset allocation aligned with Modern Portfolio Theory, focusing on mutual funds, equities, and ETFs for long-term investment strategies.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Jackson M

Series 66

Atlanta, GA

Paces Ferry Wealth Advisors, LLC

Jackson Metzger is a financial advisor at Paces Ferry Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at LPL Financial LLC, GERLoftin Wealth Advisors, and United Planners Financial Services. Paces Ferry Wealth Advisors provides wealth management, financial planning, retirement plan consulting, and investment advisory services to individuals, high-net-worth clients, trusts, estates, and institutional plan sponsors. The firm employs a mix of passive and active investment approaches, utilizing tools such as tactical asset allocation, trend-following, options strategies, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Blake F

CFP®, Series 63

Atlanta, GA

CPC Advisors, LLC

Blake Flood is a financial advisor at CPC Advisors, LLC in Atlanta, GA, holding the CFP® designation and Series 63 license with 31 years of industry experience. He has worked at CPC Advisors since 2007 and previously at Raymond James Financial Services Advisors, Inc. He is also president of Blake A. Flood Inc., a support company unrelated to investment activities. CPC Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach emphasizes model portfolios and asset allocation consistent with Modern Portfolio Theory, utilizing mutual funds, equities, ETFs, and access to third-party managers and wrap-fee programs.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Stephan S

Series 66

Atlanta, GA

Arcus Capital Partners, LLC

Stephan Szilvasi is a financial advisor at Arcus Capital Partners, LLC in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Arcus in 2026, he worked at Fidelity Investments and held various roles in academic and corporate settings. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $2.5 billion in client assets. The firm employs a personalized planning approach and portfolio construction that includes a range of investment vehicles, and it acts as adviser and General Partner to private funds and pooled vehicles.

Options & derivatives strategies Private / alternative investments Active portfolio management
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Mark R

Series 63, Series 66

Atlanta, GA

EPG Wealth Management LLC

Mark Reffett is a financial advisor with EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at EPG Wealth Management since 2019 and has prior experience with Arkadios Capital, ACG Wealth, and Triad Advisors. Outside of his advisory role, he owns Stratford Capital LLC and RCM Capital LLC, both non-investment related entities. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans with advisory services including advisor-managed portfolios, third-party money managers, and financial planning. The firm uses a discretionary management approach offering customized investment plans based on client goals and risk profiles, integrating fundamental, technical, and cyclical analysis across various asset types.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Founder/Business Owner
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George C

CFA®, Series 63

Atlanta, GA

West Paces Advisors, Inc.

George Crews is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at West Paces Advisors, Inc. since 2018. Prior to this, he worked at West Paces Advisors, LLC from 2015 to 2017. West Paces Advisors provides discretionary investment management, wealth advisory, and retirement-plan consulting to high-net-worth individuals, families, and institutional clients. The firm uses customized investment programs implemented primarily on a discretionary basis, incorporating a range of strategies including index, engineered, and active approaches, and manages nearly $1 billion in discretionary assets.

Wealth management Private / alternative investments Active portfolio management Real estate investing
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Stephen S

Series 63, Series 66

Atlanta, GA

Arcus Capital Partners, LLC

Stephen Sloan is a financial advisor at Arcus Capital Partners, LLC in Atlanta, GA, holding Series 63 and Series 66 registrations with 20 years of industry experience. He has been with Arcus Capital Partners since 2008. Arcus Capital Partners provides discretionary and non-discretionary investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in client assets and employs a portfolio construction approach that includes qualitative and quantitative manager screening and may utilize sub-advisers and various investment strategies to meet client objectives.

Options & derivatives strategies Private / alternative investments Active portfolio management
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Julio B

Series 65

Atlanta, GA

Smith & Howard Wealth Management, LLC

Julio Barahona is a financial advisor at Smith & Howard Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has worked at Smith & Howard since 2018, following prior roles at Patton Albertson & Miller and SunTrust Bank. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers financial planning, ongoing portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Executive Founder/Business Owner
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Dylan M

Series 66

Atlanta, GA

EPG Wealth Management LLC

Dylan Mac Callum is a financial advisor at EPG Wealth Management LLC in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining EPG Wealth Management and Arkadios Capital in 2025, he worked at the University of Oregon and attended Pepperdine University. He holds minority ownership in two family-owned LLCs unrelated to his advisory role. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans, offering advisory services including advisor-managed portfolios, third-party money managers, financial planning, and fiduciary consulting. The firm manages accounts primarily on a discretionary basis using a range of analytical approaches and maintains a ten-advisor team across seven offices.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Founder/Business Owner
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Daniel H

Series 65

Atlanta, GA

Highbrook Capital Partners

Daniel Hall is a financial advisor at Highbrook Capital Partners in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He previously worked at Waypoint Wealth Counsel LLC for five years and Nicholas Hoffman & Company for six years. Highbrook Capital Partners provides discretionary and non-discretionary investment management, pension consulting, and standalone financial planning services primarily to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $509 million in assets and employs a range of investment strategies that include derivatives and margin transactions tailored to client risk profiles.

Options & derivatives strategies Annuities Real estate investing Tax-loss harvesting
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Eric B

CFP®, Series 66

Atlanta, GA

Peachcap Tax & Advisory, LLC

Eric Burnette is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with PeachCap Tax & Advisory, LLC since 2011 and also has experience at Investacorp Advisory Services Inc from 2010 to 2015. Outside of advisory work, he is an owner of Peachcap CPA's, a CPA accounting firm. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, third-party adviser recommendations, and financial planning, employing diversified, model-based portfolios with continuous monitoring that utilizes fundamental, technical, and cyclical analysis.

Retirement income strategy Income planning Tax-loss harvesting Concentrated stock management Options & derivatives strategies Founder/Business Owner
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Kenny C

Series 65

Atlanta, GA

Capitalwize, LLC

Kenny Conwell Jr. is a financial advisor with Capitalwize, LLC in Atlanta, GA, holding a Series 65 designation and eight years of industry experience. He is also the owner of CNK Companies & Co., where he is involved in marketing, consulting, and insurance sales. Kenny has worked at Money Savvy Financial, LLC since 2017 and at CNK Companies & Co. since 2016. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily for non-high-net-worth individuals and business entities. The firm emphasizes a structured advice process based on client profiles and risk tolerance, often utilizing third-party managers and digital platforms for portfolio management.

Debt management Cash flow / budgeting Retirement income strategy Social Security optimization
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Kevin B

CFP®, Series 66

Atlanta, GA

Veracity Capital LLC

Kevin Boutwell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Veracity Capital LLC. His prior experience includes roles at Veracity Capital Tax Advisors, LLC, F3 Logic, LLC, and The AYCO Company, L.P./Mercer Allied. He serves on the Board of Directors for the Cobb County Public Safety Foundation. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth clients. The firm employs a long-term, custom-driven investment approach using a range of asset types and analytic methods, and offers affiliated tax and insurance services.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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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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Enoch M

Series 66

Atlanta, GA

Highbrook Capital Partners

Enoch Morris IV is a financial advisor at Highbrook Capital Partners with 17 years of industry experience and holds the Series 66 designation. His prior roles include positions at Level8 Ventures LLC, Atticus Asset Management, LLC, SPC, New England Securities, and Equitable Advisors. He is involved with Atticus Wealth Management as a registered investment advisors manager. Highbrook Capital Partners provides investment management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $509 million in regulatory assets and employs a range of strategies including derivatives and margin trading tailored to client risk profiles.

Options & derivatives strategies Annuities Real estate investing Tax-loss harvesting
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Michael M

CFP®

Atlanta, GA

Smith & Howard Wealth Management, LLC

Michael Mueller is a CFP® professional at Smith & Howard Wealth Management, LLC with nine years at the firm and five years of industry experience. Prior to joining Smith & Howard, he worked for three years at Hope Animal Medical Center. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm provides financial planning, portfolio management primarily through mutual funds and ETFs, and retirement plan consulting, managing approximately $727 million for about 217 clients with a six-advisor team.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Executive Founder/Business Owner
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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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