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Derek I
Series 65
Alpharetta, GA
Sound Income Strategies, LLC
Derek Illston is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 65 designation and serves as Chief Operations Officer at Stearns Retirement Group, where he manages daily firm operations. In addition to his advisory role, he is involved in property and casualty insurance sales as well as real estate referrals and sales. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and specialized services.
Jacob Z
Series 63, Series 65
Alpharetta, GA
Wealthcare Advisory Partners LLC
Jacob Zuniga is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has served at Wealthcare Advisory Partners since 2017 and is also the owner and sole attorney of Zuniga Law Group LLC, a legal practice based in Marietta, GA. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach incorporating patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis while utilizing both passive index tracking and active management strategies.
Robert O
CFP®, Series 63
Atlanta, GA
Alexander Capital Wealth Management LLC
Robert Omohundro is a CFP® professional with 32 years of industry experience currently serving at Alexander Capital Wealth Management LLC since 2020. His prior experience includes positions at Centaurus Financial Inc., J P Turner & Company Capital Management, Mass Mutual Investors Services, and Wells Fargo Advisors. Outside of his advisory role, he is involved in consulting on senior planning, divorce, and tax planning through All Bridge Consulting LLC and has a connection to a creative arts company focused on children's books. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and certain institutional clients. The firm employs a top-down, asset-allocation investment process that incorporates proprietary technical analysis and fundamental review, using discretionary management, sub-advisers, and model portfolios.
Timothy G
Series 63, Series 65
Marietta, GA
Simplicity wealth
Timothy Gelinas is a financial advisor at Simplicity Wealth with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at several firms, including The Leaders Group and Estate Settlement Services Inc. Outside of his advisory work, he teaches classes on unique sites in Israel at churches, schools, and senior groups. Simplicity Wealth provides advisory services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational support to other advisers through a managed account platform and private-labelable software.
David M
Series 63, Series 65
Suwanee, GA
Stonex Advisors Inc.
David Morris is a financial advisor at StoneX Advisors Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2016 and StoneX Securities since 2013. Outside of his advisory work, he serves as director of GrandView Risk Management, an insurance firm, and of GrandView Strategic Partners, where he sells investment products and services. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm uses a combination of independent advisors, proprietary models, and third-party managers to implement investment strategies across multiple account structures.
Scott M
Series 66
Alpharetta, GA
Merit Financial Advisors
Scott Meyer is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 66 license and 19 years of industry experience. His prior experience includes roles at PKS Investments, LPL Financial, Morgan Stanley, and Citigroup Global Markets. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed portfolios, while supporting discretionary and non-discretionary accounts and offering a range of services including financial planning and retirement plan consulting.
Bruce H
Series 65, Series 63
Alpharetta, GA
Navy Federal Investment Services, LLC
Bruce Horng is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 licenses and 14 years of industry experience. He previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for ten years before joining Navy Federal in 2024. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs with third-party portfolio managers and offers both advisory and commission-based service options.
Ryan B
Series 65
Alpharetta, GA
Gibbs Wealth Management, LLC
Ryan Bauman is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding a Series 65 credential with three years of industry experience. Prior to joining Gibbs, he worked at UPS for five years and attended the University of Georgia. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary investment advisory services through a model management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on aligning portfolios with clients’ financial situations, goals, and risk tolerances rather than selecting individual securities.
Stephanie V
Series 66
Milton, GA
OnePoint BFG Wealth Partners
Stephanie Van Dyke is a financial advisor at OnePoint BFG Wealth Partners with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Northwestern Mutual and Jeffrey W Miller. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management models and integrates technology and operational outsourcing into its service approach.
Layla V
Series 65
Alpharetta, GA
Merit Financial Advisors
Layla Vanderslice is a financial advisor at Merit Financial Advisors with two years of industry experience. She holds a Series 65 designation and previously operated her own advisory practice for 20 years before joining Yeomans Consulting Group for three years. Vanderslice is also a licensed insurance agent. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed portfolios and offers a range of investment management and financial planning services.
Michael E
Series 63, Series 66
Atlanta, GA
Alexander Capital Wealth Management LLC
Michael Eldredge is a financial advisor at Alexander Capital Wealth Management LLC in Atlanta, GA, with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Centaurus Financial Inc. and J P Turner & Company Capital Management, LLC. Eldredge also serves as branch manager and operations manager at LCORE Wealth Management LLC. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and certain institutional clients. The firm employs a top-down investment process that combines proprietary technical analysis with fundamental review, utilizing discretionary management, sub-advisers, and model portfolios.
Judah M
Series 66
Alpharetta, GA
Trajan Wealth, L.L.C.
Judah Margulies is a financial advisor at Trajan Wealth, L.L.C. in Atlanta, GA, with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., Equitable Advisors, LLC, and AXA Advisors, LLC. Margulies is also involved in insurance sales as a licensed insurance agent. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process documented in an investment policy statement.
Matthew P
Series 66
Woodstock, GA
Arete Wealth Advisors, LLC
Matthew Parker is a financial advisor at Arete Wealth Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Synovus Securities Inc. and CREATIVE Financial Group. Outside of his advisory role, he is an associate at HILL & HILL FINANCIAL LLC in Woodstock, GA. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.
Chelsea K
CFA®, Series 66
Alpharetta, GA
Sequent Planning, LLC
Chelsea Kiehler is a CFA® charterholder with 17 years of industry experience. She currently works at Sequent Planning, LLC and has held prior roles at Bank of America, Merrill, and Morgan Stanley. Outside of her advisory work, she volunteers with BEATs Inc., a nonprofit organization, and serves on the finance and pool & park subcommittees for the Laural Springs HOA board. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and retirement plan services through a network of investment adviser representatives using a structured risk framework and diversified manager exposures.
Markell B
CFP®, Series 66
Suwanee, GA
RFG Advisory, LLC
Markell Bryant is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at RFG Advisory, LLC and has previously been employed at Edward Jones. RFG Advisory serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients, providing discretionary portfolio management, financial planning, and consulting services. The firm utilizes model strategies, third-party platforms, and offers access to alternative investments and annuity platforms.
Eileen F
Series 66
Marietta, GA
Kovack Advisors, Inc.
Eileen Fannon is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. She holds a Series 66 designation and has worked at Kovack Advisors since 2015, following prior roles at Resource Horizons Investment Advisory and Resource Horizons Group. Outside of her advisory work, she serves as a minister performing marriage ceremonies and is involved in accounting and tax services through a separate business she manages. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and governmental entities, employing a combination of internally developed models and third-party managers to construct and manage portfolios.
Jillian S
Series 65
Alpharetta, GA
Sound Income Strategies, LLC
Jillian Stearns is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Sound Income Strategies, she was associated with Stearns Retirement Group and has experience at PricewaterhouseCoopers and the Deloitte Center for Ethical Leadership. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets and serving a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services including discretionary and non-discretionary asset management, financial planning, and ERISA plan services.
Matthew S
Series 63, Series 66
Alpharetta, GA
BIP Wealth, LLC
Matthew Speed is a financial advisor at BIP Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SunTrust Investment Services, Inc. since 2016. Outside of financial advising, he is involved with Willowdale Studios, where he produces documentary content focused on semi-professional football. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing tailored asset allocations and private-market securities for qualified investors, and manages private pooled investment vehicles and buy-write SMA strategies.
Sophia D
Series 65
Peachtree Corners, GA
Apollon Wealth Management, LLC
Sophia Drager is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Apollon Wealth Management, LLC, having joined the firm in 2023. Prior to that, she held positions at Goldman Sachs and Elwood & Goetz Wealth Advisory. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering financial planning, portfolio management, retirement plan advisory, and consulting services. Its investment process incorporates centrally managed strategies alongside locally managed portfolios, utilizing fundamental analysis, ESG risk models, direct indexing, and technology tools such as generative AI.
Michael C
Series 65, Series 63
Woodstock, GA
Foundations Investment Advisors LLC
Michael Cunningham is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Your Wealth Advisors, Gradient Securities, and Strategic Retirement Solutions. Outside of advising, he provides insurance sales and non-legal estate planning administrative services through Your Wealth Advisors. Foundations Investment Advisors LLC offers financial planning and portfolio management to a wide range of clients, including individuals, high-net-worth individuals, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and sub-advisory arrangements to tailor investment strategies.
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2,296 advisors near
30004
within the area shown on the map
Out of 400,000+ nationwide