Eric Broadus is a financial advisor at Can Serve Free LLC with four years of industry experience. He holds a Series 65 designation and has worked at AGCO Corporation and Stryker. Can Serve Free LLC provides fee-based, primarily online investment advisory and quantitative portfolio management services focused on cancer/oncology stocks and healthcare real estate investment trusts. The firm serves individual investors, high net worth clients, businesses, and not-for-profit organizations using a Modern Portfolio Theory-based approach with fundamental and technical analysis.

Hi, I’m Luke McCord, a fee-only Certified Financial Planner™ (CFP®) and the founder of Greenway Financial Planning. I was born and raised in Atlanta, and I still live in the North Atlanta area with my wife and children. An Eagle Scout and proud Georgia Tech graduate (Class of 2000), I learned early the value of integrity, hard work, and serving others. Those lessons continue to shape how I run my practice today. I’m a Christian, a husband, and a father — and I bring those values into my work every day. How I Help Clients At Greenway Financial Planning, we provide clear, professional financial planning and investment management to individuals and families across Alpharetta, Cumming, Forsyth County, and the broader North Atlanta area. We specialize in helping growing families and pre-retirees with practical matters such as: -Investment and retirement planning -Cash flow and budgeting -Tax-efficient strategies -Education savings and debt management There are no asset minimums and no long-term contracts. My goal is simple: deliver honest, fiduciary advice that helps you gain clarity and confidence with your money — without pressure or complexity. My Approach I’m openly Christian, and my faith is an important part of who I am. I especially enjoy working with clients who share similar values. That said, the planning itself is straightforward and practical. You won’t get preached to — just competent, personalized guidance tailored to your real-life goals and situation. I take time to truly listen and understand what matters most to you and your family. Whether you’re focused on building a secure retirement, saving for your children’s future, or simply creating more peace around money, I help you make clear, confident decisions. My role is to simplify the complex parts of financial planning so you can focus on living your life with purpose. Giving I’m passionate about the community that raised me. Locally, I stay involved with North Atlanta churches and groups. I also support Jungle Kids for Christ, an organization that helps children in Ecuador break the cycle of poverty through education, nutrition, and hope.

Robert Robinson is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Confidant Financial Solutions, LLC since 2015, where he is the sole advisor. Confidant Financial Solutions serves individual households, including high-net-worth clients, offering discretionary asset management and modular financial planning tailored through a fact-finding process. The firm uses model portfolios primarily composed of exchange-traded funds representing Morningstar style boxes and monitors accounts quarterly, with a focus on both long-term orientation and the ability to trade actively when authorized.

William Griffin is the sole advisor at W.A. Griffin Financial Services Inc. in Gainesville, GA, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has worked at his current firm since 1992, with prior roles at Questar Asset Management and Questar Capital Corporation. Griffin is also a licensed insurance agent who occasionally sells term life insurance and fixed annuities. W.A. Griffin Financial Services Inc. offers discretionary asset management and financial planning primarily to individual and high-net-worth clients, as well as corporate clients through qualified plans and retirement planning. The firm employs a variety of analytic methods and investment strategies, providing ongoing portfolio management and optional comprehensive financial planning reviews.

Patrick Volpe is a financial advisor at Brooke Forest Capital LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Latitude Advisors, LLC and Edward Jones. Outside of his advisory role, he is a licensed insurance agent. Brooke Forest Capital LLC serves individual clients, including high-net-worth individuals, offering portfolio management and financial planning without an account minimum. The firm employs various analytic approaches and maintains discretionary trading authority to manage a diverse range of investment vehicles.

Sam Evans is a CFA® charterholder based in Duluth, GA, with 15 years of industry experience. He currently operates Evans Wealth Management and has been affiliated with Legacy Planning Group, Inc. and Golden Years Advisory, LLC. In addition to his advisory work, Evans teaches accounting and finance on a part-time basis. Evans Wealth Management is a fee-only registered investment adviser serving individuals, families, trusts, estates, and small business owners, generally those with at least $1 million in investable assets. The firm provides comprehensive financial planning and discretionary asset management, employing both fundamental and technical analysis, and incorporates tax considerations and a mix of public and private market strategies.

Barrett Carter is a financial advisor at Lexus Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at EverGreen Capital Management, Inc. and Bank of America, N.A. Lexus Wealth Management serves individual and high-net-worth clients as well as institutional clients, managing approximately $42.3 million for about 279 clients through a three-advisor team. The firm provides discretionary portfolio management, financial planning, retirement rollover advice, and consultation services, using a mix of fundamental, technical, and modern portfolio theory approaches with active account monitoring and tailored investment strategies.

Jon Bernier is a CFP® and ChFC® with 23 years of experience in financial advising. He has been with TandemGrowth Financial Advisors, LLC in Alpharetta, GA since 2000. TandemGrowth Financial Advisors serves individuals, high net worth households, trusts, and estates with comprehensive wealth management and financial planning, offering discretionary and non-discretionary portfolio management alongside retirement-plan oversight and account aggregation tools. The firm uses a strategic, long-term investment approach across equity-risk spectrums, incorporating mutual funds, ETFs, independent managers, and alternative investments, and provides unique services such as a NextGen program and healthcare planning partnerships.

Kevin O'Conner is a ChFC®-designated advisor at C.W. O'Conner Wealth Advisors, Inc. with two years of industry experience. He has been with the firm since 2023, following a prior 10-year period at the same firm under a slightly different naming convention. C.W. O'Conner Wealth Advisors, Inc. is a fee-only independent registered investment adviser with a three-advisor team managing approximately $264.6 million for about 135 clients. The firm offers wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors, using client-specific strategies and both discretionary and non-discretionary portfolio management.

Owen Blank is a financial advisor at SafeWater Investment Management LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining SafeWater, Owen worked at Morgan Stanley and Morgan Stanley Private Bank for a combined total of 10 years. Outside of finance, he is involved in manufacturing through Sujac Sewing and owns Snacks Music, an art and culture business in Decatur, Georgia. SafeWater Investment Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a diverse investment approach incorporating multiple analytical methods and manages approximately $31.35 million for about 93 clients.

Gary Skeen is a financial advisor at Retirement Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 credential and has been involved with the Church Benefits Board since 2001. Retirement Wealth Management provides investment advisory, financial planning, and pension consulting services primarily to institutional clients such as pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes plan-level services and uses a long-term, asset-allocation approach based on Modern Portfolio Theory, implementing strategies through selected sub-advisers and offering specialized pension consulting.

Lance Newsome is a CFP®-certified financial advisor with 27 years of industry experience. He has worked at Newcorp Wealth Management since 2018 and previously at Maryland Financial Group, Inc. and LPL Financial. Newsome is also involved in independent insurance sales focused on non-variable life and annuity products. Newcorp Wealth Management serves individual, corporate, and retirement-plan clients by providing portfolio management, financial planning, and retirement-plan consulting. The firm uses tailored asset-allocation frameworks incorporating multiple investment strategies and offers ERISA fiduciary services alongside individual wealth management.

Darrell Roberts is a financial advisor with American Wealth Advisors, LLC in Johns Creek, GA, holding a Series 63 designation and over 21 years of industry experience. He has been with American Wealth Advisors since 2007. American Wealth Advisors, LLC provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm emphasizes fundamental analysis to build long-term, diversified portfolios primarily using low-cost funds, with ongoing personal contact and periodic reviews tailored to client needs.

Scott Mckee is a financial advisor at Lifetime Wealth Management P.C. in Alpharetta, GA, holding a Series 65 designation with five years of industry experience. He has been with Lifetime Wealth Management since 2020 and is also the managing member and owner of Ell, LLC dba Sidecar Group, where he advises leaders in healthcare organizations on growth and development strategies. Additionally, he serves as vice president and owner of Recurrit, LLC dba Tempus, a software development company focused on time request and billing solutions. Lifetime Wealth Management P.C. provides personalized financial planning and investment management services to individuals, high-net-worth clients, estates, small businesses, and charitable organizations. The firm employs a core-and-satellite investment approach combining passive and active strategies and offers discretionary and non-discretionary portfolio management along with specialized planning and consulting services.

Barry Spencer is a financial advisor at Wealth With No Regrets® in Alpharetta, GA, holding a Series 65 designation with 14 years of industry experience. He has been associated with Boomfish Wealth Group, LLC since 2010 and Boomfish Inc. since 2008. Wealth With No Regrets® serves individual and high-net-worth clients, small businesses, and charitable organizations with integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial profiles, long-term investing, and risk management, utilizing fundamental and technical analysis along with third-party sub-advisers and the AE Wealth Management platform.

Terry Prillaman is the sole advisor at Northstar Investment Partners in Alpharetta, GA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Northstar Investment Partners since 2004. Northstar Investment Partners is an independent, fee-only registered investment adviser serving individual clients, including accounts for minor children. The firm employs multiple option strategies and bases its recommendations on clients’ goals and risk factors to seek capital appreciation.

Brice Thompson is a financial advisor at Ridge Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cetera and First Allied Securities. Outside of his advisory role, he is involved with Eleven Eleven Homes, LLC. Ridge Capital Management provides wealth management and financial planning to individuals, trusts, estates, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning coordination, pension consulting, and third-party manager oversight, employing a diversified investment approach across various asset classes.

Craig Jennings is a financial advisor at Safewater Investment Management LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Jennings Financial Planning & Investments, World Equity Group, Nicholas Wealth Management, Kelley and Mullis Wealth Management, and Securities America. In addition to advising, he is a licensed insurance agent. Safewater Investment Management provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm applies various analytical methods and manages diverse asset types without outsourcing portfolio management, serving clients without an account minimum.

Aria Alvarez is a financial advisor at Actify Investor Retirements, LLC with a Series 65 license and one year of industry experience. Prior to joining Actify, she worked in corporate payroll services and held various roles in retail and management. Actify serves retirement plan sponsors and individual IRA and SIMPLE IRA participants, focusing on employer-sponsored retirement arrangements and payroll-deduction IRA programs. The firm emphasizes fundamental analysis and diversification to construct risk-based model portfolios while providing education and investment recommendations without comprehensive legal or tax advice.

Macarther Plumart is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at MRP Capital Investments, LLC, where he has worked since 2013, and was previously associated with MRP Currency, LLC. MRP Capital Investments provides discretionary portfolio management, integrated financial planning, and pension consulting primarily to individual and high-net-worth clients. The firm manages approximately $201 million in client assets and employs a mix of fundamental and technical analysis, including derivatives and digital assets, within customized portfolios.