Persium Advisors, LLC

Kimberly Brown is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. She has been with Persium Advisors since 2017 and previously worked at D'Huyvetter & Swichkow, PC for one year. Persium Advisors serves retirement plan committees as well as individual and high-net-worth investors, offering a range of retirement plan services alongside investment management, consulting, and financial planning. The firm manages approximately $583.6 million in discretionary assets and provides consulting advice for about $955.2 million in pension and investment assets as of the end of 2025.

Michael Murray is a CFP® professional with 15 years of industry experience, currently serving at Persium Advisors, LLC since 2010. He is a partner in Navix Holdings, LLC, which develops exit planning tools, and is actively involved with Persium Consulting, LLC, providing business exit planning services. Additionally, he serves on the committee of Persium Fiduciary Services, LLC, which offers co-trustee services. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and offers consulting for nearly $894.4 million in pension and investment consulting assets, employing a fundamental analysis-driven investment process tailored to clients’ financial plans and risk tolerances.

Anna Hubert is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 credential with one year of industry experience. Her prior roles include positions at Athena Health and Tulane University. Persium Advisors serves retirement plan committees along with individual and high-net-worth investors, providing a range of retirement plan services, investment management, and financial planning. The firm manages approximately $583.6 million in discretionary assets and offers consulting for over $955 million in pension and investment assets, using fundamental analysis and model portfolios as part of its fiduciary investment approach.

Stephen Griner is a CFA® charterholder with 22 years of industry experience and has been with Persium Advisors, LLC since 2010. He is a managing partner of Palmares Capital Partners, LLC, an investment firm providing capital to lower middle market companies. Griner also serves as co-vice chair of the Southeast Membership Committee and executive committee for Business Executives for National Security and is president of the board of directors and finance committee for City Academy of Atlanta. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm employs fundamental analysis and model portfolios to tailor allocations based on clients’ financial plans and risk tolerances, supporting clients with hands-on plan governance and fiduciary services.

Alison Gould is a financial advisor with Persium Advisors, LLC in Atlanta, GA. She holds the Series 65 designation and has one year of industry experience. Alison has been with the Persium Group since 2013. Persium Advisors serves retirement plan committees as well as individual and high-net-worth investors, offering multiple tiers of retirement-plan services alongside investment management, consulting, and financial planning. The firm employs fundamental analysis and model portfolios, generally acts as a fiduciary, and provides comprehensive support including investment policy documentation, plan design assistance, and committee education.

Joel Rabanal is a financial advisor with Persium Advisors, LLC in Atlanta, GA, holding a Series 65 designation and six years of industry experience. He previously worked at BB&T in Retirement and Institutional Services and BB&T Corporation. Persium Advisors serves retirement plan committees and individual investors by offering retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and provides consulting advice for about $894.4 million in pension and investment consulting assets.

Phillip Nelson is a CFA® charterholder with 21 years of industry experience. He is currently with Persium Advisors, LLC and has previously worked at Ferguson Shapiro LLC, Meadow Creek Wealth Advisors, and Wells Fargo. He is the immediate past Chair of the Board of the non-profit Historic Oakland Foundation in Atlanta. Persium Advisors serves retirement plan committees as well as individual and high-net-worth investors, offering multiple tiers of retirement plan services along with direct investment management, consulting, and financial planning. The firm employs fundamental analysis in its investment process and provides fiduciary oversight, investment discretion, and ongoing performance reviews.

William Bowen is a CFP® with 12 years of experience in the financial advisory industry. He has been with Persium Advisors, LLC since 2013. Bowen holds the Series 63 license and is based in Atlanta, GA. Persium Advisors serves retirement plan committees and individual investors by providing retirement plan advisory services, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and offers consulting advice on about $894.4 million in pension and investment consulting assets.

Raymond Prophater III is a financial advisor with Persium Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Persium Advisors since 2011. Outside of his advisory role, he is a partner in Navix Holdings, LLC and Persium Group, LLC, which develop and provide business exit planning consulting services. Persium Advisors serves retirement plan committees and individual investors by offering retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456 million in discretionary assets and provides consulting for nearly $894 million in pension and investment assets, using fundamental analysis and tailored portfolio construction based on clients’ financial plans and risk tolerances.

Alexei Lutsayev is a financial advisor at Persium Advisors, LLC in Atlanta, GA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Stargaze Tech Inc, Treeum, Silenca Tech, and Carbon Capital Services. Outside of his main role, he advises family and friends internationally on securities transactions. Persium Advisors serves retirement plan committees and individual investors, providing retirement plan advisory, direct investment management, consulting, and financial planning services. The firm manages approximately $456.3 million in discretionary assets and emphasizes fundamental analysis and tailored portfolio construction aligned with clients’ financial plans and risk tolerances.

Patrick Ungashick is a financial advisor at Persium Advisors, LLC in Atlanta, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Persium Advisors since 2004. Outside of his advisory role, he is involved in self-publishing several books and owns businesses that develop exit planning tools and provide merger and acquisition advisory services for family and founder-owner companies. Persium Advisors serves retirement plan committees and individual investors by offering retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and provides consulting advice for about $894.4 million in pension and investment consulting assets, employing a fundamental analysis approach and hands-on plan governance support.

Francine Payne is a financial advisor with Persium Advisors, LLC in Atlanta, GA, holding a Series 65 credential and one year of industry experience. Prior to joining Persium Advisors, she worked for Republic National Distributing Co., LLC for 21 years. Persium Advisors serves retirement plan committees as well as individual and high-net-worth investors, offering multiple tiers of retirement-plan services alongside direct investment management and financial planning. The firm manages discretionary assets exceeding $580 million and provides consulting for nearly $1 billion in pension and investment assets.