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Raymond R

CFP®, Series 63, Series 65

Watkinsville, GA

AFS Wealth Management LLC

Raymond Reynolds is a CFP® with 22 years of industry experience, currently serving as the sole advisor at AFS Wealth Management LLC. His prior roles include positions at HD Vest Investment Services and Crump Life Insurance. He is also a board member of Rural Roots Revival, a nonprofit organization. AFS Wealth Management LLC provides portfolio management, pension consulting, and financial planning services, focusing on mutual funds, fixed income, real estate funds, annuities, ETFs, commodities, and select non-U.S. securities. The firm employs modern portfolio theory and a long-term trading approach, offering written pension consulting plans alongside advisory services.

Retirement plans for business owners (SEP, solo 401k) General tax planning Annuities Wealth management Real estate investing
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Steven S

Series 63

Sugar Hill, GA

Capital Research Advisors, LLC

Steven Smith is a financial advisor with Capital Research Advisors, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked at Capital Research Advisors since 2003 and has prior experience with Ceros Financial Services and All Star Printing. Additionally, Smith has served on the Taylor County Board of Education since 1988 and operates as a licensed insurance agent. Capital Research Advisors, LLC provides discretionary portfolio management and advisory services to individuals, families, businesses, non-profits, and other advisors. The firm employs mathematically designed, rules-based investment models across multiple asset classes and offers model licensing, financial planning, and non-investment consulting services.

Passive / index investing Active portfolio management Real estate investing
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Lee S

Series 66

Watkinsville, GA

AFS Wealth Management LLC

Lee Stennes is a financial advisor at AFS Wealth Management LLC with 16 years of industry experience. He holds the Series 66 designation and has worked previously at MPWM Advisory Solutions LLC, LPL Financial, and Wells Fargo Advisors. Outside of his advisory role, he is a member of a private membership club and workspace, The Golf Club Oconee, in Watkinsville, GA. AFS Wealth Management LLC is a small SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers portfolio management, pension consulting, and financial planning using a combination of analytical approaches and provides both discretionary and non-discretionary management tailored to client risk tolerances.

Retirement plans for business owners (SEP, solo 401k) General tax planning Annuities Wealth management Real estate investing
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Brent B

Series 66

Dacula, GA

QRIA, Inc.

Brent Burgesser is a financial advisor at QRIA, Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Brookwood Investment Group LLC, Belpointe Asset Management, LLC, and International Assets Advisory, LLC. Brent is also involved in insurance sales through Brookwood Insurance Group. QRIA, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm combines various analytical methods and offers both discretionary and non-discretionary management tailored to client risk tolerance and financial situations.

Active portfolio management Options & derivatives strategies
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Tiffany J

CFP®, Series 63, Series 65

Dacula, GA

Piece of Wealth Planning LLC

Tiffany Johnson is a CFP® professional with five years of experience in financial advising. She is currently the sole advisor at Piece of Wealth Planning LLC in Dacula, GA. Her prior experience includes roles at Origin Financial, Creative Planning, Inc., and TrueWealth, LLC. Piece of Wealth Planning LLC provides financial planning and portfolio management primarily to individual clients through a bundled Comprehensive Financial Planning Package that includes investment management, ongoing planning, and personal tax return preparation. The firm emphasizes passive, index-based portfolios guided by Modern Portfolio Theory and integrates accounting and tax services with its advisory offerings.

Income planning Charitable giving & philanthropy Business ownership considerations Tax-loss harvesting Self-Employed Founder/Business Owner Young Professionals
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Robert S

ChFC®

Watkinsville, GA

Sanders & Scott, CHFC

Robert Scott is a ChFC® credentialed financial advisor with five years of industry experience. He has worked at Preston F. Sanders, ChFC, LLC since 2015. Sanders & Scott, ChFC provides discretionary asset management and financial planning services to individuals, charitable organizations, and corporations. The firm manages portfolios tailored to client objectives using charting analysis, fundamental analysis, and long-term purchase strategies, overseeing over $135 million in discretionary assets across nearly 480 client relationships.

Wealth management
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Rhonda G

CFP®

Buford, GA

Wealth 360, LLC

Rhonda Grover is a CFP® professional with nine years of experience at Wealth 360, LLC and six years of self-employment prior to that. She is based in Buford, GA. Wealth 360, LLC serves individual investors, pension and profit-sharing plans, and corporations by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm is notable for its sub-advisory business, managing assets on behalf of other advisers, and offers a range of ERISA services alongside its long-term investment approach.

General retirement planning Cash flow / budgeting
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Robert G

Series 63, Series 66

Lawrenceville, GA

Arch Partners Wealth Management, Inc.

Robert Gaillard is a financial advisor with Arch Partners Wealth Management, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Maximum Wealth Management Inc., MML Investors Services, and Mass Mutual Life Insurance Company. He is also involved in selling individual life, disability, and long-term care insurance products through Gaillard Financial Group. Arch Partners Wealth Management, Inc. provides investment supervisory services, portfolio management, and financial planning to individual, pension, profit-sharing, and corporate clients. The firm primarily uses passive investment strategies with mutual funds and ETFs and manages approximately $109 million in discretionary assets.

General retirement planning Tax-loss harvesting Passive / index investing
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Preston S

ChFC®, Series 63

Watkinsville, GA

Sanders & Scott, CHFC

Preston Sanders, ChFC, is a financial advisor with Sanders & Scott, holding the ChFC® designation and Series 63 license, and has 20 years of industry experience. He has operated Preston F. Sanders, ChFC, LLC since 1997. Sanders & Scott, ChFC provides discretionary asset management and financial planning to individuals—including both high-net-worth and non-HNW clients—as well as charitable organizations and corporations. The firm tailors portfolios using charting analysis, fundamental analysis, and long-term purchase strategies, managing approximately $135 million in discretionary assets across 479 client relationships.

Wealth management
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J. Brian K

ChFC®, Series 66

Bogart, GA

Research Financial Strategies

J. Brian King is a financial advisor at Research Financial Strategies with 21 years of industry experience. He holds the ChFC® and Series 66 designations. King is also the owner of 323 Consulting LLC, a business focused on college planning and insurance. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm employs a technical analysis and active trading approach with a focus on risk mitigation and ETF-centric strategies, managing approximately $254 million in discretionary assets through a team of six advisors.

Active portfolio management
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Gregory W

Series 63

Braselton, GA

Investors Asset Management of Georgia Inc

Gregory Waters is a financial advisor at Investors Asset Management of Georgia Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and retirement plans. The firm offers customized portfolios typically diversified among stocks, bonds, and mutual funds, using a buy-and-hold strategy with tactical adjustments based on economic cycles.

General retirement planning Retirement income strategy Wealth management
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Contey S

CFP®

Buford, GA

Origin Investment Advisory LLC

Contey Smith is a CFP® professional with five years of industry experience, currently with Origin Investment Advisory LLC. Prior to joining Origin, Smith worked at Motus Wealth, LLC, Elwood & Goetz Wealth Advisory Group, and TrueWealth. Smith also provides financial planning services under contract for Blend Financial, Inc. doing business as Origin Financial. Origin Investment Advisory offers financial planning, budgeting, and portfolio management services to individual retail clients through a subscription model and employer-sponsored programs. The firm uses a Modern Portfolio Theory-based investment approach enhanced with behavioral finance adjustments and employs an AI-driven advisory platform to deliver personalized recommendations.

Cash flow / budgeting Tax-loss harvesting Passive / index investing
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Gary G

Series 63, Series 65

Lawrenceville, GA

Concorde Asset Management, LLC

Gary Glover is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Concorde Asset Management and Concorde Investment Services since 2016. Outside of his advisory role, he serves as local service chair and foundation chair for Rotary International, organizing community events and managing grant writing and volunteer efforts. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm utilizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA fiduciary services.

Retirement income strategy Wealth management Active portfolio management Tax-loss harvesting Business ownership considerations Founder/Business Owner Executive Retired
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Mariah W

Series 65

Flowery Branch, GA

Axxcess Wealth Management, LLC

Mariah Wisely is a financial advisor at Axxcess Wealth Management, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Axxcess Wealth Management since 2018, with prior roles at Peachtree Wealth Strategies and State Farm. Outside of finance, she was involved with Lake Lanier Island Resort’s Sunset Cove Beach Cafe and Club for six years. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers customized multi-asset portfolios and supports third-party managers through its distinctive Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Scott H

Series 65

Jefferson, GA

Inspire Advisors, LLC

Scott Harlan is a financial advisor with Inspire Advisors, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Fiduciary Capital, Inc., Richlife Advisors LLC, SunTrust Banks, Inc., and Wells Fargo Bank, N.A. He is also an independent licensed insurance agent in Georgia, authorized to offer life, accident and sickness, long-term care, and annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a range of strategies including index-based, strategic, and tactical allocations, often utilizing model portfolios and affiliated proprietary ETFs.

ESG / Sustainable investing
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Ralph B

CFP®, Series 66

Braselton, GA

Kingsview Wealth Management, LLC

Ralph Brooks Jr. is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Kingsview Wealth Management, LLC. He previously worked at Edward Jones for 15 years before joining Kingsview in 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Coleman B

Series 66

Watkinsville, GA

Strategic Blueprint, LLC

Coleman Benko is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 credential and 18 years of industry experience. Prior to joining Strategic Blueprint in 2020, he worked at Oconee State Bank and LPL Financial. He serves on the board of St. Mary’s Health Care System – Highland Hills, a community providing independent living, assisted living, and memory care services. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies and a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars.

Annuities Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
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Gregory G

Series 65

Watkinsville, GA

Strategic Blueprint, LLC

Gregory Garcia is a financial advisor with Strategic Blueprint, LLC, holding a Series 65 credential and one year of industry experience. He has worked at Garcia & Associates, ATTYs since 1982. Outside of advisory work, he is managing partner of Research Partners Inc, a real estate corporation, and a managing member of Athens Arches, LLC, a real estate limited liability company. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management and financial planning services through a network of independent advisory representatives, featuring a formal Subscription Advisory Services program and a focus on client education.

Annuities Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
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Brian C

Series 63, Series 65

Winder, GA

Capital Analysts

Brian Cranford is a financial advisor with Capital Analysts in Winder, GA, holding Series 63 and Series 65 credentials and 20 years of industry experience. His work history includes roles at Capital Analysts since 2023, Lincoln Investment from 2017, and prior positions at Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm employs an in-house Investment Management & Research team that drives investment decisions using proprietary screening tools and supports advisors in delivering customized portfolios and fiduciary services.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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Christopher B

Series 65

Hoschton, GA

First Advisors National, LLC

Christopher Bach is a financial advisor at First Advisors National, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Ets Financial Services and Gwinnett County Fire and Emergency. Outside of his advisory role, he owns and operates County Line Sprinklers, a landscaping business in Homer, GA. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process includes selecting and monitoring third-party managers and supplementing with individual securities analysis.

Passive / index investing
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