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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.
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.
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.
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.
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.
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.
Owen M
Series 65
Dulut, GA
Mission Wealth Management, LP
Owen Mc Bryan is a financial advisor at Mission Wealth Management, LP with a Series 65 credential. He has been with the firm since 2026 and is based in Duluth, GA. Prior to joining the firm, he was a student and unemployed for ten years. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios to client needs through both internal management and select third-party sub-advisors.
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.
John P
Series 63, Series 65
Atlanta, GA
Equity Investment Corp
John Power is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 registrations and 32 years of industry experience. He has worked at Equity Investment Corporation since 2016 and concurrently held roles at Foreside Funds Distributors LLC since 2013 and JFB Holdings Corp from 2013 to 2017. Equity Investment Corporation provides discretionary equity portfolio management to institutional and private investors, including high-net-worth clients and retirement plans. The firm employs a fundamental, absolute value investment approach across multiple equity strategies and serves various client types, including insurance companies and government entities, with a scalable advisory model.
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.
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.
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.
Dante M
Series 66
Stone Mountain, GA
Capital Investment Advisory Services, LLC
Dante Mcdowell is a Series 66-licensed advisor with Capital Investment Advisory Services, LLC, where he has worked since 2009. He has 25 years of industry experience, including six years at Equity Services, Inc. Mcdowell serves on the board of directors for the Boys & Girls Clubs of Dekalb County, assisting club executives and planning fundraising events. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm tailors portfolios to client objectives, time horizons, and risk tolerance, managing most assets on a discretionary basis and employing various analytical methods and investment strategies.
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.
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.
Nicholas H
Series 63, Series 65
Atlanta, GA
Nicholas Hoffman & Company, LLC
Nicholas Hoffman is a financial advisor with Nicholas Hoffman & Company, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has been with Nicholas Hoffman & Company since 2007. Outside of his advisory role, he serves in a non-paid, non-voting leadership capacity with Investments Unlimited, LLC, a local investment group focused on collaborative investing activities. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm employs individualized financial profiles and investment plans, implementing them through a mix of mutual funds, ETFs, separate account managers, and selected private investments, including private equity and private debt, and offers performance-based fee arrangements for eligible private fund investors.
Edward B
Series 63
Marietta, GA
International Assets Investment Management, LLC
Edward Beckerman is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and bringing 35 years of industry experience. His career includes nearly three decades at Metlife Securities Inc., followed by roles at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services before joining International Assets Advisory in 2019. He is also the owner and president of Beckerman & Associates, LLC, a life and health insurance brokerage. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized portfolio management, financial planning, and access to third-party money managers, emphasizing long-term strategies across various asset classes.
Jennings P
Series 65
Atlanta, GA
Waverly Advisors, LLC
Jennings Pitts Jr. is a financial advisor with Waverly Advisors, LLC and holds a Series 65 designation. He has no prior industry experience before joining Waverly Advisors in 2025. His background includes roles at Northwestern Mutual and several positions at Stetson University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private market allocations and offers a range of financial planning and consulting services.
Matthew S
Series 63, Series 66
Alpharetta, GA
BIP Wealth, LLC
Matthew Speed is a financial advisor at BIP Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SunTrust Investment Services, Inc. since 2016. Outside of financial advising, he is involved with Willowdale Studios, where he produces documentary content focused on semi-professional football. 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, utilizing tailored asset allocations and private-market securities for qualified investors, and manages private pooled investment vehicles and buy-write SMA strategies.
Alyson K
Series 65
Kennesaw, GA
Henssler Financial
Alyson Kountz is a Series 65 licensed financial advisor with Henssler Financial in Kennesaw, GA, where she has worked since 2021. She has two years of industry experience and previously held roles at Kennesaw State University and Maurice's. Henssler Financial serves a diverse client base including individual investors and institutional clients, offering financial planning, portfolio management, and pension advice. The firm’s investment approach uses cash-flow analysis to align fixed-income holdings with liquidity needs and allocates assets to equities based on proprietary quality screens and model portfolios.
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5,707 advisors near
30342
within the area shown on the map
Out of 400,000+ nationwide