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Andrew M

Series 66

Atlanta, GA

Main Street Financial Solutions, LLC

Andrew Murphy is a financial advisor at Main Street Financial Solutions, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Main Street Financial Solutions since 2016. Main Street Financial Solutions serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, actively managed funds, and alternative investment platforms while providing comprehensive financial planning and retirement plan consulting.

Passive / index investing Active portfolio management Equity compensation tax strategy
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Molly K

CFP®, Series 63, Series 65

Atlanta, GA

Crawford Investment Counsel Inc

Molly Kittrell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Crawford Investment Counsel Inc since 2014. She holds Series 63 and Series 65 licenses and is based in Atlanta, GA. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, and municipalities. The firm employs a bottom-up, value-oriented investment approach with an emphasis on dividend-paying, higher-quality equities and credit-focused fixed income strategies.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
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Thomas K

CFA®

Atlanta, GA

Equity Investment Corp

Thomas Knapp is a CFA® charterholder with seven years of industry experience. He has been with Equity Investment Corporation since 2018 and previously worked at Raymond James Financial for eleven years. Based in Atlanta, GA, he is part of a multi-team firm with 26 advisors. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with a focus on low turnover and tax-aware execution, managing separate accounts, sub-advisory relationships, and model licensing arrangements.

Active portfolio management ESG / Sustainable investing Tax-loss harvesting
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Adam W

Series 65, Series 63

Atlanta, GA

Fifth Third Wealth Advisors LLC

Adam Wittan is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, GA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2025, he worked at Regions Bank for 12 years. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, integrating resources from Fifth Third Bank and employing a structured investment policy framework.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Moiz H

Series 63, Series 66

Atlanta, GA

The Strategic Financial Alliance, Inc.

Moiz Husain is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with The Strategic Financial Alliance since 2014. Outside of his financial advisory role, he works as an independent background actor for various television shows and movies filmed around Metro Atlanta. The Strategic Financial Alliance serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and consulting services through customized strategies that incorporate asset allocation, model portfolios, mutual funds, ETFs, and alternative products.

Wealth management Founder/Business Owner Executive
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Travis W

Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Travis Wilson is a financial advisor at OpenArc Corporate Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America, as well as IBM prior to entering the financial sector. OpenArc Corporate Advisory serves a diverse client base including individual investors, trusts, nonprofits, and retirement plans, offering wealth management, financial planning, portfolio management, and specialized retirement plan services. The firm combines institutional research and manager due diligence with a broad investment toolkit, including private markets and digital assets, to tailor solutions across discretionary and non-discretionary models.

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

Series 65

Atlanta, GA

Balentine

Victor Gitau is a financial advisor at Balentine with a Series 65 designation and one year of industry experience. Prior to joining Balentine, he worked at PNC Bank for five years and spent eight years in full-time education. He is based in Atlanta, GA. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, and business advisory services. The firm employs a risk-based investment approach and manages pooled investment vehicles, including private funds.

Business ownership considerations Business exit / sale strategy Wealth management Tax strategies for small businesses General estate planning guidance Founder/Business Owner
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John H

Series 63, Series 65

Atlanta, GA

Arkadios Wealth Advisors

John Harrison is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior experience includes roles at Equity Fund Advisors and Cole Capital Corporation. Outside of advisory work, he is involved with Maho Bay Partners, LLC, an equipment leasing company owning a private general aviation aircraft. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management with in-house portfolio teams and employs fundamental, technical, and cyclical analysis alongside fiduciary consulting for retirement plans.

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

CFP®, Series 65

Atlanta, GA

Modera Wealth Management, LLC

Jacob Burleson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2018. Prior to joining Modera, he worked at Kautex Textron from 2014 to 2018. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm follows an allocation-driven investment approach based on Modern Portfolio Theory, employing diversified portfolios and a range of strategies including independent managers, private placements, and optional ESG integration.

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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William A

Series 63, Series 65

Marietta, GA

Great Valley Advisor Group, LLC

William Allen is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at LPL Financial since 2022 and over a decade at MassMutual Financial Group. Outside of his advisory work, he is involved in selling non-variable insurance products. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Retirement income strategy Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Retired
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Victor B

Series 63, Series 65

Marietta, GA

Integrity Advisory Solutions

Victor Banks is a financial advisor with Integrity Advisory Solutions in Marietta, GA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has previously worked with Burlington Alliance Capital Management, Capital Investment Advisory Services, Capital Investment Group, and Nationwide Investment Services Corporation. Banks is also licensed to sell fixed insurance products. Integrity Advisory Solutions serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and business clients through a network of about 100 independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, integrating retirement-plan advisory with affiliated program sponsorship to support comprehensive wealth management solutions.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Randy N

Series 66

Atlanta, GA

Bison Wealth, LLC

Randy Nevins is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities LLC and Fidelity Investments. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, curated model portfolios, and retirement plan advice, with a distinctive focus on turnkey asset management platform services and option-based overlay strategies.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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John B

Series 65

Atlanta, GA

BIP Wealth, LLC

John Barone is a financial advisor with BIP Wealth, LLC in Atlanta, holding a Series 65 credential and one year of industry experience. Before joining BIP Wealth, he worked at Lumio Solar and has a background that includes roles in education and retail. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored investment strategies, including discretionary and non-discretionary management, private-market securities for qualified investors, and specialized 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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Laura A

Series 63, Series 65

Atlanta, GA

SignatureFD, LLC

Laura Amy is a financial advisor at SignatureFD, LLC with 18 years of industry experience. She has worked at SignatureFD since 2018 and previously held positions at Park Ave Securities and Peachtree Planning. Amy holds Series 63 and Series 65 licenses. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing 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 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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Bart S

Series 63, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Bart Speziali Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America and Merrill. He is also a general partner at Speziali LLC, a for-profit business. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a broad range of investment strategies including 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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Milton W

Series 63

Atlanta, GA

Crawford Investment Counsel Inc

Milton Williams is a financial advisor at Crawford Investment Counsel Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Crawford Investment Counsel since 1994. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, estates, charitable organizations, municipalities, and other business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across equity and fixed income strategies, managing portfolios primarily on a discretionary basis.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
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Adil K

CFP®, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Adil Khan is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at OpenArc Corporate Advisory, LLC and previously spent nine years at Bank of America and Merrill. Outside of his advisory role, he is involved as a seller in a trading card business. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management. The firm provides both discretionary and non-discretionary services and utilizes a broad range of investment tools including private markets and digital assets, with a significant focus on institutional retirement plan services.

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

Series 65

Atlanta, GA

Capital Investment Advisors, LLC

Jay Gardner is a financial advisor with Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 credential and one year of industry experience. Prior to his current role, he worked in the food service industry, including positions at Inspire Brands and Arby's Restaurant Group, and was involved with ARC Burger LLC. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients, offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and specialized in-house planning resources, along with access to private investment solutions and formal pension consulting 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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Amber V

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Amber Veronique is a Series 65 licensed financial advisor with three years of industry experience. She is currently with Beacon Global Advisor Network, LLC and has prior experience at Leo Wealth, LLC, Private Capital Limited, TAG, and The American International University in London. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in assets, offering discretionary portfolio management, modular financial planning, and retirement consulting.

Wealth management Founder/Business Owner Expats
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Eric C

CFP®, CFA®, Series 63

Atlanta, GA

BIP Wealth, LLC

Eric Cramer is a CFP®, CFA®, and Series 63 credentialed advisor with 22 years of industry experience. He has been with BIP Wealth, LLC since 2011. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management solutions, including discretionary and non-discretionary accounts, private pooled vehicles, and private-market investments 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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