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Nicholas M

Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Nicholas Molinari 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 Bank of America and Merrill. Nicholas also spent time at Florida State University in both professional and academic roles. OpenArc Corporate Advisory serves a diverse client base, including individual and institutional investors, with services such as wealth management, financial planning, portfolio management, and retirement plan consulting. The firm utilizes a wide range of investment tools 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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Maria P

Series 65, Series 63

Atlanta, GA

OpenArc Corporate Advisory, LLC

Maria Pacin is a financial advisor at OpenArc Corporate Advisory, LLC with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Merrill Lynch and Bank of America. 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 using both discretionary and non-discretionary models, employing a diverse range of investment tools including alternative and private market investments as well as 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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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 in Alpharetta, GA, holding a Series 65 designation with two years of industry experience. Prior to joining Merit, she worked for Yeomans Consulting Group, Inc. and operated under her own name for 20 years. She is also a licensed insurance agent. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm provides comprehensive wealth-management services and employs a long-term, diversified investment approach supported by a centralized investment management team and customizable portfolio models.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Robert D

CFA®, Series 66

Atlanta, GA

Arkadios Wealth Advisors

Robert Douglass is a CFA® charterholder and holds a Series 66 license, with 25 years of industry experience. He has been with Arkadios Wealth Advisors since 2021 and previously worked at JPMorgan Chase and J.P. Morgan Securities for seven years. In addition to his advisory role, he serves as a managing partner for Corbet Capital Advisors. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a range of managed accounts, third-party money managers, and financial planning solutions. The firm supports advisors with internal portfolio teams and employs fundamental, technical, and cyclical analysis in its investment 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, holding a Series 65 designation and beginning her advisory career in 2026. Prior to joining Apollon, she worked at North Georgia Land for five years and held roles at See.Spark.Go from 2016 to 2020. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving a broad client base including individuals, high-net-worth clients, family offices, businesses, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, combining centrally managed strategies with locally managed portfolios, and utilizes a diverse range of investment vehicles including ESG models and private credit funds.

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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Michael E

Series 63, Series 66

Atlanta, GA

Alexander Capital Wealth Management LLC

Michael Eldredge is a financial advisor with Alexander Capital Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 credentials and having 29 years of industry experience. He has worked at Alexander Capital since 2020 and at Centaurus Financial Inc. since 2015. 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 institutional clients, offering capital markets and M&A advisory work. The firm employs a top-down investment approach that blends proprietary technical analysis with fundamental review and utilizes 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 financial advisor at Apollon Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation. He has experience working with Catalyst Wealth Management and Morgan Stanley prior to joining Apollon. Fair has been with Apollon since 2023. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, investing across a range of asset classes and offering ESG models, Direct Indexing, and sub-advisory services tailored to client needs.

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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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 has previously worked at Queensborough Wealth Management and in educational roles at the University of Georgia, University of North Georgia, Westside High School, and Georgia Cyber Academy. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and active management, supplemented by in-house specialists in estate and tax planning and access to private investment solutions and formal pension consulting capabilities.

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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Chelsea K

CFA®, Series 66

Alpharetta, GA

Sequent Planning, LLC

Chelsea Kiehler is a CFA® charterholder with 16 years of industry experience. She is currently with Sequent Planning, LLC and has prior experience at Bank of America and Merrill. She volunteers annually at a nonprofit 5K run and serves on her homeowners association board, contributing to finance and community committees. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of advisers using diversified investment models and tax-aware strategies.

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 and currently advises at OpenArc Corporate Advisory, LLC. She previously worked at Bank of America and Merrill, with overlapping tenures spanning from 2008 to 2025. Outside of her advisory role, she serves on the board of directors for City of Refuge, a charitable organization focused on supporting individuals and families in Atlanta. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and specialized retirement services. The firm employs both discretionary and non-discretionary strategies, incorporating a wide range of investment options and emphasizes institutional retirement plan solutions alongside a robust private markets and digital assets capability.

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

Series 63, Series 66

Atlanta, GA

49 Financial

Campbell Huber is a financial advisor with 3 years of industry experience, currently with 49 Financial. He holds Series 63 and Series 66 licenses. Prior to joining 49 Financial, he worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Peachtree Planning. Outside of his advisory work, Huber coaches a youth basketball team and serves as networking chair for his fraternity’s alumni committee. 49 Financial serves a broad client base, including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm manages approximately $1.4 billion through a multi-team structure and employs a disciplined, long-term investment approach based on diversified asset allocation and model portfolios.

General estate planning guidance Tax strategies for small businesses Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Values-based investing Established Professionals
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Markell B

CFP®, Series 66

Suwanee, GA

RFG Advisory, LLC

Markell Bryant is a CFP® and Series 66 license holder with 10 years of industry experience. He currently works at RFG Advisory, LLC and previously spent a decade at Edward Jones. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan consulting, and access to various investment strategies including alternative investments and annuity management.

Liquidity event planning Retirement income strategy Wealth management Startup equity planning Concentrated stock management Founder/Business Owner Executive Doctor or Medical Professional Women Professionals
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Dante M

Series 66

Stone Mountain, GA

Capital Investment Advisory Services, LLC

Dante Mcdowell is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. He has been with Capital Investment Advisory Services and its affiliated firm, Capital Investment Group, Inc., since 2009. Mcdowell serves on the Board of Directors for the Boys & Girls Clubs of DeKalb County, where he assists with operations and fundraising efforts. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of solutions including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, with a client-focused approach that incorporates multiple analytical methods and ongoing portfolio review.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Eileen F

Series 66

Marietta, GA

Kovack Advisors, inc.

Eileen Fannon is a financial advisor with Kovack Advisors, Inc. in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. She has been with Kovack Advisors since 2015 and Kovack Securities Inc. since 2014. Outside of her advisory role, she serves as a minister officiating marriages and manages an accounting and tax services business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers third-party asset manager recommendations, and provides financial planning and retirement account management services.

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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