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Franklin C
Series 66
Atlanta, GA
Main Street Financial Solutions, LLC
Franklin Chambers III is a financial advisor at Main Street Financial Solutions, LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at Morgan Stanley Smith Barney LLC. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs alongside actively managed funds and individual securities, tailoring portfolios to clients’ objectives and risk profiles.
Richie P
Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Richie Pinnock 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 and Merrill, as well as Signature FD. He also spent five years at the University of Georgia prior to his advisory career. 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 a range of investment strategies from traditional equities and bonds to alternative and private market investments.
Hayden S
Series 65
Atlanta, GA
OpenArc Corporate Advisory, LLC
Hayden Sullivan is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 65 designation. He has one year of industry experience and previously worked at Holcombe Financial and PEACHTREE Planning. Outside of finance, his background includes roles at the University of Georgia and Deerfield-Windsor Middle & Upper School. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers wealth management and retirement plan services using both discretionary and non-discretionary models and provides extensive capabilities in private markets and digital assets.
Gregory H
Series 63, Series 65
Atlanta, GA
Strategic Blueprint, LLC
Gregory Hanft is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has previously worked at Brightworth LLC and Mass Mutual Investors Services. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and manager selection, along with a formal Subscription Advisory Services program and a focus on client education through seminars and conferences.
Matthew P
Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Matthew Pesci is a financial advisor at OpenArc Corporate Advisory, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves individual and institutional clients, including non‑HNW and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and retirement plan services, utilizing both discretionary and non-discretionary models, and employs a broad investment toolkit including individual securities, alternative investments, and digital assets.
Kirk L
CFP®, Series 63, Series 66
Atlanta, GA
RFG Advisory, LLC
Kirk Licata is a CFP® professional with 14 years of industry experience, currently serving as an advisor at RFG Advisory, LLC since 2025. Prior to this, he spent 13 years at LongView Wealth Management and 10 years with Cambridge Investment Research Inc. Licata is also the owner and founder of Licata Financial Design. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm combines actively managed and passive ETF/mutual fund models, direct indexing, and tax-aware strategies within a risk-managed, discretionary portfolio approach, and serves a diverse client base including investment companies, state and municipal clients.
Veronica F
CFA®
Atlanta, GA
GLOBALT Investments
Veronica Fulton is a CFA® charterholder with seven years at GLOBALT Investments and two years of industry experience. Her prior roles include positions at GreenSky, KPMG, and the Georgia Institute of Technology. GLOBALT Investments provides discretionary investment management to individuals, corporations, institutions, and other advisers, utilizing a team-based approach with quantitative, technical, and fundamental analysis. The firm focuses on portfolio management through separately managed accounts, wrap fee programs, and model portfolios, employing ETFs as primary implementation vehicles.
Michael B
CFP®, Series 65
Atlanta, GA
BIP Wealth, LLC
Michael Brocker is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with BIP Wealth, LLC since 2015. Based in Atlanta, GA, he provides financial advisory services as part of a team within a multi-advisor firm. BIP Wealth, LLC serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management. The firm employs household-level planning with tailored asset allocations, includes private-market securities for qualified investors, and advises private pooled vehicles alongside managing covered-call strategies.
Jesse Jelle B
Series 66
Atlanta, GA
BIP Wealth, LLC
Jesse Jelle Boot is a financial advisor at BIP Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Mercer Global Advisors Inc., Bank of America, Merrill, and BlackRock. 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, including both public and private market strategies tailored to household-level plans.
Robert C
Series 63, Series 65
Atlanta, GA
Arkadios Wealth Advisors
Robert Childs is a financial advisor at Arkadios Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SunTrust Advisory Services, SunTrust Investment Service, and BB&T Securities. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans and combines fundamental, technical, and cyclical analysis to manage portfolios through various account platforms and third-party managers.
Curry P
Series 65
Atlanta, GA
49 Financial
Curry Pajcic Jr. is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. He previously worked with Brant Hickey, where he assists in creating structured annuities for personal injury settlements involving minors and incompetent adults. 49 Financial serves a diverse client base including individuals, families, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term approach to diversified asset allocation with model-based strategies supported by proprietary and third-party portfolios.
Charles M
Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Charles Murray is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill. OpenArc Corporate Advisory serves both individual and institutional clients, providing wealth management, financial planning, portfolio management, and retirement plan services. The firm combines institutional retirement expertise with private markets and digital-asset capabilities, offering tailored investment solutions across a broad range of asset classes.
Laura M
Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Laura Mitts is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining OpenArc in 2025, she worked at Merrill for five years and has held roles with Northwestern Mutual, European Wax Center, and 18|8 Fine Men's Salon. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, portfolio management, and retirement plan services, utilizing a wide range of investment tools and maintaining a significant institutional retirement practice alongside private markets and digital asset capabilities.
Katherine B
Series 66
Atlanta, GA
Balentine
Katherine Battey is a financial advisor at Balentine with six years of industry experience. She holds the Series 66 designation and has worked previously at Rockefeller Financial LLC, Bank of America, Merrill, World 50, and The University of North Carolina at Chapel Hill. Outside of financial advising, she manages BWB Interiors LLC, an interior design and home furnishings business based in Atlanta. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office, and business advisory services. The firm employs a risk-based investment process and manages pooled investment vehicles, including private funds.
Todd S
Series 65, Series 63
Atlanta, GA
Procyon
Todd Smallwood is a financial advisor at Procyon with 27 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms, including Sugarloaf Wealth Management and Triad Advisors. Procyon serves a diverse client base, including individuals, families, businesses, institutional investors, and private funds. The firm focuses on a long-term, fundamental analysis investment approach and manages a significant portion of assets on a non-discretionary basis, offering services across investment management, financial planning, and retirement-plan advisory.
Wonyul S
Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Wonyul Sohn is a financial advisor with OpenArc Corporate Advisory, LLC and holds a Series 66 designation. She has four years of industry experience, including prior roles at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and consulting services, employing both discretionary and non-discretionary models, and integrates institutional retirement solutions with private markets and digital asset capabilities.
Jeffrey F
Series 66
Sandy Springs, GA
Navy Federal Investment Services, LLC
Jeffrey Fleuriot is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at JPMorgan Chase, Merrill, Bank of America, Truist, and Morgan Stanley. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a variety of layered investment solutions, including unified managed accounts and automated ETF portfolios.
Jonathan G
CFA®
Atlanta, GA
SignatureFD, LLC
Jonathan Galvis Londono is a CFA® charterholder affiliated with SignatureFD, LLC in Atlanta, GA. He has been with SignatureFD since 2018, following five years at Atlantix Global Systems. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and private investment funds.
Philip M
CFP®, Series 66
Atlanta, GA
Synovus Securities, Inc.
Philip Mulkey is a financial advisor at Synovus Securities, Inc. in Atlanta, GA, holding CFP® and Series 66 credentials with eight years of industry experience. He has worked at Synovus Securities since 2013 and also has a separate role as a tax preparer. Additionally, Mulkey serves as a notary public. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including separately managed accounts, mutual fund and ETF portfolios, financial planning, and access to alternative investments, with portfolio management supported by the Envestnet platform and a client risk-tolerance process.
William M
Series 66
Atlanta, GA
SignatureFD, LLC
William Mcferren is a financial advisor at SignatureFD, LLC based in Atlanta, GA, with six years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management, financial planning, consulting, and retirement plan management, employing diversified, long-term asset allocation strategies across various investment vehicles.
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