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Carson G

Series 65

Cumming, GA

Financial Consultants Group Inc

Carson Greene is a financial advisor at Financial Consultants Group Inc with Series 65 credentials and one year of industry experience. Prior to his current role, he spent a year at Blue Vault Alternative Investments and has experience in other sectors including electric services and agriculture. He has been involved with the UGA Football Letterman's Club for six years. Financial Consultants Group, Inc. serves individuals, families, corporations, and trusts with discretionary portfolio management and comprehensive financial planning. The firm uses a long-term discretionary trading approach grounded in fundamental analysis, modern portfolio theory, and technical analysis, and incorporates technology such as artificial intelligence and machine learning in some service areas.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Edwin R

ChFC®, Series 63, Series 65

Gainesville, GA

JT Stratford, LLC

Edwin Robins is a ChFC® credentialed financial advisor with 40 years of industry experience. He is a partner at JT Stratford, LLC and has held roles at several firms, including Colhoun, Robins, Davenport & Company and Triad Advisors, Inc. Outside of financial advising, Robins serves on the board of Durham Coca-Cola Bottling Company and is involved in committee work at St. Paul's Episcopal Church. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment strategies and offers access to alternative and private investments, while integrating emerging technology to support research and operations.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
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Dwayne F

Series 63, Series 65

Gainesville, GA

JT Stratford, LLC

Dwayne Ferguson is a financial advisor with JT Stratford, LLC in Gainesville, GA, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with JT Stratford since 2010, previously working at Silver Oak Securities and Triad Advisors. Ferguson is also president and agent of an insurance agency and serves as a member of a management consulting firm. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies from long-term buy-and-hold to active trading, offers access to alternative investments, and integrates emerging technology and third-party resources to support client portfolios.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
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James D

Series 63, Series 65

Gainesville, GA

JT Stratford, LLC

James Davenport is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Triad Advisors, Inc. for 23 years and briefly at Silver Oak Securities, Inc. Davenport is also a partner in Colhoun Robins Davenport & Co, LLC, where he is involved in insurance and employee benefits. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, providing portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
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Hunter P

CFA®

Gainesville, GA

JT Stratford, LLC

Hunter Parker is a CFA® charterholder with five years of industry experience. He has worked at JT Stratford, LLC since 2021 and has prior experience at Triad Advisors LLC, Onsyte Performance, Forrester Manufacturing, Outdoor Environments, and Yonah Mountain Vineyards. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for roughly 1,151 clients through a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to model portfolios and sub-advisory strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
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James E

PFS™

Gainesville, GA

JT Stratford, LLC

James Eggers is a financial advisor at JT Stratford, LLC with five years of industry experience. He holds the PFS™ designation and has worked previously at Avantax Advisory Services and Smith Leonard PLLC. Outside of his advisory role, he is a member of Tanglewood Pizza Company, LLC, a full-service restaurant where he handles bookkeeping and tax filings. JT Stratford, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers access to alternative investments, while incorporating technology and third-party resources to support portfolio management and client service.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
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Contey S

CFP®

Buford, GA

Origin Investment Advisory LLC

Contey Smith is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Origin Investment Advisory LLC. He has worked at Origin Financial, Motus Wealth, Elwood & Goetz Wealth Advisory Group, and TrueWealth. Additionally, Smith is contracted as a financial planner for Blend Financial, Inc. dba Origin Financial. Origin Investment Advisory provides financial planning, budgeting, and portfolio management services to individual retail clients through a subscription model and employer-sponsored programs. The firm employs a Modern Portfolio Theory-based investment approach with behavioral-finance adjustments, utilizing AI-driven tools and automated compliance systems.

Cash flow / budgeting Tax-loss harvesting Passive / index investing
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Thomas S

Series 65

Gainesville, GA

JT Stratford, LLC

Thomas Sherrill is a Series 65-licensed advisor at JT Stratford, LLC with one year of industry experience. Prior to joining JT Stratford, he worked at Home Depot for ten years. JT Stratford, LLC serves individuals including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations with investment advisory and financial planning services. The firm offers a range of portfolio management solutions and incorporates fundamental, technical, and charting analysis, along with emerging technology tools, to support research and operations.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
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Gregory W

Series 63, Series 65

Gainesville, GA

JT Stratford, LLC

Gregory Wilson is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at SFS Financial Inc. since 2000 and at Triad Advisors, Inc. from 2005 to 2018. Wilson is also the owner of Benefit Resources LLC, an insurance business specializing in group employer benefits and life insurance. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
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Gary K

Series 63, Series 65

Gainesville, GA

JT Stratford, LLC

Gary Klaric is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Triad Advisors LLC, GER Loftin Wealth Advisors, and Integrated Financial Advisory, Inc., where he also owns and operates an insurance agency specializing in fixed and life insurance. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, offering portfolio management, financial planning, and access to third-party strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
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William S

CFP®

Cumming, GA

Starr-Mathews Financial, LLC

William Saville is a CFP® professional with eight years of experience at Starr-Mathews Financial, LLC, where he has worked since 2017. Prior to that, he spent 24 years at Regions Bank. Starr-Mathews Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs a long-term investment approach with written Investment Policy Statements and offers a wrap-fee program alongside managed accounts.

College savings (529s, UTMA, etc.) Annuities Founder/Business Owner
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Mariah W

Series 65

Flowery Branch, GA

Axxcess Wealth Management, LLC

Mariah Wisely is a financial advisor at Axxcess Wealth Management, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Axxcess Wealth Management since 2018, with prior roles at Peachtree Wealth Strategies and State Farm. Outside of finance, she was involved with Lake Lanier Island Resort’s Sunset Cove Beach Cafe and Club for six years. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers customized multi-asset portfolios and supports third-party managers through its distinctive Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ralph B

CFP®, Series 66

Braselton, GA

Kingsview Wealth Management, LLC

Ralph Brooks Jr. is a CFP® professional with 16 years of experience in the financial services industry. He currently serves at Kingsview Wealth Management, LLC and previously spent 15 years with Edward Jones. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management services utilizing a blend of in-house strategies, third-party managers, and alternative investments.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Andrew R

Series 63, Series 65

Dawsonville, GA

Blackridge Asset Management, LLC

Andrew Rodgers is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His work history includes roles at Peak Brokerage Services, Cambridge Investment Research Advisors, Dempsey Lord Smith, SB Advisory, Berthel Fisher & Company Financial Services, and Equity Services. Blackridge Asset Management provides financial planning, investment management, and related consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm operates through a network of investment adviser representatives and offers tailored portfolio management, model portfolios, third-party managers, and wrap programs, with a focus on a network structure tied to affiliated firms and vendor arrangements.

General tax planning
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Christopher B

Series 65

Hoschton, GA

First Advisors National, LLC

Christopher Bach is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and three years of industry experience. He has worked at firms including E.T.S. Wealth Management and Landers Appraisal Service. Outside of finance, he owns and operates County Line Sprinklers, a landscaping services business. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm utilizes third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds, managing approximately $506.8 million in discretionary assets.

Passive / index investing
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Chase P

Series 65

Hoschton, GA

First Advisors National, LLC

Chase Parker is a Series 65 licensed advisor with First Advisors National, LLC, based in Hoschton, GA. He has experience with E.T.S. Wealth Management and ETS Financial Services, and has served with the Gwinnett County Fire Department since 2009. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm uses third-party money managers and tactical and strategic asset allocation methodologies to manage approximately $506.8 million in discretionary assets.

Passive / index investing
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Nelly S

Series 65

Brasleton, GA

First Advisors National, LLC

Nelly Stoneburner is a Series 65-licensed financial advisor with one year of industry experience. She is currently affiliated with First Advisors National, LLC and E.T.S. Wealth Management, LLC. Prior to entering financial services, she worked for over 30 years with Gwinnett County Public Schools. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants, managing approximately $506.8 million in discretionary assets. The firm employs tactical and strategic asset allocation methodologies and emphasizes manager selection and oversight combined with fundamental analysis.

Passive / index investing
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Joshua V

CFP®, Series 66

Buford, GA

Mission Wealth Management, LP

Joshua Vaughan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. Prior to joining Mission Wealth in 2025, he worked at Homrich Berg for seven years and has professional experience with the Detroit Lions, Bank of America, and Merrill. Vaughan also participates in community and motivational activities, including giving talks and private football training as a former professional athlete. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering comprehensive wealth management, financial planning, and investment management services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios through a mix of internal and third-party management to meet client needs.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing
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Jonathan F

Series 63, Series 65

Braselton, GA

The AmeriFlex Group

Jonathan Frazier is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior work includes roles at Woodbury Financial, Sage Point Financial, Royal Alliance Associates, and FSC Securities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, providing customized strategies that utilize model asset allocations and manager relationships across multiple custodians.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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