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Tara S

Series 65

Alpharetta, GA

Wealthcare Advisory Partners LLC

Tara Shannon is a Series 65 licensed advisor with Wealthcare Advisory Partners LLC, based in Alpharetta, GA. She has been with Wealthcare Advisory Partners since 2025 and has a decade of experience at Owenby Jones Wealth Management. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, combining passive and active investment strategies with dynamic rebalancing when appropriate.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jaynell T

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Jaynell Talaber is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining IFG Advisory in 2017. Talaber is involved with the Strong, Gaddy, Lee Wealth Management Group, a business related to her advisory activities. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers portfolio management, financial planning, and retirement consulting, using a combination of fundamental, technical, and cyclical analysis along with various management strategies and third-party models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jeffrey K

Series 65, Series 63

Atlanta, GA

Capital Investment Advisors, LLC

Jeffrey Keane is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses with four years of industry experience. He has been with Capital Investment Advisors since 2014. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and ETF-based portfolios, supported by in-house specialists in estate and tax planning.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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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.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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William D

Series 66

Atlanta, GA

IFG Advisory, LLC

William Divers is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Pinnacle Bank since 2021 and has been associated with IFG Advisory and LPL Financial LLC since 2019. Outside of his advisory role, he serves as a junior varsity and varsity assistant baseball coach at Athens Academy. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and managers, and offers portfolio management, retirement plan consulting, and wrap-fee programs tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Edward K

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Edward King is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Paratus Wealth Ltd., Blacktower Financial Management (US) LLC, Blacktower Financial Management International Limited, and PWS Group. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with client portfolios typically managed using a blend of mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Wealth management Founder/Business Owner Expats
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Jacob Z

Series 63, Series 65

Alpharetta, GA

Wealthcare Advisory Partners LLC

Jacob Zuniga is a financial advisor with Wealthcare Advisory Partners LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He is also the owner and sole attorney of Zuniga Law Group LLC, a legal practice based in Marietta, GA. Zuniga has been with Wealthcare Advisory Partners since 2017 and operates a law firm concurrently. 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 using proprietary software and quantitative metrics, combining passive and active investment strategies alongside dynamic rebalancing.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Anthony M

Series 63, Series 65

Atlanta, GA

Madison Avenue Securities, LLC

Anthony Mowrer is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Cetera Advisor Networks LLC, Cetera, and Summit Brokerage Services Inc. Outside of his advisory work, he teaches financial planning classes through the Heartland Institute of Financial Education and is involved in marketing educational classes with The Retirement Playbook Series. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a variety of account platforms and investment approaches through its network of investment adviser representatives.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Robert O

CFP®, Series 63

Atlanta, GA

Alexander Capital Wealth Management LLC

Robert Omohundro is a CFP® with 32 years of industry experience, currently serving at Alexander Capital Wealth Management LLC since 2020. He has prior experience with Centaurus Financial Inc. and holds the Series 63 designation. Outside of his advisory role, he is involved in consulting on senior, divorce, and tax planning through All Bridge Consulting LLC and supports a creative arts 3D animation company founded by his daughter. Alexander Capital Wealth Management LLC provides portfolio management primarily to individual and high-net-worth clients via discretionary and non-discretionary wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis alongside documented due diligence, managing approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
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Wesley L

CFP®, Series 63

Atlanta, GA

IFG Advisory, LLC

Wesley Littlejohn is a CFP® professional with 21 years of experience, currently serving as an advisor at IFG Advisory, LLC since 2014. He is also registered with LPL Financial and holds a Series 63 license. His work includes roles at IFG Advisory and LPL Financial over the past 12 years. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis to implement investment strategies through various management approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Trenton A

CFP®, Series 66

Atlanta, GA

IFG Advisory, LLC

Trenton Adams is a CFP® professional with 22 years of industry experience, currently working at IFG Advisory, LLC since 2015. He holds a Series 66 license and has been affiliated with LPL Financial since 2015. Adams serves as a finance treasurer on the board of the nonprofit Mountain Hope Village and teaches a CFP course at the University of Georgia’s Terry College of Business. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs varied analytical approaches and a range of investment instruments, tailoring strategies to client objectives and utilizing sub-advisors and third-party managers for portfolio implementation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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William B

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

William Black is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with IFG Advisory since 2015 and has been associated with WHB Wealth Management Group and LPL Financial since 2008. Outside of his advisory roles, he serves as the finance chairman for the Crossroads Baptist Church's finance committee. IFG Advisory, LLC serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis alongside various management strategies and third-party models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Charles H

Series 63, Series 65

Atlanta, GA

Madison Avenue Securities, LLC

Charles Henninger Jr. is a financial advisor with Madison Avenue Securities, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and with 24 years of industry experience. He has previously worked at Cetera Advisor Networks LLC and Summit Financial Group Inc. Henninger also teaches classes at the Heartland Institute. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm offers a range of portfolio management, financial planning, and consulting services through its network of investment adviser representatives.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Clayton C

CFP®, Series 65

Atlanta, GA

Capital Investment Advisors, LLC

Clayton Carden is a CFP® and holds a Series 65 license, with one year of industry experience. He is currently with Capital Investment Advisors, LLC and previously worked at The Grant Partners and LocumTenens.com. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and offers specialized pension consulting and family office services.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Charles C

CFP®, Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Charles Currie III is a CFP® professional with 14 years of industry experience. He is currently with IFG Advisory, LLC, where he has worked since 2019. Prior to that, he was affiliated with various H.D. Vest entities from 2012 to 2019. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a range of investment approaches and uses sub-advisors and third-party models to tailor strategies aligned with client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Thomas M

Series 66

Alpharetta, GA

Concurrent Investment Advisors, LLC

Thomas Mc Leod is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked in physical therapy before transitioning to the financial services industry. Outside of advising, he is a founding partner in a real estate business. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, and businesses. The firm employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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William C

CFP®, Series 65

Atlanta, GA

Capital Investment Advisors, LLC

William Cibulas is a CFP® with 10 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC since 2015. He is based in Atlanta, GA and holds the Series 65 designation. Outside of his advisory role, he manages a short-term condo rental in Destin, Florida. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients, including pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting services, utilizing a centralized investment platform with standardized asset-allocation models and access to private investment solutions.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Thomas B

Series 66

Atlanta, GA

IFG Advisory, LLC

Thomas Barnes is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at IFG Advisory since 2017 and has prior experience with LPL Financial and International Paper. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, and cyclical analysis, and manages assets through multiple strategies including in-house management and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Danny B

Series 66

Atlanta, GA

IFG Advisory, LLC

Danny Bell is a financial advisor at IFG Advisory, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with IFG Advisory and LPL Financial since 2016. He also has experience working with the Academy of Arts. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers portfolio management, standalone financial planning, and retirement plan consulting, utilizing a variety of analytical approaches and investment instruments tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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David M

Series 63, Series 65

Suwanee, GA

StoneX Advisors Inc.

David Morris is a financial advisor with StoneX Advisors Inc. in Suwanee, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at StoneX Advisors Inc. since 2016 and StoneX Securities Inc. since 2013. Outside of his advisory role, he serves as a director managing insurance operations at GrandView Risk Management and directs GrandView Strategic Partners, which offers investment products and services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting services through a mix of independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, utilizing various platforms for portfolio implementation and ongoing oversight.

ESG / Sustainable investing
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