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James L
CFP®, Series 65
Atlanta, GA
Capital Investment Advisors, LLC
James Lewis Jr. is a CFP® with 12 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2013. He previously worked at Wela Strategies, Inc. from 2017 to 2025 and Wela Strategies, LLC from 2013 to 2017. Outside of his financial advisory role, he is a producer for Retire Southern Company, LLC, a lifestyle brand and media platform focused on Southern culture, including food, fishing, and music. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting services. The firm utilizes a centralized investment platform with customizable asset-allocation models and provides access to private investment solutions and specialized in-house planning resources.
Lisa E
Series 63, Series 65
Cumming, GA
Kovack Advisors, Inc.
Lisa Evans is a financial advisor with Kovack Advisors, Inc. in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior work includes roles at Kovack Securities Inc., Resource Horizons Group LLC, Equitable Advisors, and Woodbury Financial Services. Outside of advising, she serves on the finance committee at Pine Crest Baptist Church of Forsyth County. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, utilizing an Envestnet-supported workflow and a combination of internally created models and third-party managers to implement and monitor client portfolios.
Raine A
Series 66
Atlanta, GA
Aprio Wealth Management, LLC
Raine Ayers is a financial advisor at Aprio Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms including Morgan Stanley, Bank of America, and Ameriprise Financial Services. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation with strategies such as dollar-cost averaging and technical analysis and is notable for its affiliation with a third-party administrator and pension consulting business, managing approximately $1.57 billion in assets under advisement.
Steven M
Series 66
Alpharetta, GA
Howard Capital Management, LLC
Steven Meyer is a financial advisor at Howard Capital Management, LLC in Alpharetta, GA, holding a Series 66 designation with eight years of industry experience. He has been with Howard Capital Management since 2018, including its earlier iteration, and previously worked briefly at Edward Jones in 2017. Howard Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary tactical indicators and model portfolios primarily using its own mutual funds and ETFs, offering discretionary portfolio management and private wealth services among other investment solutions.
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.
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.
Jeffrey K
Series 63, Series 65
Atlanta, GA
Capital Investment Advisors, LLC
Jeffrey Keane is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capital Investment Advisors in various capacities since 2014, as well as at PRUCO Securities, LLC from 2002 to 2004. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, providing coordinated financial planning supported by in-house specialists in estate and tax planning.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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