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Colton S
Series 66
Snellville, GA
Sunglow Wealth Advisory LLC
Colton Sowash is a financial advisor with Sunglow Wealth Advisory LLC in Snellville, GA, holding a Series 66 credential and four years of industry experience. He is also the owner of Big Creek Capital Management, an investment advisory firm focused on developing and managing client portfolios. Sowash's prior experience includes roles at LCG Associates and Mercer University. Sunglow Wealth Advisory LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, privately held companies, and qualified retirement plans. The fee-only firm manages approximately $73.7 million, employing a value-oriented, fundamental analysis approach that incorporates options strategies and emphasizes diversification and a multi-year investment horizon.
Randy B
Series 63, Series 65
Suwanee, GA
Centurion Advisory Group, Inc
Randy Brunson is a financial advisor at Centurion Advisory Group, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Centurion Advisory Group, LLC since 2006. Centurion Advisory Group serves individual clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, providing financial planning, investment management, retirement plan consulting, and project-based general consulting. The firm uses proprietary asset-allocation models combining fundamental and technical analysis and implements portfolios through mutual funds, ETFs, and individual securities.
Robert G
Series 63, Series 66
Lawrenceville, GA
Arch Partners Wealth Management, Inc.
Robert Gaillard is a financial advisor at Arch Partners Wealth Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Maximum Wealth Management Inc., MML Investors Services, and Mass Mutual Life Insurance Company. He is also involved in selling life, disability, and long-term care insurance products through Gaillard Financial Group. Arch Partners Wealth Management, Inc. provides investment supervisory services, portfolio management, and financial planning to individual, pension, and corporate clients. The firm primarily employs passive investment strategies using mutual funds and ETFs and manages approximately $109 million in discretionary assets.
Steven H
Series 65
Duluth, GA
D.L. Fields Advisory Group, LLC
Steven Harrison is a financial advisor with D.L. Fields Advisory Group, LLC in Duluth, GA. He holds a Series 65 designation and has four years of industry experience. His prior work includes roles at Intuit and the City of Brookhaven. D.L. Fields Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers tailored investment strategies using fundamental and technical analysis, with portfolios reviewed regularly and services provided on both asset-management and hourly planning bases.
Hayden S
Series 65
Dacula, GA
Culbreth Wealth Management
Hayden Stone is a financial advisor at Culbreth Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Culbreth Wealth Management, he held various positions in education and property management. Culbreth Wealth Management provides fee-based asset management, financial planning, and pension consulting to individual and high-net-worth clients as well as plan sponsors. The firm emphasizes asset-allocation strategies aimed at optimizing risk-adjusted returns, using a range of investment vehicles including mutual funds, ETFs, private placements, and securitized real estate interests.
Sam E
CFA®
Duluth, GA
Evans Wealth Management
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.
Mark L
Series 65
Suwanee, GA
The Lloyd Advisory Group
Mark Lloyd is a financial advisor at The Lloyd Advisory Group in Suwanee, GA, with 2 years of industry experience and a Series 65 designation. He has worked at Lloyd Advisory Services, LLC since 2011. Lloyd also serves as Client Relations Manager at The Lloyd Group, Inc., an insurance agency where he manages client service operations and assists with account applications and rollovers. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts, utilizing third-party model portfolios and ongoing rebalancing. The firm’s investment approach incorporates a three-bucket framework emphasizing growth, income, and fixed insurance-based assets, and it integrates commissionable insurance sales as a key component of its advisory process.
James L
CFP®, Series 63, Series 65
Johns Creek, GA
Loftin Wealth Partners
James Loftin is a CFP® professional with 26 years of industry experience. He is the principal at Loftin Wealth Partners in Johns Creek, GA, and has held roles at multiple financial and insurance firms since 2009. He serves as president of the Financial Planning Association of Georgia as of 2023. Loftin Wealth Partners is an SEC-registered investment adviser managing approximately $292 million in discretionary assets for individuals, charitable organizations, and corporations. The firm provides portfolio management and financial planning services, employing strategies that may include hedging, leverage, and options, and offers both discretionary and non-discretionary account management.
Andrew J
Series 65
Suwanee, GA
The Lloyd Advisory Group
Andrew Jones is a Series 65-licensed financial advisor with 17 years of industry experience. He has worked at Lloyd Advisory Services, LLC since 2009 and was previously associated with ABJ Advisors, Inc. Jones is also involved as an insurance agent with The Lloyd Group, Inc., where he participates in the sale of insurance products. The Lloyd Advisory Group is a seven-advisor team providing discretionary investment management and financial planning primarily to individual clients and personal trusts. The firm employs a three-bucket investment framework combining growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.
Andrew L
Series 65
Suwanee, GA
The Lloyd Advisory Group
Andrew Lloyd is a financial advisor with The Lloyd Advisory Group in Suwanee, GA, holding a Series 65 designation and three years of industry experience. He has been involved with Lloyd Advisory Services, LLC since 2022 and The Lloyd Group, Inc. since 2019. Outside of his advisory role, he works as a client design specialist in an affiliated insurance agency. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm employs a three-bucket investment approach incorporating growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.
Dewitt W
CFP®, Series 63
Suwanee, GA
Weaver Capital Management, LLC
Dewitt Weaver is a CFP® with 29 years of industry experience and has been with Weaver Capital Management, LLC since 2005. He holds a Series 63 license and is based in Suwanee, GA. Weaver Capital Management, LLC provides fee-only investment management and comprehensive wealth management services to individual and high-net-worth clients, as well as retirement-plan advisory and fiduciary consulting to employer-sponsored plans. The firm employs a long-term, value-oriented investment approach using model portfolios tailored to client risk profiles and incorporates alternative strategies and tactical ETF adjustments to manage risk.
Derek R
Series 65, Series 66
Johns Creek, GA
Loftin Wealth Partners
Derek Rackley is a financial advisor at Loftin Wealth Partners with Series 65 and Series 66 licenses and four years of industry experience. He previously worked at Morgan Stanley for three years and has been involved with Amrack Fitness since 2017. Outside of finance, Rackley serves as a sports media host and analyst for the Atlanta Falcons and Westwood One Sports Radio. Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm customizes portfolios based on client objectives, employing a variety of investment strategies including asset allocation, technical analysis, and hedging.
Robert B
Series 63, Series 65
Suwanee, GA
Legacy Planning Advisors, LLC
Robert Black Jr. is a financial advisor with Legacy Planning Advisors, LLC and holds Series 63 and Series 65 licenses, with 34 years of industry experience. He has worked at Legacy Planning Advisors and its predecessor since 1996 and is also associated with The Strategic Financial Alliance, Inc. Since 1997, he has served as an elder at a local church. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm uses a long-term buy-and-hold investment approach primarily implemented through third-party managers, with additional services including retirement plan consulting and participant education.
Christopher C
CFP®, Series 66
Suwanee, GA
Legacy Planning Advisors, LLC
Christopher Cushman is a CFP® with 19 years of industry experience, currently serving at Legacy Planning Advisors, LLC since 2018. He has prior experience with The Strategic Financial Alliance, Inc. and Legacy Planning Group, Inc. Cushman is a part owner of an investment club, Ben Hur, which he co-founded with college acquaintances and has participated in since around 2007. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach, utilizes third-party advisory programs, and offers comprehensive financial planning through its Purposeful Planning™ process.
George R
Series 63, Series 65
Johns Creek, GA
Loftin Wealth Partners
George Rall Jr. is a financial advisor with Loftin Wealth Partners in Johns Creek, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at LPL Financial, GER Financial LLC, Ger Loftin Wealth Advisors, LLC, and United Planners' Financial Services. Rall provides investment advisory services through Loftin Wealth Partners, where he is actively involved. Loftin Wealth Partners offers investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance, employing various strategies including asset allocation, technical analysis, and both long- and short-term trading.
Samuel H
Series 66
Suwanee, GA
Legacy Planning Advisors, LLC
Samuel Hutto is a financial advisor with Legacy Planning Advisors, LLC and holds a Series 66 designation. He has experience working with The Strategic Financial Alliance, Ameriprise Financial, and has a background that includes roles in education and entrepreneurship. Outside of finance, he was involved with Kona Ice, a mobile dessert business. Legacy Planning Advisors, LLC offers financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm employs a long-term buy-and-hold investment approach supported by third-party managers and provides retirement plan consulting and participant education.
Shaun D
Series 65
Suwanee, GA
The Lloyd Advisory Group
Shaun Duffy is a financial advisor at The Lloyd Advisory Group with two years of industry experience. He holds a Series 65 designation and has been with The Lloyd Advisory Group since 2019. Prior to his advisory career, he worked at Outback Steakhouse for 13 years. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm uses a three-bucket investment approach and relies on third-party model portfolios and money managers accessed through AE Wealth Management’s platform.
Joshua S
Series 63, Series 65
Johns Creek, GA
Loftin Wealth Partners
Joshua Studebaker is a financial advisor at Loftin Wealth Partners with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Prudential / LPL Enterprise LLC, BJM Financial, Inc., and 49 Wealth Management. Outside of advising, he is involved with Spark Collective Holdings LLC and works with Heart of Georgia Health Insurance and Virtus Accounting. Loftin Wealth Partners is an SEC-registered investment adviser serving individuals, charitable organizations, and corporations with portfolio management, financial planning, and managed account services. The firm offers both discretionary and non-discretionary management and employs strategies such as hedging, leverage, and options when appropriate.
Peter G
CFP®, Series 63
Suwanee, GA
Legacy Planning Advisors, LLC
Peter Geckeler is a CFP® with two years of experience at Legacy Planning Advisors, LLC. He has also worked with The Strategic Financial Alliance, Inc. since 2014. Legacy Planning Advisors, LLC provides financial planning, wealth counseling, and investment advisory services to individuals, families, trusts, corporations, and employee benefit plans. The firm uses a long-term buy-and-hold investment approach with periodic reviews and rebalancing, leveraging third-party managers and custodial platforms to implement strategies.
Bradley B
CFP®, ChFC®, Series 63, Series 65
Suwanee, GA
Weaver Capital Management, LLC
Bradley Barger is a financial advisor at Weaver Capital Management, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Wells Fargo Clearing Services and SunTrust Advisory Services. He serves as co-trustee for a family trust. Weaver Capital Management serves individual clients, including high-net-worth families, as well as retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary investment management and comprehensive wealth management with a long-term, value-oriented investment approach that incorporates tactical risk-management tools.
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