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Tiffany H

Series 65

Atlanta, GA

Irc Wealth

Tiffany Hedemark is a financial advisor with Irc Wealth in Atlanta, GA, holding a Series 65 designation and nine years of industry experience. She has been with Investors Research Corporation since 2015. Irc Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach focuses on long-term value and income strategies using stocks, ETFs, options, and cash equivalents, and is notable for its affiliation with a separately registered Commodity Trading Advisor offering commodity transactions.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
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Michael B

Series 63, Series 65

Milton, GA

Berkeley Capital Partners, LLC

Michael Brown is a financial advisor with Berkeley Capital Partners, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Berkeley Capital Partners since 2016 and concurrently serves as a Software Consultant at IBM. Outside of his advisory role, Michael is President of Brown Development Partners, LLC, a company involved in buying, renovating, and selling houses in the Atlanta metropolitan area. Berkeley Capital Partners is an SEC-registered adviser managing discretionary portfolios for individuals, trusts, retirement plans, and other entities. The firm employs global asset allocation strategies across various asset classes and sponsors private pooled investment vehicles with performance-based incentive structures.

Private / alternative investments Real estate investing Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Georgi I

CFA®

Marietta, GA

Maple Capital Management, Inc.

Georgi Ivanov is a CFA® charterholder with one year of experience in the financial advisory industry. He is currently with Maple Capital Management, Inc., where he has worked since 2026. Prior to joining Maple Capital Management, he held roles at Mastercard International, Nexo, Wells Fargo Corporation, Angel Oak Capital Advisors, and Upper Iowa University. Maple Capital Management provides portfolio management and investment consulting to individuals, families, trusts, retirement plans, and institutional clients. The firm emphasizes fundamental analysis of individual securities and offers tailored account strategies across equity, fixed income, and cash management.

Wealth management ESG / Sustainable investing
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Sarah P

CFP®, Series 65

Alpharetta, GA

Wealth Science Advisors LLC

Sarah Pryor is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Wealth Science Advisors LLC since 2022 and previously held positions at Northwestern Mutual Investment Services LLC and James Exley. Outside of her advisory role, she owns Wealth Science Analytics, a psychological analytics and consulting business focused on psychological assessments. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and financial planning. The firm combines proprietary psychological profiling tools with modern portfolio theory to manage portfolios across multiple offices and affiliated entities.

General estate planning guidance Tax strategies for small businesses
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Thomas C

Series 63, Series 65

Alpharetta, GA

Register Financial Advisors, LLC

Thomas Corrigan is a financial advisor at Register Financial Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Register Financial Advisors and Register Financial Associates since 2011. Outside of his advisory role, he serves as a trustee for the Fulton County Republican Party. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm utilizes a broad range of investment instruments and strategies, including discretionary and non-discretionary portfolio management, and sponsors multiple wrap fee programs administered through Wells Fargo Clearing Services.

Options & derivatives strategies Retirement withdrawal strategies Charitable giving & philanthropy Cash flow / budgeting Executive Founder/Business Owner
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Stephen R

Series 63, Series 65, Series 66

Alpharetta, GA

American Wealth Management, Inc.

Stephen Rowley is a financial advisor at American Wealth Management, Inc. in Alpharetta, GA, holding Series 63, 65, and 66 licenses with 46 years of industry experience. He has worked at H&R Block Financial Advisors, Inc. since 2005. Outside of his advisory role, he is a 20% owner of a sports photography company called BIGSHOTS and spends a small portion of his time involved with fixed annuity sales. American Wealth Management, Inc. is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm employs a diverse investment approach incorporating economic analysis, fundamental and technical research, and various strategies tailored to client objectives.

Options & derivatives strategies
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Angelique D

CFP®, Series 66

Atlanta, GA

Inlight Wealth

Angelique Dumler is a CFP® and Series 66 credentialed advisor with 20 years of experience in the financial industry. She has worked at Morgan Stanley in various capacities from 2006 to 2017 and at Citigroup Global Markets before joining InLight Wealth Management in 2017. InLight Wealth Management is a team of five advisors serving individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary portfolio management and financial planning, using fundamental analysis across a range of investments including separately managed accounts, mutual funds, ETFs, equities, and fixed income.

Options & derivatives strategies Private / alternative investments
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Clint F

CFP®, Series 66

Marietta, GA

Proactive Wealth Strategies, LLC

Clint Farabaugh is a CFP® professional with 20 years of industry experience. He is affiliated with Proactive Wealth Strategies, LLC and has previously worked at LPL Financial, INVEST Financial Corporation, and Vining Financial. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm offers comprehensive financial planning and discretionary portfolio management, employing a top-down, performance-based approach with individualized asset allocation and ongoing account monitoring.

Wealth management Active portfolio management Passive / index investing
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Rhett E

CFP®, ChFC®, Series 63, Series 66

Alpharetta, GA

Wealth Science Advisors LLC

Rhett Exley is a CFP® and ChFC® with 16 years of industry experience. He is currently an advisor at Wealth Science Advisors LLC, where he has worked since 2022. Prior to joining Wealth Science Advisors, Rhett spent over a decade at Northwestern Mutual in various roles across wealth management and investment management. He also owns Wealth Science Analytics, a firm providing psychological assessments and consulting. Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, offering discretionary investment management and financial planning. The firm uses a proprietary psychological profiling tool combined with modern portfolio theory to guide its investment approach and provides a range of services including family office functions and tax preparation through affiliated entities.

General estate planning guidance Tax strategies for small businesses
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Jerome B

Series 63, Series 65

Alpharetta, GA

American Wealth Management, Inc.

Jerome Borzello is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with American Wealth Management since 1989. American Wealth Management, Inc. is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional accounts. The firm offers asset and portfolio management, financial planning, and both discretionary and non-discretionary advisory services, employing a diverse investment approach that includes fundamental and technical research as well as strategies ranging from long-term buy-and-hold to shorter-term trading.

Options & derivatives strategies
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Louis B

Series 66

Marieta, GA

Southbridge Advisors, LLC

Louis Brown is a financial advisor with Southbridge Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at firms including Homrich Berg, Wealth & Pension Services Group, Inc., and Triad Advisors, Inc. Outside of his advisory role, Brown provides consulting services to golf course developers, assisting with feasibility, architect selection, project management, and marketing. Southbridge Advisors, LLC offers comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm employs Modern Portfolio Theory to tailor asset allocations and uses both direct implementation and third-party institutional strategists as part of its investment approach.

General retirement planning General tax planning Wealth management Passive / index investing Active portfolio management
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Andrew L

Series 65

Suwanee, GA

The Lloyd Advisory Group

Andrew Lloyd is a financial advisor with The Lloyd Advisory Group in Suwanee, GA, holding a Series 65 designation and three years of industry experience. He has been involved with Lloyd Advisory Services, LLC since 2022 and The Lloyd Group, Inc. since 2019. Outside of his advisory role, he works as a client design specialist in an affiliated insurance agency. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm employs a three-bucket investment approach incorporating growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.

Annuities Retirement income strategy Income planning Wealth management Retired Founder/Business Owner Approaching retirement Retired
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Dewitt W

CFP®, Series 63

Suwanee, GA

Weaver Capital Management, LLC

Dewitt Weaver is a CFP® with 29 years of industry experience and has been with Weaver Capital Management, LLC since 2005. He holds a Series 63 license and is based in Suwanee, GA. Weaver Capital Management, LLC provides fee-only investment management and comprehensive wealth management services to individual and high-net-worth clients, as well as retirement-plan advisory and fiduciary consulting to employer-sponsored plans. The firm employs a long-term, value-oriented investment approach using model portfolios tailored to client risk profiles and incorporates alternative strategies and tactical ETF adjustments to manage risk.

Wealth management Retirement income strategy Charitable giving & philanthropy General estate planning guidance Options & derivatives strategies Professional Athlete Founder/Business Owner Executive Values-based investing
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Christopher E

CFP®, Series 66

Milton, GA

Berkeley Capital Partners, LLC

Christopher Eddy is a CFP® with 17 years of industry experience. He has been with Berkeley Capital Partners, LLC since 2015 and previously worked at Wells Fargo Advisors and Citigroup Global Markets. Berkeley Capital Partners manages approximately $1.1 billion in assets for a diverse client base, offering discretionary portfolio management and global asset-allocation strategies. The firm also acts as a fund sponsor and private fund adviser, providing a range of investment services including retirement plan fiduciary support and a managed account wrap program.

Private / alternative investments Real estate investing Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Beau D

CFP®, Series 63

Milton, GA

BlueChip Wealth Advisors LLC

Beau Davis is a CFP® with 27 years of industry experience, currently with BlueChip Wealth Advisors LLC in Milton, GA. His prior roles include positions at BIP Wealth, Purshe Kaplan Sterling Investments, Compass Wealth Management LLC, Morgan Stanley, and Citigroup Global Markets. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a goal-based, customizable approach that combines active and passive strategies across various asset classes, supported by subscription-based reporting tools and documented planning deliverables.

Private / alternative investments Retirement income strategy General retirement planning Social Security optimization
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Bruce F

Series 63, Series 65

Atlanta, GA

Dover Advisors, LLC

Bruce Faurot is a financial advisor at Dover Advisors, LLC with 40 years of industry experience. He previously worked at Janney Montgomery Scott for 20 years before joining Dover Advisors in 2023. Faurot holds Series 63 and Series 65 licenses and is also a licensed insurance agent involved in the sale of life insurance policies. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses, providing wealth management, investment management, and financial planning services. The firm employs a long-term, discretionary investment approach that includes ETFs, stocks, bonds, mutual funds, and alternative investments, supplemented by both fundamental and technical analysis.

Private / alternative investments Options & derivatives strategies Real estate investing
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Derek R

Series 66, Series 65

Johns Creek, GA

Loftin Wealth Partners

Derek Rackley is a financial advisor at Loftin Wealth Partners with Series 65 and Series 66 licenses and four years of industry experience. He previously worked at Morgan Stanley and has held various roles outside finance, including as owner of Amrack Fitness and as a sports media host and analyst for the Atlanta Falcons and Westwood One Sports Radio. Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations, managing approximately $344.5 million in discretionary assets. The firm customizes portfolios based on client objectives using diverse strategies including technical analysis, hedging, and both long- and short-term trading.

Active portfolio management Options & derivatives strategies
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Thomas S

Series 66

Atlanta, GA

Large and Gilbert Wealth Advisory

Thomas Savage is a Series 66-licensed advisor with Large and Gilbert Wealth Advisory in Atlanta, GA, bringing 27 years of industry experience. His prior work includes a decade at Cambridge Investment Research, Inc., and over two decades at Keystone Financial Group, Inc. Outside of his advisory role, he is involved as a partner and 50% owner in several commercial property rental businesses and is an independent insurance agent. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million with seven advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and other entities, providing discretionary portfolio management using firm-developed model portfolios and offering comprehensive financial planning.

Wealth management General estate planning guidance Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Robert B

Series 63, Series 65

Suwanee, GA

Legacy Planning Advisors, LLC

Robert Black Jr. is a financial advisor with Legacy Planning Advisors, LLC and holds Series 63 and Series 65 licenses, with 34 years of industry experience. He has worked at Legacy Planning Advisors and its predecessor since 1996 and is also associated with The Strategic Financial Alliance, Inc. Since 1997, he has served as an elder at a local church. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm uses a long-term buy-and-hold investment approach primarily implemented through third-party managers, with additional services including retirement plan consulting and participant education.

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Troy H

Series 63, Series 65

Alpharetta, GA

MPWM Advisory Solutions LLC

Troy Hutchinson III is a financial advisor with LPL Financial in Roswell, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with LPL Financial since 2006 and is also involved with MPWM Advisory Solutions LLC and Capstone Benefits Advisors. His other business activities include providing life, health, disability, and fixed annuity services. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a variety of investment delivery options tailored to client needs.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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