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Chad W
Series 66
Marietta, GA
Wealthcare Advisory Partners LLC
Chad Williams is a financial advisor with Wealthcare Advisory Partners LLC in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. Outside of his advisory work, he owns a venue that hosts weddings and social events. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by patented technology and behavioral economics, offering both passive and active investment strategies alongside comprehensive portfolio and retirement plan management.
Michael R
Series 63, Series 65
Alpharetta, GA
Howard Capital Management, LLC
Michael Rowe is a financial advisor at Howard Capital Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Absolute Capital Management and Northern Lights Distributors, LLC. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and offers a range of tools and services including participant-focused web programs, private wealth services, and management of mutual funds and ETFs.
Kim M
Series 63
Woodstock, GA
Apollon Wealth Management, LLC
Kim Martin is a financial advisor with Apollon Wealth Management, LLC, holding a Series 63 designation and 31 years of industry experience. Prior to joining Apollon, Kim worked at Raymond James & Associates from 2016 to 2020 and has been associated with J Alden Associates, Inc since 2020. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, nonprofit organizations, and pooled vehicles. The firm combines centrally managed investment strategies with locally managed portfolios, offering a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory roles, incorporating various asset classes and tax-managed solutions.
Andrew L
CFP®, Series 65
Alpharetta, GA
Merit Financial Advisors
Andrew Lubben is a CFP® and Series 65 credentialed financial advisor with 23 years of industry experience. He has been with Merit Financial Advisors since 2015. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy utilizing model portfolios and customizable sleeves, supported by a centralized Investment Management team and Investment Committee.
Curtis T
ChFC®, Series 63
Canton, GA
Lifemark Securities Corp.
Curtis Turner III is a financial advisor with Lifemark Securities Corp. in Canton, GA, holding a ChFC® designation and Series 63 license. He has 49 years of industry experience, including prior roles at Foresters Equity Services, Inc. and a long tenure as president of Executive Ideas, Inc., where he serves as an independent insurance agent. He is also a volunteer board member of the Cadence Homeowners Association. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering various portfolio management programs and tailored, suitability-driven advice.
Craig A
Series 63, Series 65
Alpharetta, GA
Merit Financial Advisors
Craig Anderson is a financial advisor at Merit Financial Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Anderson is also an independent insurance agent, providing insurance advice alongside his advisory services. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and an Investment Committee.
Roman S
CFP®, Series 65
Kennesaw, GA
Henssler Financial
Roman Shlyakhetko is a CFP® with three years of industry experience, currently serving as a financial advisor at Henssler Financial. His prior experience includes roles at Financial Navigators Inc., Odyssey Personal Financial Advisors, CETERA Financial Specialists LLC, Cannon Financial Strategists, and Narwhal Capital Management. Henssler Financial serves individual clients ranging from non-high-net-worth to high-net-worth, as well as institutional clients including pension plans and municipal entities. The firm offers comprehensive financial planning and portfolio management services, employing a cash-flow driven investment process known as the “Ten Year Rule” combined with proprietary quality screens and model portfolios.
Adam L
CFP®, Series 63
Kennesaw, GA
Henssler Financial
Adam Ledbetter is a CFP® professional with 19 years of industry experience, currently serving at Henssler Financial since 2001. He holds a Series 63 license and is based in Kennesaw, GA. Outside his advisory role, he is an independent distributor for Herbalife Ltd., focusing on weight management and nutritional products. Henssler Financial is a multi-team registered investment adviser serving individuals, high-net-worth households, other advisers, pension plans, and institutional clients. The firm employs a cash-flow driven investment approach known as the “Ten Year Rule,” combining fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative methods, and offers customizable model portfolios along with automated rebalancing and tax-loss harvesting.
Steven M
Series 66
Alpharetta, GA
Howard Capital Management, LLC
Steven Meyer is a financial advisor at Howard Capital Management, LLC in Alpharetta, GA, holding a Series 66 designation with eight years of industry experience. He has been with Howard Capital Management since 2018, including its earlier iteration, and previously worked briefly at Edward Jones in 2017. Howard Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary tactical indicators and model portfolios primarily using its own mutual funds and ETFs, offering discretionary portfolio management and private wealth services among other investment solutions.
Tara S
Series 65
Alpharetta, GA
Wealthcare Advisory Partners LLC
Tara Shannon is a Series 65 licensed advisor with Wealthcare Advisory Partners LLC, based in Alpharetta, GA. She has been with Wealthcare Advisory Partners since 2025 and has a decade of experience at Owenby Jones Wealth Management. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, combining passive and active investment strategies with dynamic rebalancing when appropriate.
Derek I
Series 65
Alpharetta, GA
Sound Income Strategies, LLC
Derek Illston is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 65 designation and serves as Chief Operations Officer at Stearns Retirement Group, where he manages daily firm operations. In addition to his advisory role, he is involved in property and casualty insurance sales as well as real estate referrals and sales. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and specialized services.
Jacob Z
Series 63, Series 65
Alpharetta, GA
Wealthcare Advisory Partners LLC
Jacob Zuniga is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has served at Wealthcare Advisory Partners since 2017 and is also the owner and sole attorney of Zuniga Law Group LLC, a legal practice based in Marietta, GA. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach incorporating patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis while utilizing both passive index tracking and active management strategies.
Robert O
CFP®, Series 63
Atlanta, GA
Alexander Capital Wealth Management LLC
Robert Omohundro is a CFP® professional with 32 years of industry experience currently serving at Alexander Capital Wealth Management LLC since 2020. His prior experience includes positions at Centaurus Financial Inc., J P Turner & Company Capital Management, Mass Mutual Investors Services, and Wells Fargo Advisors. Outside of his advisory role, he is involved in consulting on senior planning, divorce, and tax planning through All Bridge Consulting LLC and has a connection to a creative arts company focused on children's books. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and certain institutional clients. The firm employs a top-down, asset-allocation investment process that incorporates proprietary technical analysis and fundamental review, using discretionary management, sub-advisers, and model portfolios.
Scott M
Series 66
Alpharetta, GA
Merit Financial Advisors
Scott Meyer is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked at Merit Financial Advisors since 2015 and was previously affiliated with LPL Financial and PKS Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a long-term, diversified investment approach implemented through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.
Bruce H
Series 63, Series 65
Alpharetta, GA
Navy Federal Investment Services, LLC
Bruce Horng is an investment advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Navy Federal in 2024, he spent 10 years with Prudential Insurance Company of America and Pruco Securities, LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs utilizing third-party portfolio managers on the Envestnet platform.
Ryan B
Series 65
Alpharetta, GA
Gibbs Wealth Management, LLC
Ryan Bauman is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding a Series 65 credential with three years of industry experience. Prior to joining Gibbs, he worked at UPS for five years and attended the University of Georgia. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary investment advisory services through a model management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on aligning portfolios with clients’ financial situations, goals, and risk tolerances rather than selecting individual securities.
Stephanie V
Series 66
Milton, GA
OnePoint BFG Wealth Partners
Stephanie Van Dyke is a financial advisor at OnePoint BFG Wealth Partners with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Northwestern Mutual and Jeffrey W Miller. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management models and integrates technology and operational outsourcing into its service approach.
Layla V
Series 65
Alpharetta, GA
Merit Financial Advisors
Layla Vanderslice is a financial advisor at Merit Financial Advisors in Alpharetta, GA, holding a Series 65 designation with two years of industry experience. Prior to joining Merit, she worked for Yeomans Consulting Group, Inc. and operated under her own name for 20 years. She is also a licensed insurance agent. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm provides comprehensive wealth-management services and employs a long-term, diversified investment approach supported by a centralized investment management team and customizable portfolio models.
Michael E
Series 63, Series 66
Atlanta, GA
Alexander Capital Wealth Management LLC
Michael Eldredge is a financial advisor at Alexander Capital Wealth Management LLC in Atlanta, GA, with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Centaurus Financial Inc. and J P Turner & Company Capital Management, LLC. Eldredge also serves as branch manager and operations manager at LCORE Wealth Management LLC. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and certain institutional clients. The firm employs a top-down investment process that combines proprietary technical analysis with fundamental review, utilizing discretionary management, sub-advisers, and model portfolios.
Judah M
Series 66
Alpharetta, GA
Trajan Wealth, L.L.C.
Judah Margulies is a financial advisor at Trajan Wealth, L.L.C. in Atlanta, GA, with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., Equitable Advisors, LLC, and AXA Advisors, LLC. Margulies is also involved in insurance sales as a licensed insurance agent. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process documented in an investment policy statement.
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