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Reynolds C
Series 65
Cumming, GA
Csenge Advisory Group, LLC
Reynolds Cutchin is an advisor at Csenge Advisory Group, LLC and holds the Series 65 designation. He has been with Csenge Advisory Group and Cinder Wealth Advisory since 2026. Prior to his advisory roles, he worked at Cherry Bekaert and has experience at the University of Georgia and in other fields. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with an emphasis on a relative strength methodology, offering customized portfolios through discretionary management or model-based allocations.
Larry H
Series 63, Series 65
Gainesville, GA
Advisor Share Wealth Management, LLC
Larry Hales is a financial advisor at Advisor Share Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Gradient Advisors LLC and Wealth Watch Advisors. Outside of his advisory role, he is the owner of Life Concepts, Inc., where he has been involved in insurance sales since 1992. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios.
Zachary G
Series 66
Dawsonville, GA
Blackridge Asset Management, LLC
Zachary Gerrells is a financial advisor with Blackridge Asset Management, LLC and holds a Series 66 designation. He has three years of industry experience and has worked at firms including Peak Brokerage Services and Cambridge Investment Research. He is also the owner of Gerrells CPA, LLC, a tax services business. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives, serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management and access to various investment strategies, utilizing a model-based approach supported by affiliated platform providers.
Timothy G
Series 66
Murrayville, GA
United Advisor Group
Timothy Garber is a financial advisor with United Advisor Group, holding a Series 66 designation and bringing 25 years of industry experience. He previously spent 19 years with Stifel Independent Advisors, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.
Hugh S
Series 65
Gainesville, GA
Virtue Capital Management, LLC
Hugh Stallworth is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Retirement Wealth Advisors before joining Virtue Capital Management in 2020. Outside of advisory services, Stallworth is also the owner and agent of Insurance Brokerage Services, DBA Retirement Design Solutions, where he is involved in annuity and life insurance sales. Virtue Capital Management is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates through a multi-team model providing portfolio management, financial planning, and sub-advisory services.
Timothy B
Series 63, Series 65
Gainesville, GA
Tucker Asset Management LLC
Timothy Bush is a financial advisor at Tucker Asset Management LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Tucker Asset Management since 2017. Outside of advisory work, he owns and manages a tree farm and serves on the board of the Donalsonville/Seminole County Chamber of Commerce. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory through a team of independent investment adviser representatives. The firm uses a top-down, macroeconomic asset-allocation approach and offers access to alternative investments, including private and non-liquid opportunities.
Melanie H
Series 66
Gainesville, GA
Truist Advisory Services
Melanie Hill is a financial advisor with Truist Advisory Services in Gainesville, GA, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at BB&T and its affiliated entities from 2011 through their integration into Truist, where she has been since 2017. Hill is also a sustaining member of the Junior League of Hall County, participating as a volunteer in local community events. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs implemented through a combination of discretionary and non-discretionary approaches.
Natalia K
Series 66
Gainesville, GA
Truist Advisory Services
Natalia Korop is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Morgan Stanley and Merrill, with current dual affiliations at Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and utilizes third-party platforms and AI-enabled tools in its research and investment processes.
Paul R
Series 66
Dawnsonville, GA
Transamerica Retirement Advisors, LLC
Paul Reid is a financial advisor at Transamerica Retirement Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Transamerica Life Insurance Company, LPL Enterprise, and The Prudential Insurance Company of America. Prior to his current role, he spent over a decade with the City of Roswell. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolio services, investment education, and both discretionary and non-discretionary advice programs. The firm employs Morningstar Investment Management’s proprietary tools for portfolio construction and serves a large client base with a focus on scaled asset allocation and retirement guidance.
Keith M
Series 63, Series 65
Gainsville, GA
Steward Partners Investment Advisory, LLC
Keith Morgan is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within the Steward Partners network since 2010, including Steward Partners Investment Solutions, LLC and Steward Partners Global Advisory, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, financial planning, and managed account services through both proprietary and third-party portfolio management solutions.
Brian N
Series 66
Gainesville, GA
Truist Advisory Services
Brian Neff is a Series 66-licensed financial advisor at Truist Advisory Services with 20 years of industry experience. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party research and technology.
Brian K
CFP®, CFA®, Series 66
Gainsville, GA
Truist Advisory Services
Brian Killory is a CFP® and CFA® with eight years of experience in the financial industry. He has worked at Truist Financial Corp since 2020 and previously spent eight years at SunTrust Bank Inc. He is based in Gainesville, GA, and holds the Series 66 license. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and perform ongoing due diligence.
Christina K
Series 66
Gainesville, GA
Transamerica Financial Advisors
Christina Kramer is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. She has 22 years of industry experience, including prior roles at World Financial Group, Inc and Primerica Financial Services. In addition to advising clients, she may perform home office functions for other business units within Transamerica. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program choices.
Michael M
Series 63, Series 65
Gainesville, GA
Steward Partners Investment Advisory, LLC
Michael Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Advisory Services Network, LLC, Precision Capital Management, and his own firm, Moore's Wealth Management. In addition to advising, he consults financial advisors on practice management and marketing through his firm Scott Moore Consulting LLC and serves as a marketing coach for financial advisors with the Financial Independence Group. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through both proprietary and third-party solutions.
Jason G
Series 63, Series 65
Gainesville, GA
Truist Advisory Services
Jason Gay is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. Outside of his advisory work, he is the sole member of a holding company focused on collector car restoration. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support manager selection and oversight.
James M
Series 63, Series 65
Gainesville, GA
Equity Services, inc.
James Mirabile is a financial advisor at Equity Services, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Transamerica Financial Advisors, Inc. Outside of his advisory role, Mirabile is involved in several entrepreneurial ventures, including ownership and management roles in sporting goods retail and a unique service providing cuddling puppies to people in need. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a broad range of clients including individuals, corporations, trusts, and charitable organizations. The firm offers multiple advisory platforms that combine predominantly long-term investment strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.
Jordan M
Series 63, Series 66
Gainesville, GA
Valic Financial Advisors
Jordan Maryanski is a financial advisor with Valic Financial Advisors in Gainesville, GA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Corebridge Financial, Fidelity Investments, Robinhood Financial, and E*Trade Securities. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services, utilizing discretionary unified managed accounts through Envestnet’s platform and third-party model managers.
Laura L
CFP®, Series 63
Dahlonega, GA
Carson Wealth
Laura Latourette is a CFP® professional with 29 years of experience in the financial services industry. She is currently an advisor at Carson Wealth and has previously worked at firms including LPL Financial and IFG Advisory, LLC. Outside of her advisory role, she serves as a volunteer education ambassador for the National Resource Center on LGBT Aging and holds a for-profit advisory board position with Markets Group. Carson Wealth is an SEC-registered investment adviser operating a large enterprise platform with over 650 advisors. The firm manages approximately $50.6 billion in assets and offers services such as discretionary asset management, financial planning, and retirement plan solutions, employing an Investment Committee-driven approach to portfolio construction and ongoing oversight.
Heidi L
Series 63, Series 65
Dahlonega, GA
Empower Advisory Group
Heidi Lane is a financial advisor at Empower Advisory Group with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Jackson Hewitt Tax Service and Primerica Financial Services. Outside of financial services, she is a partner and co-author in an LLC that publishes children's books. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach includes point-in-time financial plans and managed account solutions, delivered through an integrated model connected to Empower’s recordkeeping and administrative platforms.
Maurice D
Series 63, Series 65
Murrayville, GA
Money Concepts Capital Corp
Maurice Dearth is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Money Concepts Capital since 2011 and also has long-term roles at Data-Source and as owner of Mosolutions LLC, a printing brokerage. Outside of financial advising, he works as a sales representative for Reynolds and Reynolds, focusing on printing services for automotive-related businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a variety of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to guide investment decisions.
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