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Mark P

Series 65

Atlanta, GA

BIP Wealth, LLC

Mark Parker is a financial advisor at BIP Wealth, LLC with five years of industry experience. He holds a Series 65 license and is also the managing member of SDG Advisors, LLC, an investment-related firm he co-founded in 2006. In addition to his advisory role, Parker serves as a game day assistant for various football organizations, including the National Football League, FOX Sports, CBS Sports, the Atlantic Coast Conference, and Tupelo Raycom. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across a multi-advisor team, focusing on household-level customized portfolios with diversified, low-cost mutual funds and ETFs, supplemented by individual securities and private market investments.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General estate planning guidance Founder/Business Owner Executive
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Timothy H

Series 63, Series 65

Atlanta, GA

49 Financial

Timothy Herndon is a financial advisor with 2 years of industry experience, currently with 49 Financial in Atlanta, GA. He holds the Series 63 and Series 65 designations and has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and the Alabama Securities Commission. Outside of his advisory role, he is involved with a Kia vehicle dealership where he performs window tinting and also contracts with a nonprofit referral service called 25 Giving. 49 Financial serves a broad client base including individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and fractional family office services. The firm uses a disciplined, long-term diversified asset allocation approach grounded in Modern Portfolio Theory and employs a combination of proprietary and third-party model portfolios.

General estate planning guidance Tax strategies for small businesses Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Values-based investing Established Professionals
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Caden P

Series 63, Series 66

Alpharetta, GA

Howard Capital Management, LLC

Caden Palmer is a financial advisor at Howard Capital Management, LLC with two years of industry experience. He holds Series 63 and Series 66 designations and has worked at Northern Lights Distributors, LLC, E*TRADE Securities, LLC, and Howard Capital Management, Inc. prior to his current role. Howard Capital Management serves a diverse range of individual and institutional clients, offering discretionary portfolio management, private wealth services, and mutual fund and ETF advisory. The firm’s investment process uses proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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Christopher F

CFP®, Series 65, Series 63

Atlanta, GA

Level Four Advisory Services

Christopher Facka is a CFP® professional with 25 years of experience in financial advisory. He currently serves at Level Four Advisory Services and Level Four Financial, where he has worked since 2018 and 2020 respectively. His prior experience includes roles at SunTrust Advisory Services and GenSpring Family Offices. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a blend of firm-sponsored and third-party platforms.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Wealth management Founder/Business Owner Executive
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Steven M

Series 63

Atlanta, GA

BIP Wealth, LLC

Steven Manfredonia is a financial advisor at BIP Wealth, LLC with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing, Allworth Financial, AW Securities, and Td Ameritrade. Steven has been with BIP Wealth since 2023. BIP Wealth provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across 3,100 client relationships using customized, diversified portfolios that incorporate low-cost mutual funds, ETFs, individual securities, and private market opportunities.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General estate planning guidance Founder/Business Owner Executive
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Ricky H

Series 65

Alpharetta, GA

RFG Advisory, LLC

Ricky Howard is a Series 65-licensed advisor at RFG Advisory, LLC with one year of industry experience. He has worked concurrently with Black Oak Asset Management and Silver Oak Securities, Inc., and serves as a part-time public school teacher for Forsyth County Schools. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion in assets for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and acts as sub-adviser to the Bluemonte family of ETFs.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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John G

Series 65

Atlanta, GA

BIP Wealth, LLC

John Giesler is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 65 designation. He has been with BIP Wealth since 2024 and previously worked at Georgia Institute of Technology and Walton High School. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across about 3,100 client relationships, offering customized, diversified portfolios that include low-cost mutual funds, ETFs, individual securities, and private market investment opportunities.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General estate planning guidance Founder/Business Owner Executive
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David S

Series 65

Alpharetta, GA

Sound Income Strategies, LLC

David Stearns is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Sound Income Strategies, LLC since 2016 and has operated The Stearns Agency since 2006. Outside of his advisory role, he serves as Vice Chairperson for Watkinsville First Baptist Church. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets across a diverse client base, including individuals, pension plans, trusts, and corporations. The firm emphasizes a customized investment approach with a focus on fixed-income analysis and equity review, offering a range of services from asset management to insurance planning.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Ian E

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Ian Edwards is a Series 65-licensed financial advisor with Beacon Global Advisor Network, LLC, bringing four years of industry experience. He has worked with Austen Morris Associates North America, Inc. and Carrick Wealth, among other firms. Outside of advising, he holds a 100% ownership interest in a residential property management business based in South Africa. Beacon Global Advisor Network 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 approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with tailored client portfolios that often incorporate mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Wealth management Founder/Business Owner Expats
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Michael F

Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Michael Fazylov is a financial advisor at OpenArc Corporate Advisory, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management, financial planning, and retirement plan services, utilizing a wide range of investment strategies and maintaining a significant institutional retirement practice alongside private markets and digital-asset capabilities.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
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Christopher G

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Christopher Griffin 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 several firms including Blacktower Financial Management and deVere Acuma. Griffin is based in Atlanta, GA. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering services such as asset management, financial planning, and retirement consulting. The firm specializes in customized portfolios that often involve discretionary management via unified managed account platforms and has a formal pension-transfer service tailored for U.K. expatriates.

Wealth management Founder/Business Owner Expats
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Matthew W

CFP®, Series 63, Series 65

Roswell, GA

Kestra Private Wealth Services, LLC

Matthew West is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. His prior experience includes roles at Bank of America and Merrill. Outside of advisory work, he is a managing partner at Canton Wealth Partners, focusing on client investment management. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment solutions, including discretionary and non-discretionary accounts, financial planning, and wrap-fee programs, supporting advisors with multiple platform options and supervisory oversight.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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Matthew L

Series 63, Series 66

Alpharetta, GA

Merit Financial Advisors

Matthew Lankford is a financial advisor at Merit Financial Advisors with 12 years of industry experience. He previously worked at Cambridge Investment Research Inc. for 10 years and has also been associated with Purshe Kaplan Sterling Investments and LPL Financial. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally developed models and offers services including asset management, financial planning, and retirement plan advice.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Angel V

CFP®, Series 63, Series 65

Lilburn, GA

Facet

Angel Vega is a CFP® with four years of industry experience, currently advising at Facet. Prior to joining Facet, he worked at Brightside Financial, Kestra Advisory Services, Morgan Stanley, Personal Capital, NYLIFE Securities, New York Life Insurance Company, Northwestern Mutual, and Money Concepts Capital Corp. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning through a Total Financial Life Resources framework and discretionary asset-allocation programs that primarily use ETFs.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Retirement income strategy
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Suzanne D

ChFC®, Series 63, Series 66, Series 65

Atlanta, GA

Level Four Advisory Services

Suzanne Durbin is a financial advisor with Level Four Advisory Services, holding a ChFC® designation and multiple securities licenses, and has 29 years of industry experience. Her prior roles include positions at Altera Advisors, Consolidated Planning Corporation, and Gv Financial Advisors. Outside of her advisory work, she serves on the board of Creative Community Services, a nonprofit organization. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm provides comprehensive financial planning, portfolio management, retirement plan consulting, and fiduciary services, utilizing model portfolios, various wrap platforms, and third-party sub-advisors.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Wealth management Founder/Business Owner Executive
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David F

CFA®, Series 63, Series 65

Atlanta, GA

Waverly Advisors, LLC

David Fields is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Waverly Advisors, LLC, where he has worked since 2023, following a 25-year tenure at Gwynn Management Company. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using a mix of traditional equity, fixed-income, alternative, and private-markets strategies and offers financial planning, retirement plan consulting, and multi-family office services.

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

Series 63, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Kristopher Gilliland is a financial advisor at OpenArc Corporate Advisory, LLC with 24 years of industry experience. He has held positions at Bank of America and Merrill Lynch Pierce, Fenner & Smith, Inc. prior to joining OpenArc. He holds Series 63 and Series 66 licenses. OpenArc Corporate Advisory serves individual and institutional clients, including non-HNW and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm provides tailored wealth management and retirement plan services through discretionary and non-discretionary models, utilizing a broad range of investment options and emphasizing institutional research and manager oversight.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
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Martha B

Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Martha Badgett is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2019 to 2025. Prior to her advisory roles, she held positions at Oklahoma City University and Ray's Tax and Accounting. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm provides wealth management, financial planning, portfolio management, and retirement plan services, utilizing a variety of investment strategies and offering both discretionary and non-discretionary solutions.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
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Charles A

CFP®, CFA®, Series 66

Atlanta, GA

Advisory Services Network

Charles Anglin is a financial advisor with Advisory Services Network, holding CFP®, CFA®, and Series 66 designations and bringing 14 years of industry experience. Prior to joining Advisory Services Network in 2025, he worked at Pierson Wealth Management, Arcus Capital Partners, and Cahaba Wealth Management. He is also the owner of Anglin Partners, a service company unrelated to investment activities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing a diverse mix of securities and flexible engagement models.

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

CFP®, Series 63, Series 65

Alpharetta, GA

Merit Financial Advisors

Rick Kent is a CFP® professional with 28 years of industry experience, currently serving at Merit Financial Advisors in Alpharetta, GA. He has worked at firms including LPL Financial, Lifestyle Planning Solutions, Purshe Kaplan Sterling Investments, and MFG Securities. Outside of his advisory role, he is CEO and owner of Mentoro Group, LLC, a holding company, and also owns a holding company for a boat. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment strategy using model portfolios and modular sleeves, overseen by an internal Investment Management team and committee, while allowing advisors to tailor portfolios on various platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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