CFP®-certified financial advisors working with faith-focused clients in Alpharetta, GA

Ali Syed is a CFP® with nine years of experience in financial advisory. He is the sole advisor at CWPIM, an independent firm based in Alpharetta, GA. Syed also manages private funds through Daikon Asset Management, LLC and is licensed to sell insurance products. CWPIM provides investment advisory and financial planning services to individuals and high-net-worth clients, managing approximately $15.4 million across 54 client relationships. The firm employs fundamental analysis and blended asset-allocation strategies tailored to clients’ goals, with accounts custodied at Interactive Brokers and reviewed quarterly.

Steven Mayer is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MPWM Advisory Solutions since 2015 and has worked with LPL Financial since 2010. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies.

Blair Enfield is a CFP® with 18 years of industry experience, currently advising at Balefire, LLC in Alpharetta, GA. His prior roles include positions at Portsmouth Financial Services, Vaikus Advisory Group, and Mass Mutual Investors Services. He has also been involved with entrepreneurial ventures such as Made Media Network, LLC and Made Holdings, LLC. Balefire, LLC is a multi-team registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy and offers discretionary asset management and comprehensive financial planning across a multi-advisor platform managing approximately $2 billion in assets.

Stephen Davenport is a CFA® charterholder with nine years of industry experience. He is a founding advisor at Circa Capital, LLC and has previously worked at Decatur Capital Management, GenSpring Family Offices, SunTrust Advisory Services, and Columbia Management Advisors. Circa Capital primarily serves individual investors, including high-net-worth clients, as well as institutional clients such as corporate pension and profit-sharing plans. The firm employs a long-term, quality-and-value oriented investment approach with concentrated portfolios and utilizes fundamental analysis, discretionary portfolio management, and project-based consulting.

Christopher Guthrie is a financial advisor with UBS Financial Services, holding a Series 66 designation and 22 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets and research resources to tailor client solutions.

Kurt Supe is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been involved with Supe Culpepper Inc DBA Creative Financial Group and related entities since 2006, focusing on insurance, tax planning, and financial services. Outside of advisory work, Supe is involved in tax planning and preparation, online retail sales, and authoring tax-related content for Amazon. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm uses a model-driven investment approach informed by third-party research and offers various strategies including Biblical Responsible Investing, with flexible billing and execution options.

Owen Freel is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with four years of industry experience. He has been with Christy Capital Management since 2018 and previously worked for Fountain Car Wash from 2016 to 2018. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing investment advisory, wealth management, financial planning, and related services. The firm uses a client profile and risk-tolerance questionnaire to tailor recommendations and implements discretionary management through a subadvisor program, offering values- or faith-based model portfolios managed by EverSource Wealth Advisors.

Benjamin Nunn is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with Values First Advisors, Inc. since 2014. In addition to his advisory role, he is licensed to sell insurance and may receive commissions on insurance product sales. Values First Advisors, Inc. is an independent SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs Biblically Responsible Investing principles and uses long-term equity and fixed-income strategies, managing approximately $215 million for nearly 1,000 clients through a team of seven advisors.

Robert Barber is a financial advisor with Christian Financial Advisors in New Braunfels, TX, holding a Series 63 license and bringing 32 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Girard Securities, Inc. He is also the author of a book titled *7 Pillars of Biblical Stewardship*. Christian Financial Advisors is a team of five advisors managing approximately $187.7 million, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and broker/dealers. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, employing a long-term, customized investment approach that incorporates a Biblically Responsible Investing overlay.

Andrew Halbrook is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the City of Ruston for nine years. Outside of his advisory role, he co-manages a family-owned LLC involved in rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,700 financial advisors.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.