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Christopher S

Series 65

Marietta, GA

Impact Partnership Wealth, LLC

Christopher Sheridan is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 credential and three years of industry experience. He has held roles at several firms, including Royal Alliance Associates, Inc., John Hancock, and runs insurance agencies focused on health insurance products and annuities. Sheridan also has experience in administrative duties for an insurance agency. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across multiple offices. The firm employs a range of investment strategies including firm-managed and advisor-managed models and offers discretionary asset management and retirement plan services.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Paul M

CFA®

Atlanta, GA

Crawford Investment Counsel Inc

Paul Marshall is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Crawford Investment Counsel Inc since 2015. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base that includes individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying equities and diversified fixed-income strategies, managing multiple distinct portfolios and serving as adviser to several registered investment companies.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
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Cameron S

Series 66

Atlanta, GA

Nicholas Hoffman & Company, LLC

Cameron Simonds is a financial advisor with Nicholas Hoffman & Company, LLC in Atlanta, GA. He holds a Series 66 designation and has 18 years of industry experience. He has been with Nicholas Hoffman & Company since 2013. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm offers customized investment plans using mutual funds, ETFs, separate account managers, and selected private investments, and manages both individual and pooled portfolios with performance-based fee arrangements for certain private funds.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Family Business
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Lloyd F

CFA®, Series 65

Atlanta, GA

Nicholas Hoffman & Company, LLC

Lloyd Flood is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Nicholas Hoffman & Company, LLC since 2017. Prior to joining Nicholas Hoffman, he worked at ING/Voya for 22 years. He volunteers on the investment management committee at First Presbyterian Atlanta, contributing to portfolio strategy and performance oversight. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm utilizes individualized investment plans implemented through mutual funds, ETFs, separate account managers, and private investments, and serves as lead investment sub-advisor to an affiliated private equity fund.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Family Business
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Daniel K

Series 66, Series 63

Atlanta, GA

IFG Advisory, LLC

Daniel Keeney is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Invesco and LPL Financial. Keeney provides administrative support to IFG Advisory, focusing full-time on this activity. IFG Advisory, LLC offers investment advisory and financial planning services to 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, performing periodic portfolio reviews for its clients.

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

Series 65

Atlanta, GA

BIP Wealth, LLC

Dylan Dennis is a Series 65-licensed financial advisor with BIP Wealth, LLC in Atlanta, GA. He has been with BIP Wealth since 2025 and has a background that includes four years at Auburn University and six years at Pinecrest Academy. BIP Wealth is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using a variety of investment vehicles and provides private-market investment opportunities for qualified investors.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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Oliver K

Series 65

Atlanta, GA

Capital Investment Advisors, LLC

Oliver Kosar is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 credential. He joined the firm in 2026 and has prior experience working at the University of Georgia and Georgia Southern University. Outside of finance, he has been involved with ATL Autographs since 2020. Capital Investment Advisors is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm provides integrated financial planning and discretionary portfolio management, using a centralized ETF-based portfolio approach combined with tailored allocations and access to specialized services including tax, estate, pension consulting, and private investments.

Private / alternative investments Concentrated stock management Executive Founder/Business Owner
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Gary M

CFA®, Series 63, Series 65

Atlanta, GA

Nicholas Hoffman & Company, LLC

Gary Martin is a CFA® charterholder with 23 years of industry experience. He has worked at Nicholas Hoffman & Company, LLC since 2009. The firm provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. Nicholas Hoffman & Company develops individualized financial profiles and investment plans, typically implementing them through mutual funds, ETFs, separate account managers, and selected private investments, while also serving as lead investment sub-advisor to an affiliated lower-middle-market private equity fund.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Family Business
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Michael W

Series 65

Marietta, GA

Impact Partnership Wealth, LLC

Michael Weinberger is a financial advisor at Impact Partnership Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Impact Partnership Wealth since 2021, following five years at Retirement Wealth Advisors, Inc. Additionally, he serves as Director of Advanced Markets at The Impact Partnership, LLC, an insurance marketing organization. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset-allocation and overlays.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Parker D

Series 65

Atlanta, GA

SignatureFD, LLC

Parker Dixon is a financial advisor at SignatureFD, LLC in Atlanta, GA, holding a Series 65 credential. He has four years of industry experience, including prior roles at Citizens National Bank and time spent at Mississippi College and Mississippi State University. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, trusts, and charitable organizations, offering discretionary wealth management, financial planning, and consulting. The firm employs diversified, long-term asset allocation strategies and operates several specialized business lines, including an AI-enabled platform for marketing private placement life insurance.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
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Matthew B

CFP®, CFA®

Atlanta, GA

SignatureFD, LLC

Matthew Barber is a CFP® and CFA® with 11 years of industry experience. He has been with SignatureFD, LLC since 2013 and is based in Atlanta, GA. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
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Jessica Q

Series 66

Atlanta, GA

IFG Advisory, LLC

Jessica Quinn is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. She has three years of industry experience, including nine years at CitiBank prior to joining IFG Advisory and LPL Financial in 2023. Quinn also provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors and third-party managers and provides services such as portfolio management, financial planning, and retirement plan consulting.

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

Series 63

Duluth, GA

Jefferies Investment Advisers LLC

James Read is a financial advisor with Jefferies Investment Advisers LLC in Duluth, GA, holding a Series 63 designation and 46 years of industry experience. He has been with Jefferies & Company, Inc since 2009. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that covers areas such as tax and estate planning, executive compensation, and philanthropic planning.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Kay W

Series 66, Series 63

Atlanta, GA

Arkadios Wealth Advisors

Kay Wilson is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. Prior to joining Arkadios in 2024, Wilson worked at Morgan Stanley Smith Barney, BT Wealth Management, UBS Financial Services, JPMorgan Chase Bank, J.P. Morgan Securities, Barclays Capital, and Lehman Brothers. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans with a range of portfolio management and financial planning services. The firm creates customized investment plans based on client risk profiles and uses a combination of fundamental, technical, and cyclical analysis integrated with various internally managed and third-party portfolios.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Matthew G

CFP®, Series 66

Atlanta, GA

Advisory Services Network

Matthew Gladbach is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Advisory Services Network. His prior roles include positions at Donaldson Capital Management, TD Ameritrade, and Scottrade. He also acts as a FINRA arbitrator on an as-selected basis. Advisory Services Network supports individuals, families, corporations, and retirement plans through a network of independent advisors, offering portfolio management, financial planning, and investment consulting. The firm employs a range of strategies across various asset classes and manages 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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Ross H

CFP®, Series 65

Atlanta, GA

BIP Wealth, LLC

Ross Hughes is a CFP® professional with 12 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2022. His prior roles include positions at Capital Endurance Group, Inc., Allstate, and Redwood Wealth Management, LLC. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, including unique services such as advising private pooled vehicles and managing covered-call SMA strategies.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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Thomas M

CFA®, Series 63

Atlanta, GA

GLOBALT Investments

Thomas Martin is a CFA® charterholder with 19 years of industry experience. He has been with GLOBALT Investments since 2014. GLOBALT Investments LLC manages discretionary portfolios, separately managed accounts, and model portfolios for a diverse client base, including individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategies with tactical overlays developed alongside Ned Davis Research.

ESG / Sustainable investing Passive / index investing Wealth management
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Bernard A

Series 66, Series 65

Atlanta, GA

First Advisors National, LLC

Bernard Atkins is a financial advisor with First Advisors National, LLC in Atlanta, GA, holding Series 66 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at First American National Investment Advisors and Equitable Advisors. First Advisors National serves primarily individual clients and ERISA plan participants, offering investment management, asset allocation advice, and retirement plan consulting. The firm employs tactical and strategic asset allocation methods and focuses on selecting and overseeing third-party money managers.

Passive / index investing
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Troy D

CFA®, Series 66

Atlanta, GA

IFG Advisory, LLC

Troy Decastro is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with IFG Advisory, LLC, where he has worked since 2019, following a 21-year tenure at Crawford Investment Counsel, Inc. 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’s investment approach integrates fundamental, technical, and cyclical analysis and employs a range of management strategies, including in-house management and third-party managers.

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

CFP®, Series 66, Series 63

Atlanta, GA

BIP Wealth, LLC

Matthew Hand is a CFP® professional with eight years of experience in the financial services industry. He is currently with BIP Wealth, LLC and has held prior roles at firms including CapFinancial Securities LLC, Charles Schwab, and Stewardship Financial Advisors LLC. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored household-level plans and manages both public and private market investments, including private pooled vehicles and covered-call strategies.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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