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Martin L

Series 63, Series 65

Atlanta, GA

Magellan Planning Group

Martin Lysaght is a financial advisor with Magellan Planning Group in Atlanta, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He previously worked for Bey-Douglas, LLC Investment Counsel for 13 years before joining Magellan Planning Group. Magellan Planning Group is an SEC-registered investment adviser that provides fee-based investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm uses a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis, employing a mix of long- and short-term positions and cash hedges, and may implement customized model portfolios.

Cash flow / budgeting
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La Vaisha D

Series 65

Atlanta, GA

Ell Wess Advisors

La Vaisha Davis is a Series 65-licensed advisor with Ell Wess Advisors in Atlanta, GA, with three years of industry experience. Her prior experience includes roles at Compass Retirement Group and self-employment, as well as a background at Ell Wess Financial Services. She also works as an independent insurance agent receiving commissions from policy sales. Ell Wess Advisors serves individuals, pension and profit-sharing plans, and charitable organizations, managing a small client base with approximately $5.9 million in assets. The firm offers financial planning and portfolio management through structured programs like Wealth Creator and Virtual Family Office, using fundamental analysis and discretionary management with emphasis on coordination with other client advisors.

Options & derivatives strategies Wealth management College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner Executive
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Rebecca R

CFP®, Series 65

Alpharetta, GA

ATLas Investment Advisors

Rebecca Richardson is a CFP® with five years of industry experience, currently serving as an advisor at ATLas Investment Advisors. Her prior experience includes roles at Advisory Services Network, LLC, Resource Planning Group, and KPMG. In addition to her advisory work, she provides tax preparation services during tax season. ATLas Investment Advisors offers portfolio management and financial planning primarily to individual and high-net-worth clients, employing an evidence-based investment approach centered on long-term, passive strategies with strategic asset allocation and periodic rebalancing.

General retirement planning Retirement income strategy General tax planning Wealth management Passive / index investing
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Curtis P

Series 63, Series 65

Peachtree Corners, GA

Mason Westbridge Asset Management LLC

Curtis Parker is a financial advisor at Mason Westbridge Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Mason Westbridge Asset Management LLC provides investment advisory and portfolio management services to individuals, retirement plans, and private investment companies. The firm employs an investment approach based on Modern Portfolio Theory and manages most accounts on a discretionary basis, including the use of third-party asset managers and a range of allocation models adjusted for market conditions.

Wealth management
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David F

Series 66

Atlanta, GA

Peachtree Wealth Advisors, Inc

David Frank is a financial advisor with Peachtree Wealth Advisors, Inc. in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Peachtree Wealth Advisors since 2005 and previously spent 17 years with Triad Advisors, Inc. and three years at Arkadios Capital. Peachtree Wealth Advisors serves individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, and trusts. The firm provides portfolio management, financial planning, and retirement plan consulting, employing a fundamental, top-down investment approach across a range of strategies, including long-term buy-and-hold and short-term trading.

Income planning Executive Founder/Business Owner
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John H

CFP®, CFA®

Atlanta, GA

Financial Discovery

John Huber is a CFP® and CFA® with 14 years of industry experience. He has been with Financial Discovery since 2010. Financial Discovery provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, and retirement accounts. The firm uses an asset-liability matching framework combined with fundamental valuation and economic-cycle analysis, offering tailored advice and annual reviews to clients.

Income planning Options & derivatives strategies Real estate investing General tax planning Retired Founder/Business Owner
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George M

CFP®, Series 65

Alpharetta, GA

ATLas Investment Advisors

George Mauser is a CFP® with 14 years of industry experience and currently serves as a financial advisor at ATLas Investment Advisors. His prior roles include positions at Advisory Services Network LLC and Resource Planning Group, Ltd. Outside of advisory work, he also provides tax preparation services during tax season. ATLas Investment Advisors offers portfolio management and financial planning primarily to individual and high-net-worth clients, using an evidence-based investing approach focused on long-term, passive strategies with strategic asset allocation and periodic rebalancing.

General retirement planning Retirement income strategy General tax planning Wealth management Passive / index investing
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Jennifer O

CFP®

Atlanta, GA

Chastain Wealth Management

Jennifer Odom is a CFP® professional with four years of experience in the financial advisory industry. She has worked at Chastain Wealth Management since 2022 and previously spent 22 years at Bryan Cave Leighton Paisner. Chastain Wealth Management serves individuals, including high-net-worth clients, as well as corporations, trusts, and estates, providing financial planning and discretionary portfolio management. The firm manages approximately $144 million in discretionary assets and uses a combination of mutual funds, ETFs, individual equities, and fixed income investments tailored to each client's investment plan.

General retirement planning Cash flow / budgeting
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Mindy E

Series 65

Atlanta, GA

Nora Wealth

Mindy Evans is a financial advisor at Nora Wealth with a Series 65 credential and one year of industry experience. Prior to joining Nora Wealth, she was involved in entrepreneurial ventures including Nostalchics and Dog Bites Bakery. Nora Wealth is a fee-only financial planning and investment advisory firm serving individuals, trusts, businesses, and retirement plans. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis and manages approximately $83.7 million in assets with a small, founder-owned team.

Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Richard S

Series 63, Series 65

Roswell, GA

ST. John & Associates, Inc.

Richard Stjohn is a financial advisor at St. John & Associates, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with St. John & Associates since 1992. Outside of his advisory work, he is a managing member of a real estate limited partnership with his wife. St. John & Associates provides discretionary, model-based portfolio management and comprehensive financial planning to individuals, families, trusts, privately owned businesses, and plan sponsors. The firm uses predefined asset-allocation models combining active and passive strategies, with oversight of third-party sub-advisers, and emphasizes regular client communications, educational outreach, and technology-driven reporting tools.

General retirement planning College savings (529s, UTMA, etc.) Retirement withdrawal strategies Doctor or Medical Professional Founder/Business Owner Executive Mid-Career Professionals
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William A

Series 65

Atlanta, GA

Astrop Advisory Corporation

William Astrop Jr. is a financial advisor with Astrop Advisory Corporation in Atlanta, GA, holding a Series 65 designation and 17 years of industry experience. He has been with Astrop Advisory Corporation since 1996. Astrop Advisory provides discretionary investment management for individual and institutional clients, focusing on capital preservation and long-term growth. The firm manages actively tailored portfolios using a combination of fundamental, technical, and cyclical analysis across various asset types.

Active portfolio management
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Nicole W

CFP®

Atlanta, GA

Financial Discovery

Nicole Wright is a CFP® professional with 12 years of experience in financial advising. She has been with Financial Discovery Group since 2012. Financial Discovery Group provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, custodial accounts for minors, and individual/solo 401(k) plans. The firm uses an asset-liability matching framework with fundamental valuation and economic-cycle analysis, offering tailored advice and annual reviews across a broad range of investment instruments.

Income planning Options & derivatives strategies Real estate investing General tax planning Retired Founder/Business Owner
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Joshua C

Series 65

Decatur, GA

Chamberlain Financial Advisors, Inc.

Joshua Chamberlain is a financial advisor at Chamberlain Financial Advisors, Inc. in Decatur, GA, holding a Series 65 designation with 8 years of industry experience. He has been with Chamberlain Financial Advisors since 2017 and also serves as principal of JB&JM Group, Inc., a business operations consulting firm. Chamberlain Financial Advisors serves individual and high-net-worth clients with comprehensive financial planning and portfolio management, employing a Modern Portfolio Theory-based approach using broadly diversified, low-cost mutual funds and ETFs. The firm provides services including retirement, education, estate, and divorce planning, and offers educational workshops and investment consultation.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Divorce financial planning Retirement withdrawal strategies
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Anna K

ChFC®, Series 66

Atlanta, GA

AKPRIDE Financial Services

Anna Kindley is a financial advisor with AKPride Financial Services in Atlanta, GA. She holds the ChFC® designation and Series 66 license, with five years of industry experience. Prior to joining AKPride, she worked at Ashford Advisors and Zions Bancorporation. Outside of her advisory role, Ms. Kindley owns Kindley Consulting, LLC, through which she provides human resource education and general financial education seminars. AKPride Financial Services offers investment advisory, financial planning, retirement plan consulting, and business consulting to individuals, high-net-worth clients, families, business owners, and corporate retirement plans. The firm emphasizes tailored plans based on documented client discussions and formal risk assessments, provides both discretionary and non-discretionary portfolio management, and incorporates third-party model portfolios through Orion Portfolio Solutions.

Retirement income strategy Social Security optimization Equity compensation tax strategy Business ownership considerations General tax planning Founder/Business Owner Executive
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Kevin M

CFP®, Series 63, Series 65

Atlanta, GA

D.L. Fields Advisory Group, LLC

Kevin Mahony is a CFP® with 28 years of experience in the financial industry. He is currently affiliated with D.L. Fields Advisory Group, LLC and has prior experience at United Advisors America Corporation, Alliance America Corporation, and Life of Southwest. D.L. Fields Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers personalized advice using fundamental and technical analysis, managing portfolios that include stocks, bonds, mutual funds, ETFs, and insurance-linked products.

Annuities Wealth management General retirement planning General estate planning guidance
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Russell H

CFP®

Atlanta, GA

Holcombe Financial, Inc.

Russell Holcombe is a CFP® professional with 21 years of experience in financial advising. He has been with Holcombe Financial, Inc. since 2003. Outside of his advisory work, he is a licensed real estate broker involved in buying and selling real estate. Holcombe Financial, Inc. provides financial planning, discretionary portfolio management, and consulting services to individuals, retirement plans, trusts, and pooled investment vehicles. The firm employs a long-term, diversified investment approach and manages approximately $379 million in client assets.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Real estate investing Founder/Business Owner Executive
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Yarenis R

Series 66

Atlanta, GA

Pursue Wealth Partners, LLC

Yarenis Rodriguez is a financial advisor at Pursue Wealth Partners, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms including Kingswood Capital Partners, J Alden Associates, iCapital Wealth, Cantella & Co., Raymond James, and Fidelity Brokerage Services. Pursue Wealth Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis to create customized portfolios using a broad range of investment vehicles and employs both internal management and independent managers, supported by a relationship with Raymond James for custodial and operational services.

Active portfolio management Options & derivatives strategies Private / alternative investments
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Sean T

CFP®, Series 63, Series 65

Atlanta, GA

Estate Management Counselors, LLC

Sean Todd is a CFP® professional with 12 years of experience at Estate Management Counselors, LLC and over 31 years operating his own law practice, Sean G. Todd, P.C., where he focuses on estate, tax, and asset protection planning. He is based in Atlanta, GA and holds Series 63 and Series 65 licenses. His legal practice is a notable part of his professional activities outside of financial advising. Estate Management Counselors, LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm uses a strategic asset allocation approach combining passive index and ETF cores with selective active management, and offers integrated legal, tax, and insurance support through affiliated entities.

General estate planning guidance General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Nelson G

Series 63, Series 65

Dunwoody, GA

Leechgary Asset Management LLC

Nelson Gary Jr. is a financial advisor at Leechgary Asset Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leechgary since 2007. Leechgary Asset Management LLC provides discretionary portfolio management and related advisory services primarily to individual clients, including high-net-worth individuals. The firm serves a small client base with approximately 28 relationships and $21 million in assets under management, focusing on individualized portfolio oversight.

Active portfolio management Concentrated stock management Wealth management Executive Founder/Business Owner Retired
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Wallace N

CFP®, Series 66

Roswell, GA

Asset Guidance Group, LLC

Wallace Nichols Jr. is a CFP® professional with 14 years of industry experience, currently serving at Asset Guidance Group, LLC in Roswell, GA. He has been with the firm since 2012 and also works as an attorney at WR Nichols Law, LLC. Asset Guidance Group advises individuals and families, including accredited investors, through fee-based financial planning and portfolio management. The firm blends proprietary rules-based models with human judgment and offers services such as automated discretionary management, private placement due diligence, educational seminars, and a paid weekly research publication.

Wealth management Options & derivatives strategies Tax-loss harvesting Retirement income strategy General estate planning guidance Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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