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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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Clayton J

CFA®, Series 63

Atlanta, GA

ZWJ Investment Counsel Inc

Clayton Jackson is a CFA® charterholder based in Atlanta, GA, with 37 years of industry experience. He has been with ZWJ Investment Counsel Inc since 1984. ZWJ Investment Counsel provides discretionary investment management and financial planning to a diverse client base that includes individuals and institutions such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes tailored portfolios using fundamental and financial analysis across equities, fixed income, and balanced strategies, and also offers consulting services including manager reporting and private placement recommendations.

Wealth management Private / alternative investments
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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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James M

CFP®, Series 66

Alpharetta, GA

Elevation Point Wealth Partners, LLC

James Malatos is a CFP® professional with 14 years of experience in financial services. He joined Elevation Point Wealth Partners, LLC in 2026 after working at UBS Financial Services, Bank of America, and Merrill. Malatos serves as a Pro Bono Director for the Financial Planning Association of Georgia. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blend of strategic and tactical asset allocation across various investment vehicles, including separately managed accounts and model portfolios, and offers specialized services such as retirement-plan consulting and alternative investments.

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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David B

CFP®, Series 63, Series 65

Atlanta, GA

Crawford Investment Counsel Inc

David Bockel Jr. is a CFP® with 24 years of industry experience currently with Crawford Investment Counsel Inc. He joined Crawford in 2022 after prior roles at Resource Planning Group, Ltd., Old Ivy Asset Management, LLC, and Caldwell & Orkin, Inc. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm uses a bottom-up, value-oriented investment approach focused on dividend-paying equities and diversified fixed-income strategies, offering multiple distinct portfolio strategies and acting as adviser to several mutual funds.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
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Jacob S

Series 66

Atlanta, GA

Beacon Global Advisor Network, LLC

Jacob Shelton is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Morgan Stanley Wealth Management. Shelton is based in Atlanta, GA. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension advice for U.K. expatriates. The firm customizes portfolios with a mix of third-party models, mutual funds, ETFs, individual equities, and fixed income, typically managing accounts on a discretionary basis through unified managed account platforms and overlay managers.

Wealth management Founder/Business Owner Expats
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Christopher A

CFA®

Alpharetta, GA

Merit Financial Advisors

Christopher Armstrong is a CFA® charterholder with two years of industry experience. He is currently with Merit Financial Advisors and previously worked at firms including St. John & Associates, Northwestern Mutual Investment Services LLC, and Invesco Ltd. Outside of his advisory role, he is involved in real estate investing through ownership of CK Properties LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach managed by an internal investment team and offers both discretionary and non-discretionary account services through a network of advisers.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Daniel M

Series 63, Series 65, Series 66

Atlanta, GA

IFG Advisory, LLC

Daniel Miller is a financial advisor with IFG Advisory, LLC and holds the Series 63, Series 65, and Series 66 licenses. He has 26 years of industry experience and has been with IFG Advisory and LPL Financial since 2016. Outside of his advisory work, he owns Unique Atlanta Homes, Inc., a real estate renovation and flipping business. IFG Advisory, LLC provides advisory services to individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis to manage client assets through various strategies and third-party managers.

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

Series 66

Atlanta, GA

IFG Advisory, LLC

Robert Bethards II is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at WOODBURY FINANCIAL SERVICES INC and Quay Financial Group, Inc. Outside of his advisory work, he is in the early stages of starting a home-based shirt company. 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 comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies.

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

Series 66

Atlanta, GA

Arkadios Wealth Advisors

Patrick Connolly is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include work with Arkadios Capital, Afterburner Inc, and a short tenure at Top Dawg Moving. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing various portfolio management strategies that incorporate fundamental, technical, and cyclical analysis.

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

Series 66

Alpharetta, GA

Merit Financial Advisors

David Elder is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Merit Financial Advisors since 2009 and previously at LPL Financial and AMG Financial Strategies, Inc. He is also an independent insurance agent providing insurance advice based on client needs. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through centralized models and offers both discretionary and non-discretionary accounts, supported by an internal investment management team and third-party sub-advisers.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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James B

Series 65

Alpharetta, GA

Merit Financial Advisors

James Breen is a Series 65-licensed financial advisor at Merit Financial Advisors with 22 years of industry experience. He previously worked at AMP Wealth Management, Horizon Investments LLC, and his own firm, Breen Financial Corporation. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach managed through centralized portfolios and offers both discretionary and non-discretionary account services.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Blake F

Series 63, Series 66

Atlanta, GA

Arkadios Wealth Advisors

Blake Floyd is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Kestra Advisory and Foresters Financial Services. He also works with Strive Financial Solutions, where he advises clients on financial planning strategies and asset allocation. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm provides customized investment plans based on client risk profiles using a combination of fundamental, technical, and cyclical analysis across various managed account solutions.

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

CFP®, Series 63, Series 65

Atlanta, GA

Capital Investment Advisory Services, LLC

David Wilke is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Capital Investment Advisory Services, LLC since 2018. His prior experience includes 13 years at Princor Financial Services Corp and Principal Life Insurance Co. In addition to his advisory role, Wilke is also an insurance agent with Capital Insurance Affiliates. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, and charitable institutions. The firm offers tailored investment strategies primarily managed on a discretionary basis, utilizing fundamental, technical, and charting analysis methods across a range of asset types.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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