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in Georgia

Roy Larsen

Senior Wealth Strategist

Elwood & Goetz

Roy Larsen joined Elwood & Goetz Wealth Advisory Group as a Senior Wealth Strategist, bringing more than two decades of experience and a deeply rooted commitment to client-first financial planning. In 2026, he merged his firm (Larsen Wealth Management) with Elwood & Goetz Wealth Advisory Group, reflecting a shared philosophy centered on thoughtful advice, independence, and an unwavering focus on client outcomes. Roy originally founded his firm in 2005 with a clear vision: to build a practice free from the product-driven culture and competing interests often found in traditional Wall Street environments. His goal was simple yet profound—to deliver personalized strategies tailored to the unique needs and aspirations of each client. Roy’s passion for the markets began at the age of 18 and has since evolved into a disciplined and nuanced investment philosophy. He views investing as both an art and a science, integrating fundamental and technical analysis to design customized asset allocation strategies. Known for his ability to distill complex financial concepts into clear, accessible insights, Roy empowers clients to make confident, informed decisions—without the burden of industry jargon. He earned his Bachelor of Science in Business Administration from Temple University and has continued to deepen his expertise with a focus on retirement planning. Roy holds the CERTIFIED FINANCIAL PLANNER® designation and is an Accredited Asset Management Specialist® (AAMS®), underscoring his commitment to the highest standards of knowledge and fiduciary care. Earlier in his career, Roy served as Director of Medicare in Georgia for Aetna, an experience that broadened his perspective on healthcare planning and its critical role in retirement. He has also shared his expertise as an educator, teaching “Successful Retirement Living” at Clayton State University, where he emphasized the importance of aligning wealth, health, and estate strategies into a cohesive plan. In addition, Roy has contributed financial insights to both local and national publications, as well as various online platforms. Roy resides in Gainesville, GA and remains actively engaged in his community. He is a past Chairman of the Forsyth County Chamber of Commerce Ambassador Program and a former member of the Board of Directors for Leadership Forsyth. His civic involvement has also included service on the Citizens Review Panel for the Forsyth County Juvenile Court. Today, he volunteers regularly with the Atlanta Community Food Bank. Outside the office, Roy enjoys spending time with his two daughters, playing adult baseball, and occasionally pursuing his interest in acting through feature film appearances.

Lane Mullinax

Financial Advisor

NPV Advisory Services, LLC

a believer that we are all connected, that we are all leaves on the same vine.

Casey L. Morris

Financial Services Professional

Capstone Financial

My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.

Frank Akridge Jr.

Owner

Financial Pathfinder LLC.

I grew up in a business owner home in Texas and have always owned businesses. For the last 22 years I have been privileged to help folks identify and solve financial goals, allowing them to achieve their ideal financial future on their own terms. I am blessed to be married to my best friend, have three awesome kids and an awesome granddaughter. We are movie nuts and enjoy being outside.

Scott Sadler

Financial Advisor & Founder

Boardwalk Capital Management

For more than 30 years, I have helped individuals and institutions achieve their financial objectives in a manner that is consistent with their personal values. Impact investing is clearly the way to do well while doing some good, and not sacrificing returns along the way. I'm a Chartered Financial Analyst and run an independent Registered Investment Advisory practice -- both of which help to assure that the client's needs are paramount in all decisions.

Da-zha Jones

CEO

Capitalwize

Da-zha Jones is a CERTIFIED FINANCIAL PLANNER and financial coach committed to bringing generational wealth within reach. As a Money Strategist and Financial Planner, she will help you organize your finances and make decisions with your money that will enable you to reach your life goals. She'll also help you unlock your full financial potential by changing your relationship with money through a personalized strategy that makes sense. Da-zha started her career in the financial services industry in 2013. Her experience includes managing investment portfolios, providing holistic financial planning, and education for high-net worth clients and small business owners. Currently, she is the Senior Financial Planner to a group of First Generation Millionaires at Capitalwize, a financial planning firm. Da-zha is a graduate of the University of Georgia where she received her Masters of Science in Financial Planning. She is also an Accredited Financial Counselor (AFC¨). She is a financial planner/ coach who acts as a fiduciary legally obligating her to act in the explicit best interest of her clients.

Emanuel D. Jones II

President & Advisor

Jones and Co. Wealth Strategies

The founder of Jones & Co Wealth Strategies, a multi-cultural wealth strategies company based in Atlanta, Emanuel is a champion for financial empowerment and literacy for each personal finance client and the professional organization he serves. Proficient in financial planning¹, retirement planning, investments, and insurance, his goal is to help them secure the best financial legacy. Based on the pillars of integrity, humanity, and financial strength, Emanuel was recognized by New York Life, one of the largest life insurance companies in the United States, as GO’s Top in Class, and named its New Org Agent of the Year 2022. He is a 2021 AAMU RISE Campaign Platinum Award qualifier, as well as a 2020 AAMU Black Excellence Campaign Gold Award winner. Emanuel is an MBA graduate of Emory’s Goizueta School of business and The Johns Hopkins University. Emanuel is a Fiduciary & holds his FINRA Series 6, 7, 63 & 65 licenses. His specialty is working with small businesses, first-generation high earners, entrepreneurs, & corporate employees. In his free time, Emanuel enjoys traveling, hosting friends and family, and keeping an active lifestyle. He loves his community. Whether it’s volunteering at his mother’s school or supporting local entrepreneurs and small businesses as they open stores and restaurants in surrounding areas, he will always be in support of those around him. As a self-proclaimed amateur foodie, Emanuel will be the first to suggest meetings over a good meal vs the office when possible.

Cecil Staton

Founder

Arch Financial Planning

I'm a fee-only financial planner dentists & physicians with student loans give a purpose to their paycheck. I left the large financial institutions to start my own RIA. I did it so people could pay for real planning and not just an agenda to sell a hidden product. As a fiduciary, Arch Financial Planning, LLC was built on that promise by delivering non-cookie-cutter plans that provide solutions to achieve their goals .What do I do? ✅ Listen to what your personal, professional, and financial goals are. ✅ Implement a financial plan to get you closer to those goals. ✅ Monitor your progress and keep yourself accountable. What Can We Accomplish Together? 💰 Cash Flow Management 📈 Investment Planning 📊 Retirement Planning 🛡️ Insurance Planning 📚 Student Loan Repayment 💵 Tax Management 💸 Debt Repayment 📅 Estate Planning Who do I serve? Age: Dentists & Physicians between 25-45 years old Goals: Pay off student debt, start a practice, and grow their wealth Target: High-earning doctors with student loans Location: Virtually anywhere in the U.S. Why I'm different? 1) I specialize in early career doctors with student loans and have the experience and expertise to back it up. 2) I'm fee-only. That means I don't earn any commissions when you purchase insurance or investments that I recommend. You only pay me. By not selling insurance, I'm not incentivized to recommend things that pay me more. This is rare in the financial planning profession. 3) I focus on enabling you to maximize life beyond your clinical work. I work with you to ensure your systems are set and consistently educate you on how your finances work. Why Reach Out? Let's be honest. You have little time on your hands to treat your personal finances like it's a second job. Wouldn't it be better to focus 100% of your attention on earning money while having those hard-earned dollars work hard for you? As a fee-only financial planner, I do not receive commissions on any outside products. My incentives are simple: build a customized plan and keep you accountable to hit your established goals. Let me help you maximize your financial knowledge and get closer to hitting your goals with a tailored plan.

Derrick Lowery, CFPA®

Managing Principal/Financial Advisor

Brookwood Wealth Advisors

After 9+ years in the "full-service" side of the business, I founded Brookwood Wealth Advisors, an Independent, Fee-Only Registered Investment Advisor (RIA) in January 2020. For more information, you can reach me @ 770-336-2053 and visit my website: www.brookwoodwa.com

I serves as a “Family CFO” or “Financial Quarterback” for families who need an advisor to help them manage their total financial picture. Typically, the families I work with are specifically looking for help with long-term financial planning but also need an advisor that has a background in tax,...

Steve is the President/Owner of Richard Young Associates and co-host of the MoneyMD podcast. He graduated from Clemson University in 1986 with a BS in Chemical Engineering. After nine years working as a chemical engineer, mostly at the Savannah River Site, Steve joined Richard Young Associates in ...

Did you land on this site somewhat reluctantly? Do you feel like you need help, but distrust, "Wall Street," and the financial advisor community in general? I get it. Let's talk. My path to financial planning was neither straightforward nor easy. That winding road gave me a unique and valuable pe... [One thing I want my clients to know about me is:] that I think about them all the time. I may not reach out with unnecessary marketing emails, but I'm always considering their plans & investments.

Matt Fassnacht is co-managing partner of Meridian Investments, an (Atlanta, GA) based Registered Investment Advisory (RIA) firm dedicated to maximize client assets, reduce risk and simplify their financial life so they can make the most of life. Matt was born in Dunwoody, GA and spent most of his fo...

Helping you reach your financial goals. Alex Greene, CFP®, CRPC®. Senior Vice President – Investment Officer. CERTIFIED FINANCIAL PLANNER®. About Alex Greene: With 17 years of experience in financial services, I work with individuals and families to develop custom... [One thing I want my clients to know about me is:] I pride myself on not just being an advisor but a strategist who knows how to win in chaos and calm.