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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, 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.

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® 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.

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 in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at 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 finance chairman for Crossroads Baptist Church's finance committee, assisting with budget preparation and monitoring. 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 strategies using sub-advisors and third-party managers, manages held-away assets, and offers services including portfolio management, retirement plan consulting, and wrap-fee programs.

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 Series 65-registered advisor at Capital Investment Advisors, LLC with two years of industry experience. He previously worked at The Grant Partners and has a background that includes roles outside of finance. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a structured portfolio approach with ETF-based model portfolios and tailored allocations, supported by in-house specialists in tax and estate planning.

Private / alternative investments Concentrated stock management Executive Founder/Business Owner
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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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William C

CFP®, Series 65

Atlanta, GA

Capital Investment Advisors, LLC

William Cibulas is a CFP® professional with 10 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2015. He holds a Series 65 license and is based in Atlanta, GA. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing a centralized, structured portfolio approach with ETF-based models and third-party managers, supported by in-house tax and estate planning specialists.

Private / alternative investments Concentrated stock management Executive Founder/Business Owner
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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.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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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 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.

ESG / Sustainable investing
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Robert C

Series 66

Atlanta, GA

IFG Advisory, LLC

Robert Cowsert is a financial advisor at IFG Advisory, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Advisors Corporation and Lincoln Financial Distributors, Inc. He joined IFG Advisory and LPL Financial in 2025. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment approaches and implements portfolios with sub-advisors and third-party managers, offering services including portfolio management, retirement plan consulting, and real estate-related planning.

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

CFP®, ChFC®, Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Brett Bringuel is a CFP® and ChFC® with 30 years of industry experience. He is currently with IFG Advisory, LLC and has previously worked at Wells Fargo Clearing and Morgan Stanley. His professional activities include managing his own Bringuel Wealth Management LLC. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment approaches and third-party managers to tailor strategies suited to client objectives and offers services including portfolio management and retirement plan consulting.

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

Series 65

Atlanta, GA

Simplicity wealth

Kyle Williams is a financial advisor with Simplicity Wealth in Atlanta, GA, holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked for MobileMind Technologies as a Product Director for five years. He is also licensed as a Georgia Life & Health Insurance Agent and sells fixed annuity products through Simplicity. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, offers discretionary portfolio management, and supports advisers with technology and operational services through its managed account platform.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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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.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Joel D

CFP®, Series 65, Series 63

Atlanta, GA

Capital Investment Advisors, LLC

Joel Dean is a CFP® with 13 years of industry experience, currently serving at Capital Investment Advisors, LLC. He has worked at the firm since 2016 and previously at Stadion Money Management, LLC. Outside of his advisory role, he is the owner and manager of Felicitas Properties LLC, an investment real estate company. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach with integrated financial planning and offers specialized services including family-office style offerings, pension consulting, executive compensation analysis, and access to private investments.

Private / alternative investments Concentrated stock management Executive Founder/Business Owner
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