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Baburhan G

CFP®, ChFC®, Series 63

Atlanta, GA

Beam Wealth Advisors, Inc.

Baburhan Gucer is a financial advisor with Beam Wealth Advisors, Inc. in Atlanta, GA, holding CFP® and ChFC® designations with 27 years of industry experience. He has been with Beam Wealth Advisors and its predecessor entities since 2013. Outside of his advisory work, he serves as Vice President of the Galatasaray USA Alumni Association and is involved in several business ventures including timber management and CPA services. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, offering wealth management, financial planning, portfolio management, and ERISA consulting with an investment approach grounded in Modern and Post-Modern Portfolio Theory and behavioral finance.

Private / alternative investments Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joshua S

Series 63, Series 65

Johns Creek, GA

Loftin Wealth Partners

Joshua Studebaker is a financial advisor at Loftin Wealth Partners with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Prudential / LPL Enterprise LLC, BJM Financial, Inc., and 49 Wealth Management. Outside of advising, he is involved with Spark Collective Holdings LLC and works with Heart of Georgia Health Insurance and Virtus Accounting. Loftin Wealth Partners is an SEC-registered investment adviser serving individuals, charitable organizations, and corporations with portfolio management, financial planning, and managed account services. The firm offers both discretionary and non-discretionary management and employs strategies such as hedging, leverage, and options when appropriate.

Active portfolio management Options & derivatives strategies
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Riley G

Series 65, Series 66

Atlanta, GA

Regent Peak Wealth Advisors, LLC

Riley Gessner is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 65 and Series 66 designations with five years of industry experience. Prior to joining Regent Peak Wealth Advisors in 2026, he worked at Ivy Asset Group and CAIS Capital LLC, among other firms. Regent Peak Wealth Advisors offers portfolio management, financial planning, pension consulting, family office and wealth-planning services, and selects third-party money managers for individuals and certain corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily allocating to ETFs and equities, and frequently uses sub-advisers or third-party managers in its strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Travis J

CFP®, Series 63, Series 65

Atlanta, GA

Benedict Financial Advisors, Inc.

Travis James is a CFP® professional with 24 years of industry experience, currently serving at Benedict Financial Advisors, Inc. in Atlanta, GA. He has worked at both Benedict Financial Advisors and LPL Financial LLC for over two decades. Benedict Financial Advisors, Inc. manages approximately $475 million for individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm emphasizes retirement income planning, discretionary portfolio management, and client education through lectures and workshops, utilizing a combination of fundamental, technical, and cyclical analysis across a variety of investment strategies.

Retirement income strategy Income planning Options & derivatives strategies
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Adam W

Series 66

Atlanta, GA

Register Financial Advisors, LLC

Adam Waller is a financial advisor at Register Financial Advisors, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years. His background also includes roles at Wells Fargo and various other organizations. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad range of investment strategies and tools, including discretionary and non-discretionary portfolio management, and sponsors multiple wrap fee programs with a service model that incorporates derivatives and borrowing within managed accounts.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Stock option exercise strategy Business ownership considerations General estate planning guidance Founder/Business Owner Divorced Widow/Widower
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Matthew L

Series 65

Atlanta, GA

Wright Wealth LLC

Matthew Lunger is a financial advisor at Wright Wealth LLC in Atlanta, GA, holding a Series 65 designation. He has one year of industry experience and previously worked as a consultant and was self-employed for several years. Wright Wealth LLC provides investment management and financial planning services to individuals, employer-sponsored retirement plans, charitable organizations, and businesses. The firm employs a combination of passive and active investment strategies, offers educational seminars and a financial health membership, and coordinates with third-party professionals as needed.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Executive Mid-Career Professionals Established Professionals
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Timothy W

Series 63

Atlanta, GA

Crescent Wealth Advisory, LLC

Timothy Wyrobek is a financial advisor with Crescent Wealth Advisory, LLC in Atlanta, GA, holding a Series 63 designation and 25 years of industry experience. His prior roles include positions at Sterne Agee Financial Services, Purshe Kaplan Sterling Investments, and Lion Street Financial. He is a founder and partner at Crescent Wealth Advisory and Crescent Wealth Management, where he also engages in fixed life insurance sales and marketing. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs fundamental and technical analysis to construct individualized portfolios, offers ongoing supervision and rebalancing, and facilitates access to alternative investment solutions including client-directed cryptocurrency accounts.

Wealth management General retirement planning General tax planning
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Aiki A

CFP®, Series 66

Atlanta, GA

Regimen Wealth, LLC

Aiki Altmets is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Regimen Wealth, LLC since 2020 and previously spent five years at Ameriprise Financial Services, LLC. Regimen Wealth, LLC is a four-advisor team managing approximately $330 million for about 218 individual and high-net-worth clients. The firm provides discretionary investment management, financial planning, and consulting, focusing on tailored portfolios that incorporate exchange-traded funds, sub-advisors, REITs, insurance, and private vehicles, using a blend of fundamental, technical, cyclical, and behavioral finance methods.

General retirement planning Social Security optimization Life insurance needs analysis Long-term care insurance Debt management Executive Founder/Business Owner
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William B

CFP®, Series 63

Atlanta, GA

Persium Advisors, LLC

William Bowen is a CFP® with 12 years of experience in the financial advisory industry. He has been with Persium Advisors, LLC since 2013. Bowen holds the Series 63 license and is based in Atlanta, GA. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory services, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and offers consulting advice on about $894.4 million in pension and investment consulting assets.

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

ChFC®, Series 63, Series 65

Atlanta, GA

Fiscal Wisdom Wealth Management LLC

Michael Baratta is a financial advisor with Fiscal Wisdom Wealth Management LLC in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, having worked at firms including Portsmouth Financial Services, Securian Financial Services Inc., and Virginia Asset Management. Baratta is also the owner of Baratta Investments, LLC, where he engages in equity trading. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm offers tailored portfolio construction, financial planning across retirement, tax, estate, and business succession areas, and facilitates referrals to third-party money managers while maintaining a diverse range of investment strategies.

Active portfolio management Passive / index investing Business exit / sale strategy
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Beth C

ChFC®

Atlanta, GA

Paces Ferry Wealth Advisors, LLC

Beth Conklin is a ChFC® with two years of industry experience, currently serving as an advisor at Paces Ferry Wealth Advisors, LLC. She previously worked at Chappell Financial Group, LLC for 12 years. She is also listed as an agent on certain life and disability insurance policies associated with a family business succession plan. Paces Ferry Wealth Advisors manages approximately $430 million across several hundred accounts, providing wealth management, financial planning, retirement plan consulting, and portfolio management for individuals, high-net-worth clients, trusts, estates, charitable organizations, and institutional plans. The firm employs a combination of fundamental, technical, and charting analysis along with both passive and active management strategies, including leveraged approaches for some high-net-worth clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Robert H

CFP®, ChFC®, Series 66

Atlanta, GA

Benedict Financial Advisors, Inc.

Robert Hamill is a CFP® and ChFC® with 10 years of experience in the financial services industry. He is currently with Benedict Financial Advisors, Inc. and LPL Financial, LLC, having joined both firms in 2021. His prior roles include positions at Ameriprise Financial Services, Everence Trust Company, ProEquities, Inc., and Everence Financial. Benedict Financial Advisors, Inc. serves individual investors as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $475 million across about 319 client relationships, providing financial planning focused on retirement income, discretionary portfolio management, and client education through lectures and workshops.

Retirement income strategy Income planning Options & derivatives strategies
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Robin L

Series 63

Atlanta, GA

Register Financial Advisors, LLC

Robin Leahy is a financial advisor with Register Financial Advisors, LLC, based in Atlanta, GA. He holds a Series 63 designation and has 23 years of industry experience, including 11 years at Morgan Stanley Smith Barney LLC prior to joining Register Financial in 2020. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm uses a wide range of investment instruments and strategies, including equities, mutual funds, ETFs, fixed income, and derivatives, and employs model allocations with ongoing monitoring and reporting to manage client portfolios.

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

Series 63, Series 65

Atlanta, GA

Register Financial Advisors, LLC

Lydia Gumina is a financial advisor with Register Financial Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses. She has been with Register Financial Advisors and its affiliated Register Financial Associates, Inc. since 2026. Prior to her advisory roles, she held various positions including work in education at West Forsyth High School and Liberty Middle School, as well as service industry roles. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and charitable institutions. The firm employs a broad range of investment strategies and manages portfolios using both in-house and third-party resources, including discretionary and non-discretionary management, with access to multiple wrap fee programs and managed solution platforms.

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

Series 65

Milton, GA

Berkeley Capital Partners, LLC

Jeffery Pierce is a financial advisor with Berkeley Capital Partners, LLC, holding a Series 65 designation and seven years of industry experience. He has been with Berkeley Capital Partners since 2018 and previously worked at Invesco from 2015 to 2018. Berkeley Capital Partners is an SEC-registered adviser managing discretionary portfolios for individuals, trusts, retirement plans, foundations, and businesses. The firm employs global asset allocation strategies across multiple 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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William G

Series 66

Milton, GA

Arkos Global Advisors, LLC

William Gardner is a financial advisor with Arkos Global Advisors, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Arkos Global Advisors in 2023, he worked at Edward Jones from 2019 to 2023 and was affiliated with River Church from 2016 to 2019. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis alongside in-house and third-party research to create diversified, goal-oriented portfolios, serving both retail and high-net-worth clients.

General retirement planning Wealth management Charitable giving & philanthropy
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Peter G

CFP®, Series 63

Suwanee, GA

Legacy Planning Advisors, LLC

Peter Geckeler is a CFP® professional affiliated with Legacy Planning Advisors, LLC, with 12 years of industry experience. He has worked concurrently at The Strategic Financial Alliance, Inc. and Legacy Planning Advisors since 2014. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach, using third-party managers and custodial platforms, and manages approximately $234 million primarily on a non-discretionary basis across about 755 client accounts.

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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Carolyn F

CFP®, Series 65

Cumming, GA

Financial Consultants Group Inc

Carolyn Flournoy is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has worked at Financial Consultants Group, Inc. since 2022, and previously held roles at Investment Planning Advisors, Patton Albertson Miller Group, LLC, and Anthony Smith Advisors, Inc. Financial Consultants Group, Inc. serves individuals, families—including high-net-worth clients—corporations, and trusts by providing discretionary portfolio management and comprehensive financial planning. The firm uses a long-term, discretionary trading approach based on fundamental analysis, modern portfolio theory, and technical analysis, with regular client reporting and reviews.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Bradley B

CFP®, ChFC®, Series 63, Series 65

Suwanee, GA

Weaver Capital Management, LLC

Bradley Barger is a financial advisor at Weaver Capital Management, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Wells Fargo Clearing Services and SunTrust Advisory Services. He serves as co-trustee for a family trust. Weaver Capital Management serves individual clients, including high-net-worth families, as well as retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary investment management and comprehensive wealth management with a long-term, value-oriented investment approach that incorporates tactical risk-management tools.

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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Caroline H

Series 63, Series 66

Atlanta, GA

Builder Investment Group

Caroline Hajost is a financial advisor at Builder Investment Group with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Builder Investment Group in 2024, she worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Builder Investment Group provides discretionary portfolio management to individuals, pension and profit-sharing plans, foundations, trusts, estates, and corporate entities. The firm offers customized asset management using both fundamental and technical analysis and is notable for sponsoring pooled investment vehicles and managing private syndications.

Private / alternative investments
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