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Julius H

Series 63, Series 66

Atlanta, GA

The Strategic Financial Alliance, Inc.

Julius Hutchinson is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include leadership positions at Strategic Blueprint, LLC and Hutchinson Private Wealth, LLC. The Strategic Financial Alliance serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory services, utilizing customized strategies through portfolio management, third-party manager selection, and financial planning.

Wealth management Founder/Business Owner Executive
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Landon P

CFP®, Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Landon Powell is a CFP®-certified financial advisor with three years of industry experience, currently with IFG Advisory, LLC in Atlanta, GA. His prior experience includes roles at Cannon Financial Strategists, Inc. and LPL Financial. Powell serves as an advisory board member for North Georgia Truss Systems, a for-profit business outside of the investment industry. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and investment instruments, utilizing sub-advisors and third-party models to tailor strategies to client objectives.

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

CFP®, Series 66, Series 63

Atlanta, GA

LCP Institutional, LLC

Charles Ambroselli is a CFP® with 17 years of experience in the financial services industry. He is currently with LCP Institutional, LLC and has previously worked at firms including Merit Financial Advisors, Patton Albertson & Miller, and Ronald Blue & Co. His background includes roles at both regional and institutional firms. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individual and institutional clients such as retirement plans and trusts. The firm employs a research-driven investment approach with multi-asset portfolios, incorporating mutual funds, ETFs, common stocks, and covered-call strategies when appropriate, while managing many accounts on a non-discretionary basis.

Options & derivatives strategies Wealth management
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David M

CFP®, Series 63, Series 65

Atlanta, GA

OpenArc Corporate Advisory, LLC

David Mack is a CFP® professional affiliated with OpenArc Corporate Advisory, LLC in Atlanta, GA, with 29 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of his financial advisory work, he serves as chair of the deacons at First Baptist Church of Roswell. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach that includes institutional research, manager due diligence, and access to public and private market opportunities, managing approximately $10.1 billion in discretionary assets.

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

Series 63, Series 65

Atlanta, GA

Equity Investment Corp

Steven Zimmerman is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Thrivent Financial, Polen Capital Management, and Foreside Funds Distributors. He currently serves as Senior Director at Equity Investment Corporation, promoting their separately managed accounts and mutual funds. Equity Investment Corporation provides discretionary equity portfolio management to a diverse range of institutional and private clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a fundamental "absolute value" investment approach across multiple equity strategies and serves several unique client types such as insurance companies and government entities.

Active portfolio management ESG / Sustainable investing Tax-loss harvesting
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Erick M

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Erick Murray Jr. is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining IFG Advisory, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Georgia Financial Advisors. Outside of advisory work, he has experience in electrical contracting through Murray Electric Inc. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis with multiple management strategies and services.

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

Series 63, Series 65

Atlanta, GA

New Edge Wealth

Paul Izlar is a financial advisor at NewEdge Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Keelan Capital and Forte. NewEdge Wealth serves ultra-high-net-worth individuals, families, foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process focused on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

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

Series 66

Sandy Springs, GA

Navy Federal Investment Services, LLC

Leviticus Brown is a financial advisor at Navy Federal Investment Services, LLC, holding a Series 66 license with three years of industry experience. His prior roles include positions at Equitable Advisors, Wood Forest National Bank, Sherwin Williams, and Amazon. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment solutions primarily through managed advisory programs utilizing third-party portfolio managers.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Sarah P

CFP®, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Sarah Perelle is a CFP® with 13 years of industry experience. She has worked at Bank of America and Merrill Lynch from 2013 to 2025 before joining OpenArc Corporate Advisory, LLC in 2025. She is based in Atlanta, GA. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients. The firm manages approximately $10.1 billion and combines institutional research with diversified implementation across 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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Calvin T

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Calvin Thomas is a financial advisor at Beacon Global Advisor Network, LLC with two years of industry experience. He holds the Series 65 designation and has worked at firms including Paratus Wealth Ltd., Blacktower Financial Management (US) LLC, and Valais Wealth Management. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized asset management and financial planning services. The firm is notable for its specialized pension-transfer capability for U.K. nationals and its network structure that supports independent advisory representatives with diverse service arrangements.

Wealth management Founder/Business Owner Expats
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Mitchell M

Series 63, Series 65

Dunwoody, GA

Capital Analysts

Mitchell Melan is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. since 1997. Outside of his advisory role, he is involved in fixed annuities and life insurance sales through Melan Financial. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors, combining proprietary research and third-party managers to deliver both discretionary and non-discretionary investment solutions.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Dexter C

Series 66

Atlanta, GA

United Capital Financial Advisors

Dexter Conner is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs, LPL Financial, M&T Bank, and Morgan Stanley. Conner is also the owner of Faith in Dreams Edutainment, a religious technology company. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm uses discretionary asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports clients with technology and a range of investment options.

ESG / Sustainable investing Annuities Founder/Business Owner Retired Values-based investing Religious/faith focused
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Mark B

CFP®, Series 63, Series 66

Alpharetta, GA

One Capital Management, LLC

Mark Binder is a financial advisor with One Capital Management, LLC in Alpharetta, GA, holding a CFP® designation and Series 63 and Series 66 licenses. He has 30 years of industry experience, including 12 years at TIAA-CREF prior to joining One Capital Management in 2026. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, utilizing a globally balanced and customized investment approach that combines active large-cap equity management with ETFs and diversified fixed income.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Real estate investing Cross-border / expatriate tax planning
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Drake C

CFA®, Series 63

Atlanta, GA

GLOBALT Investments

Drake Craig is a CFA® charterholder with 21 years of industry experience, currently serving at GLOBALT Investments since 2018. He is also president of DC Property Holdings, a real estate investment company. GLOBALT Investments provides discretionary investment management to a range of clients including individuals, corporations, institutions, and charitable organizations. The firm employs a team-based investment process utilizing quantitative, technical, and fundamental analysis, primarily implementing strategies through ETFs and focusing on portfolio management and model provision.

ESG / Sustainable investing Passive / index investing Wealth management
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Christopher B

CFP®, Series 66

Atlanta, GA

Waverly Advisors, LLC

Christopher Brooks is a CFP® with four years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2025. His prior experience includes roles at Tobias Financial Advisors, Equitable Advisors, Northwestern Mutual Investment Services, Y Group Companies, and positions at Vanderbilt University and Texas Christian University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in assets under management. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and also operates affiliated businesses including a state-chartered trust company and a tax and accounting practice.

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

Series 65

Marietta, GA

Impact Partnership Wealth, LLC

Edward Nolan is a Series 65-licensed advisor with nine years of industry experience, currently serving at Impact Partnership Wealth, LLC since 2021. He previously worked at Retirement Wealth Advisors and Formulafolio Investments, LLC. Outside of his advisory role, he is Vice President of Sales at The Impact Partnership, LLC, where he focuses on sales strategies for independent life insurance agents. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary portfolio management through a wrap-fee platform.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Jeffrey N

Series 65

Atlanta, GA

Gradient Advisors, LLC

Jeffrey Nash is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at Flagship Financial. Outside of his advisory role, he provides notary services and is involved in wills and trusts through a separate business activity. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily operates through third-party money managers and investment advisor representatives, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical portfolio analyses.

Retirement income strategy General tax planning
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Marc S

Series 63, Series 65

Atlanta, GA

GLOBALT Investments

Marc Sydnor is a financial advisor at GLOBALT Investments in Atlanta, GA, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GLOBALT Investments LLC since 2017, including its successor entity since 2021, with prior roles at Avec Capital LLC and XT Capital Partners, LLC. GLOBALT Investments provides discretionary investment management to a range of clients including individuals, institutions, and charitable organizations. The firm employs a team-based investment process that integrates quantitative, technical, and fundamental analysis, primarily utilizing ETFs within a variety of separately managed accounts and model portfolio platforms.

ESG / Sustainable investing Passive / index investing Wealth management
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Laura N

CFP®, Series 65

Atlanta, GA

Modera Wealth Management, LLC

Laura Nasca is a CFP® professional with four years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2026. Her prior roles include positions at PEPL, Inc. and Jonquil Creative, LLC. Modera Wealth Management offers wealth and portfolio management, retirement plan consulting, and financial planning for individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and combines investment management with in-house accounting, tax services, and business coaching.

Options & derivatives strategies Concentrated stock management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas T

Series 65

Atlanta, GA

SignatureFD, LLC

Thomas Toney is a financial advisor at SignatureFD, LLC with Series 65 credentials and no prior industry experience. His background includes roles at Emory University and Yale University. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors, offering discretionary wealth management, financial planning, consulting, and retirement plan management. The firm employs diversified, long-term asset allocation strategies and acts as adviser or sub-adviser to private investment funds and other pooled vehicles.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
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