Andrew Castleberry

Srinivasa Rao Katragadda is a financial advisor at VIVCAP LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Fair Isaac Corporation (FICO) for three years. Outside of financial advising, he is president of Softoholic Systems, LLC, a software design and development firm he has led since 2003. VIVCAP LLC provides discretionary and non-discretionary asset management services to individuals, high-net-worth clients, and small businesses, managing approximately $24.8 million across about 50 accounts. The firm combines fundamental and technical analysis to focus on long-term growth opportunities and offers educational seminars to the public at no charge.

Raymond Howe is a financial advisor at Comprehensive Financial Planning, Inc. in Gainesville, GA, holding a Series 65 designation with 14 years of industry experience. He has been with the firm since 1993, which he has operated independently. Comprehensive Financial Planning, Inc. provides discretionary portfolio management and limited financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented, long-term investment approach focused on a concentrated portfolio of individual stocks and bonds, typically holding positions for three to ten years, and combines planning services exclusively with portfolio management.

Hieu Nguyen is a financial advisor at LegacITree Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at WeathTree Capital Management, LLC since 2020 and Pruco Securities LLC since 2015. LegacITree Wealth Management provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and cyclical analysis, utilizing proprietary models and third-party research, and offers strategies ranging from long-term holdings to active trading techniques with ongoing supervision and periodic rebalancing.

Roy Larsen is a CFP® with 20 years of industry experience and the sole advisor at Larsen Wealth Management, LLC, an independent firm based in Gainesville, GA. He has been with Larsen Wealth Management and its predecessor under LPL Financial since 2006. Larsen is licensed to offer variable products in Georgia, New Jersey, and Florida but operates under a fee-only fiduciary model without accepting commissions on annuity products. Larsen Wealth Management serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs multiple analytical methods and a wide range of investment strategies, including the use of third-party managers and alternative investments, with portfolios reviewed quarterly by Larsen.

At Chattahoochee Wealth, we specialize in serving two groups who face unique but overlapping challenges: Big 4 Partners and Directors navigating the complexities of their careers and benefits packages, and mid-career professionals balancing demanding jobs with family priorities. For Big Four Partners and Directors, your financial life is directly tied to your career in ways that most advisors don’t fully understand. From navigating independence and compliance restrictions, to making sense of partnership agreements, K-1 income, and firm benefits, the complexity can be overwhelming. Add in the weight of career decisions, like whether to remain at the firm or pursue opportunities elsewhere, and it’s clear why many Partners and Directors seek an advisor who understands their world. We help you evaluate those tradeoffs and integrate them into a comprehensive financial plan that covers every part of your financial life. For mid-career professionals, the challenge is no less pressing. Between raising families, advancing in your career, and trying to make life run smoothly, it’s easy for financial planning to get pushed aside. Questions like “Are we saving enough?”, “Are we investing wisely?”, or “How do we balance today’s needs with tomorrow’s goals?” often linger in the background. We provide a clear financial framework so you can feel confident your plan is keeping up with your life. What unites both groups is the reality that time is limited, careers are demanding, and financial complexity doesn’t resolve itself. That’s where we step in.

Sanjay Puri is a financial advisor at Infinity Wealthcare, LLC with six years of industry experience. He holds a Series 65 designation and concurrently works as Director of Business Development and Account Management at Amdocs Inc., an enterprise software company serving the telecommunications industry. Infinity Wealthcare provides fee-only investment advisory and consulting services to individuals, self-employed professionals, small business owners, and retirement/pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis along with options Greeks analysis to create customized portfolios, emphasizing standardized options for income, growth, and risk management.