Unity Financial Planning Group LLC

Robert Takacs is a financial advisor at SB Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association, Oppenheimer & Co. Inc, and San Blas Advisory. He has served as treasurer of the Marine Corp Coordinating Council of Georgia, a registered charitable organization, for approximately seven years. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering portfolio management, retirement plan services, and access to third-party money managers. The firm uses a combination of technical, fundamental, and qualitative analysis to tailor portfolios and manages assets primarily on a non-discretionary basis.

Wade Marcy is a financial advisor at Unity Financial Planning Group LLC with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Unity in 2024, he held roles at Pruco Securities LLC, The Prudential Insurance Company of America, and Thrivent Financial. Outside of his advisory work, Mr. Marcy owns Unity Life & Legacy, an insurance business focused on clients' insurance needs and group insurance for businesses, and co-manages Financial Concierge Partners, LLC, a networking platform for referral partners. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan advisory services, employing a fundamental analysis and strategic asset allocation approach with an integrated network of ancillary professionals.

James Jennings Jr. is a financial advisor at Unity Financial Planning Group LLC with 17 years of industry experience. He holds a Series 66 credential and has worked at firms including NFP and Silver Oak Securities. Jennings is also involved with nonprofit organizations supporting education, serving as an officer and director for the Paulding Education Foundation and the Bartow Edification Foundation. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan advisory services using a disciplined investment process focused on fundamental analysis and long-term holdings.

Michael Turgeon is a financial advisor at Unity Financial Planning Group LLC with over 38 years of industry experience. He holds the ChFC® designation and securities licenses (Series 63, 65, 66). Prior to joining Unity Financial Planning Group in 2025, he worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Thrivent Financial. Outside of advising, he leads an invention project in the apparel industry focused on innovative accessories and co-manages a financial networking platform. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan advisory services, emphasizing fundamental analysis, strategic asset allocation, and long-term holdings implemented through ETFs, mutual funds, and individual equities.

Benjamin Treece is a financial advisor with Unity Financial Planning Group LLC in Kennesaw, GA, holding a Series 66 designation and 15 years of industry experience. He previously worked at San Blas Advisory and San Blas Securities and has been involved in various business activities including writing an informational newsletter called Pickle Jar Finance and consulting on a software solution for statistical analysis. He is also an owner of a staffing company and has experience managing private business ventures. Unity Financial Planning Group serves individuals, families, and high-net-worth clients, as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning and discretionary portfolio management using a combination of individual stocks, ETFs, and mutual funds, guided by customized Investment Policy Statements and a mix of proprietary and tailored portfolios.

Matthew Hertig is a financial advisor with Unity Financial Planning Group LLC, holding Series 63 and Series 66 designations and seven years of industry experience. His professional background includes roles at Owner Advisory Group and Thrivent Financial, as well as a 17-year tenure at Alight Analytics. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients, along with employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, using a strategic, long-term investment approach that incorporates ETFs, mutual funds, and individual equities, and coordinates ancillary professional services such as tax preparation and estate-document assistance.