Ages Legacy Advisors is a full comprehensive financial planning and investment management firm. We offer financial planning for individuals and families navigating growth, transition, and retirement. We bring structure to complexity and confidence to every decision. Whether you are building wealth at the height of your career, preparing for retirement, adjusting after a major life change, or redefining your financial future, we provide integrated guidance across cash flow management, investment strategy, tax planning, estate coordination, and risk management, all aligned within one cohesive plan. Our approach is transparent, culturally aware, and judgment-free. We simplify financial complexity, provide thoughtful guidance aligned with your unique circumstances, and serve as a trusted partner in every major decision aligning your wealth with the life you want to live and the legacy you want to leave. We also work with small businesses and solo entrepreneurs. Our practice is designed for established companies generating consistent revenue and seeking structured financial oversight because we believe that small businesses deserve institutional-level structure. As a first generation wealth builder, entrepreneur and widow, I not only have the technical skills and expertise to advise with my clients, I also have shared lived experiences.

Jessie Magee is a CFA® charterholder with three years of industry experience, currently serving as an advisor at COR3 Investment Partners, LLC. Prior to joining COR3, Magee spent 15 years at EARNEST Partners, LLC. COR3 Investment Partners provides discretionary portfolio management primarily to high-net-worth individuals and related entities, employing a research-driven, fundamental equity approach focused on U.S. small- and mid-cap stocks with a quality- and value-oriented strategy. The firm also offers sub-advisory and model delivery services to other advisers and platform sponsors.

Heather Szyperski is a financial advisor at Heinz Investments with 14 years of industry experience. She holds the ChFC® designation and Series 63 license, and has been with Heinz & Associates since 2011. In addition to her advisory role, she is a licensed insurance agent involved in selling fixed life insurance and annuities. Heinz Investments is a small advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $82 million in discretionary assets using a core-and-satellite investment approach that combines passive index funds with selective active holdings, and provides comprehensive advisory services including cash-flow, retirement, tax, estate, and risk-management planning.

Leon Morris is a financial advisor at ABG Financial Services, Inc. with three years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in developing scientifically based financial planning tools and educational programs through MyFSP. Co and is president and owner of a life and health insurance business. ABG Financial Services is a solo registered investment adviser serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides financial planning, educational seminars, and non-discretionary equity advice while referring clients to third-party investment advisers for portfolio implementation.

Scott Letson is a financial advisor at Letson Investment Management, Inc. in Atlanta, GA, holding a Series 66 designation and with 19 years of industry experience. He has been with Letson Investment Management since 2002. Letson Investment Management, Inc. provides discretionary investment management with a focus on equity and fixed-income portfolios. The firm serves a diverse client base including individuals, high-net-worth clients, profit-sharing plans, IRAs, trusts, estates, investment partnerships, and corporations, employing fundamental and cyclical analysis in its investment process.

Thad King is a financial advisor at Cedarwood Wealth in Atlanta, GA, with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Citigroup and J.P. Morgan in various capacities from 2012 to 2025. He is also the owner of TDK Capital LLC. Cedarwood Wealth manages investment and planning relationships for individuals, family investment vehicles, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a combination of fundamental analysis, modern portfolio theory, and cyclical analysis to customize portfolios using no-load funds, ETFs, individual stocks and bonds, and limited partnership vehicles, and it offers both discretionary and non-discretionary investment management alongside comprehensive financial planning.

Timothy Daughtry is a CFA® charterholder with three years of industry experience. He has worked at Access Investment Management, LLC since 2022, following four years at Waypoint Wealth Counsel and seven years at Buckhead Capital Management. He is based in Atlanta, GA. Access Investment Management, LLC is an SEC-registered adviser serving individual and high-net-worth clients with managed account services. The firm employs various investment methods tailored to client objectives and manages assets primarily on a non-discretionary basis.

Luke Bennett is a financial advisor at DecisionMap Wealth Management, LLC with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Suntrust Investment Services, Salvus Capital Management, and Lehman Brothers Inc. DecisionMap Wealth Management provides financial planning, consulting, and investment management services to a variety of clients including individuals, trusts, estates, and charitable organizations. The firm employs a core-satellite investment approach, combining passive and active strategies tailored to each client’s objectives and risk tolerance.

Melissa George is a financial advisor with InvestHER Fiduciary Solutions, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has led Melissa L. George & Associates since 2006. Her outside activities include serving as Board Chair of the House Proud Non-Profit and as a board member of Girls Inc. Atlanta. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets, offering fiduciary advisor services, participant education, and financial planning for business owners and retirees. The firm combines fiduciary oversight with investment management through a partnership with StreamSong Advisors, providing a range of billing options and participant-focused education.

Gary Weld is a Series 65-licensed financial advisor with 21 years of industry experience, currently serving at Galleria Financial Advisors, LLC since 2004. He is based in Atlanta, GA. Outside of his advisory role, Mr. Weld holds passive, minority ownership interests in several private companies without active involvement during trading hours. Galleria Financial Advisors, LLC is a fee-only investment management firm that provides personalized advice and portfolio management to individuals, trusts, estates, and charitable organizations. The firm manages approximately $239 million in client assets, focusing on non-discretionary, globally diversified portfolios using passive index funds, ETFs, and select active managers.

Summer Roberts is a CFP® and holds a Series 66 license, with 19 years of industry experience. She has worked at Family Capital Advisors, LLC since 2018 and previously held roles at Sterne Agee Financial Services, Inc. and Lakeview Capital Partners, LLC. Roberts is also involved in insurance planning, advising on life and long-term care insurance. Family Capital Advisors, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary managed accounts. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of strategies including asset allocation, dollar-cost averaging, and technical analysis, and integrates third-party providers that use artificial intelligence and machine learning.

Michele Poirier is a financial advisor with The Moorings Group, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has been with The Moorings Group since 2003. The Moorings Group provides discretionary portfolio management and sub-advisory services to a range of clients, including high-net-worth individuals, trusts, estates, and institutional accounts. The firm focuses on actively managed, customized fixed-income portfolios with an emphasis on municipal securities and employs a formalized process with designated benchmarks and multi-level municipal credit analysis.

Eda Driver Owen is an advisor at COR3 Investment Partners, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has managerial experience in third-party logistics through Metro Logics. COR3 Investment Partners provides discretionary portfolio management primarily to high-net-worth individuals, trusts, estates, and charitable foundations, employing a research-driven, fundamental equity approach focused on U.S. small- and mid-cap stocks with a quality- and value-oriented strategy. The firm also offers model-delivery services to other advisers and platform sponsors, distinguishing itself with transparent performance reporting despite its small size.

Thomas Moran Sr. is a financial advisor at Moran Tice Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moran Tice Capital Management since 2020, following four years at TG Moran Capital Management. Moran Tice Capital Management LLC provides discretionary portfolio management primarily to accredited, high-net-worth, and institutional investors through private pooled investment vehicles and separately managed accounts. The firm focuses on long/short equity strategies with an emphasis on precious-metals equities and employs research-supported trading with full discretionary authority over client accounts.

Anthony Lawal is a financial advisor at Ell Wess Advisors with Series 63, 65, and 66 licenses and two years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Wells Fargo. Lawal is based in Atlanta, GA. Ell Wess Advisors serves individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning and portfolio management with an emphasis on discretionary management and coordinated client services. The firm manages a small client base with approximately $5.9 million in assets and provides specialized fixed-fee programs alongside asset-based investment management.

Bradley Mcgrew is a CFP® and holds a Series 66 license with 17 years of experience in the financial advisory industry. He has worked at Waypoint Wealth Counsel LLC since 2014 and previously at MAI Capital Management, LLC. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages discretionary portfolios, offers financial planning and fiduciary services, and employs a mix of fundamental and technical analyses, often implementing manager-based investment sleeves.

Julie Williamson is a financial advisor at Williamson Advisory Services, Inc. with 13 years of industry experience. She holds a Series 65 designation and has been with Williamson Advisory Services since 2012. Williamson Advisory Services, Inc. is a small SEC-registered firm serving individual investors, trusts, and employee benefit plans, managing approximately $105 million for about 73 clients. The firm offers both discretionary and non-discretionary portfolio management along with pension consulting, using fundamental analysis and longer-term strategies across multiple asset classes. It is affiliated with a CPA practice under common control, providing integrated investment and accounting resources.

Kevin Bubb is a CFP® with 12 years of industry experience, currently serving at Estate Management Counselors, LLC since 2011. He also has a long tenure at Delta Air Lines beginning in 1986. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. Estate Management Counselors, LLC provides personalized, fee-based financial planning and investment management to individuals, trusts, estates, and small businesses. The firm employs a strategic asset allocation approach combining passive index funds and ETFs with active management, and offers additional legal, accounting, and insurance services through affiliated practices.

Thomas Heald is a CFA charterholder with 33 years of industry experience and has been with Eads & Heald Investment Counsel since 1987. He is based in Atlanta, GA, and holds a Series 65 license. Eads & Heald Wealth Management is a four-advisor team that provides discretionary investment management and comprehensive financial planning to individuals, families, retirement plans, and other entities. The firm employs a top-down fundamental investment approach, managing broadly diversified portfolios with an emphasis on low turnover and full investment, and is also involved as a portfolio manager in third-party wrap fee programs and model provider platforms.

Eric Wimbush is a CFA® charterholder and financial advisor with nine years of industry experience. He has worked at Seraphim Wealth Advisors, Inc. since 2020 and concurrently serves as a Senior Relationship Manager at FHLBank Atlanta, where he assists financial institutions in managing balance sheet risk. Outside of his advisory role, he co-manages Wimbush Investments, an LLC involved in a real estate development project. Seraphim Wealth Advisors, Inc. provides portfolio management and investment planning services to individual and institutional clients, utilizing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses. The firm’s investment approach includes the use of derivatives and offers both discretionary and non-discretionary account management without account minimums.