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Mark T

Series 66

Dunwoody, GA

Arkadios Wealth Advisors

Mark Thompson is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 license and bringing 23 years of industry experience. He has worked with several firms, including EPG Wealth Management LLC and ACG Wealth, Inc. Outside of his advisory work, Thompson serves as president of Authentic Financial, LLC, a non-investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of platforms, including advisor-managed accounts and third-party money managers. The firm utilizes an internal portfolio team for strategy and trade execution and offers comprehensive financial planning and retirement consulting.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Matthew R

CFP®, CFA®, Series 65

Atlanta, GA

Capital Investment Advisors, LLC

Matthew Reiner is a financial advisor at Capital Investment Advisors, LLC with 17 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. His prior roles include positions at Benjamin Technology, Inc., Benjamin, LLC, and Wela Strategies, Inc. Reiner is the author of two books, "Ready to be Rich" and "Dr. Cole Cash Will See You Now," and leads The FutureProof Advisor, a thought leadership initiative for the advisor community. 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, ETF-based model portfolio approach tailored to client needs, alongside specialized services including family-office style offerings, pension consulting, and executive compensation analysis.

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

CFP®

Peachtree Corners, GA

Apollon Wealth Management, LLC

Noah Williams is a CFP® professional with experience beginning in 2023 and currently works at Apollon Wealth Management, LLC. His background includes roles in various organizations such as First Coast Service Options and HomePro, Inc., as well as service in the U.S. Navy. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, and insurance company clients, offering a range of financial planning and portfolio management services that combine centrally managed strategies with locally managed portfolios and utilize advanced technology tools, including generative AI.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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Edward G

Series 63, Series 65

Alpharetta, GA

Gibbs Wealth Management, LLC

Edward Gibbs is a financial advisor with Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Visionary Wealth Management and owns several businesses, including Gibbs Marketing Inc. and SJM Real Estate Holdings, which are primarily established for tax and expense purposes. Gibbs Financial Group, where he serves as president, involves his insurance sales activities and occupies most of his professional time. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model management strategies. The firm emphasizes a mix of analytical approaches and offers educational seminars alongside its investment advisory services.

Options & derivatives strategies Concentrated stock management
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Michael H

Series 66

Alpharetta, GA

Wealthcare Advisory Partners LLC

Michael Holcomb Jr. is a financial advisor at Wealthcare Advisory Partners LLC with one year of industry experience. He holds a Series 66 designation and has worked at LPL Financial and SignatureFD. Outside of finance, he owns Holcomb Lawn Care and Odd Jobs, a local business. 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 using patented Wealthcare software and incorporates both passive and active investment strategies within an evidence-based framework.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew S

Series 65

Atlanta, GA

Advisory Services Network

Matthew Snellings is a financial advisor at Advisory Services Network with three years of industry experience. He holds a Series 65 designation and has previously worked at Pierson Wealth Management, Raymond James & Associates, and Capstone Financial. He is also a licensed insurance agent involved in life, health, disability, and long-term care insurance sales. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of strategies that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Kyle H

Series 63, Series 65

Alpharetta, GA

Elevation Point Wealth Partners, LLC

Kyle Hammond is a financial advisor at Elevation Point Wealth Partners, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at UBS Financial Services, Inc and Northwestern Mutual Wealth Management Company. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a mix of strategic and tactical asset allocation across various investment vehicles and offers specialized platforms for alternatives and held-away accounts.

Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Values-based investing
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Alex C

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Alex Cockerill is a Series 65-licensed financial advisor with five years of industry experience. He is currently affiliated with Beacon Global Advisor Network, LLC and Paratus Wealth Ltd., and previously worked at Blacktower Financial Management (US) LLC and Blacktower Financial Management International LTD. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily 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 portfolios typically managed using a mix of mutual funds, ETFs, individual equities, and fixed income.

Wealth management Founder/Business Owner Expats
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Brent B

Series 66

Alpharetta, GA

RFG Advisory, LLC

Brent Blair is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at MassMutual Investors Services and related entities for 12 years before joining Barrett Capital Advisory and RFG Advisory in 2022. Outside of his advisory roles, he serves as a board member of Smart Eye Technology, Inc., a technology startup. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers primarily discretionary portfolio management using a variety of model strategies and third-party platforms, and it serves as a sub-adviser to multiple ETFs while also providing access to alternative investments and annuity platforms.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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Bernard B

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Bernard Buckley is a financial advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including GSB Capital Ireland, Seven Insurance Brokers, AHR Private Wealth, and Holborn Assets, LLC. 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, with a focus on both non-high-net-worth and high-net-worth individuals.

Wealth management Founder/Business Owner Expats
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Robin C

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Robin Copley is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Beacon Global Advisors, Kindred House Advisory Ltd, Wealth Architects Global, Avaloq, Multrees Investor Services, and James Hay Partnership. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension-advice services for U.K. expatriates. The firm customizes portfolios using third-party managed models, mutual funds, ETFs, individual equities, and fixed income, primarily managing accounts on a discretionary basis through unified managed account platforms and overlay managers.

Wealth management Founder/Business Owner Expats
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Christopher C

Series 63, Series 65

Atlanta, GA

Donaldson Capital Management LLC

Christopher Corcoran is a financial advisor at Donaldson Capital Management LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Donaldson Capital Management in 2024, he worked at Costco Wholesale Corporation and Dunnhumby Limited. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement plans, banking institutions, and insurance companies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Justin D

Series 66

Atlanta, GA

IFG Advisory, LLC

Justin Davidson is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 credential and 27 years of industry experience. He has been with IFG Advisory and LPL Financial since 2014. 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 portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

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

CFP®, Series 66

Alpharetta, GA

Elevation Point Wealth Partners, LLC

James Malatos is a CFP® professional with 14 years of experience in financial services. He joined Elevation Point Wealth Partners, LLC in 2026 after working at UBS Financial Services, Bank of America, and Merrill. Malatos serves as a Pro Bono Director for the Financial Planning Association of Georgia. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blend of strategic and tactical asset allocation across various investment vehicles, including separately managed accounts and model portfolios, and offers specialized services such as retirement-plan consulting and alternative investments.

Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Values-based investing
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Jacob S

Series 66

Atlanta, GA

Beacon Global Advisor Network, LLC

Jacob Shelton is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Morgan Stanley Wealth Management. Shelton is based in Atlanta, GA. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension advice for U.K. expatriates. The firm customizes portfolios with a mix of third-party models, mutual funds, ETFs, individual equities, and fixed income, typically managing accounts on a discretionary basis through unified managed account platforms and overlay managers.

Wealth management Founder/Business Owner Expats
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Christopher A

CFA®

Alpharetta, GA

Merit Financial Advisors

Christopher Armstrong is a CFA® charterholder with two years of industry experience. He is currently with Merit Financial Advisors and previously worked at firms including St. John & Associates, Northwestern Mutual Investment Services LLC, and Invesco Ltd. Outside of his advisory role, he is involved in real estate investing through ownership of CK Properties LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach managed by an internal investment team and offers both discretionary and non-discretionary account services through a network of advisers.

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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Daniel M

Series 63, Series 65, Series 66

Atlanta, GA

IFG Advisory, LLC

Daniel Miller is a financial advisor with IFG Advisory, LLC and holds the Series 63, Series 65, and Series 66 licenses. He has 26 years of industry experience and has been with IFG Advisory and LPL Financial since 2016. Outside of his advisory work, he owns Unique Atlanta Homes, Inc., a real estate renovation and flipping business. IFG Advisory, LLC provides advisory services to individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis to manage client assets through various strategies and third-party managers.

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

Series 66

Atlanta, GA

IFG Advisory, LLC

Robert Bethards II is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at WOODBURY FINANCIAL SERVICES INC and Quay Financial Group, Inc. Outside of his advisory work, he is in the early stages of starting a home-based shirt company. 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 and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies.

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

Series 66

Alpharetta, GA

Merit Financial Advisors

David Elder is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Merit Financial Advisors since 2009 and previously at LPL Financial and AMG Financial Strategies, Inc. He is also an independent insurance agent providing insurance advice based on client needs. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through centralized models and offers both discretionary and non-discretionary accounts, supported by an internal investment management team and third-party sub-advisers.

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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James B

Series 65

Alpharetta, GA

Merit Financial Advisors

James Breen is a Series 65-licensed financial advisor at Merit Financial Advisors with 22 years of industry experience. He previously worked at AMP Wealth Management, Horizon Investments LLC, and his own firm, Breen Financial Corporation. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach managed through centralized portfolios and offers both discretionary and non-discretionary account services.

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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