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Matthew S

Series 65, Series 63

Fayetteville, GA

Dyche, Riley, & Selman Wealth Management

Matthew Selman is a financial advisor with Dyche, Riley, & Selman Wealth Management in Fayetteville, GA, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior work includes roles at Patrick Capital Markets, LLC and Triloma Securities, LLC. He is also a manager at Terra Development, LLC, a real estate investment and development firm. Dyche Wealth Management offers financial planning and investment management services to individuals, high-net-worth clients, and institutional accounts. The firm provides both discretionary and non-discretionary portfolio management, with an emphasis on fundamental, technical, and cyclical analysis, and serves as a sponsor and adviser to privately offered pooled investment vehicles and real estate development entities.

Cash flow / budgeting Founder/Business Owner
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Joquinn S

Series 63, Series 65

McDonough, GA

Nortlov Advisory, LLC

Joquinn Sadler is a financial advisor at Nortlov Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at multiple firms including IBIS Compliance & Financial Services LLC, where he serves as CEO, and Nortlov Group LLC, a holding company he leads as president. Sadler is also president of the Rising Sun Foundation, a nonprofit focused on community initiatives such as youth mentorship and educational programs. Nortlov Advisory, LLC provides investment management, consulting, financial planning, and estate planning services to individuals, families, businesses, and institutional clients including insurance companies and municipal entities. The firm customizes portfolios using asset allocation, trading strategies, and third-party manager integration, and conducts ongoing due diligence on money managers and platforms.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Expats
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Peyton R

Series 63

Fayetteville, GA

Dyche, Riley, & Selman Wealth Management

Peyton Riley is a financial advisor at Dyche, Riley, & Selman Wealth Management with 22 years of industry experience. He holds a Series 63 designation and has been with Dyche Wealth Management since 2014. Outside of advisory work, Riley is involved in operating LLCs related to group medical and dental insurance commissions, as well as other business activities. Dyche Wealth Management provides personalized financial planning and investment management services to individuals, high-net-worth clients, and institutional plans. The firm offers discretionary and non-discretionary portfolio management, ERISA plan consulting, and advises on private alternative investments, with a focus on thorough client evaluation and ongoing portfolio monitoring.

Cash flow / budgeting Founder/Business Owner
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Michael E

CFP®, Series 63, Series 65

Jonesboro, GA

Capital and Planning, LLC

Michael Edmondson is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with Wells Fargo Clearing. Edmondson also provides investment advisory services through Capital and Planning, LLC, an independent investment advisory firm he is involved with. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house research team and a wide range of investment solutions, combining large-scale advisory operations with additional product offerings such as insurance and lending services.

Private / alternative investments Real estate investing Wealth management
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Mark D

CFA®

Tyrone, GA

Anson Analytics

Mark Demos is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Anson Analytics. Prior to joining Anson Analytics, he worked in consulting and spent ten years at Foundry Partners LLC. Anson Analytics provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to both individual clients, including high-net-worth households, and institutional plan sponsors. The firm’s investment approach combines Modern Portfolio Theory with qualitative and quantitative analysis to manage small- and mid-cap focused portfolios.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing
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Brian S

CFP®, ChFC®, RICP®, TPCP®

McDonough, GA

Prosperitage Wealth

After a decade of working for multiple Fortune 100 companies in the financial services industry, I decided to take my talents to South Beach. Okay, technically just south of Atlanta. While guiding families and business owners through the intricate world of finance was gratifying, I recognized that the impact of my work shouldn't be confined to those who met certain investment minimums. I didn't want to be limited by the products my firm offered, or worse, the act of selling itself. As I embarked on starting my own firm, I had a crystal-clear vision in mind: no more sales pitches, no more commissions, and no more corporate jargon. I aimed to sit on the same side of the table as my clients, providing them with the fiduciary standard I'd want for my own grandmother. I was determined to end the era where my own cousins and fraternity brothers were deemed unfit clients simply because they didn't have a quarter of a million dollars to invest. I was weary of contributing to the cycle of the rich getting richer while others struggled to find their way. For far too long, individuals who resemble me have been systematically denied access to the tools and resources necessary for building wealth. Although I believed I was fighting for the greater good, I realized I had unwittingly become part of the problem. So, now, I'm taking action to be the change I want to see. I invite you to join me on this transformative journey.

Business ownership considerations Business exit / sale strategy Founder/Business Owner African Americans/Black Minorities Gen Y/Millennials (Born 1980-1995)
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Kristin V

Series 65

Atlanta, GA

Anson Analytics

Kristin Vano is a financial advisor at Anson Analytics with nine years of industry experience. She holds the Series 65 designation and has been with Anson Capital, Inc. since 2015. Anson Analytics provides investment advice to individuals, retirement plans, endowments, trusts, charitable organizations, and other entities. The firm uses a Modern Portfolio Theory-based investment approach supplemented by fundamental and cyclical analysis, with a focus on qualitative and quantitative assessments through its Archalos SMA process.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing
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Joseph N

Series 66

Jonesboro, GA

Capital and Planning, LLC

Joseph Norton is a financial advisor at Capital and Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Wisdom Planning Center, Principal Life Insurance, and Woodbury Financial Services. Norton is also involved in fixed insurance sales, offering life insurance, annuities, Medicare, disability, and long-term care insurance. Capital and Planning, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages approximately $193.9 million in assets and emphasizes asset allocation, fundamental and technical analysis, and mutual fund and ETF selection tailored to clients’ objectives.

Private / alternative investments Real estate investing Wealth management
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Brian B

CFP®, Series 63

McDonough, GA

Nortlov Advisory, LLC

Brian Biederman is a CFP® with 42 years of industry experience, currently serving at Nortlov Advisory, LLC. His prior roles include positions at Money Concepts Capital Corp., Innovation Partners, and Advanced Financial Concepts, which he owns. Outside of his advisory work, he is active in community service, including volunteer roles at Congregation Sha'arei Israel Orthodox Synagogue/Chabad Center and leadership in a Jewish community association. Nortlov Advisory, LLC provides investment management, consulting, financial planning, and estate planning services to a diverse client base, including individuals, families, businesses, trusts, and institutional entities such as insurance companies and municipal organizations. The firm customizes portfolios based on client objectives and employs a range of strategies, including asset allocation, options, and third-party manager integration.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Expats
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Samuel S

CFA®, Series 65

Tyrone, GA

Anson Analytics

Samuel Sweitzer is a CFA® charterholder with 22 years of industry experience, currently serving at Anson Analytics since 2004. He is also a pilot for Delta Airlines, flying MD-88 aircraft since 1999. Anson Analytics provides investment advice to individuals, retirement plans, endowments, trusts, and other entities, employing a framework based on Modern Portfolio Theory combined with fundamental and cyclical analysis. The firm offers services including discretionary and non-discretionary portfolio management, model portfolios, financial planning, and pension consulting.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing
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Valerie W

CFP®, Series 63, Series 65

Fayetteville, GA

Sincerus Advisory

Valerie Williams is a CFP® with 24 years of industry experience, currently serving as an advisor at Sincerus Advisory since 2022. Her prior roles include positions at Capital Investment Group, Inc., MWA Financial Services Inc, Modern Woodmen of America, and The Websuasion Group. She is also the owner and president of ClientLeap, Inc., a lead generation and sales consulting firm, which is currently inactive. Sincerus Advisory is an SEC-registered investment adviser serving individual and institutional clients, including high-net-worth households. The firm combines passive portfolio construction with active analytical tools to create individualized investment plans and offers discretionary management alongside comprehensive financial planning services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
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Thomas S

CFP®, Series 66

Peachtree City, GA

FAPA Advisory Services Team (FAST)

Thomas Smith is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with FAPA Financial Services since 2015 and has been self-employed since 2011. FAPA Financial Services serves individual clients, including high-net-worth households, providing discretionary portfolio management, financial planning through MoneyGuidePro, and retirement plan advisory services. The firm’s investment approach focuses on long-term asset allocation and diversified portfolios primarily composed of passive mutual funds and ETFs, with advisory relationships tailored to client objectives and risk tolerance.

Income planning General estate planning guidance Cash flow / budgeting Passive / index investing Airline Pilot
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David S

Series 63, Series 65

Peachtree City, GA

QM Advisors LLC

David Simmons is a financial advisor at QM Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including the QM Alpha Fund, US 50 Fund, KD&D Partners, Capital Research Advisors, and Ceros Financial Services. He is also the owner of Simmons Financial LLC and is a licensed insurance agent. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and private pooled vehicles. The firm offers discretionary and non-discretionary management using a combination of quantitative, fundamental, technical, cyclical, and modern portfolio theory methods, and serves as adviser and general partner to a private hedge fund.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
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Andrew T

CFP®, Series 66

Peachtree City, GA

QM Advisors LLC

Andrew Toering is a CFP® with 19 years of industry experience, currently serving at QM Advisors LLC since 2019. His prior roles include positions at LPL Financial and United Community Banks, Inc. He holds the Series 66 designation. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, and acts as adviser to a private hedge fund. The firm employs a variety of analytic methods and offers both discretionary and non-discretionary management across multiple asset classes.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
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Jerry P

Series 65

Peachtree City, GA

MariPau Wealth Management LLC

Jerry Purvis is a financial advisor with MariPau Wealth Management LLC in Peachtree City, GA, holding a Series 65 designation and one year of industry experience. He also works with Melton and Company and has a long-term career at GEICO Insurance Company as an Injury Claims Examiner. MariPau Wealth Management provides tailored investment advisory and portfolio management services, financial planning, consulting, and educational seminars primarily for individual and high-net-worth clients. The firm utilizes a network of advisory affiliates, third-party independent managers, and technology platforms to support its investment strategies.

Annuities
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Joshua E

Series 65

Peachtree City, GA

QM Advisors LLC

Joshua Edmonds is a financial advisor at QM Advisors LLC with four years of industry experience. He holds a Series 65 designation and has been managing Area Medical LLC, a medical device sales and service company, since 2005. Edmonds has worked at Edmonds Capital LLC since 2021 and joined QM Advisors in 2023. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, including high-net-worth clients and private pooled vehicles. The firm offers discretionary portfolio management and fiduciary retirement plan services, employing a range of analytic methods and managing both separately managed accounts and a private hedge fund.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
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William A

Series 66

Peachtree City, GA

MariPau Wealth Management LLC

William Archibald is a financial advisor at MariPau Wealth Management LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Edelman Financial Engines, Charles Schwab, Aprio Wealth Management, and Taverik Capital. Outside of advisory work, he is listed as a director of a family-run construction business in New Mexico. MariPau Wealth Management provides investment advisory and financial planning services to individuals, corporations, and business entities. The firm manages discretionary portfolios using a range of investment vehicles and offers additional services such as financial planning, consulting, and educational seminars.

Annuities
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John D

CFP®, Series 63

Peachtree City, GA

QM Advisors LLC

John De Ment is a CFP® with seven years of industry experience, currently serving at QM Advisors LLC. He has worked at QM Advisors LLC since 2019, with prior roles at Gradient Advisors LLC and ownership of JP DeMent & Co., where he provides financial planning and insurance services, including teaching classes related to annuities and insurance. QM Advisors LLC offers investment advisory and financial planning services to individuals, corporations, and retirement plans, managing discretionary and non-discretionary portfolios using a range of analytic methods. The firm also serves as adviser and general partner to a private hedge fund, the QM Alpha Fund LP, and plans to register as a Commodity Pool Operator to facilitate commodity futures trading.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
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Darren H

Series 63, Series 66

Peachtree City, GA

QM Advisors LLC

Darren Heil is a financial advisor with QM Advisors LLC in Peachtree City, GA, holding Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at AM Alpha Fund, LP, KD&D Partners, LLC, US 50 Fund, Ceros Financial Services Inc., and Capital Research Advisors LLC. Outside of his advisory work, he owns 1776 Capital LLC and is a licensed insurance agent. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a mix of analytical methods and manages accounts through documented investment policies, including operating a private hedge fund and managing pooled investment vehicles.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
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Rachel F

Series 66

McDonough, GA

Global Investment Advisory

Rachel Faulk is a financial advisor with Global Investment Advisory, holding a Series 66 credential and three years of industry experience. She has worked at firms including American Global Wealth Management, First Asset Financial Inc., and Cape Securities Inc. In addition to her advisory role, she serves as Compliance Director at AMGlobe Consulting, LLC, providing regulatory compliance consulting. Global Investment Advisory offers fee-based discretionary portfolio management to individuals, trusts, estates, charities, corporations, and other advisory firms. The firm employs a tactical asset allocation approach combined with fundamental analysis and manages a diverse range of investment instruments, including mutual funds, ETFs, equities, fixed income, and alternative assets.

Passive / index investing Active portfolio management Real estate investing
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