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Ryan B

Series 65

Alpharetta, GA

Gibbs Wealth Management, LLC

Ryan Bauman is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding a Series 65 credential with three years of industry experience. Prior to joining Gibbs, he worked at UPS for five years and attended the University of Georgia. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary investment advisory services through a model management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on aligning portfolios with clients’ financial situations, goals, and risk tolerances rather than selecting individual securities.

Options & derivatives strategies Concentrated stock management
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Mary L

Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Mary Linn is a financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Before entering finance, she was employed at OneMain Financial and worked at Celebration Church. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans, offering wealth management, financial planning, and investment management. The firm manages approximately $10.1 billion and utilizes a diversified investment approach that includes public and private markets, digital assets, and specialized advisory services for plan sponsors and nonprofit clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Private / alternative investments Founder/Business Owner Executive
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Nicholas M

Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Nicholas Molinari is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill for seven years. OpenArc Corporate Advisory serves individual, trust, corporate, and institutional clients with wealth management, financial planning, and investment management. The firm employs a diversified investment approach across public and private markets and provides governance-oriented services for plan sponsors and nonprofit clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Private / alternative investments Founder/Business Owner Executive
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Maria P

Series 65, Series 63

Atlanta, GA

OpenArc Corporate Advisory, LLC

Maria Pacin is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. She has previously worked at Merrill Lynch and Bank of America, N.A. Maria is based in Atlanta, GA. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm employs a comprehensive investment process combining institutional research, manager due diligence, and diversified implementation across public and private markets.

Wealth management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Private / alternative investments Founder/Business Owner Executive
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Stephanie V

Series 66

Milton, GA

OnePoint BFG Wealth Partners

Stephanie Van Dyke is a financial advisor at OnePoint BFG Wealth Partners with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Northwestern Mutual and Jeffrey W Miller. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management models and integrates technology and operational outsourcing into its service approach.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Layla V

Series 65

Alpharetta, GA

Merit Financial Advisors

Layla Vanderslice is a financial advisor at Merit Financial Advisors with two years of industry experience. She holds a Series 65 designation and previously operated her own advisory practice for 20 years before joining Yeomans Consulting Group for three years. Vanderslice is also a licensed insurance agent. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed portfolios and offers a range of investment management and financial planning services.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Robert D

CFA®, Series 66

Atlanta, GA

Arkadios Wealth Advisors

Robert Douglass is a CFA® charterholder with 26 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, where he has worked since 2021. His prior experience includes positions at JPMorgan Chase Bank NA, J.P. Morgan Securities, and Credit Suisse Securities (USA) LLC. He is also a managing partner at Corbet Capital Advisors, an investment advisory firm. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using various portfolio management strategies and combines fundamental, technical, and cyclical analysis in its approach.

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

Series 65

Atlanta, GA

Apollon Wealth Management, LLC

Marina Mirolli is a financial advisor at Apollon Wealth Management, LLC in Atlanta, GA. She holds a Series 65 credential and has been with Apollon since 2026. Prior to joining the firm, she held roles at North Georgia Land and See.Spark.Go over several years. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of about 145 advisors and 67 offices. The firm serves a diverse client base including individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients, offering financial planning, portfolio management, retirement plan advisory, and sub-advisory services.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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Michael E

Series 63, Series 66

Atlanta, GA

Alexander Capital Wealth Management LLC

Michael Eldredge is a financial advisor at Alexander Capital Wealth Management LLC in Atlanta, GA, with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Centaurus Financial Inc. and J P Turner & Company Capital Management, LLC. Eldredge also serves as branch manager and operations manager at LCORE Wealth Management LLC. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and certain institutional clients. The firm employs a top-down investment process that combines proprietary technical analysis with fundamental review, utilizing discretionary management, sub-advisers, and model portfolios.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
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Long D

CFA®

Atlanta, GA

Waverly Advisors, LLC

Long Delille is a CFA® charterholder based in Atlanta, GA, with two years of experience in the financial services industry. He currently works at Waverly Advisors, LLC and previously held positions at Manchester Capital Management, Pfizer, and Willis Towers Watson. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting services.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Judah M

Series 66

Alpharetta, GA

Trajan Wealth, L.L.C.

Judah Margulies is a financial advisor at Trajan Wealth, L.L.C. in Atlanta, GA, with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., Equitable Advisors, LLC, and AXA Advisors, LLC. Margulies is also involved in insurance sales as a licensed insurance agent. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process documented in an investment policy statement.

Private / alternative investments Concentrated stock management Charitable giving & philanthropy
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Dalton F

Series 65

Atlanta, GA

Apollon Wealth Management, LLC

Dalton Fair is a Series 65-licensed financial advisor at Apollon Wealth Management, LLC with two years of industry experience. His career includes roles at Catalyst Wealth Management and Morgan Stanley prior to joining Apollon. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in assets and serving over 8,000 clients. The firm offers financial planning and portfolio management services to individuals, families, businesses, and institutional clients, combining centrally managed strategies with locally managed portfolios supported by advanced research and technology tools.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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Matthew P

Series 66

Woodstock, GA

Arete Wealth Advisors, LLC

Matthew Parker is a financial advisor at Arete Wealth Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Synovus Securities Inc. and CREATIVE Financial Group. Outside of his advisory role, he is an associate at HILL & HILL FINANCIAL LLC in Woodstock, GA. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Trevor P

Series 65

Atlanta, GA

Capital Investment Advisors, LLC

Trevor Payne is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Queensborough Wealth Management. His background includes roles in education at the University of Georgia, University of North Georgia, Westside High School, and Georgia Cyber Academy. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management using a centralized, structured portfolio approach with tailored allocations and access to specialized third-party managers.

Private / alternative investments Concentrated stock management Executive Founder/Business Owner
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Chelsea K

CFA®, Series 66

Alpharetta, GA

Sequent Planning, LLC

Chelsea Kiehler is a CFA® charterholder with 17 years of industry experience. She currently works at Sequent Planning, LLC and has held prior roles at Bank of America, Merrill, and Morgan Stanley. Outside of her advisory work, she volunteers with BEATs Inc., a nonprofit organization, and serves on the finance and pool & park subcommittees for the Laural Springs HOA board. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and retirement plan services through a network of investment adviser representatives using a structured risk framework and diversified manager exposures.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Teresa M

CFP®, Series 63, Series 66

Atlanta, GA

Waverly Advisors, LLC

Teresa Munro is a CFP®-designated financial advisor at Waverly Advisors, LLC with 18 years of industry experience. She previously worked at BT Wealth Management, LLC for nine years before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using both traditional and alternative strategies, offers financial planning and retirement consulting, and supports clients through institutional custodians and technology platforms.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Brittany H

CFP®, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Brittany Hartnett is a CFP® with 18 years of industry experience, currently serving at OpenArc Corporate Advisory, LLC since 2025. Before joining OpenArc, she worked at Bank of America, N.A. and Merrill for over 16 and 17 years respectively. She serves on the board of directors for City of Refuge, a charitable organization in Atlanta focused on community support. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and diversified implementation across public and private markets, managing approximately $10.1 billion in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Private / alternative investments Founder/Business Owner Executive
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Campbell H

Series 63, Series 66

Atlanta, GA

49 Financial

Campbell Huber is a financial advisor with 49 Financial in Atlanta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Peachtree Planning. Outside of his advisory work, he coaches youth basketball and serves as networking chair for the Sigma Pi Fraternity alumni committee. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement plan consulting, and investment management. The firm employs a disciplined, long-term, diversified asset allocation strategy incorporating multiple analytical approaches and operates tiered fractional family office services.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
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Eileen F

Series 66

Marietta, GA

Kovack Advisors, Inc.

Eileen Fannon is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. She holds a Series 66 designation and has worked at Kovack Advisors since 2015, following prior roles at Resource Horizons Investment Advisory and Resource Horizons Group. Outside of her advisory work, she serves as a minister performing marriage ceremonies and is involved in accounting and tax services through a separate business she manages. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and governmental entities, employing a combination of internally developed models and third-party managers to construct and manage portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Myles D

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Myles Davies is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA, holding a Series 65 credential and two years of industry experience. His prior work includes roles at Rosefinch Investment Advisors and Brite Advisors. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized asset management and financial planning services. The firm is notable for its formal pension-transfer capability for U.K. nationals, including coordination with U.K. trustees and handling FCA-required suitability processes.

Wealth management Founder/Business Owner Expats
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