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Derek K

Series 66

Atlanta, GA

IFG Advisory, LLC

Derek Keeney is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has six years of industry experience, including roles at IFG Advisory and LPL Financial since 2019, and prior experience at Doehler North America and Anheuser-Busch InBev. IFG Advisory, LLC serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, employing a blend of fundamental, technical, and cyclical analysis, and offers specialized real estate planning and business valuation services.

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

Series 63, Series 65

Kennesaw, GA

Kovack Advisors, inc.

Ronald Skopek is a financial advisor with Kovack Advisors, Inc. in Kennesaw, GA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Kovack Advisors since 2015 and Kovack Securities since 2014. Outside of his advisory role, he is the owner and president of Summit Financial Services, Inc., a retail securities business, and also manages a fixed insurance business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds, ETFs, and other vehicles, and offers discretionary and non-discretionary asset management alongside third-party manager recommendations and financial planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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John H

CFP®, Series 66

Atlanta, GA

BIP Wealth, LLC

John Hester is a CFP® and Series 66 credentialed financial advisor with six years of industry experience. He has worked at BIP Wealth, LLC since 2021 and previously held positions at Royal Alliance Associates, Hornor Townsend & Kent, LLC, and Penn Mutual Life Insurance Company. Prior to his financial services career, he was employed by the Seattle Mariners for five years. 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 3,100 client relationships, emphasizing customized, diversified portfolios that include low-cost mutual funds and ETFs, individual securities, and access to 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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Marc S

Series 63, Series 65

Kennesaw, GA

Concorde Asset Management, LLC

Marc Slavny is a financial advisor at Concorde Asset Management, LLC with credentials including Series 63 and Series 65 and over nine years of experience in the industry. His prior roles include positions at Alexander Capital, L.P., Capital Square Realty Advisors, Centaurus Financial INC., and Cetera Investment Advisers. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm constructs personalized portfolios based on client objectives and risk tolerances, utilizing model portfolios and third-party strategies across multiple platforms, and offers ERISA retirement-plan advisory services and variable annuity separate account management.

Retirement income strategy Wealth management Active portfolio management Tax-loss harvesting Business ownership considerations Founder/Business Owner Executive Retired
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Jeremy P

Series 66

Atlanta, GA

Alexander Capital Wealth Management LLC

Jeremy Presley is a financial advisor with Alexander Capital Wealth Management LLC in Atlanta, GA, holding a Series 66 license and with 10 years of industry experience. He has worked with Alexander Capital, L.P. since 2020 and previously with Centaurus Financial, Inc. from 2016 to 2020. Outside of his advisory role, he operates a tax consultation business as a registered Enrolled Agent. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients, with a focus on technical and fundamental analysis to guide asset allocation. The firm employs multiple advisory teams and uses discretionary management, sub-advisers, and model portfolios to implement client strategies.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
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Brad J

Series 63

Dunwoody, GA

Capital Analysts

Brad Joseph is a financial advisor with Capital Analysts in Dunwoody, GA, holding a Series 63 designation and 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1998 and also has a long-term role with Dekalb County Schools beginning in 1995. In addition to his advisory work, he is the owner of Joseph Financials LLC, which focuses on marketing activities related to his business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm uses discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening processes, while also offering various advisory and model portfolio options.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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Kassi H

ChFC®, Series 66

Peachtree Corners, GA

Apollon Wealth Management, LLC

Kassi Hyde is a ChFC® and Series 66 licensed financial advisor with 18 years of industry experience. She is currently with Apollon Wealth Management, LLC, where she has worked since 2023, following nine years at United Capital Financial Advisers, LLC. Hyde is also a licensed insurance agent for life, health, and annuity products. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centralized investment strategies with local portfolio oversight and employs both fundamental and tactical approaches, integrating tax-aware tools and independent sub-manager expertise.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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Douglas L

CFP®, Series 65

Atlanta, GA

SignatureFD, LLC

Douglas Liptak is a CFP® and Series 65 credentialed financial advisor with 22 years of industry experience. He has been with SignatureFD, LLC since 2000. Based in Atlanta, GA, he focuses on wealth management within a multi-team firm environment. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing ongoing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and private investment funds.

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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Leslie H

Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Leslie Hill is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 25 years. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services using a broad range of investment tools and emphasizes institutional research and governance for its retirement plan sponsors.

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

Series 65

Marietta, GA

Impact Partnership Wealth, LLC

Richard Trabue is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 license and two years of industry experience. He is also the owner and CEO of Consha Financial, where he focuses on financial strategies involving annuities and life insurance. Outside of finance, Trabue is the owner and artist of RITR Art and Clothing Company, an online retail business specializing in custom art and fashion products, and he is the author of two books related to financial education. 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 utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary model portfolio solutions and direct asset management on a wrap-fee platform.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Mark W

Series 63, Series 65

Atlanta, GA

OpenArc Corporate Advisory, LLC

Mark Wazevich is a financial advisor at OpenArc Corporate Advisory, LLC with 26 years of industry experience. He held prior roles at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, N.A. Outside of his advisory work, he is involved in a family LLC co-owned with his wife. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm offers comprehensive wealth management and dedicated retirement plan services, employing a broad investment toolkit that includes alternative and private market investments as well as digital assets.

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

CFP®, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Alexandra Khoury is a CFP® with 15 years of industry experience. She currently works at OpenArc Corporate Advisory, LLC and previously spent 14 years at Bank of America and Merrill. Outside of her advisory role, she is a member of NAB Property Group LLC, an entity established for rental property ownership. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofits, and retirement plans. The firm offers tailored wealth management and retirement plan services using a broad array of investment strategies, with a notable focus on institutional retirement solutions and private market investments.

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

Series 66

Alpharetta, GA

Arkadios Wealth Advisors

Daniel Kistler is a financial advisor at Arkadios Wealth Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc., and Dempsey Lord Smith, LLC. Outside of his advisory role, he owns a business related to insurance, benefits, and human resources. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers portfolio management, retirement plan consulting, financial planning, and utilizes a blend of fundamental, technical, and cyclical investment analysis to build customized client portfolios.

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

Series 65

Atlanta, GA

IFG Advisory, LLC

Braeden Davidson is a financial advisor at IFG Advisory, LLC in Atlanta, GA, holding a Series 65 credential with one year of industry experience. Prior to joining IFG Advisory, he worked at Aegis Capital Group and Accenture. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment strategies and third-party managers to tailor portfolios and manages held-away assets such as 401(k)s and HSAs to align with clients’ overall financial goals.

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

Series 66

Atlanta, GA

IFG Advisory, LLC

Laurel Resendez is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. She has worked at LPL Financial since 2017 and previously provided compliance assistance at Professional Compliance Assistance, Inc. Resendez is also involved in administrative support for IFG Advisory, LLC, an independent investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a wide range of investment approaches through its extensive network of investment adviser representatives and an in-house research team.

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

Series 65

Atlanta, GA

GLOBALT Investments

William Leftwich is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with GLOBALT Investments and its predecessor entities since 1994. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension plans, and charitable organizations. The firm employs a blend of proprietary quantitative models, technical and fundamental analysis, and ETF-based strategies with tactical overlays, managing approximately $2.81 billion in assets.

ESG / Sustainable investing Passive / index investing Wealth management
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David Krunch K

Series 63, Series 66

Atlanta, GA

Elevation Point Wealth Partners, LLC

David Krunch Kloberdanz is a financial advisor at Elevation Point Wealth Partners, LLC in Atlanta, GA, with 25 years of industry experience. He previously worked at UBS Financial Services for 11 years. Outside of his advisory role, he serves as treasurer and fundraiser on the board of the Bill Rompf Junior Tennis Foundation, which awards scholarships to junior tennis players in financial need. Elevation Point Wealth Partners is a multi-team investment adviser with over $8 billion in assets under management, serving individuals, retirement plans, trusts, and business entities. The firm’s investment approach centers on model portfolios utilizing tactical asset allocation across a range of investment vehicles and integrates insurance distribution and annuity servicing within its advisory services.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired Financial Professional
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James B

CFP®, Series 63, Series 65

Alpharetta, GA

Merit Financial Advisors

James Byers II is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at Clearbridge Wealth Management, Inc. and LPL Financial, LLC. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions. The firm uses a long-term, diversified investment approach through customizable model portfolios and provides a range of services including asset management, financial planning, and employee financial wellness programs.

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

Series 66

Atlanta, GA

United Advisor Group

Michael Deschenes is a financial advisor with United Advisor Group based in Atlanta, GA, holding a Series 66 designation and four years of industry experience. He has worked at Mustard Money LLC, The O.N. Equity Sales Company, and Ohio National Financial Services. Deschenes is also an independent insurance agent licensed to sell life, health, disability insurance, and annuities. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, and family office services. The firm employs a combination of proprietary model portfolios, custom trading, and third-party managers using fundamental and technical analysis.

Annuities
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Wesley F

Series 63

Atlanta, GA

United Capital Financial Advisors

Wesley French is a financial advisor with United Capital Financial Advisors in Atlanta, GA, holding a Series 63 designation and 23 years of industry experience. He previously worked at French Wolf & Farr, Inc. for 13 years before joining United Capital Financial Advisors in 2019. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by proprietary technology and a range of managed strategies.

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