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Michael G
CFP®, Series 63, Series 66
Atlanta, GA
IFG Advisory, LLC
Michael Gaddy is a CFP® credentialed financial advisor with 28 years of industry experience. He is currently with IFG Advisory, LLC and has held roles at LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is involved with Strong, Gaddy, Lee Wealth Management Group, which operates as a dba under LPL Financial. 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, third-party managers, and held-away assets, and offers services including portfolio management, financial planning, retirement consulting, and real estate-related planning.
Kim C
Series 63, Series 66
Atlanta, GA
Fifth Third Wealth Advisors LLC
Kim Churchill is a financial advisor at Fifth Third Wealth Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cetera Investment Services LLC and Regions Bank. Churchill is based in Atlanta, GA. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing third-party managers, affiliated model strategies, and maintaining ongoing advisor oversight.
Burns L
Series 63, Series 65
Dunwoody, GA
ACR Alpine Capital Research, LLC
Burns Lowry Jr. is a financial advisor with ACR Alpine Capital Research, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His previous roles include positions at Easterly Securities, John Hancock Funds, and James Alpha Advisors. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, employing a valuation-based investment approach focused on bottom-up equity analysis and opportunistic multi-asset strategies. The firm manages a diverse set of vehicles including mutual funds and private partnerships and maintains a high client-to-advisor ratio.
Jeffrey B
CFP®, Series 66
Atlanta, GA
Main Street Financial Solutions, LLC
Jeffrey Buice is a CFP® and holds a Series 66 license, with 18 years of industry experience. He has been with Main Street Financial Solutions, LLC for 10 years and is also a minority owner of J.M. Buice Properties Inc., where he assists with back-office management on a part-time weekend basis. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and corporations, offering financial planning, wealth management, and retirement plan consulting. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies tailored to clients’ objectives and risk profiles.
Samuel T
Series 65
Atlanta, GA
Fifth Third Wealth Advisors LLC
Samuel Thomas is a financial advisor at Fifth Third Wealth Advisors LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. He previously worked at The Bank of New York Mellon and Core and Main. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a broad client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm utilizes customized strategic asset allocation frameworks and commonly delegates to third-party managers while leveraging resources shared with its parent company, Fifth Third Bank.
Roberto A
Series 65, Series 63
Atlanta, GA
OpenArc Corporate Advisory, LLC
Roberto Arteaga Ascencio is a financial advisor at OpenArc Corporate Advisory, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Merrill, Fidelity Investments, and J.P. Morgan Securities LLC. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm integrates institutional research and manager due diligence across a diversified range of public and private market investments and serves clients with both discretionary and non-discretionary advisory solutions.
Michael P
Series 66
Atlanta, GA
Balentine
Michael Pearson is a financial advisor at Balentine with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including SunTrust Advisory Services, Truist Investment Services, and TIAA-CREF. Pearson serves as a public arbitrator for FINRA, acting as a neutral member on arbitration panels resolving industry disputes. Balentine provides wealth management, financial planning, and investment services to entrepreneurs, families, high-net-worth individuals, and institutional clients. The firm employs a multi-asset investment approach combining active and passive strategies, and it also acts as a private fund adviser offering family office and business advisory services.
Michael L
Series 65
Atlanta, GA
Beacon Global Advisor Network, LLC
Michael Love 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 Austen Morris Associates and Ten Cent Investments 5. 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 a focus on tailored portfolios using mutual funds, ETFs, individual equities, and fixed income.
Kris J
Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Kris Joslyn is a financial advisor at OpenArc Corporate Advisory, LLC with 16 years of industry experience. He has previously worked at Bank of America and Merrill. Outside of finance, Joslyn serves as the music director for Beach United Methodist Church and is involved with Wilbur Ministries, a charitable organization where he writes and arranges music. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach combining institutional research and manager due diligence across public and private markets, serving a range of clients including high-net-worth individuals and nonprofits.
Dominic D
Series 65
Atlanta, GA
Bison Wealth, LLC
Dominic Di Maccio is a financial advisor at Bison Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Liquid Strategies, LLC, Advanced Drainage Systems, and Annie’s Wine Cottage. Dominic is based in Atlanta, GA. Bison Wealth serves a range of clients including individuals, high net worth clients, family offices, and retirement plans, providing financial planning, portfolio management, and access to third-party managers. The firm employs outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.
Sydney W
Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Sydney Wiggins is a financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eleven years. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion and offers both discretionary and non-discretionary solutions, utilizing a diversified approach that includes public and private markets, alternative investments, and selective digital asset exposure.
Benjamin S
Series 66
Atlanta, GA
IFG Advisory, LLC
Benjamin Subasic is a financial advisor at IFG Advisory, LLC with Series 66 registration and no prior industry experience. His background includes positions outside the financial sector, such as roles at Mary Mac's Tea Room and Southern Soccer Academy. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, and coordinates held-away assets to align with clients’ objectives.
Mark S
CFA®, Series 63
Atlanta, GA
United Capital Financial Advisors
Mark Stancil is a CFA® charterholder with 23 years of industry experience. He has worked at United Capital Financial Advisors since 2019 and previously spent seven years at French Wolf & Farr, Inc. He serves as Treasurer and Chair of the Finance Committee on the Board of Directors for the ALS Association, a nonprofit focused on curing ALS through global research and advocacy. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions, including ESG and faith-based preferences, supported by proprietary technology and a range of affiliated services.
Simon B
Series 65
Atlanta, GA
Beacon Global Advisor Network, LLC
Simon Burton is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation and over 12 years of industry experience. He has worked at Raymond James since 2014 and is currently affiliated with both Beacon Global Advisor Network and Peregrine & Black. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, serving both non-high-net-worth and high-net-worth individuals.
Keith S
Series 63, Series 65
Decatur, GA
Kingswood Wealth Advisors, LLC
Keith Spelmon is a financial advisor at Kingswood Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including EUDAIMONIA Wealth and Wells Fargo Clearing. Outside of his advisory role, Spelmon serves as a board member of The Southern Gospel Mission Association, a nonprofit focused on establishing and supporting churches. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, delivering customized investment advice through an open-architecture platform that frequently employs third-party managers.
Davi K
CFP®, Series 63, Series 65
Atlanta, GA
Aprio Wealth Management, LLC
Davi Kutner is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA. He holds the CFP® designation and has 22 years of industry experience. Prior to joining Aprio in 2015, he worked at Securian Financial Services, Inc., JOYN Advisors, Inc., and GV Financial Advisors, Inc. Kutner serves on the Board of Trustees for the Atlanta Jewish Academy and is a committee member of the Endowment Committee at Hillels of Georgia. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives and employs a range of investment strategies, including sub-advisory arrangements and access to private investments.
Paul F
Series 65
Atlanta, GA
Beacon Global Advisor Network, LLC
Paul Flamini is a financial advisor at Beacon Global Advisor Network, LLC with two years of industry experience. He holds a Series 65 designation and has also been associated with Loadstone Group, Ltd. outside of his advisory role. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients through a network of independent advisors and manages approximately $397 million in client assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailoring portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.
Mark A
Series 63, Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Mark Adkins is a financial advisor at OpenArc Corporate Advisory, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill for a total of ten years and was self-employed for two years. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans with wealth management, financial planning, and investment management. The firm manages approximately $10.1 billion on a discretionary basis, utilizing a diversified investment approach that includes public and private markets, alternative securities, and selective digital asset exposure.
Joseph B
Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Joseph Burrows is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he owns and operates a small business that resells collectibles and antiques such as Magic the Gathering and sports cards. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion and employs an investment process that integrates institutional research and manager due diligence across public and private markets.
Jaylon E
CFP®, Series 63, Series 66
Atlanta, GA
Advisory Services Network
Jaylon Ellison is a CFP® professional with 23 years of industry experience currently serving at Advisory Services Network since 2020. His prior experience includes roles at Wells Fargo Clearing and Merrill, where he worked for four and eight years respectively. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, employing various securities and third-party managers to align with clients’ objectives and risk tolerances.
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3,206 advisors near
30087
within the area shown on the map
Out of 400,000+ nationwide