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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

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Chris M

CFP®

Fayetteville, GA

Purpose Financial Planning

Hi, I'm Chris. I’m a CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®, and founder of Purpose Financial Planning. Having spent years in the industry, I noticed a need among younger families who didn’t have access to the type of financial advice they were looking for. With limited options, many were having to turn to robo-advisors, YouTube videos, and Reddit forums to try and figure it out on their own. But there's just too much to keep up with for busy families trying to navigate work and family. Who has time to also become an expert on saving, investing, taxes, retirement, and every other financial discipline? I set out to change that when I launched Purpose Financial Planning – a boutique firm that works exclusively with young Christian professionals, business owners, and their families. Rather than focusing on retirees, I wanted to help families who are working to build wealth today. In fact, having access to professional advice and biblical wisdom now means the benefits can compound over decades! Purpose Financial Planning exists to help young families live out God’s Purpose through good financial stewardship. As your personal CFO, I focus on your financial picture so that you can focus on the things that matter to you... things like family and your career. My typical clients are high-earning professional or business owner in their 30s or 40s. They are working hard to balance the demands of your family and career. They want to feel confident they're making the right financial decisions for their family's future. They want a financial advisor who shares their values and can help them build their wealth while enjoying an abundant and generous life. Reach out to schedule a free intro call with me to see if we might be a good fit!

Business ownership considerations Business exit / sale strategy Founder/Business Owner Christian Faith Based Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Kevin W

Series 63, Series 65, Series 66

Mc Donough, GA

GAMSG Financial Advisors LLC

Kevin Webb is a financial advisor at GAMSG Financial Advisors LLC with 10 years of industry experience. He holds Series 63, 65, and 66 credentials and has been with GAMSG Financial Advisors since 2022. Webb is also the CEO and owner of Genesis Asset Management Strategies Group, an insurance brokerage firm specializing in employee benefits, property and casualty, health, and life insurance. GAMSG Financial Advisors LLC is a fee-based, state-registered investment adviser serving individual retail investors through discretionary portfolio management and financial planning. The firm emphasizes diversification and sector allocation using mutual funds and ETFs, with a focus on cost efficiency and risk control.

Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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Andrew B

CFP®, Series 65

Conyers, GA

Brown Wealth Management, LLC

Andrew Brown is the sole advisor at Brown Wealth Management, LLC in Conyers, GA. He holds the CFP® designation and a Series 65 license, with 20 years of industry experience. Brown has managed his independent advisory firm since 2002. Brown Wealth Management serves individual and high-net-worth clients as well as pension plans, foundations, and other institutional entities. The firm operates as a fee-only fiduciary, providing tailored portfolio management and financial planning services, and is notable for its active work with pension plans and charitable organizations alongside a diverse investment approach.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Retired
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Darrell R

Series 65

Morrow, GA

Stewardship Edge Capital, LLC

Darrell Russell is the sole advisor at Stewardship Edge Capital, LLC, holding a Series 65 designation with seven years of industry experience. He has managed portfolios at Stewardship Edge Capital since 2018 and has prior experience with High Net Wealth, LLC beginning in 2014. Stewardship Edge Capital is a state-registered investment adviser providing discretionary portfolio management through separately managed accounts to individual clients, including high-net-worth investors. The firm employs a long-term value investing approach focused on fundamental and qualitative analysis to identify companies with durable competitive advantages, offering both a General and a more concentrated Focused portfolio strategy.

Active portfolio management Concentrated stock management
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Bruce D

Series 63, Series 65

Ellenwood, GA

Resources Asset Management LLC

Bruce Dobbs is a financial advisor at Resources Asset Management LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Resources Asset Management, he was involved with Singh Biotechnology for six years and Gotcha Goat LLC for eight years. He is also active in drug development through Singh Molecular Medicine Inc. and works as an insurance agent with American Family Insurance. Resources Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm uses an active, asset-allocation-driven approach incorporating fundamental, quantitative, and technical analysis, and acts as a wrap fee program sponsor offering model-based strategies and educational seminars.

General retirement planning Income planning Wealth management Charitable giving & philanthropy
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Latavius P

Series 63, Series 65

Mc Donough, GA

CSG Wealth Management

Latavius Powell is a financial advisor at CSG Wealth Management with 19 years of industry experience. He has held Series 63 and Series 65 licenses and has led CSG Wealth Management since 2010. Outside of advising, Powell holds a real estate license and is involved in a film production company and a trucking business, each requiring limited time monthly. CSG Wealth Management primarily serves professional athletes and high-net-worth individuals, providing financial planning, consulting, and portfolio management. The firm uses a value-oriented investment approach that blends fundamental and technical analysis and offers tailored financial plans and investment recommendations.

Debt management Cash flow / budgeting General tax planning Professional Athlete
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Orrodon D

ChFC®, Series 63, Series 65

Lake Spivey, GA

OBN Wealth Advisors

Orrodon Dinkins is a ChFC® credentialed financial advisor with 15 years of industry experience. He is the principal of OBN Wealth Advisors, an independent firm he has led since 2016. Prior to founding OBN Wealth Advisors, he worked at Park Avenue Securities LLC and Guardian Life Insurance Company. Outside of advising, he is an author and professional speaker through his involvement with One Bucket Nation LLC. OBN Wealth Advisors serves individuals, including high-net-worth clients, and small businesses by providing financial planning, investment consultation, retirement-plan advice, and portfolio management. The firm combines fundamental analysis with technical and cyclical methods, using both active and passive management strategies, and offers educational seminars and written materials alongside its advisory services.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Divorce financial planning Executive Founder/Business Owner Married/Couples/Partners Divorced Approaching retirement
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Vincent B

Series 63, Series 65

Fayetteville, GA

Personal Financial Solutions, LLC

Vincent Bethel Jr. is the sole advisor at Personal Financial Solutions, LLC in Fayetteville, GA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Personal Financial Solutions since 2003. Bethel also holds a license as an insurance agent, selling life, disability, and other insurance products on a limited basis. Personal Financial Solutions offers discretionary portfolio management and limited financial planning primarily to individuals and small businesses. The firm employs an investment approach focused on asset allocation with monthly rebalancing and combines investment management with tax preparation and insurance brokerage services.

General tax planning Wealth management
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Ruel S

Series 65

Stockbridge, GA

Cereli Inc.

Ruel Samuels Jr. is a Series 65-licensed financial advisor with 28 years of industry experience. He is the sole advisor at Cereli Inc., an independent firm located in Stockbridge, GA. Samuels has also been associated with C & R Management Services, Inc. since 1991. Cereli Inc. serves individuals, retirement plans, and small corporate and nonprofit clients by managing portfolios of stocks, mutual funds, and fixed-income instruments. The firm uses Modern Portfolio Theory combined with qualitative and quantitative analysis and offers discretionary portfolio management tailored to client risk tolerance and time horizon.

Wealth management
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Douglas O

Series 65

Mcdonough, GA

Andvari Associates LLC

Douglas Ott is a financial advisor at Andvari Associates LLC in McDonough, Georgia, holding a Series 65 designation with 13 years of industry experience. He has been with Andvari Associates since its founding in 2013. Andvari Associates LLC is a single-advisor registered investment adviser that provides discretionary portfolio management to individuals and institutional clients through separately managed accounts and a private pooled investment vehicle. The firm employs a long-term, fundamental, bottom-up equity analysis approach combining growth and value strategies, and distinguishes itself by managing a private fund and using performance-based compensation arrangements for certain clients.

Active portfolio management Options & derivatives strategies Concentrated stock management Income planning
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Darryl D

CFP®, Series 63, Series 65

Fayetteville, GA

Dyche Wealth Management, Inc

Darryl Dyche is a CFP® professional with 22 years of experience in financial advising. He is the founder of Dyche Wealth Management, Inc., where he has worked since 2012, and is also a 50% owner of Compass Financial Services, Inc., which offers fixed insurance sales. Dyche Wealth Management provides financial planning, portfolio management, and ERISA plan services to individuals, including high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ goals and risk tolerance, and it also advises accredited investors on privately offered alternative investments.

Cash flow / budgeting Founder/Business Owner
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Porsche L

Series 63, Series 65

Atlanta, GA

Investher Fiduciary Solutions, LLC

Porsche Love is a financial advisor at InvestHER Fiduciary Solutions, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including MassMutual Life Insurance Co and Wells Fargo. Outside of her advisory role, she is involved in public speaking and writing on home ownership and financial literacy. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets, providing fiduciary oversight, investment selection, and participant education. The firm combines consulting and retirement fiduciary services with an in-house licensed insurance agency and offers a variety of billing arrangements alongside portfolio management through a strategic partnership with StreamSong Advisors.

Retirement income strategy Business succession planning College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Retired Women Business Owners
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Justin F

Series 63, Series 66

Jonesboro, GA

Capital and Planning, LLC

Justin Florence is a financial advisor at Capital and Planning, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2004. Justin joined Capital and Planning in 2023. Capital and Planning, LLC provides investment management and financial planning services to individuals, small businesses, trusts, estates, and charitable entities. The firm offers both discretionary and non-discretionary portfolio management across a range of asset classes and delivers customized portfolios based on client objectives, with ongoing monitoring and periodic reviews.

Private / alternative investments Real estate investing Wealth management
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Matthew S

Series 63, Series 65

Fayetteville, GA

Dyche Wealth Management, Inc

Matthew Selman is a financial advisor at Dyche Wealth Management, Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Patrick Capital Markets, LLC and Triloma Securities, LLC. Outside of advising, he is a manager at Terra Development, LLC, a real estate investment and development business. Dyche Wealth Management provides financial planning, portfolio management, and ERISA plan services to individuals, pension and profit-sharing plans, and pooled investment vehicles. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios to clients’ goals and risk tolerance and also advises accredited investors on privately offered alternative investments.

Cash flow / budgeting Founder/Business Owner
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Joquinn S

Series 63, Series 65

Mcdonough, GA

Nortlov Advisory, LLC

Joquinn Sadler is a financial advisor with Nortlov Advisory, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has held roles at multiple firms including Quoin Capital LLC and Dalmore Group LLC. Sadler is also president of the Rising Sun Foundation, a nonprofit focused on community initiatives such as youth mentorship and providing support for education and hunger relief. Nortlov Advisory provides investment management, consulting, financial planning, and estate planning services to a diverse client base including individuals, families, businesses, trusts, estates, and institutional clients such as insurance companies and municipal entities. The firm emphasizes tailored portfolio strategies incorporating asset allocation, trading strategies, and third-party manager integration.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Expats
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Peyton R

Series 63

Fayetteville, GA

Dyche Wealth Management, Inc

Peyton Riley is a financial advisor at Dyche Wealth Management, Inc. with 21 years of industry experience. He holds the Series 63 designation and has been with Dyche Wealth Management since 2014. Outside of advisory work, he owns and operates Pwr Rentals, LLC, which manages rental properties. Dyche Wealth Management provides financial planning, portfolio management, and ERISA plan services to individuals, pension and profit-sharing plans, and pooled investment vehicles. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios to clients’ goals and risk tolerance, and it also advises accredited investors on privately offered alternative investments.

Cash flow / budgeting Founder/Business Owner
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Michael E

CFP®, Series 63, Series 65

Jonesboro, GA

Capital and Planning, LLC

Michael Edmondson is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with Wells Fargo Clearing. Edmondson also provides investment advisory services through Capital and Planning, LLC, an independent investment advisory firm he is involved with. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house research team and a wide range of investment solutions, combining large-scale advisory operations with additional product offerings such as insurance and lending services.

Private / alternative investments Real estate investing Wealth management
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Brian S

CFP®, ChFC®, RICP®

Mcdonough, GA

Prosperitage Wealth

After a decade of working for multiple Fortune 100 companies in the financial services industry, I decided to take my talents to South Beach. Okay, technically just south of Atlanta. While guiding families and business owners through the intricate world of finance was gratifying, I recognized that the impact of my work shouldn't be confined to those who met certain investment minimums. I didn't want to be limited by the products my firm offered, or worse, the act of selling itself. As I embarked on starting my own firm, I had a crystal-clear vision in mind: no more sales pitches, no more commissions, and no more corporate jargon. I aimed to sit on the same side of the table as my clients, providing them with the fiduciary standard I'd want for my own grandmother. I was determined to end the era where my own cousins and fraternity brothers were deemed unfit clients simply because they didn't have a quarter of a million dollars to invest. I was weary of contributing to the cycle of the rich getting richer while others struggled to find their way. For far too long, individuals who resemble me have been systematically denied access to the tools and resources necessary for building wealth. Although I believed I was fighting for the greater good, I realized I had unwittingly become part of the problem. So, now, I'm taking action to be the change I want to see. I invite you to join me on this transformative journey.

Wealth management Business ownership considerations Cash flow / budgeting Founder/Business Owner African Americans/Black Minorities Gen Y/Millennials (Born 1980-1995)
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Brian B

CFP®, Series 63

Mcdonough, GA

Nortlov Advisory, LLC

Brian Biederman is a CFP® with 41 years of experience in the financial industry. He is affiliated with Nortlov Advisory, LLC and has worked previously at firms including Money Concepts Capital Corp. and IP Financial Advisory Services LLC. Outside of his financial career, he serves as a volunteer board member and assistant kitchen manager at Congregation Sha'arei Israel Orthodox Synagogue/Chabad Center of Raleigh and leads a volunteer team for a Jewish community burial organization. Nortlov Advisory, LLC provides investment management, consulting, financial planning, and estate planning services to individuals, families, businesses, trusts, estates, and various institutional clients. The firm emphasizes tailored portfolio strategies focusing on asset allocation and integrates long- and short-term trading, options strategies, and third-party manager due diligence.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Expats
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Chad L

Series 63, Series 65

Conyers, GA

Beacon Financial Advisers, Inc.

Chad Lackey is a financial advisor at Beacon Financial Advisers, Inc. in Conyers, GA, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Beacon Financial Advisers since 2010. Beacon Financial Advisers serves individuals, including high-net-worth clients, as well as trusts, retirement plans, corporations, and not-for-profit entities, managing approximately $108.8 million across about 96 households. The firm provides fee-only wealth and asset management, comprehensive financial planning, and specialized retirement plan services, employing a process centered on written Financial Goals Plans and Investment Policy Statements to guide globally diversified, value-biased portfolios.

General retirement planning Income planning Social Security optimization Medicare planning General estate planning guidance
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