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Miranda B

CFP®, Series 66

Atlanta, GA

IFG Advisory, LLC

Miranda Black is a CFP® with one year of industry experience, currently serving as a financial advisor at IFG Advisory, LLC. She has held roles at IFG Advisory since 2019 and has professional experience with LPL Financial dating back to 2018. Outside of advising, she provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC offers 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 approach combining fundamental, technical, and cyclical analysis, and provides 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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Jason E

CFP®, Series 63, Series 65

Atlanta, GA

Regal Investment Advisors LLC

Jason Eagle is a financial advisor with Regal Investment Advisors LLC in Atlanta, GA, holding the CFP® designation and Series 63 and 65 licenses. He has 16 years of industry experience, with prior roles at JOYN Advisors, Minnesota Life Insurance Company, and Mercer Global Advisors. He also works as an independent insurance agent, focusing on life and annuity products. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion through proprietary and third-party strategies, offering trade execution, rebalancing, and overlay management within a sub-advisory platform.

Active portfolio management Options & derivatives strategies
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Tripp M

CFP®, Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Tripp Mullen III is a CFP® professional with 28 years of industry experience. He has been with IFG Advisory, LLC since 2017 and has prior experience at SunTrust Advisory Services and Suntrust Investment Services. He is based in Atlanta, GA. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment approaches and offers portfolio management, standalone planning, and consulting services, with an emphasis on tailored strategies and regular portfolio reviews.

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

Series 65

Atlanta, GA

Capital Investment Advisors, LLC

Chase Turner is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Capital Investment Advisors, he worked in various roles including at The American College of Greece and the US Army Commissary. Capital Investment Advisors serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm utilizes a centralized investment platform combining standardized asset-allocation models and actively managed sleeves, supported by specialized in-house resources for estate and tax planning.

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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Brady N

CFP®, ChFC®, Series 65, Series 66

Alpharetta, GA

One Capital Management, LLC

Brady Nance is a financial advisor at One Capital Management, LLC with 24 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 65 and Series 66 licenses. Prior to joining One Capital Management in 2026, he spent 23 years with TIAA-CREF. One Capital Management manages approximately $8.5 billion for a range of clients including high-net-worth individuals, pension plans, and trusts. The firm focuses on customized, globally balanced portfolios using active large-cap equity management alongside ETFs and fixed income to manage risk and pursue after-tax returns.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Real estate investing Cross-border / expatriate tax planning
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Joseph G

Series 63, Series 65

Alpharetta, GA

Merit Financial Advisors

Joseph Guidish is a financial advisor at Merit Financial Advisors with six years of industry experience. He has held positions at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and Charles Schwab. He is also affiliated with the University of Miami. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by an Investment Committee.

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

Series 66

Roswell, GA

Kestra Private Wealth Services, LLC

Brendan Hunt is a financial advisor with Kestra Private Wealth Services, LLC holding a Series 66 designation. He has been in the industry since 2023, with experience at firms including Canton Wealth Partners and Chatham Capital Management. Before entering the financial sector, he attended Mercer University and held various roles outside the industry, including positions at Lifetime Fitness and Elite Hoops Basketball. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers access to a wide range of investment products and specialized programs, while supporting advisors with institutional and operational resources such as an affiliated trust company and third-party manager platforms.

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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Simeon W

CFA®, Series 63

Atlanta, GA

Aprio Wealth Management, LLC

Simeon Wallis is a CFA® charterholder with four years of industry experience. He is currently an advisor at Aprio Wealth Management, LLC, where he has worked since 2020. Prior to that, he spent seven years at Valor Bridges Partners. Wallis is also the founder of The Wallis Advisory Group, an inactive entity based in New York. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment techniques including asset allocation, dollar-cost averaging, and options-based strategies, and is notable for its affiliation with a third-party administrator and pension consulting business.

Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Cheryl L

Series 63, Series 66

Atlanta, GA

GLOBALT Investments

Cheryl Lavette is a financial advisor with GLOBALT Investments in Atlanta, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with GLOBALT Investments and its predecessor entities since 2008. GLOBALT Investments provides discretionary investment management to a diverse client base including individuals, corporations, institutions, and charitable organizations. The firm employs a team-based investment approach overseen by an Investment Policy Committee, utilizing quantitative, technical, and fundamental analysis primarily through innovatETF asset-allocation strategies with ETFs as key implementation vehicles.

ESG / Sustainable investing Passive / index investing Wealth management
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David D

ChFC®, Series 63, Series 65

Sugar Hill, GA

International Assets Investment Management, LLC

David Dodson is a financial advisor at International Assets Investment Management, LLC with 31 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Global Assets Advisory, JPMorgan Chase Bank, Morgan Stanley, Merrill, and Truist Investment Services. Outside of his advisory work, he is the founder and managing member of G2 Rampart Consulting, LLC, a private label entity for financial business. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, individual equities, and fixed income, along with services incorporating third-party money managers and financial planning.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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James A

Series 63, Series 66

Atlanta, GA

IFG Advisory, LLC

James Arnold is a financial advisor at IFG Advisory, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and Morgan Stanley. Outside of finance, Arnold produces and releases music on streaming platforms. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment strategies and tools, including third-party managers and held-away assets, to align portfolios with client objectives.

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

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Robert Day is a financial advisor at IFG Advisory, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with IFG Advisory, LPL Financial, and Madison Financial Inc. since 2007. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and manages held-away assets to align with clients' financial goals.

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

Series 63, Series 65

Atlanta, GA

Level Four Advisory Services

Franklin Cochran is a financial advisor at Level Four Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kestra Advisory and Kestra Investment Services. Outside of advisory work, he is involved in insurance sales and consulting through Level Four Insurance and Veracor, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and governmental entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing a range of model portfolios, wrap platforms, and sub-advisors.

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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John D

Series 65

Atlanta, GA

Capital Investment Advisors, LLC

John Doverspike Jr. is a financial advisor with Capital Investment Advisors, LLC in Atlanta, holding a Series 65 designation and one year of industry experience. Prior to joining Capital Investment Advisors, he worked at the Georgia Center for Opportunity and spent several years with Ronald Blue Trust and Ronald Blue & Co. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm employs a centralized investment platform featuring standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by in-house specialists in estate and tax planning.

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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Andere C

CFA®

Atlanta, GA

Beacon Global Advisor Network, LLC

Andere Casanova Fuente is a CFA® charterholder affiliated with Beacon Global Advisor Network, LLC and has four years of industry experience. Prior to joining the firm, she worked at Cameron James, Ltd., the Central Bank of Spain, and Dubai World. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, and maintains a specialized advisory capability for U.K. expatriates.

Wealth management Founder/Business Owner Expats
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James C

ChFC®, Series 63

Holly Springs, GA

Packerland Brokerage Services, Inc.

James Cooper Jr. is a financial advisor at Packerland Brokerage Services, Inc. with 16 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Packerland in 2019, he worked at COUNTRY FINANCIAL from 2012 to 2019. Outside of advisory work, he is involved with Foundation Financial, LLC, which focuses on life insurance and property and casualty sales. Packerland Brokerage Services serves individuals, including high-net-worth clients, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and employs due diligence and periodic monitoring of third-party managers.

Retirement income strategy Options & derivatives strategies Wealth management
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Quintarius Q

CFP®, Series 63, Series 65

Atlanta, GA

Modera Wealth Management, LLC

Quintarius Queen is a CFP® professional with four years of industry experience, currently advising at Modera Wealth Management, LLC in Atlanta, GA. His prior roles include positions at Tapfin/EY and several advisory firms. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors with wealth management, retirement plan consulting, and financial planning, complemented by in-house accounting and tax services. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers a range of investment options, including private placements and option strategies, supported by enterprise-scale operations and integrated ancillary services.

Options & derivatives strategies Concentrated stock management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Emile B

CFP®, Series 63

Alpharetta, GA

Gibbs Wealth Management, LLC

Emile Babin is a CFP® and Series 63 licensed advisor with five years of industry experience. He is currently with Gibbs Wealth Management, LLC and has prior experience at Eagle Strategies, LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Additionally, he operates Babin & Associates, LLC, an insurance business he has owned since 1998. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios guided by a combination of analytical approaches. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Options & derivatives strategies Concentrated stock management
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Thomas V

Series 66

Atlanta, GA

John Hancock Personal Financial Services, LLC

Thomas Villalobos is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and less than one year of industry experience. His prior roles include positions at Equity Services Inc and National Life Group, as well as diverse experiences outside finance such as working at Bath & Body Works and involvement with educational institutions. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a wide range of clients, including individuals, trusts, estates, and business entities. The firm uses third-party software to generate written financial plans that advisors review and present, supporting a technology-assisted service model with a high client-to-advisor ratio.

General retirement planning General estate planning guidance College savings (529s, UTMA, etc.) Life insurance needs analysis
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David P

Series 65

Atlanta, GA

Advisory Services Network

David Paulukaitis is a financial advisor with Advisory Services Network who holds a Series 65 designation and has 16 years of industry experience. He has been with Advisory Services Network since 2007 and is also the owner and consultant of Mainstay Capital Markets Consultants, Inc., a role he has held since 2005. 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, overseeing 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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