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William B

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

William Black is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with IFG Advisory since 2015 and has been associated with WHB Wealth Management Group and LPL Financial since 2008. Outside of his advisory roles, he serves as the finance chairman for the Crossroads Baptist Church's finance committee. IFG Advisory, LLC serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis alongside various management strategies and third-party models.

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

Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Jaiden Deas is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Amicalola Falls State Park & Lodge, Sunset Hills Country Club, and the University of West Georgia. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services, utilizing a range of investment strategies from equities and bonds to private markets and digital assets.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
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Robert V

Series 63, Series 66

Atlanta, GA

First Advisors National, LLC

Robert Van Sant Jr. is a financial advisor at First Advisors National, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at First American National Investment Advisors, LLC since 2012. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting with an emphasis on selecting and monitoring third-party money managers combined with fundamental analysis of individual securities.

Passive / index investing
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Charles H

Series 63, Series 65

Atlanta, GA

Madison Avenue Securities, LLC

Charles Henninger Jr. is a financial advisor with Madison Avenue Securities, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and with 24 years of industry experience. He has previously worked at Cetera Advisor Networks LLC and Summit Financial Group Inc. Henninger also teaches classes at the Heartland Institute. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm offers a range of portfolio management, financial planning, and consulting services through its network of investment adviser representatives.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Jameson S

CFP®, Series 63, Series 66

Atlanta, GA

Oxford Financial Group, Ltd

Jameson Stady is a CFP® professional with nine years of industry experience, currently serving at Oxford Financial Group, Ltd since 2024. His prior roles include positions at Facet Wealth, ETRADE Securities, and Charles Schwab. Oxford Financial Group serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners, providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and manages a substantial asset base with both discretionary and non-discretionary arrangements.

Private / alternative investments Business exit / sale strategy Business ownership considerations Family Business Wealth management Founder/Business Owner
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Christopher P

CFP®, Series 63, Series 65

Atlanta, GA

Apollon Wealth Management, LLC

Christopher Pullaro is a CFP® with 22 years of industry experience, currently serving at Apollon Wealth Management, LLC since 2023. His prior experience includes roles at Catalyst Wealth Management, Kalos Capital, Inc., and Kalos Management, LLC. He is also president of Catalyst Tax Management, a tax preparation and bookkeeping business. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and other entities. The firm combines centrally managed model strategies with locally managed portfolios and offers a broad range of investment options including ESG models, direct indexing, and sub-advisory services for private funds and pooled investment vehicles.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Clayton C

CFP®, Series 65

Atlanta, GA

Capital Investment Advisors, LLC

Clayton Carden is a CFP® and holds a Series 65 license, with one year of industry experience. He is currently with Capital Investment Advisors, LLC and previously worked at The Grant Partners and LocumTenens.com. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and offers specialized pension consulting and family office services.

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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Andrew O

Series 63, Series 65

Atlanta, GA

OpenArc Corporate Advisory, LLC

Andrew O'Connell is a financial advisor at OpenArc Corporate Advisory, LLC with 30 years of industry experience. He has held positions at Merrill and Bank of America prior to joining OpenArc. Outside of his advisory work, he performs as a guitarist in a cover band and is an officer of a company providing live audio services for events. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm emphasizes tailored investment strategies across various asset classes and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
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Charles C

CFP®, Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Charles Currie III is a CFP® professional with 14 years of industry experience. He is currently with IFG Advisory, LLC, where he has worked since 2019. Prior to that, he was affiliated with various H.D. Vest entities from 2012 to 2019. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a range of investment approaches and uses sub-advisors and third-party models to tailor strategies aligned with client objectives.

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

Series 63, Series 65

Atlanta, GA

OpenArc Corporate Advisory, LLC

Sandra Lasser is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds Series 63 and Series 65 credentials and has 35 years of industry experience. Her prior roles include positions at Merrill and Bank of America, N.A. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, combining a broad range of investment options with both discretionary and non-discretionary engagement models.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
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Anna B

CFP®, Series 63

Atlanta, GA

OpenArc Corporate Advisory, LLC

Anna Blokh is a CFP® professional with 20 years of industry experience. She is currently with OpenArc Corporate Advisory, LLC and previously worked at Merrill for 16 years and Bank of America for 22 years. OpenArc Corporate Advisory serves individual and institutional clients, including non‑HNW and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of services including wealth management, financial planning, portfolio management, and dedicated retirement plan consulting, employing both discretionary and non-discretionary engagement models tailored to client objectives.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
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William C

CFP®, Series 65

Atlanta, GA

Capital Investment Advisors, LLC

William Cibulas is a CFP® with 10 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC since 2015. He is based in Atlanta, GA and holds the Series 65 designation. Outside of his advisory role, he manages a short-term condo rental in Destin, Florida. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients, including pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting services, utilizing a centralized investment platform with standardized asset-allocation models and access to private investment solutions.

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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Rasheedah E

Series 63, Series 65

Mableton, GA

Thrivent Advisor Network, LLC

Rasheedah El Amin is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management Inc since 2016. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, emphasizing diversified investment strategies that include mutual funds, ETFs, individual equities, bonds, and alternative investments.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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Stephen S

CFA®

Atlanta, GA

SignatureFD, LLC

Stephen Sheets is a CFA® charterholder with 16 years of industry experience, currently serving at SignatureFD, LLC since 2004. He is based in Atlanta, GA. Outside of his advisory role, Sheets has passive ownership interests in a family partnership and other non-investment related businesses, with no active involvement. SignatureFD serves individuals, business entities, and various organizations by providing comprehensive wealth management, retirement plan management, and consulting services. The firm manages portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and 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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Ashley P

Series 63, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Ashley Purvis is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. She previously worked at Merrill from 2015 to 2025 before joining OpenArc in 2025. Purvis holds Series 63 and Series 66 licenses. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services, employing both discretionary and non-discretionary engagement models and a diversified investment approach that includes alternative and private market investments, digital assets, and institutional research for retirement plan sponsors.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
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Thomas B

Series 66

Atlanta, GA

IFG Advisory, LLC

Thomas Barnes is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at IFG Advisory since 2017 and has prior experience with LPL Financial and International Paper. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, and cyclical analysis, and manages assets through multiple 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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Robert B

Atlanta, GA

SignatureFD, LLC

Robert Besson is a financial advisor at SignatureFD, LLC with 22 years of industry experience. He has been with SignatureFD since 2000. SignatureFD serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers wealth management, retirement plan management, and consulting services, managing client portfolios primarily on a discretionary basis with mutual funds, ETFs, and independent managers, while also providing access to affiliated private investment funds and insurance products.

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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Sean D

CFA®

Atlanta, GA

BIP Wealth, LLC

Sean Devine is a CFA® charterholder with over 16 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2026. He previously worked at Covey Equity from 2010 to 2026. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies, and also advises private pooled vehicles and private-market offerings 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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Charles O

Series 63, Series 65

Atlanta, GA

AssuredPartners Investment Advisors

Charles Osborne is a financial advisor with AssuredPartners Investment Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and is also the owner and representative of Iron Capital Advisors, Inc., a registered investment advisor since 2003. Osborne is based in Atlanta, GA. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and delivers services through a multi-office team of advisors.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)
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Danny B

Series 66

Atlanta, GA

IFG Advisory, LLC

Danny Bell is a financial advisor at IFG Advisory, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with IFG Advisory and LPL Financial since 2016. He also has experience working with the Academy of Arts. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers portfolio management, standalone financial planning, and retirement plan consulting, utilizing a variety of analytical approaches and investment instruments tailored to client objectives.

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