ADVISOR BIO

Stephen Wayne Poston is a financial advisor at Voya Financial Advisors, Inc. located in Milton, GA. Stephen has over 30 years of experience in the financial services industry. Stephen holds several licenses, including Series 6, 7, 26, 63, and 65. Stephen is also registered as an Investment Advisor Representative in Georgia and Texas. Stephen specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and charitable organizations. Stephen has a strong reputation in the industry and is committed to providing personalized financial solutions to meet the unique needs of each client.

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ADVISOR BIO

Stephen Klyce Thomas is a registered investment advisor representative with Morgan Stanley. Stephen has been in the securities industry since January 10, 2017 and is registered in 53 states and the District of Columbia. Stephen is licensed to provide both investment advisory and broker-dealer services and has experience working with high-net-worth individuals, corporations, investment clubs, and other institutional clients. Stephen provides a wide range of investment advisory services, including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and investment companies. Stephen’s main office is located in Atlanta, Georgia.

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ADVISOR BIO

Stephen Eric Malone has been a registered investment advisor since May 20, 1976. Stephen is currently registered with Morgan Stanley in Alpharetta, GA. Stephen has 47 years of experience in the securities industry. Stephen has held licenses with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Merrill Lynch, Pierce, Fenner & Smith, Inc. Stephen has Series 63, 65, 7, 8, 9, 10, and SIE licenses. Stephen has a total of 4 approved state registrations. Stephen is registered in the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Kansas, Maryland, Massachusetts, Michigan, Mississippi, Missouri, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, and Wisconsin.

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ADVISOR BIO

Stephen Mark Roegge is a financial advisor registered in Georgia with Creative Planning. Stephen has been in the industry since 2014 and is a Certified Financial Planner. Stephen has a Series 65 license and has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Stephen is a Registered Investment Advisor Representative with Creative Planning and has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses.

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ADVISOR BIO

Stephen Hammond is a registered Investment Advisor Representative with Christian Values Investing, Inc., a firm that specializes in portfolio management for both businesses and individuals. Stephen has been working in the financial services industry since 1988 and has experience with various financial products and services. Stephen obtained his Series 7 and Series 63 licenses in 1987 and the Series 65 license in 1993. He is also registered as an Investment Advisor Representative in the state of Georgia. Christian Values Investing, Inc. primarily serves high net worth individuals, other investment advisors, and individuals other than high net worth. Stephen Hammond and Christian Values Investing, Inc. offer a variety of financial planning services, including educational seminars. The firm’s compensation arrangements include fixed fees, hourly charges, and a percentage of assets.

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ADVISOR BIO

Stephen Ross Caphton is a financial advisor who has been in the industry since 2004. Stephen is registered with Morgan Stanley and has a broad range of experience in the financial services industry. Stephen has a diverse set of licenses and qualifications including Series 3, 63, 65, and 7, and Stephen has been registered with the Securities and Exchange Commission (SEC) since 2004. Stephen works with a range of clients including individuals, families, businesses, and institutions. Stephen is dedicated to providing personalized financial advice and helping clients reach their financial goals.

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ADVISOR BIO

Stephen Hearn Hooten is a financial advisor with Morgan Stanley, a large investment firm. Stephen has been in the financial industry since December 2000. Stephen is registered with the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA), and holds Series 7, 31, 66, and SIE licenses. Stephen has a broad range of experience in the financial industry, with extensive experience in the securities industry. Stephen provides advisory services such as financial planning, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Stephen Owings is a financial advisor with Bleakley Financial Group, LLC. Stephen has been in the financial services industry since 1998. Stephen provides financial advisory services to individuals, businesses, and institutions. Stephen is a Certified Financial Planner™ and a Chartered Financial Consultant™. Stephen specializes in investment management, financial planning, retirement planning, and college savings planning.

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ADVISOR BIO

Stephen Northington is a financial advisor currently registered with Principal Securities, Inc. Stephen has over 10 years of experience in the financial services industry, having previously worked for State Farm VP Management Corp. and Pruco Securities Corporation. Stephen is licensed to provide financial advice in Alabama, Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Kentucky, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Virginia and Washington. Stephen holds the Series 6, 7, 63, and 65 licenses.

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ADVISOR BIO

Stephen Edward Felix is a financial advisor with over 25 years of experience in the industry. Stephen currently works at Carter, Terry & Company, Inc., located in Atlanta, Georgia. Stephen has a broad range of experience working with different firms. Stephen has experience in various financial products and services, including investments and securities. Stephen holds a Series 63 and Series 65 license as well as Series 7, Series 2, Series 31 and SIE licenses.

SPECIALIZATIONS