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Andy S

Series 63, Series 65

Dunwoody, GA

Capital Analysts

Andy Sukhai is a financial advisor at Capital Analysts with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Banks Jackson & Middleton and Lincoln Investment since 2017, with prior experience at VOYA Financial Advisors from 2014 to 2017. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team for model portfolios and proprietary mutual-fund screening.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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Creston M

CFP®, Series 65

Atlanta, GA

IFG Advisory, LLC

Creston Maxey is a CFP® professional with nine years of industry experience, currently affiliated with IFG Advisory, LLC in Atlanta, GA. His prior work includes roles at Lloyd Advisory Services, LLC and The Lloyd Group, Inc., and he is also connected with Highland Trust Partners. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, and cyclical analysis and employs various management strategies, including in-house and third-party managers, to align clients’ assets with their objectives.

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

Series 65

Alpharetta, GA

Howard Capital Management, LLC

Daniel Arnstein is a financial advisor at Howard Capital Management, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior experience in various roles across education and service industries. Howard Capital Management serves a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs proprietary tactical indicators and model portfolios, often utilizing its own mutual funds and ETFs, and provides discretionary portfolio management and other advisory services.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Eric N

Series 65

Alpharetta, GA

Howard Capital Management, LLC

Eric Nyquist is a financial advisor at Howard Capital Management, Inc. He holds a Series 65 designation and has four years of industry experience. His prior work includes roles at Northern Lights Distributors, LLC, Davey Tree Experts, Sungrade Solar, Class Leasing, J.D. Mellberg, and The Piedmont Group of Atlanta. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators in its tactical investment approach and offers a range of participant tools, private wealth services, and sub-advisory support for mutual funds and ETFs.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Byron P

Series 63, Series 65

Roswell, GA

Howard Capital Management, LLC

Byron Preuss is a financial advisor with Howard Capital Management, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Howard Capital Management since 2009. Outside of his advisory role, he is engaged as a plan writer for asset allocation and serves as an outside sales agent for the firm’s advisory money management programs. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other advisers. The firm employs proprietary technical indicators to guide tactical investment strategies across client accounts and manages both mutual funds and ETFs while offering web-based retirement planning tools and private wealth services.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Joe P

Series 66

Atlanta, GA

Advisory Services Network

Joe Patrick is a financial advisor with Advisory Services Network, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Fidelity Investments. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

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

Series 63

Dunwoody, GA

Capital Analysts

Perry Williams is a financial advisor at Capital Analysts with 27 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 1999. Outside of his advisory role, Williams is an agent selling life insurance and fixed annuities and is the owner and president of Williams & Williams Financial Services, Inc., a tax and accounting services business. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management team and proprietary fund screening tools.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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Gary A

CFP®, Series 63

Atlanta, GA

IFG Advisory, LLC

Gary Alpert is a CFP® professional with 26 years of industry experience, currently serving at IFG Advisory, LLC since 2014. He is also registered with LPL Financial and acts as a non-public arbitrator with FINRA. 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 employs a multifaceted investment process combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.

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

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Aaqib Anwar is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 65 designation and has worked at firms including Renascence & Partners LLC, C&J Renascence Shanghai Co. Ltd, RGI Finance, and St James’ Place Wealth Management. Beacon Global Advisor Network serves a range of clients including individuals, businesses, pension and profit-sharing plans, and trusts. The firm’s investment approach typically involves customized portfolios using third-party managed models, mutual funds, ETFs, individual equities, and fixed income, with a distinctive focus on pension-transfer services for U.K. nationals.

Wealth management Founder/Business Owner Expats
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Caden P

Series 63, Series 66

Alpharetta, GA

Howard Capital Management, LLC

Caden Palmer is a financial advisor at Howard Capital Management, LLC with two years of industry experience. He holds Series 63 and Series 66 designations and has worked at Northern Lights Distributors, LLC, E*TRADE Securities, LLC, and Howard Capital Management, Inc. prior to his current role. Howard Capital Management serves a diverse range of individual and institutional clients, offering discretionary portfolio management, private wealth services, and mutual fund and ETF advisory. The firm’s investment process uses proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Christopher F

CFP®, Series 65, Series 63

Atlanta, GA

Level Four Advisory Services

Christopher Facka is a CFP® professional with 25 years of experience in financial advisory. He currently serves at Level Four Advisory Services and Level Four Financial, where he has worked since 2018 and 2020 respectively. His prior experience includes roles at SunTrust Advisory Services and GenSpring Family Offices. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a blend of firm-sponsored and third-party platforms.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Wealth management Founder/Business Owner Executive
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Ricky H

Series 65

Alpharetta, GA

RFG Advisory, LLC

Ricky Howard is a Series 65-licensed advisor at RFG Advisory, LLC with one year of industry experience. He has worked concurrently with Black Oak Asset Management and Silver Oak Securities, Inc., and serves as a part-time public school teacher for Forsyth County Schools. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion in assets for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and acts as sub-adviser to the Bluemonte family of ETFs.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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David S

Series 65

Alpharetta, GA

Sound Income Strategies, LLC

David Stearns is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Sound Income Strategies, LLC since 2016 and has operated The Stearns Agency since 2006. Outside of his advisory role, he serves as Vice Chairperson for Watkinsville First Baptist Church. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets across a diverse client base, including individuals, pension plans, trusts, and corporations. The firm emphasizes a customized investment approach with a focus on fixed-income analysis and equity review, offering a range of services from asset management to insurance planning.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Ian E

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Ian Edwards is a Series 65-licensed financial advisor with Beacon Global Advisor Network, LLC, bringing four years of industry experience. He has worked with Austen Morris Associates North America, Inc. and Carrick Wealth, among other firms. Outside of advising, he holds a 100% ownership interest in a residential property management business based in South Africa. Beacon Global Advisor Network 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 approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with tailored client portfolios that often incorporate mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Wealth management Founder/Business Owner Expats
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Christopher G

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Christopher Griffin 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 several firms including Blacktower Financial Management and deVere Acuma. Griffin is based in Atlanta, GA. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering services such as asset management, financial planning, and retirement consulting. The firm specializes in customized portfolios that often involve discretionary management via unified managed account platforms and has a formal pension-transfer service tailored for U.K. expatriates.

Wealth management Founder/Business Owner Expats
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Matthew W

CFP®, Series 63, Series 65

Roswell, GA

Kestra Private Wealth Services, LLC

Matthew West is a CFP® professional at Kestra Private Wealth Services, LLC with 30 years of industry experience. Prior to joining Kestra in 2022, he held roles at Bank of America and Merrill. Outside of his advisory work, he is the managing partner of Canton Wealth Partners, an insurance business. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams serving individual and institutional clients, managing approximately $13.45 billion in client assets. The firm provides a broad range of investment products and platforms, with both discretionary and non-discretionary arrangements, and supports specialized offerings such as annuity subaccount and 529 plan services.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Matthew L

Series 63, Series 66

Alpharetta, GA

Merit Financial Advisors

Matthew Lankford is a financial advisor at Merit Financial Advisors with 12 years of industry experience. He previously worked at Cambridge Investment Research Inc. for 10 years and has also been associated with Purshe Kaplan Sterling Investments and LPL Financial. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally developed models and offers services including asset management, financial planning, and retirement plan advice.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Angel V

CFP®, Series 63, Series 65

Lilburn, GA

Facet

Angel Vega is a CFP® with four years of industry experience, currently advising at Facet. Prior to joining Facet, he worked at Brightside Financial, Kestra Advisory Services, Morgan Stanley, Personal Capital, NYLIFE Securities, New York Life Insurance Company, Northwestern Mutual, and Money Concepts Capital Corp. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning through a Total Financial Life Resources framework and discretionary asset-allocation programs that primarily use ETFs.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Retirement income strategy
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Suzanne D

ChFC®, Series 63, Series 66, Series 65

Atlanta, GA

Level Four Advisory Services

Suzanne Durbin is a financial advisor with Level Four Advisory Services, holding the ChFC® designation and Series 63, 65, and 66 licenses. She has 30 years of industry experience with prior roles at Gv Financial Advisors, Minnesota Life Insurance Company, and Altera Advisors, among others. Outside of advisory work, she serves on the board of Creative Community Services, a nonprofit organization. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, portfolio management, and fiduciary services, implementing client mandates through model portfolios, various wrap platforms, and sub-advisors, with notable offerings in municipal and tax-exempt strategies.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Wealth management Founder/Business Owner Executive
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Charles A

CFP®, CFA®, Series 66

Atlanta, GA

Advisory Services Network

Charles Anglin is a financial advisor with Advisory Services Network, holding CFP®, CFA®, and Series 66 designations and bringing 14 years of industry experience. Prior to joining Advisory Services Network in 2025, he worked at Pierson Wealth Management, Arcus Capital Partners, and Cahaba Wealth Management. He is also the owner of Anglin Partners, a service company unrelated to investment activities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing a diverse mix of securities and flexible engagement models.

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