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

Jeff Donahue

Donaco Financial Services
Golden, 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

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

Justin Burgess

Integrated Financial Group
Atlanta, GA

Consortium Member Since 2017

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

David T Griffin AIF^®

Atlanta Retirement Partners
Atlanta, GA

Consortium Member Since 2014

Kathy Healy, MBA, CFP^®

Healy Wealth Management
Atlanta, GA

Consortium Member Since 2013

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

Kevin Kelly, MBA

Legacy Capital Advisors, LLC
Atlanta, GA

Consortium Member Since 2013

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, ChFC, CFP^®

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

Mark Stevens, CFP^®, ChFC

Stevens Wealth Strategies
Atlanta, GA

Consortium Member Since 2003

Brad Towson, CRPS^®

Atlanta Retirement Partners
Atlanta, GA

Consortium Member Since 2016

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

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

Jacqueline P. Deckman

Atlanta Retirement Partners,
Atlanta, GA

Consortium Member Since 2015

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

Chris Kirkland, MBA, AWMA^®

Legacy Capital Advisors, LLC
Atlanta, GA

Consortium Member Since 2013

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^®

Integrated Financial Group
Atlanta, 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

Bryan Skradis, AIF^®

Atlanta Retirement Partners
Atlanta, GA

Consortium Member Since 2017

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

Mississippi

[top]

Bill Byrne

Natchez Wealth Management
Natchez, MS

Consortium Member Since 2014

Paul Loyacono

WealthPoint Investment Management
Ridgeland, MS

Consortium Member Since 2015

John Henson, CLU, ChFC, CASL, REBC

WealthPoint Investment Management
Ridgeland, MS

Consortium Member Since 2016

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

Amy Thien

Integrated Financial Group
St. Louis, MO

Consortium Member Since 2016

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

Marty W. Mitchell, CRPC

Panoptic Capital Management, LLC
Winston-Salem, NC

Consortium Member Since 2014

Michael Stokes, CPA, CFS

Mosaic Capital Management, LLC
Hickory, NC

Consortium Member Since 2005

John Collins, MBA

Collins Wealth Management
Goldsboro, NC

Consortium Member Since 2014

Brian Glaze,

Envision Wealth Partners
Graham, NC

Consortium Member Since 2015

Kenny B. Nichols, MBA

Panoptic Capital Management, LLC
Winston-Salem, NC

Consortium Member Since 2014

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]

Robert Davis

Pinnacle Wealth Management
Mauldin, SC

Consortium Member Since 2018

Micah Valentine

Pinnacle Wealth Management
Mauldin, SC

Consortium Member Since 2017

Our Associates

Quick Search

Colorado

[top]

Lynnea Ossello

Donaco Financial Services, Golden, CO

Consortium Member Since 2011

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, Gary Alpert & Associates, 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

Alice F. Davis, CPFA

Atlanta Retirement Partners, Atlanta, GA

Consortium Member Since 2014

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

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

Cindy Lacey

Legacy Capital Advisors, LLC, Atlanta, GA

Consortium Member Since 2013

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

Nancy Saucedo

Legacy Capital Advisors Atlanta, GA

Consortium Member Since 2018

Al Searcy, MBA^®

Searcy, Weems-Scott & Quinn
Atlanta, GA

Consortium Member Since 2015

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]

Laurie Coleman

WealthPoint Investment Management
Ridgeland, MS

Consortium Member Since 2015

Chino Gutierrez

WealthPoint Investment Management
Ridgeland, MS

Consortium Member Since 2016

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

Sandra Collins

Collins Wealth Management, Goldsboro, NC

Consortium Member Since 2014

Allyn Ramsey

Winston Wealth Management, Winston Salem, NC

Consortium Member Since 2012

Stephanie Glaze

Envision Wealth Partners, Graham, NC

Consortium Member Since 2015

Bridget C. Laird

Panoptic Capital Management, Winston-Salem, NC

Consortium Member Since 2014

Michelle Ludolf

Mosaic Capital Management, Winston-Salem, NC

Consortium Member Since 2016

Alan T. Morgan

Carolina Planning Consultants, Concord, 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

Karen Cooke-Thomas

Director of Operations and Human Resources
Atlanta, GA

Consortium Member Since 2003

Crystal Epstein

Director of Invesments/Compliance Principal
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

Rosie-Lauren Z. Hind

Client Care Specialist/Member Support Associate
Atlanta, GA

Consortium Member Since 2018

Ramey Morgan

Executive Assistant to Co-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

Juval Pryce

Trading Assistant
Atlanta, GA

Consortium Member Since 2019

Lillie Ramage

Administrative Assistant – Virtual Assistant Program
Atlanta, GA

Consortium Member Since 2017

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

Trading Associate
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

Co-Chief Executive Officer
Atlanta, GA

Consortium Member Since 2013

Ron Wrenn, CPA

Chief Compliance Officer
Atlanta, GA

Consortium Member Since 2003

Don Patrick, MBA, CFP^®

President & Co-CEO
Atlanta, GA

Consortium Member Since 2003

TOP 25 FIRM
2004-2017

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

RANKED TOP WORKPLACE 2015-2018

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.