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J Cameron Z

CFP®

Milton, GA

Westhollow Wealth Management

J Cameron Zabko is a CFP® professional with four years of industry experience. He is the principal and sole owner of Westhollow Wealth Management, where he has worked since 2024. Prior to founding Westhollow, he was affiliated with CWM, LLC and Jon Baker Financial Group. Outside of his advisory role, Zabko engages in authorship. Westhollow Wealth Management advises individuals, high-net-worth clients, trusts, estates, and business entities, offering integrated wealth management that includes financial planning and discretionary asset management. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, with a focus on long-term holdings, periodic rebalancing, and tax-aware strategies.

Wealth management Passive / index investing
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John N

Series 63, Series 66

Alpharetta, GA

Newcorp Wealth Management

John Newsome is a financial advisor at NewCorp Wealth Management in Alpharetta, GA, with 31 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Purshe Kaplan Sterling Investments and Maryland Financial Group, among others. He is co-owner of NewCorp Financial Services and also works as an insurance agent providing insurance and fixed annuity solutions. NewCorp Wealth Management serves individual clients, including high-net-worth households, corporate clients, and sponsors of employer-sponsored retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting with tailored portfolios reviewed regularly and advisory services delivered through a small team.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
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Nimish P

CFP®, Series 63, Series 66

Johns Creek, GA

A & P Wealth Management

Nimish Patel is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience, currently serving as an advisor at A & P Wealth Management since 2015. Prior to this, he worked at MCAP Investment Management, LLC. A & P Wealth Management provides discretionary portfolio management, active trading programs, and advisory consultations to individuals, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, combining longer-term diversified portfolio management with an active trading approach that includes options writing, short sales, and margin borrowing.

Active portfolio management Options & derivatives strategies
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Tiffany J

CFP®, Series 63, Series 65

Dacula, GA

Piece of Wealth Planning LLC

Tiffany Johnson is a CFP® professional with five years of experience in financial advising. She is currently the sole advisor at Piece of Wealth Planning LLC in Dacula, GA. Her prior experience includes roles at Origin Financial, Creative Planning, Inc., and TrueWealth, LLC. Piece of Wealth Planning LLC provides financial planning and portfolio management primarily to individual clients through a bundled Comprehensive Financial Planning Package that includes investment management, ongoing planning, and personal tax return preparation. The firm emphasizes passive, index-based portfolios guided by Modern Portfolio Theory and integrates accounting and tax services with its advisory offerings.

Income planning Charitable giving & philanthropy Business ownership considerations Tax-loss harvesting Self-Employed Founder/Business Owner Young Professionals
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Timothy M

ChFC®

Suwanee, GA

Mersereau, Lazenby & Rockas, L.L.C.

Timothy Mersereau is a ChFC® with 23 years of industry experience. He has been with Mersereau & Lazenby, LLC since 1994. Mersereau, Lazenby & Rockas, LLC serves individuals, trusts, profit-sharing plans, estates, and businesses by providing financial planning and discretionary investment management along with tax, auditing, and accounting services. The firm operates as a fee-only advisor offering integrated planning and typically implements strategies through a globally diversified asset allocation using both passive and actively managed funds.

General tax planning Retirement plans for business owners (SEP, solo 401k)
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Afzal M

PFS™, Series 63

Suwanee, GA

Nexus Capital Inc

Afzal Mithwani is a financial advisor at Nexus Capital Inc with 22 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at firms including Cambridge Investment Research and Transamerica Financial Advisors. Outside of his advisory role, Mithwani is an IRS Enrolled Agent providing tax preparation services and is involved in insurance product sales. Nexus Capital offers financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm focuses on tailored investment recommendations based on fundamental analysis and long-term holdings, often using passively managed ETFs.

General retirement planning Charitable giving & philanthropy Tax-loss harvesting College savings (529s, UTMA, etc.) Wealth management
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Kellie B

Series 66

Alpharetta, GA

Daner Wealth Management, LLC

Kellie Borror is a financial advisor at Daner Wealth Management, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and SunTrust Advisory Services. Kellie is also a licensed insurance agent involved in the sale of various insurance products. Daner Wealth Management serves individual and high-net-worth clients, managing approximately $176 million across about 181 accounts. The firm offers tailored portfolio management, financial planning, and consulting services, including discretionary and non-discretionary accounts and option strategies such as writing covered calls.

Annuities Options & derivatives strategies
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Nicholas M

Series 65

Alpharetta, GA

Northstar Investment Partners

Nicholas Meyer is a financial advisor at Northstar Investment Partners with one year of industry experience. He holds a Series 65 designation and previously spent six years at the University of Cincinnati in a non-advisory role. Northstar Investment Partners provides investment advisory and portfolio management services primarily to individual clients, including accounts for minor children. The firm employs a fee-only model and utilizes various option strategies as part of its approach to capital appreciation.

Options & derivatives strategies
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David T

Series 66

Alpharetta, GA

Northstar Investment Partners

David Thompson is a Series 66-licensed financial advisor at Northstar Investment Partners with 16 years of industry experience. His prior roles include positions at Georgia Advisory Group, Morgan Stanley, and E*TRADE Securities. Northstar Investment Partners provides fee-only investment advisory and portfolio management services primarily to individual clients, including accounts for minor children. The firm incorporates multiple option strategies in its approach and manages approximately $16 million in assets across about 50 client relationships.

Options & derivatives strategies
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Rhonda G

CFP®

Buford, GA

Wealth 360, LLC

Rhonda Grover is a CFP® professional with nine years of experience at Wealth 360, LLC and six years of self-employment prior to that. She is based in Buford, GA. Wealth 360, LLC serves individual investors, pension and profit-sharing plans, and corporations by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm is notable for its sub-advisory business, managing assets on behalf of other advisers, and offers a range of ERISA services alongside its long-term investment approach.

General retirement planning Cash flow / budgeting
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Raymond P

Series 65

Atlanta, GA

Cerner Capital Management, LLC

Raymond Payne Jr. is a financial advisor at Cerner Capital Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Cerner Capital Management since 2001. Cerner Capital Management provides discretionary investment management and comprehensive financial planning for individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients. The firm’s investment approach is tailored to individual goals and risk tolerance, using fundamental analysis to build growth-and-income portfolios, and may include active trading and the use of derivatives and margin when appropriate.

Debt management Founder/Business Owner
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Rebecca R

CFP®, Series 65

Alpharetta, GA

ATLas Investment Advisors

Rebecca Richardson is a CFP® with five years of industry experience, currently serving as an advisor at ATLas Investment Advisors. Her prior experience includes roles at Advisory Services Network, LLC, Resource Planning Group, and KPMG. In addition to her advisory work, she provides tax preparation services during tax season. ATLas Investment Advisors offers portfolio management and financial planning primarily to individual and high-net-worth clients, employing an evidence-based investment approach centered on long-term, passive strategies with strategic asset allocation and periodic rebalancing.

General retirement planning Retirement income strategy General tax planning Wealth management Passive / index investing
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Curtis P

Series 63, Series 65

Peachtree Corners, GA

Mason Westbridge Asset Management LLC

Curtis Parker is a financial advisor at Mason Westbridge Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Mason Westbridge Asset Management LLC provides investment advisory and portfolio management services to individuals, retirement plans, and private investment companies. The firm employs an investment approach based on Modern Portfolio Theory and manages most accounts on a discretionary basis, including the use of third-party asset managers and a range of allocation models adjusted for market conditions.

Wealth management
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George M

CFP®, Series 65

Alpharetta, GA

ATLas Investment Advisors

George Mauser is a CFP® with 14 years of industry experience and currently serves as a financial advisor at ATLas Investment Advisors. His prior roles include positions at Advisory Services Network LLC and Resource Planning Group, Ltd. Outside of advisory work, he also provides tax preparation services during tax season. ATLas Investment Advisors offers portfolio management and financial planning primarily to individual and high-net-worth clients, using an evidence-based investing approach focused on long-term, passive strategies with strategic asset allocation and periodic rebalancing.

General retirement planning Retirement income strategy General tax planning Wealth management Passive / index investing
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Scott A

Series 63, Series 65

Alpharetta, GA

Ridge Capital Management, LLC

Scott Adams is a financial advisor with Ridge Capital Management, LLC in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Adams is also involved with Capital Asset Monitoring, LLC as a consultant. Ridge Capital Management provides wealth management and financial planning services to individuals, trusts, estates, corporations, and retirement plan sponsors. The firm employs diversified investment strategies based on client goals and risk tolerances, offering portfolio management, financial and estate planning coordination, and pension consulting.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Keith J

Series 63, Series 65

Alpharetta, GA

Integras Partners, LLC

Keith Johnson is a financial advisor with Integras Partners, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Integras Partners since 2014 and is also involved as a managing member of a commercial real estate firm. Integras Partners serves individual investors, retirement plans, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting, employing tailored model portfolios and a range of investment strategies including derivatives and option writing.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management
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Colton S

Series 66

Snellville, GA

Sunglow Wealth Advisory LLC

Colton Sowash is a financial advisor with Sunglow Wealth Advisory LLC in Snellville, GA, holding a Series 66 credential and four years of industry experience. He is also the owner of Big Creek Capital Management, an investment advisory firm focused on developing and managing client portfolios. Sowash's prior experience includes roles at LCG Associates and Mercer University. Sunglow Wealth Advisory LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, privately held companies, and qualified retirement plans. The fee-only firm manages approximately $73.7 million, employing a value-oriented, fundamental analysis approach that incorporates options strategies and emphasizes diversification and a multi-year investment horizon.

Options & derivatives strategies Passive / index investing Real estate investing
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Stephen D

CFA®

Alpharetta, GA

Circa Capital, LLC

Stephen Davenport is a CFA charterholder with nine years of experience in the financial industry. He is currently an advisor at Circa Capital, LLC, where he has worked since 2021. His prior roles include positions at Decatur Capital Management, GenSpring Family Offices, SunTrust Advisory Services, and SunTrust Bank. Circa Capital, LLC provides financial planning, discretionary portfolio management, and consulting services primarily to high-net-worth individuals and their trusts, estates, and retirement accounts. The firm emphasizes fundamental analysis and a long-term investment philosophy focused on quality and value, managing portfolios typically consisting of 25 to 50 equity positions with the potential use of hedging strategies.

Concentrated stock management Options & derivatives strategies
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Randy B

Series 63, Series 65

Suwanee, GA

Centurion Advisory Group, Inc

Randy Brunson is a financial advisor at Centurion Advisory Group, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Centurion Advisory Group, LLC since 2006. Centurion Advisory Group serves individual clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, providing financial planning, investment management, retirement plan consulting, and project-based general consulting. The firm uses proprietary asset-allocation models combining fundamental and technical analysis and implements portfolios through mutual funds, ETFs, and individual securities.

General retirement planning Income planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Robert G

Series 63, Series 66

Lawrenceville, GA

Arch Partners Wealth Management, Inc.

Robert Gaillard is a financial advisor with Arch Partners Wealth Management, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Maximum Wealth Management Inc., MML Investors Services, and Mass Mutual Life Insurance Company. He is also involved in selling individual life, disability, and long-term care insurance products through Gaillard Financial Group. Arch Partners Wealth Management, Inc. provides investment supervisory services, portfolio management, and financial planning to individual, pension, profit-sharing, and corporate clients. The firm primarily uses passive investment strategies with mutual funds and ETFs and manages approximately $109 million in discretionary assets.

General retirement planning Tax-loss harvesting Passive / index investing
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