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James R

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

James Rayburn is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 license and three years of industry experience. He is the owner and principal of The Wealth Genesis, a firm providing wealth management services to clients in the European Union. His prior experience includes work at Harrison Brook Ltd. and running Rayburn Wealth Management. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized portfolios that often include third-party managed models, mutual funds, ETFs, equities, and fixed income. The firm offers specialized pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives with varied service and compensation arrangements.

Wealth management Founder/Business Owner Expats
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Emily F

Series 65

Atlanta, GA

BIP Wealth, LLC

Emily Fleming is a Series 65-licensed advisor at BIP Wealth, LLC with four years of industry experience. Prior to joining BIP Wealth in 2025, she worked at Signature FD, Wiser Wealth Management, and Somerset Advisory. She holds a degree from the University of Georgia. 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 household-level plans using mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies, and also provides advisory services to private pooled vehicles and private-market offerings.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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Hayes C

Series 65

Atlanta, GA

BIP Wealth, LLC

Hayes Chamblee is a Series 65-licensed financial advisor at BIP Wealth, LLC with one year of industry experience. Prior to joining BIP Wealth in 2024, he worked at Gratus Capital LLC from 2022 to 2024 and has a background that includes roles at Campbell University and Broughton High School. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, with tailored asset allocations and private-market offerings for qualified investors.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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Kiliaen L

Series 63, Series 66

Atlanta, GA

Arkadios Wealth Advisors

Kiliaen Ludlow is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Triad Advisors Inc and Arden Trust Company. He serves as a board member for the Prestwick Homeowners Association, overseeing neighborhood matters and events. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm employs a diverse investment approach supported by an in-house portfolio team and offers fiduciary retirement plan consulting under an integrated operating model.

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

Series 63, Series 66, Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Giuseppe Riggi is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 63, 65, and 66 designations and 17 years of industry experience. His prior roles include positions at Carlton Group and Prudential entities. He is also engaged outside of advisory work as a U.S. Private Wealth Manager for Chase Buchanan USA and as Vice President at Max Benjiman Partners, where he focuses on real estate capital advisory. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, providing customized asset management and financial planning services. The firm is noted for its specialized pension-transfer services for U.K. nationals and use of a diverse range of investment vehicles managed through unified account platforms.

Wealth management Founder/Business Owner Expats
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Marcia M

CFP®, CFA®, Series 63, Series 65

Atlanta, GA

BIP Wealth, LLC

Marcia Mayoue is a CFP® and CFA® with 23 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2011. She holds the Series 63 and Series 65 licenses and operates out of Atlanta, GA. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management. The firm utilizes tailored asset allocations and private-market securities for qualified investors and provides advisory services to private pooled vehicles and sponsor activities through affiliated entities.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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Courtney M

Series 63, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Courtney Murphy Mesa is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. She has previously worked at Merrill and Fidelity in various advisory roles. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, with a notable focus on institutional retirement practices and private market investments.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
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Franklin S

Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Franklin Sullivan is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Voya Investment Management, Onward Reserve, and Cannon Financial Strategists. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm combines tailored investment strategies with both discretionary and non-discretionary engagement models, with a notable focus on institutional retirement plans, private markets, and digital assets.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
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Andrew C

CFP®

Atlanta, GA

BIP Wealth, LLC

Andrew Cole is a CFP® professional affiliated with BIP Wealth, LLC, based in Atlanta, GA. He has four years of combined experience in financial advisory and related roles, including prior positions at Blue Trust and Blumark Financial Advisors. His background also includes teaching roles at Liberty University and Samford University. 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, with an investment approach that includes both public and private market strategies tailored to client needs.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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Matthew C

CFP®, Series 63, Series 65

Atlanta, GA

Capital Investment Advisors, LLC

Matthew Clark is a CFP® with 12 years of experience in financial advising. He is currently with Capital Investment Advisors, LLC, where he has worked since 2021. His prior roles include positions at Howard Capital Management, Lindner Capital Advisors, Inc., and Mass Mutual Investors Services. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform with standardized asset-allocation models and offers access to private investment solutions and a specialized Capital Family Office division.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Stephen W

ChFC®, Series 63

Atlanta, GA

Oxford Financial Group, Ltd

Stephen Wilkins is a financial advisor at Oxford Financial Group, Ltd with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Wilkins previously worked at The Leaders Group, Inc. and High Ground Company LLC. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held businesses. The firm provides family office and CIO services, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes managed by dedicated investment teams.

Private / alternative investments Business exit / sale strategy Business ownership considerations Family Business Wealth management Founder/Business Owner
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Jonathan C

Series 65, Series 63

Atlanta, GA

49 Financial

Jonathan Curry is an advisor at 49 Financial based in Atlanta, GA, holding Series 65 and Series 63 licenses with five years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of advisory roles, he is also licensed to sell fixed and traditional insurance products. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, with an investment approach focused on disciplined, long-term diversified asset allocation through proprietary and model portfolios.

General estate planning guidance Tax strategies for small businesses Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Values-based investing Established Professionals
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Daniel D

CFP®, Series 63, Series 65

Atlanta, GA

SignatureFD, LLC

Daniel Dubay is a CFP® professional with 18 years of industry experience, currently serving at SignatureFD, LLC since 2013. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing principal of Paradise Pointe Partners, LLC, a family real estate holding company. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and it is vertically integrated with an affiliated accounting firm and private investment funds.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
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Ryan H

Series 66

Atlanta, GA

IFG Advisory, LLC

Ryan Hood is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 license and 29 years of industry experience. He has been with IFG Advisory and LPL Financial since 2015. Outside of his advisory role, he is involved in health-related non-variable insurance and moderates activities unrelated to investment advising. IFG Advisory, LLC provides investment advisory and financial planning services to individuals including high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a range of investment strategies using sub-advisors, third-party models, and various financial instruments, while also managing held-away assets to align with clients’ overall goals.

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

Series 63, Series 65

Atlanta, GA

Apollon Wealth Management, LLC

Jack Cayce is a financial advisor at Apollon Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments and Catalyst Wealth Management. Outside of his advisory role, he is also an insurance agent specializing in life, disability, and fixed annuity products. Apollon Wealth Management, LLC is a multi-team SEC-registered advisor serving a broad client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, employing a combination of centrally managed strategies and locally managed portfolios across various asset classes and specialized investment vehicles.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Daphne G

Series 63, Series 65

Atlanta, GA

OpenArc Corporate Advisory, LLC

Daphne Gentile is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill, Wells Fargo Advisors, Cambridge Investment Research, Fuller and Company, and Morgan Stanley. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm provides tailored investment solutions including private markets and digital assets, with a significant focus on institutional retirement plans and operational integration with third-party platforms.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
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Kade S

Series 65

Atlanta, GA

SignatureFD, LLC

Kade Scott is a financial advisor at SignatureFD, LLC with a Series 65 designation and two years of industry experience. He previously worked at Blue Mile and has a background that includes roles outside the financial sector at Georgia Southern University and McAllister's Deli. SignatureFD serves a range of clients including individuals, business entities, and charitable organizations, offering discretionary wealth management, financial planning, and consulting. The firm utilizes diversified, long-term asset allocation strategies and operates several specialized business lines such as AutographFD, an AI-enabled platform for private placement life insurance.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
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Ronald S

Series 63, Series 65

Atlanta, GA

Bison Wealth, LLC

Ronald Savarese is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Bison Wealth since 2014 and previously spent three years with Sterne Agee Financial Services. Outside of his advisory role, he is involved in publishing through Home Planet Publishing, Inc., where he publishes books authored by himself and family members. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm employs multi-manager portfolios with tactical and strategic allocations and offers both discretionary and non-discretionary management, along with access to alternative investments and a distinctive option-based Overlay Strategy.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Randall R

Series 63, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Randall Roman is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Bank of America and Merrill, with overlapping tenures at both firms from 2010 to 2025. Based in Atlanta, GA, he has been with OpenArc since 2025. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a variety of investment strategies that include individual securities, alternative investments, and digital assets.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
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Melissa D

Series 66, Series 65

Scottdale, GA

MissionSquare Retirement

Melissa Doughty is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds the Series 66 and Series 65 designations and has worked at ICMA Retirement Corporation and Victoria's Secret since 2006. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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