Our Advisors

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.



Colorado

[top]
Matthew Carpinelli
AFC Wealth Management Group
Lakewood, CO
Consortium Member Since 2011


Florida

[top]
Dana Binsbachar, AAMS, AIF, CEP, CRPC
Integrated Wealth Management Group
Port St. Lucie FL
Consortium Member Since 2019

Kimberly DeProspero, CFP®
Financial Strategies Group, Inc.
Sunrise FL
Consortium Member Since 2003

Chris Rios, CFP®
Financial Strategies Group, Sunrise, FL
Consortium Member Since 2018
Alan Bratic
ThompsonBaker Financial, LLC
St. Augustine FL
Consortium Member Since 2020

Hank Cleare, CFP®
Financial Strategies Group, Inc.
Sunrise FL
Consortium Member Since 2003

Rebekah J. Fero, CFP®, AIF®
Integrated Financial Group, Port Charlotte, FL
Consortium Member Since 2016

Nicholas Rios
Financial Strategies Group, Sunrise, FL
Consortium Member Since 2013

Georgia

[top]
Trenton J. Adams, CFP®
Magnolia Financial Group
Atlanta, GA
Consortium Member Since 2015

Thomas Barnes
NIDA Financial Group
Cartersville, GA
Consortium Member Since 2017

William H. Black
WHB Wealth Management Group, LLC
Milledgeville, GA
Consortium Member Since 2015

Brett Bringuel
Integrated Financial Group
Peachtree City, GA


Consortium Member Since 2020

Justin Burgess
Integrated Financial Group
Atlanta, GA
Consortium Member Since 2017


Chris Caldwell, CFP®, AIF®, CRC®, MBA
Highland Trust Partners, LLC
Athens, GA
Consortium Member Since 2015

Michael Cannon, CFS
Integrated Financial Group
Atlanta, GA
Consortium Member Since 2003

Mark Cross, Jr. AIF®
Highland Trust Partners, LLC
Athens, GA
Consortium Member Since 2015

Temp Davis IV, MBA, CFS
Integrated Financial Partners
McDonough, GA
Consortium Member Since 2003

Will Flowers
Integrated Financial Group of South Georgia
Tifton, GA
Consortium Member Since 2019

Kevin Garrett, AWMA®, CFS
Integrated Financial Group
Atlanta, GA
Consortium Member Since 2010

Craig Gregozeski  
Squire Asset Management, llc
Atlanta, GA
Consortium Member Since 2014

John Healy, MBA, CFA
Healy Wealth Management
Atlanta, GA
Consortium Member Since 2013

J. Jerrí Hewett, CFP®, CFDP
Wealth Horizon, Inc.
Duluth, GA
Consortium Member Since 2014

Ryan Hood 
Legacy Capital Advisors, LLC
Hiawassee, GA
Consortium Member Since 2015

Christopher L. Jones 
DH Christopher Wealth Management
Johns Creek, GA
Consortium Member Since 2015

Derek Keeney
Nida Financial Group, LLC
Atlanta, GA
Consortium Member Since 2019

Daniel Lee
Karen Lee and Associates, Atlanta, GA
Consortium Member Since 2018

Kelly Lee CFP®, MBA
Strong Gaddy Lee Wealth Management Group
Gainesville, GA
Consortium Member Since 2017

Richard Lombardi  
Integrated Wealth Strategies
Atlanta, GA
Consortium Member Since 2003

Dan Miller
Wealth Horizon, Inc.
Duluth, GA
Consortium Member Since 2016

Tripp Mullen, CFP®
The Anchor Financial Group
Marietta, GA
Consortium Member Since 2017

Jason Norton, CFP®
Highland Trust Partners, LLC
Athens, GA
Consortium Member Since 2015

Paul Peeler 
Integrated Financial Group
Atlanta, GA
Consortium Member Since 2005

Sandra Salem, MBA,  CDFA™
Integrated Financial Group
Atlanta, GA
Consortium Member Since 2003

Mike Tarrant, CFP®
Integrated Financial Group
Atlanta, GA
Consortium Member Since 2015

Connie Weems-Scott, MSFS, CFP®
Searcy, Weems-Scott & Quinn
Atlanta, GA
Consortium Member Since 2003

Mark Stevens
Stevens Wealth Strategies
Atlanta, GA
Consortium Member Since 2003

Gary Alpert, CFP®
Gary Alpert & Associates
Atlanta, GA
Consortium Member Since 2014

Danny Bell CRPC®
Integrated Financial Group
Atlanta, GA
Consortium Member Since 2016

Kyle Bochat
Strong Gaddy Lee Wealth Management Group
Gainesville, GA
Consortium Member Since 2017

Armistead Burwell
Magnolia Financial Group
Roswell, GA
Consortium Member Since 2019

Steve Callaham
Integrated Financial Group
Atlanta, GA
Consortium Member Since 2010

David Crew, MSFS, ChFC, CFS  
Integrated Financial Group
Atlanta, GA
Consortium Member Since 2003

Justin Davidson, AWMA®
Linea Private Wealth Management
Atlanta, GA
Consortium Member Since 2014

Robert Day
Madison Financial and Associates
Acworth, GA
Consortium Member Since 2016

Troy DeCastro CFA®
Highland Trust Partners,
Atlanta, GA
Consortium Member Since 2019

Shane Gaddy, CFP®
Strong Gaddy Lee Wealth Management Group
Gainesville, GA
Consortium Member Since 2017

David Gaynes, CFP® ChFC, CFS
Gaynes Financial Services, Inc.
Atlanta, GA
Consortium Member Since 2003

Kathy Healy, MBA, CFP®
Healy Wealth Management
Atlanta, GA
Consortium Member Since 2013

Wes Heinrichs, CFP®
Linea Private Wealth Management
Atlanta, GA
Consortium Member Since 2020

Patrick Hinchey, CFP®
Integrated Financial Partners
McDonough, GA
Consortium Member Since 2003

Mike Irvin, CFP®
Integrated Financial Group
Columbus, GA
Consortium Member Since 2012

Howard Katz, CFP®
Linea Private Wealth Management
Atlanta, GA
Consortium Member Since 2014

Seth Kovensky, CFP®
Live Oak Financial Services, LLC
Savannah, GA
Consortium Member Since 2008

Karen Lee, CFP®, CLU, ChFC, MSFS
Karen Lee and Associates, LLC
Atlanta, GA
Consortium Member Since 2003

Wes Littlejohn, CFP®, CPA
marathon financial strategies
Atlanta, GA
Consortium Member Since 2014

R. Wayne Martin
RWM Wealth Management
St. Simons Island, GA
Consortium Member Since 2017

Lorie Moore
Integrated Financial Group
Atlanta, GA
Consortium Member Since 2003

Chuck Nida
NIDA Financial Group
Cartersville, GA
Consortium Member Since 2017

Amy Parrish, AWMA®
Highland Trust Partners
Athens, GA
Consortium Member Since 2015

Brian Quinn
Searcy, Weems-Scott & Quinn
Atlanta, GA
Consortium Member Since 2017

Cindy Skaggs, CFP®
Integrated Financial Group
Atlanta, GA
Consortium Member Since 2003

R. Mark Smith, LUTCF
Magnolia Financial Group
Atlanta, GA
Consortium Member Since 2014


Mississippi

[top]
Bill Byrne
Natchez Wealth Management
Natchez, MS
Consortium Member Since 2014

Paul Loyacono
WealthPoint Investment Management
Ridgeland, MS
Consortium Member Since 2015
Key Smith
Natchez Wealth Management
Natchez, MS
Consortium Member Since 2014

Gene Yelverton
MCP3 Advisors
Ridgeland, MS
Consortium Member Since 2019


Missouri

[top]
Denny Roodman, CFP®, ChFC
Integrated Financial Group
St. Louis, MO
Consortium Member Since 2006

Morris Shank
Morris Shank Wealth Management
St. Louis, MO
Consortium Member Since 2006
Jill Sachs
Sachs Wealth Management
St. Louis, MO
Consortium Member Since 2018




New York

[top]
Joseph Gunther, CFP®
The Gunther Group
Norwich, NY
Consortium Member Since 2008



North Carolina

[top]
Arron Brisard
Phoenix Wealth Advisory
Raleigh, NC
Consortium Member Since 2015

Gerald Craig, CFP®, CLU, ChFC
Carolina Planning Consultants, LLP
Concord, NC
Consortium Member Since 2016

Joshua Donley, CLU, CFS, CFP®
Mosaic Capital Management

Winston-Salem, NC
Consortium Member Since 2003


Michael Stokes, CPA, PFS, CDFA
Mosaic Capital Management, LLC
Hickory, NC
Consortium Member Since 2005


Rich Carver
The Anchor Financial Group
Andrews, NC
Consortium Member Since 2020

John Collins, MBA
Collins Wealth Management
Goldsboro, NC
Consortium Member Since 2014

Brian Glaze,
Envision Wealth Partners
Graham, NC
Consortium Member Since 2015


Mickey Smith, MBA, CFP®
Winston Wealth Management, LLC
Winston-Salem, NC
Consortium Member Since 2003


Larry Ware,MBA, CRPC
Envision Wealth Partners
Graham, NC
Consortium Member Since 2015

South Carolina

[top]
Terrell Boone
Highlands Wealth Group
Consortium Member Since 2021

Micah Valentine
Pinnacle Wealth Management
Mauldin, SC
Consortium Member Since 2017

Robert Davis
Pinnacle Wealth Management
Mauldin, SC
Consortium Member Since 2018

Brad Williams
Highlands Wealth Groupt
Greer, SC
Consortium Member Since 2021




Our Associates

Quick Search



Florida

[top]
Jenni Donovan
Financial Strategies Group, Sunrise, FL
Consortium Member Since 2018
Devon Hecht
Financial Strategies Group, Sunrise, FL
Consortium Member Since 2015


Georgia

[top]
Jennifer Acosta
Integrated Financial Group, Atlanta, GA
Consortium Member Since 2015
Jessica Callaham
Karen Lee and Associates, Atlanta, GA
Consortium Member Since 2015

Robin B. Cantrell
Live Oak Financial Services, Savannah, GA
Consortium Member Since 2008

Nikki Cape
Magnolia Financial Group Atlanta, GA
Consortium Member Since 2015
Erica Cheek
Integrated Wealth Strategies, Atlanta, GA
Consortium Member Since 2004
Rebekah Clough
Healy Wealth Management, Atlanta, GA
Consortium Member Since 2017

Greg Cobb
Integrated Financial Group of Columbus, Columbus, GA
Consortium Member Since 2016
Jeffrey R Cordell
Madison Financial and Associates, Acworth, GA
Consortium Member Since 2016
Charles Currie
Integrated Financial Group
A tlanta, GA
Consortium Member Since 2019

Trina DeFoor
Nida Financial Group
C artersville, GA
Consortium Member Since 2017
Lynn Dunagan
Wealth Horizon, Inc.
D uluth, GA
Consortium Member Since 2014
April Giddeons
Highland Trust Partners, LLC, Atlanta, GA
Consortium Member Since 2015

Eileen Gilliam
Strong Gaddy Lee Wealth Management Group, Gainesville, GA
Consortium Member Since 2019
Lesley Hatfield
Integrated Financial Group Atlanta, GA
Consortium Member Since 2015
Halie Hinchey
Integrated Financial Partners, McDonough, GA
Consortium Member Since 2017

Tomekia Jackson
Highland Trust Partners, LLC, Atlanta, GA
Consortium Member Since 2015
Anne Jacobs, FPQP®
Linea Private Wealth Management, LLC., Atlanta, GA
Consortium Member Since 2014
Renee King
WHB Wealth Management Group LLC, Milledgeville, GA
Consortium Member Since 2015

Travis Meng
Searcy, Weems-Scott & Quinn Atlanta, GA
Consortium Member Since 2015
Angie Noel
Linea Private Wealth Management, Atlanta, GA
Consortium Member Since 2014
Vickie Pond, CFP®
Gaynes Financial Services, Inc., Atlanta, GA
Consortium Member Since 2017

Steve Reents, CFP®
Gaynes Financial Services, Inc. Atlanta, GA
Consortium Member Since 2013
Hope Senn
Gaynes Financial Services, Inc., Atlanta, GA
Consortium Member Since 2015
Carmen Schuck, FPQP®
Integrated Financial Group, Marietta, GA
Consortium Member Since 2009

Deborah Smith
Searcy, Weems-Scott & Quinn, Atlanta, GA
Consortium Member Since 2003
Jaynell Talaber
Strong Gaddy Lee Wealth Management Group, Gainesville, GA
Consortium Member Since 2017
Richard Tomasello
Magnolia Financial Group Roswell, GA
Consortium Member Since 2016

Carrie Wilson
Strong Gaddy Lee Wealth Management Group, Gainesville, GA
Consortium Member Since 2017
Anna Woods
Nida Financial Group, Cartersville, GA
Consortium Member Since 2017

Mississippi

[top]
Julia Sandidge
Natchez Wealth Management
Natchez, MS
Consortium Member Since 2014

Missouri

[top]
Lisa Lalk
Integrated Financial Group - St. Louis, St. Louis, MO
Consortium Member Since 2007
Sherri McKee
Morris Shank Wealth Management - Clayton ,MO
Consortium Member Since 2006
Lisa Tinkham
Morris Shank Wealth Management - Clayton , MO
Consortium Member Since 2013

New York

[top]
Aelisha Grippaldi
The Gunther Group,
N orwich, NY
Consortium Member Since 2011
Rhonda J. Oliver
The Gunther Group,
N orwich, NY
Consortium Member Since 2008
Elisabeth Thomas
The Gunther Group,
R ome, NY
Consortium Member Since 2011

North Carolina

[top]
Kathryn Brisard
Phoenix Wealth Advisory, Raleigh, NC

Consortium Member Since 2015
Stephanie Glaze
Envision Wealth Partners, Graham, NC

Consortium Member Since 2015
Michelle Ludolf
Mosaic Capital Management, Winston-Salem, NC

Consortium Member Since 2016

Toni Morgan
Collins Wealth Management, Goldsboro, NC

Consortium Member Since 2014
Talisa Shipman
Carolina Planning Consultants, LLP, Concord,
NC
Consortium Member Since 2016
Miranda Rackley
Collins Wealth Management, Goldsboro,
NC
Consortium Member Since 2014



OUR EXECUTIVE TEAM

Quick Search



Georgia

[top]
Jennifer Albers
Marketing Assistant
Atlanta, GA
Consortium Member Since 2015
Alyssa Alves
Marketing Associate
Atlanta, GA
Consortium Member Since 2020
Andrews Browne
Director of Advisor Development
Atlanta, GA
Consortium Member Since 2020

Karen Cooke-Thomas
Director of Operations and Human Resources
Atlanta, GA
Consortium Member Since 2003
Crystal Epstein
Chief Compliance & Risk Officer
Atlanta, GA
Consortium Member Since 2014
Patsy Galfas
Associate Internal Accounting
A tlanta, GA
Consortium Member Since 2015

Heather Hawthorne
Director of Marketing
Atlanta, GA
Consortium Member Since 2017
Ramey Morgan
Executive Assistant to CEO
Atlanta, GA
Consortium Member Since 2019
Eve Patrick
Finance Department Liason & Director of Events
Atlanta, GA
Consortium Member Since 2003

Kim Powers
Administrative Assistant - Virtual Assistant Program
Atlanta, GA
Consortium Member Since 2014
Peyton Prince
Trading Assistant
Atlanta, GA
Consortium Member Since 2021
Juval Pryce
Trading Assistant
Atlanta, GA
Consortium Member Since 2019

Laurel Resendez
Director of RIA Compliance
Atlanta, GA
Consortium Member Since 2017
Carmen Schuck, RP®
Administrative Assistant - Virtual Assistant Program
A tlanta, GA
Consortium Member Since 2009
Brice Silver
Director of Trading and Investment Operations
Atlanta, GA
Consortium Member Since 2017

Laura Stone
Executive Assistant
Atlanta, GA
Consortium Member Since 2013


Bonnie Whyte
Executive Assistant
to Don Patrick
Atlanta, GA
Consortium Member Since 2003

Land Bridgers
CEO
Atlanta, GA
Consortium Member Since 2013
Ron Wrenn, CPA
Director of Compliance Operations
Atlanta, GA
Consortium Member Since 2003

Don Patrick, MBA, CFP®
Founder & Chief Strategy Officer
Atlanta, GA
Consortium Member Since 2003







TOP 25 FIRM
2004-2020

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2020



Copyright ©
Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.