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Erin M
CFP®, Series 63, Series 65
Milton, GA
MRP Advisors, LLC
Erin Martin is a CFP® with 17 years of industry experience, currently serving as the sole advisor at MRP Advisors, LLC. Her prior experience includes positions at MRP Capital Management, LLC, and Pgi Wealth Management. She is also the owner of MRP Capital Management, LLC, an entity used for tax purposes. MRP Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth families, trusts, retirement plans, and corporations. The firm offers discretionary portfolio management, financial planning, and consulting services, employing diversified strategic and tactical asset-allocation strategies across equities, fixed income, mutual funds, and ETFs.
Marcus G
Series 63, Series 65
Canton, GA
Gustafsson Wealth Management, Inc.
Marcus Gustafsson is the sole advisor at Gustafsson Wealth Management, Inc., an independent registered investment adviser based in Atlanta, GA. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Gustafsson Wealth Management serves individuals, retirement plans, trusts, estates, and small business entities, providing modular financial planning, portfolio management, and ERISA-related consulting. The firm employs a range of investment strategies using ETFs, mutual funds, closed-end funds, individual securities, and more complex products, with accounts reviewed at least quarterly.
Robert M
CFP®, CFA®, Series 65
Big Canoe, GA
Compass Advisors LLC
Robert Moody is a CFP®, CFA®, and Series 65-credentialed financial advisor with 13 years of industry experience. He is the sole advisor at Compass Advisors LLC, an independent firm he has been with since 1998, and has also been associated with Financial Preparedness LLC since 2023. Compass Advisors LLC is a fee-only financial planning firm that serves individual clients with a focus on risk management, income tax planning, retirement, investments, and estate planning. The firm emphasizes managing investment portfolios using individual stocks and exchange-traded funds, tailoring advice to clients’ financial goals, risk tolerance, and tax considerations.
Steven G
CFA®, Series 63, Series 65
Canton, GA
Windward Partners, L.L.C.
Steven Gammage is a CFA charterholder and the sole advisor at Windward Partners, L.L.C. in Canton, GA, with 21 years of industry experience. He has led Windward Partners since its founding in 2005. Windward Partners provides discretionary investment management primarily to individuals and high net worth clients, focusing on income-oriented securities. The firm’s investment approach is based on fundamental analysis with a mix of long- and short-term positions, and it includes portfolio construction, trade execution, monitoring, and regular performance reporting.
David B
CFP®, Series 63
Canton, GA
Datapoint Financial Planning, LLC
David Barfield is a CFP® professional with four years of industry experience. He is the principal advisor at Datapoint Financial Planning, LLC, where he has worked since 2021. Prior to that, he spent five years at Fiserv and one year at Chastain Wealth Management. Datapoint Financial Planning is a fee-only, state-registered firm serving individuals and high-net-worth clients through project-based comprehensive financial planning and limited-scope hourly engagements. The firm provides investment recommendations framed by modern portfolio theory and passive index/ETF strategies, without managing or holding client assets, and focuses on business owner and employee-benefit planning.
Kenneth M
CFP®, Series 63
Cartersville, GA
NPV Advisory Services, LLC
Kenneth Mullinax is a CFP® professional with 21 years of industry experience. He is the principal of NPV Advisory Services, LLC, where he has worked since 2014. NPV Advisory Services provides fee-only financial planning and investment advisory services to individuals, business entities, trusts, and retirement plans. The firm emphasizes retirement plan design and consulting, using a strategic asset allocation approach focused on low-cost investment vehicles and financial planning as the foundation for recommendations.
Nicholas G
Series 65
Holly Springs, GA
Openhanded Wealth LLC
Nicholas Garofalo is a financial advisor with Openhanded Wealth LLC, holding a Series 65 designation and two years of industry experience. He also works at i3 Verticals, LLC, where he performs financial analysis and reporting. Openhanded Wealth LLC provides fee-only investment management and financial planning to individuals, high-net-worth clients, and small business owners. The firm’s investment approach is based on Modern Portfolio Theory and incorporates Biblically Responsible Investing by selecting screened fund families, with portfolios managed primarily through mutual funds, ETFs, and discretionary strategies.
Samuel N
Series 65
Canton, GA
Lighthouse Investment Advisors, Inc.
Samuel Newland is a financial advisor at Lighthouse Investment Advisors, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Lighthouse Investment Advisors since 2016 and Lighthouse Financial, Inc. since 2017. Prior to his advisory career, he spent 29 years at Southern Company. Newland is also the owner of Lighthouse Financial, Inc., where he acts as an insurance agent specializing in life, health, and annuity products. Lighthouse Investment Advisors is an independent, fee-based firm serving individual clients and qualified retirement plans. The firm offers non-discretionary asset management, ERISA 3(21) consulting for plan sponsors, and educational seminars, emphasizing investment strategies based on fundamental, technical, and cyclical analysis.
Robert F
CFP®, Series 63, Series 66
Canton, GA
Atlas Investment Advisory LLC
Robert Frank III is the principal of Atlas Investment Advisory LLC in Canton, GA, and holds the CFP® designation along with Series 63 and 66 licenses. He has 24 years of industry experience, including ten years with LPL Financial and founding his independent advisory firm in 2016. Outside of his advisory work, he is a co-owner of Twin Ridge Defence, LLC, a non-investment-related business. Atlas Investment Advisory serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm utilizes a combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory analyses across a wide range of investment instruments and strategies, conducting quarterly account reviews.
Eric H
Series 65
Canton, GA
Holcomb Financial
Eric Holcomb is the founder of Holcomb Financial and holds a Series 65 designation with two years of industry experience. He also serves as a Project Manager at Irrational Kindness, LLC, the operator of Chick-fil-A Canton. Holcomb Financial provides wealth management, investment management, retirement plan consulting, and financial planning services to individuals, small business owners, employer retirement plans, and charitable organizations. The firm operates on a fee-only basis, offering discretionary portfolio management and personalized investment strategies, and is noted for providing educational seminars and speaking engagements to the public.
Derrick L
CFP®, Series 63, Series 66
Cartersville, GA
Brookwood Wealth Advisors, LLC
Derrick Lowery is a CFP® professional with 19 years of industry experience currently serving as the sole advisor at Brookwood Wealth Advisors, LLC. His prior experience includes roles at Oppenheimer & Co. Inc., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a Budget Committee Member for Trinity Baptist Church in Cartersville, GA. Brookwood Wealth Advisors provides investment management and financial planning services to individuals and high-net-worth clients, typically requiring a $100,000 account minimum. The firm customizes portfolios based on client objectives and risk tolerance, employing a range of strategies including asset allocation, dollar-cost averaging, and technical analysis, with oversight conducted at least quarterly by the principal.
William T
CFP®, ChFC®, Series 65
Woodstock, GA
Turner Wealth Advisory
William Turner is a CFP®, ChFC®, and Series 65 licensed advisor with eight years of industry experience. He is principal at Turner Wealth Advisory in Woodstock, GA, and also operates Turner and Associates C.P.A, P.C., a tax accounting practice. Prior to founding his firms, he worked at Deloitte Tax LLP for one year. Turner Wealth Advisory provides discretionary portfolio management and financial planning services primarily to individuals, high net worth clients, and trusts. The firm employs a tailored investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term trading, with accounts monitored against client risk profiles on a quarterly basis.
Paul K
Series 63, Series 65
Jasper, GA
Kiker Wealth Management, LLC
Paul Kiker Jr. is a financial advisor with Kiker Wealth Management, LLC in Jasper, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Kiker Wealth Management since 2010. Outside of advising, he is the owner of Kiker Ventures, an S corporation established for tax purposes, and has involvement in insurance sales. Kiker Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations, as well as retirement plan consulting and ERISA fiduciary services. The firm employs mutual funds, ETFs, and selected equities with an investment approach that includes technical analysis, long- and short-term positions, short sales, and options trading, managing accounts on a discretionary basis.
Kristin G
ChFC®
Woodstock, GA
Turner Wealth Advisory
Kristin Gerdvil is a ChFC® with two years of experience, currently serving as a financial advisor at Turner Wealth Advisory. She also has a longstanding role at Turner & Associates, CPA PC, a tax accounting practice where she spends a significant portion of her time. Turner Wealth Advisory provides investment management and financial planning services to individuals, high-net-worth clients, and trusts, utilizing tailored asset-allocation strategies and regular account reviews. The firm integrates outsourced portfolio management with in-house tax and planning resources through its affiliation with a separate CPA practice.
Moise P
Series 63, Series 65
Cartersville, GA
Asset Management Group
Moise Piram is a financial advisor with Asset Management Group in Cartersville, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior work includes roles at FOUNDATIONS INVESTMENT ADVISORS, MML Investors Services, LLC, and MassMutual Life Insurance Company. He is also active as an independent insurance agent, involved in the sale of various insurance products. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses third-party model portfolios and subadvisers to implement client strategies, managing portfolios on a discretionary basis tailored to client objectives and risk tolerances.
Robert S
Series 65
Jasper, GA
Kiker Wealth Management, LLC
Robert Snelgrove is a financial advisor at Kiker Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Northwestern Mutual. Outside of advisory work, he has experience in education and management roles spanning several years. Kiker Wealth Management provides financial planning and discretionary portfolio management for individuals, trusts, estates, and charitable organizations. The firm emphasizes technical analysis in its stock selection and employs strategies including long- and short-term purchases, short sales, and options trading, managing accounts on a discretionary basis with ongoing monitoring and rebalancing.
Andrew N
Series 65, Series 63
Cartersville, GA
Asset Management Group
Andrew Nida is a financial advisor at Asset Management Group with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has held roles at Foundations Investment Advisors, LLC, and his own firm, Andrew Nida, LLC. Outside of investment advisory, he is president and CEO of Senior Care Solutions, a company providing health insurance for seniors aged 65 and older. Asset Management Group serves individuals, families, business entities, trusts, estates, and retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm uses sub-advisers and model portfolios with asset-allocation and rebalancing tailored to client objectives, and provides planning-first services that emphasize tax coordination and annual reviews for certain membership levels.
Michael S
CFP®, Series 65
Jasper, GA
Kiker Wealth Management, LLC
Michael Smith is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has been with Kiker Wealth Management, LLC since 2016. In addition to his advisory role, he is involved in fixed insurance sales, including term and whole life policies, although this activity represents less than 1% of his time during securities trading hours. Kiker Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations, using a strategy that emphasizes technical analysis and includes long- and short-term purchases, short sales, and options trading.
John A
Series 66
Jasper, GA
Kiker Wealth Management, LLC
John Alexander is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with Kiker Wealth Management, LLC since 2017 and previously worked at Raymond James & Associates from 2013 to 2017. He is also the president of Alexander Wealth Management, LLC, a pass-through entity for tax purposes. Kiker Wealth Management, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations. The firm employs a stock selection process emphasizing technical analysis and utilizes strategies including long- and short-term purchases, short sales, and options trading, managing accounts on a discretionary basis.
Stacia B
CFP®
Jasper, GA
Wurz Financial Services, LLC
Stacia Bearden is a CFP® professional with one year of industry experience, currently serving at Wurz Financial Services, LLC. Her prior roles include two years at Compass Wealth Management and work in pet service businesses. Wurz Financial Services provides discretionary portfolio management, financial planning, and business consulting to individuals, high-net-worth clients, and business entities, with specialized business planning services for law firm owners. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, offering both long- and short-term strategies and subscription-based financial planning.
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