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William S
Series 65
Gainesville, GA
Fiduciary Capital, Inc.
William South is a Series 65 licensed financial advisor with Fiduciary Capital, Inc. in Gainesville, GA, where he has worked since 2023. He has two years of industry experience and previously worked at Richlife Advisors, LLC, as well as in roles outside finance including Screaming Eagle Aerial Adventures and university positions. Fiduciary Capital, Inc. provides investment advisory services to individuals, including high-net-worth clients, through discretionary portfolio management, financial planning, and consulting. The firm employs an actively managed, long-term investment approach based on fundamental analysis and tailors strategies through one-on-one interviews.
Clinton G
Series 63, Series 66
Gainesville, GA
Capital Investment Partners LLC
Clinton Galyean is a financial advisor with Capital Investment Partners LLC in Gainesville, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at International Assets Advisory, LLC and ProEquities, Inc. Outside of advisory services, he owns Galyean Investment Properties, LLC. Capital Investment Partners LLC provides investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses, managing approximately $49 million on a discretionary basis. The firm emphasizes long-term, buy-and-hold asset-class diversification primarily through passively managed mutual funds and model portfolios, incorporating tax, estate, and retirement planning consultations as part of its services.
Colby J
Series 63, Series 65
Gainesville, GA
JT Stratford, LLC
Colby James is a financial advisor with JT Stratford, LLC, holding Series 63 and Series 65 licenses and with one year of industry experience. Prior to joining JT Stratford, he worked at Northwestern Mutual in various capacities. JT Stratford, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by providing investment advisory and financial planning services. The firm uses a combination of fundamental, technical, and charting analysis to customize asset allocation and investment selection, offering strategies that include long-term buy-and-hold, active trading, and access to alternative investments.
Bryan H
Series 63, Series 65
Gainesville, GA
JT Stratford, LLC
Bryan Hogan is a financial advisor with JT Stratford, LLC in Gainesville, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with JT Stratford since 2010 and has prior experience at J.T. Stratford Advisors, Triad Advisors, and Stratford Consumer Services, where he also serves as Assistant Vice President in insurance sales. JT Stratford provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm employs a diverse investment approach, including both discretionary and non-discretionary management, and integrates fundamental, technical, and charting analysis with access to alternative investments and emerging technologies.
Travis E
Series 66
Gainesville, GA
JT Stratford, LLC
Travis Echols is a financial advisor at JT Stratford, LLC with 22 years of industry experience. He holds the Series 66 designation and previously operated Echols Financial Services for 18 years before joining JT Stratford in 2022. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,150 clients through a 14-person team, offering portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.
Amanda B
Series 65
Gainesville, GA
JT Stratford, LLC
Amanda Bruner is a financial advisor at JT Stratford, LLC in Gainesville, GA, holding a Series 65 designation with 12 years of industry experience. She has been with Fiduciary Capital Stratford, LLC since 2014. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies from long-term buy-and-hold to active trading, incorporating fundamental, technical, and charting analysis, and also offers access to alternative and private investment vehicles.
Palmer F
Series 65
Gainesville, GA
JT Stratford, LLC
Palmer Ferguson is a financial advisor at JT Stratford, LLC with a Series 65 designation and one year of industry experience. Prior to joining JT Stratford, he held positions at Lincare, Vector Marketing, United Parcel Service, and served in the Northeastern Judicial Circuit of Georgia. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies from long-term buy-and-hold to active trading and incorporates technology such as AI tools to support research and operations.
Augustus H
Series 63, Series 66
Gainesville, GA
JT Stratford, LLC
Augustus Hames is a financial advisor at JT Stratford, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BFC Planning, Inc. and Securities Management & Research. Outside of advisory work, he serves as a deacon at Christ Presbyterian Church. JT Stratford provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, model-portfolio solutions, and sub-advisory arrangements, utilizing a variety of investment strategies and emerging technology to support research and operations.
Stacy E
CFP®, Series 63
Gainesville, GA
Capital Square, LLC
Stacy Eaton is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Capital Square, LLC since 2017. Prior to this, Eaton worked for six years at Bellwether Investment Group, LLC. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and both discretionary and non-discretionary portfolio management, tailoring portfolios through diversified asset allocation and utilizing strategies such as margin, options, and third-party managers when appropriate.
Mark G
CFP®, Series 65
Gainesville, GA
JT Stratford, LLC
Mark Gibbs is a CFP® with 21 years of industry experience, currently serving as an advisor at JT Stratford, LLC. He previously operated Gibbs Financial Services, PC for 11 years and has been with Fiduciary Capital Stratford, LLC since 2015. In addition to his advisory role, he is a licensed CPA in Georgia and provides tax preparation and accounting services to a client base of approximately 50 individuals. JT Stratford, LLC offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and incorporates both fundamental and technical analysis, providing clients access to traditional and alternative investment vehicles, with a focus on ongoing account monitoring and the use of emerging technologies.
Jason B
Series 66
Gainsville, GA
Capital Markets IQ, LLC
Jason Bright is a Series 66-licensed advisor with eight years of industry experience, currently with Capital Markets IQ, LLC since 2022. He previously worked at Thrivent Financial and Control Southern. Outside of advisory work, he serves on the board of the nonprofit Family Promise of Gwinnett and is a managing partner at Brightsmith Advisors LLC, providing insurance sales, business consulting, and CPA team-based services. Capital Markets IQ offers investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and businesses. The firm employs a multi-branch model with centralized supervision and a comprehensive planning framework, managing a broad range of investment instruments and coordinating with external professionals.
Edwin R
ChFC®, Series 63, Series 65
Gainesville, GA
JT Stratford, LLC
Edwin Robins is a ChFC® credentialed financial advisor with 40 years of industry experience. He is a partner at JT Stratford, LLC and has held roles at several firms, including Colhoun, Robins, Davenport & Company and Triad Advisors, Inc. Outside of financial advising, Robins serves on the board of Durham Coca-Cola Bottling Company and is involved in committee work at St. Paul's Episcopal Church. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment strategies and offers access to alternative and private investments, while integrating emerging technology to support research and operations.
Dwayne F
Series 63, Series 65
Gainesville, GA
JT Stratford, LLC
Dwayne Ferguson is a financial advisor with JT Stratford, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Triad Advisors, Inc., and he has operated an insurance agency, Stratford Group Inc., since 1999. He also serves as a member of a management consulting firm, 3-Choice Care Credit LLC. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for over 1,150 clients through a 14-person advisory team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.
James D
Series 63, Series 65
Gainesville, GA
JT Stratford, LLC
James Davenport is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Triad Advisors, Inc. for 23 years and briefly at Silver Oak Securities, Inc. Davenport is also a partner in Colhoun Robins Davenport & Co, LLC, where he is involved in insurance and employee benefits. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, providing portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.
Hunter P
CFA®
Gainesville, GA
JT Stratford, LLC
Hunter Parker is a CFA® charterholder with five years of industry experience. He has worked at JT Stratford, LLC since 2021 and has prior experience at Triad Advisors LLC, Onsyte Performance, Forrester Manufacturing, Outdoor Environments, and Yonah Mountain Vineyards. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for roughly 1,151 clients through a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to model portfolios and sub-advisory strategies.
James E
PFS™
Gainesville, GA
JT Stratford, LLC
James Eggers is a financial advisor at JT Stratford, LLC with five years of industry experience. He holds the PFS™ designation and has worked previously at Avantax Advisory Services and Smith Leonard PLLC. Outside of his advisory role, he is a member of Tanglewood Pizza Company, LLC, a full-service restaurant where he handles bookkeeping and tax filings. JT Stratford, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers access to alternative investments, while incorporating technology and third-party resources to support portfolio management and client service.
Thomas S
Series 65
Gainesville, GA
JT Stratford, LLC
Thomas Sherrill is a Series 65-licensed advisor at JT Stratford, LLC with one year of industry experience. Prior to joining JT Stratford, he worked at Home Depot for ten years. JT Stratford, LLC serves individuals including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations with investment advisory and financial planning services. The firm offers a range of portfolio management solutions and incorporates fundamental, technical, and charting analysis, along with emerging technology tools, to support research and operations.
Gregory W
Series 63, Series 65
Gainesville, GA
JT Stratford, LLC
Gregory Wilson is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at SFS Financial Inc. since 2000 and at Triad Advisors, Inc. from 2005 to 2018. Wilson is also the owner of Benefit Resources LLC, an insurance business specializing in group employer benefits and life insurance. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to third-party model portfolios and sub-advisory strategies.
Gary K
Series 63, Series 65
Gainesville, GA
JT Stratford, LLC
Gary Klaric is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Triad Advisors LLC, GER Loftin Wealth Advisors, and Integrated Financial Advisory, Inc., where he also owns and operates an insurance agency specializing in fixed and life insurance. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, offering portfolio management, financial planning, and access to third-party strategies.
Andrew R
Series 63, Series 65
Dawsonville, GA
Blackridge Asset Management, LLC
Andrew Rodgers is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His work history includes roles at Peak Brokerage Services, Cambridge Investment Research Advisors, Dempsey Lord Smith, SB Advisory, Berthel Fisher & Company Financial Services, and Equity Services. Blackridge Asset Management provides financial planning, investment management, and related consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm operates through a network of investment adviser representatives and offers tailored portfolio management, model portfolios, third-party managers, and wrap programs, with a focus on a network structure tied to affiliated firms and vendor arrangements.
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