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Robby P

Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Robby Preston is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A. and Merrill. Outside of advising, he is involved in a family business focused on consulting, hospitality, and contract work. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management to individuals, trusts, corporations, institutional retirement plans, and nonprofit organizations. The firm manages approximately $10.1 billion using a diversified investment approach that includes institutional research, manager due diligence, and exposure to public and private markets.

Wealth management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Private / alternative investments Founder/Business Owner Executive
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Matthew R

CFP®, CFA®, Series 65

Atlanta, GA

Capital Investment Advisors, LLC

Matthew Reiner is a financial advisor at Capital Investment Advisors, LLC with 17 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. His prior roles include positions at Benjamin Technology, Inc., Benjamin, LLC, and Wela Strategies, Inc. Reiner is the author of two books, "Ready to be Rich" and "Dr. Cole Cash Will See You Now," and leads The FutureProof Advisor, a thought leadership initiative for the advisor community. Capital Investment Advisors, LLC 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, utilizing a centralized, ETF-based model portfolio approach tailored to client needs, alongside specialized services including family-office style offerings, pension consulting, and executive compensation analysis.

Private / alternative investments Concentrated stock management Executive Founder/Business Owner
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Noah W

CFP®

Peachtree Corners, GA

Apollon Wealth Management, LLC

Noah Williams is a CFP® professional with experience beginning in 2023 and currently works at Apollon Wealth Management, LLC. His background includes roles in various organizations such as First Coast Service Options and HomePro, Inc., as well as service in the U.S. Navy. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, and insurance company clients, offering a range of financial planning and portfolio management services that combine centrally managed strategies with locally managed portfolios and utilize advanced technology tools, including generative AI.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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Edward G

Series 63, Series 65

Alpharetta, GA

Gibbs Wealth Management, LLC

Edward Gibbs is a financial advisor with Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Visionary Wealth Management and owns several businesses, including Gibbs Marketing Inc. and SJM Real Estate Holdings, which are primarily established for tax and expense purposes. Gibbs Financial Group, where he serves as president, involves his insurance sales activities and occupies most of his professional time. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model management strategies. The firm emphasizes a mix of analytical approaches and offers educational seminars alongside its investment advisory services.

Options & derivatives strategies Concentrated stock management
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Erik B

CFP®, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Erik Bjerke is a CFP® and Series 66 professional currently with OpenArc Corporate Advisory, LLC. He has 28 years of experience in the financial services industry, including 16 years at Bank of America and 27 years at Merrill. Based in Atlanta, GA, he joined OpenArc in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion and offers a diversified investment approach that includes public and private markets, alternative assets, and digital exposure, along with governance-focused solutions for plan sponsors and nonprofit clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Private / alternative investments Founder/Business Owner Executive
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Michael H

Series 66

Alpharetta, GA

Wealthcare Advisory Partners LLC

Michael Holcomb Jr. is a financial advisor at Wealthcare Advisory Partners LLC with one year of industry experience. He holds a Series 66 designation and has worked at LPL Financial and SignatureFD. Outside of finance, he owns Holcomb Lawn Care and Odd Jobs, a local business. 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 financial advising approach using patented Wealthcare software and incorporates both passive and active investment strategies within an evidence-based framework.

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

CFP®, Series 66

Atlanta, GA

BIP Wealth, LLC

Ashley Arrington is a CFP® professional with 14 years of industry experience, currently serving at BIP Wealth, LLC since 2022. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, where she accumulated eight years of experience. Outside of her advisory role, she is a member of the Finance Committee for the Nashville Public Library, where she reviews and advises on the library’s investment portfolio. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, and manages private pooled investment vehicles alongside public and private-market strategies.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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Matthew S

Series 65

Atlanta, GA

Advisory Services Network

Matthew Snellings is a financial advisor at Advisory Services Network with three years of industry experience. He holds a Series 65 designation and has previously worked at Pierson Wealth Management, Raymond James & Associates, and Capstone Financial. He is also a licensed insurance agent involved in life, health, disability, and long-term care insurance sales. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of strategies that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

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

Series 63, Series 65

Alpharetta, GA

Elevation Point Wealth Partners, LLC

Kyle Hammond is a financial advisor at Elevation Point Wealth Partners, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at UBS Financial Services, Inc and Northwestern Mutual Wealth Management Company. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a mix of strategic and tactical asset allocation across various investment vehicles and offers specialized platforms for alternatives and held-away accounts.

Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Values-based investing
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Alex C

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Alex Cockerill is a Series 65-licensed financial advisor with five years of industry experience. He is currently affiliated with Beacon Global Advisor Network, LLC and Paratus Wealth Ltd., and previously worked at Blacktower Financial Management (US) LLC and Blacktower Financial Management International LTD. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with portfolios typically managed using a mix of mutual funds, ETFs, individual equities, and fixed income.

Wealth management Founder/Business Owner Expats
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Michael B

Series 66

Atlanta, GA

Arkadios Wealth Advisors

Michael Belote is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA. He holds a Series 66 designation and has 16 years of industry experience, including prior roles at Raymond James & Associates. He is also managing director of two financial advisory firms, DJRCSM, LLC and Bell Toes FI, LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans and discretionary account management supported by an internal portfolio team. The firm employs a mix of fundamental, technical, and cyclical analysis and integrates a network of advisory entities with affiliated broker-dealer services and in-house portfolio management.

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

Series 66

Alpharetta, GA

RFG Advisory, LLC

Brent Blair is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at MassMutual Investors Services and related entities for 12 years before joining Barrett Capital Advisory and RFG Advisory in 2022. Outside of his advisory roles, he serves as a board member of Smart Eye Technology, Inc., a technology startup. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers primarily discretionary portfolio management using a variety of model strategies and third-party platforms, and it serves as a sub-adviser to multiple ETFs while also providing access to alternative investments and annuity platforms.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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Bernard B

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Bernard Buckley is a financial advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including GSB Capital Ireland, Seven Insurance Brokers, AHR Private Wealth, and Holborn Assets, LLC. 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, with a focus on both non-high-net-worth and high-net-worth individuals.

Wealth management Founder/Business Owner Expats
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William N

Series 66

Atlanta, GA

Arkadios Wealth Advisors

William Nelson is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding the Series 66 designation and 21 years of industry experience. Prior to joining Arkadios Wealth Advisors and its affiliated broker-dealer Arkadios Capital in 2018, he worked at Raymond James & Associates from 2013 to 2018. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering investment and wealth management through advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports advisors with its internal portfolio team and employs a combination of fundamental, technical, and cyclical analysis to develop customized investment strategies.

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

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Robin Copley is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Beacon Global Advisors, Kindred House Advisory Ltd, Wealth Architects Global, Avaloq, Multrees Investor Services, and James Hay Partnership. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension-advice services for U.K. expatriates. The firm customizes portfolios using third-party managed models, mutual funds, ETFs, individual equities, and fixed income, primarily managing accounts on a discretionary basis through unified managed account platforms and overlay managers.

Wealth management Founder/Business Owner Expats
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Aron R

CFP®, Series 63, Series 66

Atlanta, GA

BIP Wealth, LLC

Aron Riddle is a CFP® professional with 22 years of industry experience. He has been with BIP Wealth, LLC since 2017 and previously worked at Strategic Advisers, Inc. for 12 years. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, utilizing tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, and options-based strategies, as well as private-market securities for qualified investors.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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Andrew M

CFP®, Series 65

Atlanta, GA

BIP Wealth, LLC

Andrew Malone is a CFP® and holds a Series 65 license, currently with BIP Wealth, LLC. He has four years of industry experience, including prior roles at Rollins Financial Advisors, Wood Partners, and PricewaterhouseCoopers. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, utilizing tailored asset allocations and a range of investment strategies including private-market securities for qualified investors.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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Christopher C

Series 63, Series 65

Atlanta, GA

Donaldson Capital Management LLC

Christopher Corcoran is a financial advisor at Donaldson Capital Management LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Donaldson Capital Management in 2024, he worked at Costco Wholesale Corporation and Dunnhumby Limited. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement plans, banking institutions, and insurance companies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Justin D

Series 66

Atlanta, GA

IFG Advisory, LLC

Justin Davidson is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 credential and 27 years of industry experience. He has been with IFG Advisory and LPL Financial since 2014. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

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

Series 63, Series 65

Atlanta, GA

OpenArc Corporate Advisory, LLC

Chad Pigg Fife is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. He serves on the Troy University Sorrell College of Business Advisory Council and volunteers with IMCA on the CIMA exam development. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans, managing approximately $10.1 billion on a discretionary basis. The firm employs a diversified investment approach that includes institutional research, manager due diligence, and access to both public and private markets.

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