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Erick M
Series 63, Series 65
Atlanta, GA
IFG Advisory, LLC
Erick Murray Jr. is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining IFG Advisory, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Georgia Financial Advisors. Outside of advisory work, he has experience in electrical contracting through Murray Electric Inc. IFG Advisory, LLC serves 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, utilizing a combination of fundamental, technical, and cyclical analysis with multiple management strategies and services.
Leviticus B
Series 66
Sandy Springs, GA
Navy Federal Investment Services, LLC
Leviticus Brown is a financial advisor at Navy Federal Investment Services, LLC, holding a Series 66 license with three years of industry experience. His prior roles include positions at Equitable Advisors, Wood Forest National Bank, Sherwin Williams, and Amazon. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment solutions primarily through managed advisory programs utilizing third-party portfolio managers.
Calvin T
Series 65
Atlanta, GA
Beacon Global Advisor Network, LLC
Calvin Thomas is a financial advisor at Beacon Global Advisor Network, LLC with two years of industry experience. He holds the Series 65 designation and has worked at firms including Paratus Wealth Ltd., Blacktower Financial Management (US) LLC, and Valais Wealth Management. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized asset management and financial planning services. The firm is notable for its specialized pension-transfer capability for U.K. nationals and its network structure that supports independent advisory representatives with diverse service arrangements.
Mitchell M
Series 63, Series 65
Dunwoody, GA
Capital Analysts
Mitchell Melan is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. for 29 years. Melan is also an agent for fixed annuities and life insurance and manages this activity through Melan Financial when client needs arise. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network, combining discretionary and non-discretionary investment management supported by an in-house research team.
Mark B
CFP®, Series 63, Series 66
Alpharetta, GA
One Capital Management, LLC
Mark Binder is a financial advisor with One Capital Management, LLC in Alpharetta, GA, holding a CFP® designation and Series 63 and Series 66 licenses. He has 30 years of industry experience, including 12 years at TIAA-CREF prior to joining One Capital Management in 2026. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, utilizing a globally balanced and customized investment approach that combines active large-cap equity management with ETFs and diversified fixed income.
Drake C
CFA®, Series 63
Atlanta, GA
GLOBALT Investments
Drake Craig is a CFA® charterholder with 21 years of industry experience, currently serving at GLOBALT Investments since 2018. He is also president of DC Property Holdings, a real estate investment company. GLOBALT Investments provides discretionary investment management to a range of clients including individuals, corporations, institutions, and charitable organizations. The firm employs a team-based investment process utilizing quantitative, technical, and fundamental analysis, primarily implementing strategies through ETFs and focusing on portfolio management and model provision.
Jeffrey N
Series 65
Atlanta, GA
Gradient Advisors, LLC
Jeffrey Nash is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at Flagship Financial. Outside of his advisory role, he provides notary services and is involved in wills and trusts through a separate business activity. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily operates through third-party money managers and investment advisor representatives, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical portfolio analyses.
Marc S
Series 63, Series 65
Atlanta, GA
GLOBALT Investments
Marc Sydnor is a financial advisor at GLOBALT Investments in Atlanta, GA, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GLOBALT Investments LLC since 2017, including its successor entity since 2021, with prior roles at Avec Capital LLC and XT Capital Partners, LLC. GLOBALT Investments provides discretionary investment management to a range of clients including individuals, institutions, and charitable organizations. The firm employs a team-based investment process that integrates quantitative, technical, and fundamental analysis, primarily utilizing ETFs within a variety of separately managed accounts and model portfolio platforms.
Laura N
CFP®, Series 65
Atlanta, GA
Modera Wealth Management, LLC
Laura Nasca is a CFP® professional with four years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2026. Her prior roles include positions at PEPL, Inc. and Jonquil Creative, LLC. Modera Wealth Management offers wealth and portfolio management, retirement plan consulting, and financial planning for individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and combines investment management with in-house accounting, tax services, and business coaching.
Carlos P
Series 65
Alpharetta, GA
Howard Capital Management, LLC
Carlos Polanco Rojas is a financial advisor at Howard Capital Management, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Howard Capital Management since 2019. Prior to joining the firm, he worked at Georgia State University. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and offers a range of services including participant tools, private wealth services, and management of proprietary mutual funds and ETFs.
Robert H
CFP®, CFA®, Series 63, Series 65
Peachtree Corners, GA
Apollon Wealth Management, LLC
Robert Haggard is a CFP® and CFA® with 21 years of experience in the financial services industry. He is currently with Apollon Wealth Management, LLC, where he has worked since 2022. His prior roles include positions at UCAP Asset Management, various family offices, and firms such as Oppenheimer and Wells Fargo Clearing. Apollon Wealth Management is an SEC-registered multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of financial planning and portfolio management services across multiple asset classes, including ESG models and alternative investments.
Nicholas S
CFP®, Series 66
Atlanta, GA
IFG Advisory, LLC
Nicholas Shook is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He began his advisory career in 2025 after prior roles at LPL Financial, United Parcel Service, and Unum Group. In addition to his advisory work, he operates Good Works Financial LLC, a tax preparation and accounting business. IFG Advisory, LLC provides comprehensive portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers specialized services such as real estate-oriented planning and business valuation.
Lauren L
Series 66
Alpharetta, GA
Merit Financial Advisors
Lauren Lewis is a financial advisor at Merit Financial Advisors with 21 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments, Oppenheimer, Morgan Stanley, and E*TRADE. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.
Maximillian S
Series 63, Series 65
Atlanta, GA
Elevation Point Wealth Partners, LLC
Maximillian Stewart is a financial advisor at Elevation Point Wealth Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Hampton Bluff Capital Partners and Florida Financial Advisors, where he also engaged in fixed insurance sales. Elevation Point Wealth Partners is an SEC-registered multi-team investment adviser managing approximately $8.29 billion in assets and serving individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm utilizes tactical asset allocation in model portfolios and integrates insurance distribution and annuity servicing within its advisory services.
Mikhail H
Series 63, Series 65
Alpharetta, GA
BIP Wealth, LLC
Mikhail Harmon is a financial advisor with BIP Wealth, LLC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior experience includes roles at Raymond James Financial Services, Inc., Harmon Financial Advisors, and a partial ownership interest in a gym. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations, manages both discretionary and non-discretionary accounts, and provides advisory services to private pooled vehicles and institutional clients.
Tobin A
Series 63, Series 65, Series 66
Atlanta, GA
IFG Advisory, LLC
Tobin Anderson is a financial advisor with LPL Financial in Gainesville, GA, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at multiple firms including IFG Advisory, LLC, Arista Advisory Group, LLC, Edward Jones, Pacific Select Distributors Inc., and Pacific Life Insurance Co. Outside of his role at LPL Financial, he provides investment advisory services through IFG Advisory, LLC, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment delivery options, combining large-scale advisory operations with additional product offerings such as insurance and annuities.
Michael M
Series 63, Series 65
Suwanee, GA
Stonex Advisors Inc.
Michael Mcfarland is a financial advisor with Stonex Advisors Inc. in Suwanee, GA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His work history includes roles at StoneX Securities Inc., Ameriprise Advisor Services, Inc., and Raymond James & Associates. He is also involved in several business ventures, including co-ownership of Grandview Strategic Partners and Grandview Planning Group, which focus on financial advisory and tax preparation services. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses various platforms and investment solutions, including proprietary models and third-party money managers, to implement strategies tailored to client needs.
Derrick F
Series 63, Series 65
Dunwoody, GA
Capital Analysts
Derrick Friedman is a financial advisor with Capital Analysts in Dunwoody, GA, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1997. Outside of his advisory work, he founded a national placement company serving financial advisors and manages a group life insurance program through a school employer. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and uses a proprietary mutual-fund screening process to build custom investment portfolios.
Chad E
Series 63, Series 65
Norcross, GA
BIP Wealth, LLC
Chad Edwards is a financial advisor at BIP Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., and Prehmus Financial Partners. Edwards is also involved in fixed insurance sales through various product providers. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and provides access to private-market securities and private pooled investment vehicles.
Elizabeth K
Series 65
Atlanta, GA
Beacon Global Advisor Network, LLC
Elizabeth Kunzler is a financial advisor at Beacon Global Advisor Network, LLC with over a year of experience. She holds the Series 65 designation and previously worked at Raymond James Investment Services Ltd. for 12 years. Kunzler is based in Atlanta, GA. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized asset management and financial planning services, with a notable focus on pension-transfer capabilities for U.K. nationals and a network of independent advisory representatives providing layered service arrangements.
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