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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Rachel F
Series 66
Mcdonough, GA
Global Investment Advisory
Rachel Faulk is a Series 66-licensed financial advisor at Global Investment Advisory with two years of industry experience. She has held roles at several firms, including American Global Wealth Management, Cape Securities Inc, and Diligent Corporation. Outside of advisory work, she serves as Compliance Director for AMGlobe Consulting, LLC, a regulatory compliance consulting firm. Global Investment Advisory offers fee-based, discretionary portfolio management and turnkey asset management services to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both non-high-net-worth and high-net-worth clients, employing a tactical allocation strategy combined with fundamental analysis to tailor portfolios to client objectives and risk tolerances.
Emma G
Series 63, Series 65
Riverdale, GA
St. Bernard Financial Services, Inc.
Emma Godbee is a financial advisor with St. Bernard Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at St. Bernard since 2019 and previously spent nine years with Woodstock Financial Group, along with extensive experience in the insurance sector dating back to 1976. Outside of her advisory role, she serves on the City of Riverdale Zoning Appeals Board, the Clayton County Water Authority, and the Clayton County Development Authority. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services, including portfolio management and financial planning. The firm follows a long-term, conservative growth strategy with tactical asset allocation and emphasizes collaborative client relationships, combining fee-based and commission-based solutions through its dual adviser/broker-dealer structure.
Edward B
Series 63, Series 65
Mcdonough, GA
Global Investment Advisory
Edward Brooks III is a financial advisor with Cape Investment Advisory, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at American Global Wealth Management since 2026 and Cape Securities Inc since 2010, alongside running his own accounting and tax preparation business through Edward R. Brooks, LLC. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports over 1,600 clients with a network of approximately 40 advisors and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis.
Danny S
ChFC®, Series 63, Series 65
Mcdonough, GA
Global Investment Advisory
Danny Strain is a financial advisor with Cape Investment Advisory, Inc. in Columbus, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Paradigm Financial Group, L.L.C. and Cape Securities Inc. Since 2019, he has also owned Elite Wealth Management Group, LLC, an entity focused on fixed insurance sales. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through roughly 40 advisors and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis, with options for third-party asset managers.
David B
Series 63, Series 65
Mcdonough, GA
Cape Investment Advisory, Inc.
David Bell is a financial advisor with Cape Investment Advisory, Inc. based in Monroe, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cape Investment Advisory and its affiliated entities since 2017, with prior experience at Legend Equities Corporation from 2005 to 2017. Outside of his advisory role, he serves as a Regional Client Manager for ACCG Retirement Services, assisting with enrollment and servicing of governmental retirement plans in Georgia. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports approximately 1,624 clients through about 40 advisors and operates a multi-office network that emphasizes tailored asset allocation and portfolio construction using fundamental, technical, and macroeconomic analysis.
Samuel P
ChFC®, Series 63, Series 65
Mcdonough, GA
Cape Investment Advisory, Inc.
Samuel Phillips is a financial advisor at Cape Investment Advisory, Inc. with 32 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Phillips has worked at firms including Ameritas Investment Corp and United Producers Group. Outside of his advisory role, he serves on the board of directors for Phoenix Pass, an advocacy and intervention program for homeless mothers. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports approximately 1,624 clients through about 40 advisors and employs a flexible asset allocation approach tailored to client goals.
Steven W
Series 66
Mcdonough, GA
Cape Investment Advisory, Inc.
Steven Wisnewski is a financial advisor at Cape Investment Advisory, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Cape Investment Advisory since 2017, alongside roles at Cape Securities Inc. and various insurance carriers through W & R Insurance Agencies. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm operates a multi-office network with approximately 40 advisors managing about $402 million in regulatory assets and offers tailored portfolio construction through a flexible model that incorporates fundamental, technical, and macroeconomic analysis.
Eric E
Series 66
Mcdonough, GA
Cape Investment Advisory, Inc.
Eric Edwards is a financial advisor with Cape Investment Advisory, Inc. He holds the Series 66 designation and has 12 years of industry experience. His prior roles include positions at American Global Wealth Management, Cape Securities, CUNA Brokerage Services, and M&T Securities. Outside of his advisory work, he serves as a benefits adviser for government employee associations and also provides insurance and annuity advisory services through TrueChoice Financial. Cape Investment Advisory offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach tailored to client goals using fundamental, technical, and macroeconomic analysis.
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