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Timothy E

ChFC®, Series 63, Series 65

Cumming, GA

Blackridge Asset Management, LLC

Timothy Eckel is a financial advisor at Blackridge Asset Management, LLC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Dempsey Lord Smith, Arete Wealth Advisors, Center Street Advisors, Center Street Securities, and his own firm, Bales & Eckel Financial Group. Eckel serves as president of the Rural Electric Planning Group, a nonprofit organization related to securities and insurance business for EMC/utilities providers. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management through affiliated and third-party platforms, employing a range of investment strategies including asset allocation, rebalancing, and diversification.

General tax planning
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Blair E

CFP®, Series 65, Series 63

Alpharetta, GA

Balefire, LLC

Blair Enfield is a CFP® with 18 years of industry experience, currently advising at Balefire, LLC in Alpharetta, GA. His prior roles include positions at Portsmouth Financial Services, Vaikus Advisory Group, PFS Investments Inc, Primerica Financial Services, and Mass Mutual Investors Services. He has also been involved with Made Media Network, LLC and Made Holdings, LLC. Enfield holds insurance licenses in Georgia, Tennessee, and Florida. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach, offering discretionary asset management, financial planning, and ERISA corporate solutions across a broad platform managing approximately $2 billion in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
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Hugh S

Series 65, Series 63

Marietta, GA

Wealthcare Advisory Partners LLC

Hugh Singletary IV is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at LPL Financial, Trinity Wealth Securities, and Georgia Financial Advisors. Before entering the financial advisory field, he worked in education at Georgia Southern University and Riverwood High School. 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 advising approach using proprietary software and quantitative metrics, combining passive and active investment strategies tailored to client preferences.

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

CFA®

Alpharetta, GA

New Edge Wealth

Brendan Keelan is a CFA® charterholder with nine years of industry experience. He currently works at New Edge Wealth and previously held roles at Roswell Housing Authority, Keelan Capital L.L.C., Edge Capital Group, LLC, and Edge Advisors. He serves as a board member of the Roswell Housing Authority, which oversees affordable and public housing in Roswell, GA. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics.

Private / alternative investments Options & derivatives strategies Wealth management ESG / Sustainable investing Executive Founder/Business Owner
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Ella Y

Series 66

Marietta, GA

Cornerstone Wealth Management, LLC

Ella Young is a financial advisor at Cornerstone Wealth Management, LLC, holding a Series 66 designation with two years of industry experience. She has worked at Cornerstone Wealth Management and LPL Financial since 2023 and has prior experience in the hospitality and education sectors. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and utilizes LPL platform programs and technology to deliver advisory services to a high client load.

Charitable giving & philanthropy Founder/Business Owner Retired
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Kevin M

CFP®, Series 66

Alpharetta, GA

The Strategic Financial Alliance, Inc.

Kevin Murphy is a CFP® professional with 18 years of experience in the financial services industry. He has worked at The Strategic Financial Alliance, Inc. since 2014, following roles at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, Murphy is also an associate of North Georgia Wealth Advisors, a financial services and fixed insurance business. The Strategic Financial Alliance serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management and financial planning services through various programs and third-party manager relationships, with a primary focus on non-discretionary and co-advisory investment strategies.

Wealth management Founder/Business Owner Executive
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Steven B

Series 65

Marietta, GA

Wealthcare Advisory Partners LLC

Steven Bell is a financial advisor with Wealthcare Advisory Partners LLC in Marietta, GA. He holds a Series 65 designation and has six years of experience at Wealthcare, following 13 years with Fitness Together Franchise, LLC. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a goals-based approach supported by patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to guide investment decisions.

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

Series 65

Alpharetta, GA

Core Planning

Joseph Powell is a financial advisor at Core Planning with a Series 65 designation. He has been with Core Planning since 2026 and has prior experience at Bubble Rock Advisors, Windham Brannon PC, Brady Ware, and Schell & Hogan. Core Planning provides fee-only financial planning, ongoing wealth management, and portfolio management primarily for individual and high-net-worth clients. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

Retirement income strategy
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Benjamin S

Series 66

Atlanta, GA

IFG Advisory, LLC

Benjamin Subasic is a financial advisor at IFG Advisory, LLC with Series 66 registration and no prior industry experience. His background includes positions outside the financial sector, such as roles at Mary Mac's Tea Room and Southern Soccer Academy. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, and coordinates held-away assets to align with clients’ objectives.

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

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Simon Burton is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation and over 12 years of industry experience. He has worked at Raymond James since 2014 and is currently affiliated with both Beacon Global Advisor Network and Peregrine & Black. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, serving both non-high-net-worth and high-net-worth individuals.

Wealth management Founder/Business Owner Expats
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Davi K

CFP®, Series 63, Series 65

Atlanta, GA

Aprio Wealth Management, LLC

Davi Kutner is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA. He holds the CFP® designation and has 22 years of industry experience. Prior to joining Aprio in 2015, he worked at Securian Financial Services, Inc., JOYN Advisors, Inc., and GV Financial Advisors, Inc. Kutner serves on the Board of Trustees for the Atlanta Jewish Academy and is a committee member of the Endowment Committee at Hillels of Georgia. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives and employs a range of investment strategies, including sub-advisory arrangements and access to private investments.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Paul F

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Paul Flamini is a financial advisor at Beacon Global Advisor Network, LLC with two years of industry experience. He holds a Series 65 designation and has also been associated with Loadstone Group, Ltd. outside of his advisory role. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients through a network of independent advisors and manages approximately $397 million in client assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailoring portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Wealth management Founder/Business Owner Expats
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Matthew J

CFP®, Series 63, Series 65

Atlanta, GA

Arkadios Wealth Advisors

Matthew Jones is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Arkadios Wealth Advisors in Atlanta, GA. Prior to joining Arkadios in 2023, he worked at Kestra Advisory and Kestra Investment Services from 2018 to 2023, and previously held roles at Dyncore Inc and Foresters Advisory Services. Outside of his advisory work, he is a partner at Strive Financial Solutions, where he is involved in client acquisition and servicing. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money manager access, and financial planning. The firm employs a discretionary management approach supported by an internal portfolio team and integrates fundamental, technical, and cyclical analysis in its investment process.

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

CFP®, Series 63, Series 66

Atlanta, GA

Advisory Services Network

Jaylon Ellison is a CFP® professional with 23 years of industry experience currently serving at Advisory Services Network since 2020. His prior experience includes roles at Wells Fargo Clearing and Merrill, where he worked for four and eight years respectively. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, employing various securities and third-party managers to align with clients’ objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Nevan P

Series 65

Atlanta, GA

Waverly Advisors, LLC

Nevan Patel is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining Waverly Advisors in 2024, he worked at Bennett Thrasher and has experience in both educational and corporate settings. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving a diverse client base that includes both non-HNW and high net worth individuals.

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

Series 66

Atlanta, GA

IFG Advisory, LLC

Temp Davis IV is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and over 24 years of industry experience. He has been with IFG Advisory since 2015 and has prior experience at LPL Financial and HINCEY & ASSOCIATES Financial Services. Davis teaches continuing education courses on Social Security, Medicare, retirement planning, and financial planning at Clayton State University and the University of West Georgia. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies and analytical approaches, utilizing sub-advisors and third-party managers, and offers both discretionary and non-discretionary portfolio management along with specialized real estate planning services.

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

Series 63, Series 65

Atlanta, GA

Advisory Services Network

Michael Curran Jr. is a financial advisor with Advisory Services Network in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His career includes roles at Advocacy Wealth Management, Wells Fargo Advisors, and Wells Fargo Clearing. Advisory Services Network supports a large network of independent investment adviser representatives serving individuals, families, corporations, and retirement plans with a range of advisory and financial planning services. The firm employs diverse investment strategies tailored to client objectives and risk tolerances, offering flexible engagement models and access to third-party managers.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Shari S

Series 63

Marietta, GA

Henssler Financial

Shari Santell is a financial advisor at Henssler Financial with 22 years of industry experience. She holds a Series 63 designation and has worked at Citco-Quaker Fund Distributors since 2003 and Henssler G W & Associates Ltd since 2002. Henssler Financial serves a diverse client base including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow focused investment process known as the “Ten Year Rule” and offers services including financial planning, portfolio management, and sub-advisory relationships.

General retirement planning Income planning Tax-loss harvesting Charitable giving & philanthropy Attorney Founder/Business Owner Retired Young Professionals Mid-Career Professionals
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James C

Series 63, Series 65

Cumming, GA

Capital Investment Advisory Services, LLC

James Cook Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His career includes roles at Capital Investment Group, Inc., Equity Services, Inc., and National Life of Vermont. In addition to advisory work, he is an insurance agent selling risk management products. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, foundations, and charitable institutions. The firm offers tailored investment solutions through separately managed accounts, third-party asset managers, and financial planning services, managing the majority of its assets on a discretionary basis.

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

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Jonathan Willis is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 credential and four years of industry experience. He has worked with Hoxton Capital Management USA and FZE, where he provides advisory services including financial planning and retirement strategies primarily for UK clients through Future Start Independent Financial Planning. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts, with a focus on customized portfolios using various managed models, mutual funds, ETFs, equities, and fixed income. The firm offers specialized pension-transfer services for U.K. nationals and coordinates with U.K. trustees and platforms to meet regulatory requirements.

Wealth management Founder/Business Owner Expats
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