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William D

Series 66

Atlanta, GA

IFG Advisory, LLC

William Divers is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Pinnacle Bank since 2021 and has been associated with IFG Advisory and LPL Financial LLC since 2019. Outside of his advisory role, he serves as a junior varsity and varsity assistant baseball coach at Athens Academy. IFG Advisory, LLC provides 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 managers, and offers portfolio management, retirement plan consulting, and wrap-fee programs tailored to client objectives.

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

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Edward King is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Paratus Wealth Ltd., Blacktower Financial Management (US) LLC, Blacktower Financial Management International Limited, and PWS Group. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with client portfolios typically managed using a blend of mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Wealth management Founder/Business Owner Expats
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Jacob Z

Series 63, Series 65

Alpharetta, GA

Wealthcare Advisory Partners LLC

Jacob Zuniga is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has served at Wealthcare Advisory Partners since 2017 and is also the owner and sole attorney of Zuniga Law Group LLC, a legal practice based in Marietta, GA. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach incorporating patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis while utilizing both passive index tracking and active management strategies.

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

Series 63, Series 65

Atlanta, GA

Madison Avenue Securities, LLC

Anthony Mowrer is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Cetera Advisor Networks LLC, Cetera, and Summit Brokerage Services Inc. Outside of his advisory work, he teaches financial planning classes through the Heartland Institute of Financial Education and is involved in marketing educational classes with The Retirement Playbook Series. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a variety of account platforms and investment approaches through its network of investment adviser representatives.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Bjorn J

Series 63, Series 66

Brookhaven, GA

CL Wealth Management LLC

Bjorn Jordan is a financial advisor at CL Wealth Management LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Sandlapper Securities, LLC and SANDLAPPER Wealth Management, LLC. Outside of advising, he creates and sells artwork at festivals and online through his own business, Bjorn Jordan LLC. CL Wealth Management provides portfolio advisory and financial planning services to individuals, pensions, trusts, and business entities, using both discretionary and non-discretionary management strategies that incorporate fundamental and technical analysis, model portfolios, and various mutual funds and ETFs.

Options & derivatives strategies Tax-loss harvesting Wealth management
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Renee A

Series 63, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Renee Alladin is a financial advisor at OpenArc Corporate Advisory, LLC with 24 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill Lynch. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach combining institutional research, manager due diligence, and access to both 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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Albert O

Series 63, Series 65

Marietta, GA

Verity Asset Management

Albert Otto is a financial advisor at Verity Asset Management with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various firms including Shepherd Kaplan LLC and Veriphy Analytics Inc. Outside of his advisory role, he is a founding board member and director of the Center for Board Certified Fiduciaries, where he leads the nominating committee and helps develop curriculum for a fiduciary designation. Verity Asset Management is an SEC-registered, multi-team advisory firm managing approximately $1.15 billion across a roster of 55 advisers. The firm serves a diverse client base including individuals, retirement plan sponsors, institutional clients, and other advisers, utilizing a largely model-based investment process that combines internally managed specialty strategies with third-party models.

Concentrated stock management Tax-loss harvesting Passive / index investing Active portfolio management ESG / Sustainable investing
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David W

Series 65

Brookhaven, GA

Strategic Blueprint, LLC

David Whitmore is a Series 65-licensed financial advisor with Strategic Blueprint, LLC, based in Brookhaven, GA. He has three years of industry experience, including prior roles at Merrill and The Strategic Financial Alliance, Inc. Whitmore currently works at Strategic Blueprint, where he has been since 2022. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through various investment management and financial planning services, including a subscription advisory program and client education through seminars and conferences.

Annuities Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
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Patrick C

CFA®, Series 66

Atlanta, GA

Arkadios Wealth Advisors

Patrick Carpenter is a CFA® charterholder with 21 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and was previously with Raymond James & Associates for five years. Outside of his advisory role, he owns Greywind Capital, a financial contracting business, and is managing director of DJR CSM, LLC. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts 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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Chester R

Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Chester Rollins Jr. is a financial advisor at OpenArc Corporate Advisory, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith, Inc. for 16 years each. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion and employs an investment process that integrates institutional research, manager due diligence, and diversified implementation across both 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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Robert O

CFP®, Series 63

Atlanta, GA

Alexander Capital Wealth Management LLC

Robert Omohundro is a CFP® professional with 32 years of industry experience currently serving at Alexander Capital Wealth Management LLC since 2020. His prior experience includes positions at Centaurus Financial Inc., J P Turner & Company Capital Management, Mass Mutual Investors Services, and Wells Fargo Advisors. Outside of his advisory role, he is involved in consulting on senior planning, divorce, and tax planning through All Bridge Consulting LLC and has a connection to a creative arts company focused on children's books. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and certain institutional clients. The firm employs a top-down, asset-allocation investment process that incorporates proprietary technical analysis and fundamental review, using discretionary management, sub-advisers, and model portfolios.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
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Wesley L

CFP®, Series 63

Atlanta, GA

IFG Advisory, LLC

Wesley Littlejohn is a CFP® professional with 21 years of experience, currently serving as an advisor at IFG Advisory, LLC since 2014. He is also registered with LPL Financial and holds a Series 63 license. His work includes roles at IFG Advisory and LPL Financial over the past 12 years. 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 offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis to implement investment strategies through various management approaches.

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

Series 65

Atlanta, GA

Fifth Third Wealth Advisors LLC

Randall Mc George is a financial advisor at Fifth Third Wealth Advisors LLC with three years of industry experience. He holds a Series 65 credential and previously worked at BNY Mellon for 20 years. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients, including high-net-worth individuals, trusts, pension plans, and institutional investors. The firm offers portfolio management, financial planning, and access to alternative investments, leveraging a combination of in-house and third-party resources as well as integration with its affiliate, Fifth Third Bank.

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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Trenton A

CFP®, Series 66

Atlanta, GA

IFG Advisory, LLC

Trenton Adams is a CFP® professional with 22 years of industry experience, currently working at IFG Advisory, LLC since 2015. He holds a Series 66 license and has been affiliated with LPL Financial since 2015. Adams serves as a finance treasurer on the board of the nonprofit Mountain Hope Village and teaches a CFP course at the University of Georgia’s Terry College of Business. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs varied analytical approaches and a range of investment instruments, tailoring strategies to client objectives and utilizing sub-advisors and third-party managers for portfolio implementation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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 in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at 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 finance chairman for Crossroads Baptist Church's finance committee, assisting with budget preparation and monitoring. 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 strategies using sub-advisors and third-party managers, manages held-away assets, and offers services including portfolio management, retirement plan consulting, and wrap-fee programs.

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 previously worked at Bank of America, N.A. and Merrill. Outside of finance, he has experience in hospitality and recreation, having worked at Amicalola Falls State Park & Lodge and Sunset Hills Country Club. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients. The firm employs an investment process that integrates institutional research and manager due diligence across public and private markets, offering both discretionary and non-discretionary services with diverse asset exposure.

Wealth management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Private / alternative investments Founder/Business Owner Executive
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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® professional with 23 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at Catalyst Wealth Management, Kalos Capital, and OneAmerica Securities. Outside of his advisory role, he serves as president of Catalyst Tax Management, a tax preparation and bookkeeping business. Apollon Wealth Management is a multi-team SEC-registered adviser with approximately 145 advisors serving over 8,300 clients, including individuals, families, and institutional entities. The firm combines centrally managed investment strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and retirement plan advisory.

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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