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John F

Series 66

Atlanta, GA

Conscious Wealth Investments, LLC

John Foster is a financial advisor at Conscious Wealth Investments, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Hatton Investments LLC and Raymond James & Associates, Inc. He also has prior experience at Crown Castle and Dunwoody Country Club. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis and may use margin borrowings and derivatives within separately managed accounts.

Wealth management Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Lance M

CFP®, Series 66

Atlanta, GA

COMPASS Wealth Management, LLC

Lance Miller is a CFP® and holds a Series 66 license with six years of experience, currently serving at COMPASS Wealth Management, LLC since 2020. Prior to joining Compass, he worked at Edward Jones for four years. COMPASS Wealth Management primarily serves high-net-worth individuals and small business clients, offering integrated financial planning and discretionary portfolio management through diversified asset-allocation models and periodic reviews. The firm conducts educational seminars in partnership with other professionals and provides financial planning bundled with asset management.

General retirement planning Cash flow / budgeting
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Stephen W

Series 66

Atlanta, GA

Seraphim Wealth Advisors, Inc.

Stephen Warren is a financial advisor at Seraphim Wealth Advisors, Inc. in Atlanta, GA, with seven years of industry experience. He holds the Series 66 designation and has worked previously at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Edward Jones. He is licensed to sell life insurance and variable annuities. Seraphim Wealth Advisors, Inc. provides portfolio management and investment planning services to individual and institutional clients, including high-net-worth individuals. The firm uses a combination of fundamental, quantitative, technical, and modern-portfolio-theory analysis and incorporates strategies such as short sales, margin transactions, and options trading in its investment approach.

Options & derivatives strategies Private / alternative investments Annuities Airline Pilot
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Kathryn E

Series 63

Atlanta, GA

The Renn Wealth Management Group, Inc.

Kathryn Edmunds is a financial advisor at The Renn Wealth Management Group, Inc. in Atlanta, GA, with 29 years of industry experience. She holds a Series 63 designation and has been with The Renn Wealth Management Group since 2002. In addition to her advisory role, she is a licensed insurance agent, providing clients with guidance on insurance needs. The Renn Wealth Management Group, Inc. offers investment management and fee-based financial planning to individuals, business owners, trusts, and retirement plans, including high-net-worth clients. The firm employs an institutional investment approach that integrates capital markets assumptions, asset allocation optimization, and relative strength analysis, tailoring portfolios to clients’ risk profiles and objectives.

Wealth management Retirement income strategy Passive / index investing Active portfolio management Founder/Business Owner Executive
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Theodore P

CFA®, Series 66

Kennesaw, GA

Parrish Capital, LLC

Theodore Parrish is a CFA® charterholder with 22 years of industry experience and serves as an advisor at Parrish Capital, LLC since 2015. He holds a Series 66 license and is involved in community activities as a board member of Kenny Leom's True Colors Theatre Company and as a trustee advocating for Kennesaw State University through the Kennesaw State Foundation. Parrish Capital, LLC is an SEC-registered firm providing discretionary portfolio management, financial planning, retirement plan advisory, and investment consultation to individuals, charitable organizations, corporations, and retirement plans. The firm employs a fundamental analysis approach with proprietary model stock portfolios and manages approximately $130 million across more than 200 clients.

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Dianne M

CFP®, Series 63

Atlanta, GA

The Marin Group Inc.

Dianne Martin is a CFP® with Series 63 registration and 14 years of industry experience. She has been with The Marin Group Inc. since 2008. The Marin Group Inc. provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients, managing approximately $128 million across about 140 accounts. The firm uses a proprietary "Cycle Investing" methodology that combines fundamental and technical analysis to guide investment decisions across various asset classes.

General retirement planning Annuities Income planning Options & derivatives strategies
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George W

Series 65

Marietta, GA

Williamson Advisory Services, Inc.

George Williamson is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Williamson Advisory Services, Inc. since 2011 and is also the owner of a certified public accounting firm, George B. Williamson, CPA, LLC. Williamson Advisory Services, Inc. is a small SEC-registered firm serving individual investors, trusts, and employee benefit plans. The firm manages approximately $105 million across 73 clients, offering discretionary and non-discretionary portfolio management along with pension consulting services, combining investment management with affiliated CPA resources under common control.

Wealth management
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Devin A

Series 63, Series 66

Atlanta, GA

PR Squared Wealth Management LLC

Devin Alphin is a financial advisor at PR Squared Wealth Management LLC in Atlanta, GA, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MassMutual Life Insurance Company and TIAA-CREF. Devin is also involved in several outside financial activities, including operating as a sole proprietor insurance agent and working with financial firms Capitalwize, LLC and Melanin Money. PR Squared Wealth Management serves individual investors and retirement plan sponsors with asset management, financial planning, and ERISA 3(21) fiduciary services. The firm primarily manages assets on a non-discretionary basis, incorporates model allocations and third-party solutions, and emphasizes retirement-plan participant education and structured ongoing consulting.

Cash flow / budgeting Retirement income strategy Business exit / sale strategy Founder/Business Owner Retired
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Raymond P

Series 65

Atlanta, GA

Cerner Capital Management, LLC

Raymond Payne Jr. is a financial advisor at Cerner Capital Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Cerner Capital Management since 2001. Cerner Capital Management provides discretionary investment management and comprehensive financial planning for individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients. The firm’s investment approach is tailored to individual goals and risk tolerance, using fundamental analysis to build growth-and-income portfolios, and may include active trading and the use of derivatives and margin when appropriate.

Debt management Founder/Business Owner
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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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Frank J

CFP®, Series 63

Marieta, GA

Hanover Advisors, Inc

Frank Johnson is a CFP® with seven years of industry experience and holds a Series 63 license. He is an advisor at Hanover Advisors, Inc and has been associated with Hanover Group, LLC since 2000. Outside of advisory work, he is the sole member of Holt Cedartown, LLC, a commercial real estate entity. Hanover Advisors serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting services, managing approximately $353 million in assets with a small team of advisors.

Options & derivatives strategies
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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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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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William G

Series 65

Atlanta, GA

Pierson Wealth Management

William Ginsburg is a financial advisor at Pierson Wealth Management in Atlanta, GA, holding a Series 65 designation. He began his advisory career in 2023 and has experience with several firms including Vector Wealth Strategies, OTR Solutions, and CAPSCO. Ginsburg was a full-time student for ten years prior to his current role. Pierson Wealth Management offers discretionary and non-discretionary portfolio management along with limited goal-planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a mix of ETFs, mutual funds, individual equities, and fixed-income securities using fundamental, technical, and modern-portfolio principles, and it is noted for its concentrated “Focus 5” large-cap growth strategy and a wrap fee program that combines management, execution, and custody into a single billing arrangement.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Passive / index investing
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Larry F

Series 63, Series 65

Marietta, GA

Paul Manners & Associates, Inc.

Larry Forbus is an advisor at Paul Manners & Associates, Inc. in Marietta, GA, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Paul Manners & Associates since 1990. Paul Manners & Associates, Inc. provides investment supervisory services to individuals, pension plans, charitable foundations, and trusts. The firm manages separate long-only portfolios using an actively managed, broadly diversified, low-turnover approach that blends fundamental and technical analysis.

Active portfolio management Wealth management
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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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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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