Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Edgar P

Series 63, Series 66

Travelers Rest, SC

Raymond James Financial

Edgar Pouch III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His career includes roles at Gateway Wealth Strategies and Bank of Travelers Rest, where he is also an associate and financial advisor. He also serves as branch manager of Gateway Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations such as a municipal advisor and specialized SIMPLE IRA consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Andrew L

Series 66

Waynesboro, VA

Raymond James Financial

Andrew Lilly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. He has worked at Raymond James since 2014 and is also vice president of Atlantic Union Financial Consultants, LLC/AUB Wealth Management. His professional background includes roles at Union Bank & Trust and Atlantic Union Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized municipal and public-finance capabilities.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Stanley K

Series 63

Avon, CT

Raymond James Financial

Stanley Keating III is a financial advisor with Raymond James Financial in Avon, CT, holding a Series 63 designation and 39 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and Raymond James Financial since 2009. Outside of his advisory role, he is the owner of Argentum Financial Partners LLC, a support company where he performs managerial and administrative duties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting clients through a range of advisory programs and specialized public finance services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Angela O

Series 66

Lake City, FL

Raymond James Financial

Angela Oglesby is a Series 66-licensed financial advisor with Raymond James Financial in Lake City, FL, with six years of industry experience. She has been associated with various branches of Raymond James since 1999. Outside of her financial advisory role, she owns a jewelry business called Dream A Little Gem. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm delivers tailored, non-discretionary advice using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Jordan J

CFP®, Series 66

Scottsdale, AZ

Raymond James Financial

Jordan Jobe is a CFP® with 18 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked within various branches of Raymond James since 2010 and is also the sole proprietor of NextGen Advisors, LLC. Outside of his advisory role, he owns and manages multiple rental real estate properties, including both residential and commercial holdings. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to guide clients’ financial decisions.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

William W

Series 63, Series 65

Laurel, MS

Raymond James Financial

William Wansley is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1985 and Raymond James Financial since 2009. In addition to his advisory role, Wansley is also a licensed life insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Peter N

Series 66

Mequon, WI

Raymond James Financial

Peter Nordenberg is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 15 years of industry experience. He is also associated with Gentian Financial, Inc., where he assists in managing daily operations, leads security research, and shares client relationship responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm’s approach involves tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supported by a large network of advisors and specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Ronald M

CFP®, Series 63, Series 65

Sky Valley, GA

Raymond James Financial

Ronald May is a CFP® professional with 48 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021, following a 13-year tenure at Wells Fargo Advisors. He is also a 70% owner of May Wealth Advisors Raymond James, an independent business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work, along with specialized advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Gregory H

Series 66

Saratoga Springs, NY

Raymond James Financial

Gregory Hollander is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James since 2012 and also maintains a concurrent role at High Point Trading since 2014. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Nathan D

CFP®, Series 66

Raleigh, NC

Raymond James Financial

Nathan Davidson is a CFP® with 18 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., having joined in 2023 after eight years at Ameriprise Financial Services, Inc. Davidson is also associated with Davidson & Sons and Davidson & Sons, Inc., where he has worked since 2007, performing client-facing roles and tax consulting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm utilizes risk profiling and analytical tools to deliver tailored, non-discretionary advice and supports municipal and public finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Michael C

Series 63, Series 65

Kirkland, WA

Raymond James Financial

Michael Cooney is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including First Tech Federal Credit Union and CUSO Financial Services. Based in Kirkland, WA, he has been associated with Raymond James and Addison Avenue Investments since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools to align with client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Eric W

Series 63, Series 66

Holladay, UT

Raymond James Financial

Eric Wallace is a financial advisor at Raymond James Financial Services Advisors, Inc. with 25 years of industry experience. He previously worked at First Western Advisors for 18 years before joining Raymond James in 2019. Outside of his advisory role, he owns RED2 LLC, a business involved in selling sports cards and collectibles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals across a large network of advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Nathan P

Series 63, Series 66

Bloomington, IN

Raymond James Financial

Nathan Pendill is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Edward Jones for 22 years. Outside of his advisory role, Pendill owns Pendill Farms LLC, where he manages agricultural operations including cattle and hay farming. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individuals to institutional clients, offering financial planning, investment consulting, and advisory services. The firm emphasizes tailored, non-discretionary planning and advanced analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Christopher C

Series 66

Buffalo, NY

Raymond James Financial

Christopher Campbell is a financial advisor with Raymond James Financial Services Advisors Inc. in Buffalo, NY, holding a Series 66 credential and having 10 years of industry experience. He previously worked at Waddell & Reed Inc. from 2016 to 2017 before joining Raymond James in 2017. Campbell is also involved in small business ownership and insurance brokerage activities outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting, leveraging analytical tools and supporting implementation through various advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Sydney M

Series 63, Series 66

Scottsdale, AZ

Raymond James Financial

Sydney Miller is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at firms including The Vanguard Group and Crux Wealth Advisors. Outside of advising, he serves as an Operations Specialist at Key Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm employs analytical tools such as risk profiling and probability modeling to tailor investment recommendations and supports clients through various advisory programs and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Cade M

Series 66

Columbia, TN

Raymond James Financial

Cade Morgan is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles, including a position at Leisure Time Pool & Spa. Outside of his advisory work, he is involved with Grace Financial Partners, where he conducts client meetings and assists other advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and tailored risk profiling to support client goals and offers specialized programs including municipal advisory and SIMPLE IRA consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Robert S

Series 66

Snohomish, WA

Raymond James Financial

Robert Schultz is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Granite Falls Premier Real Estate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports a wide network of advisors through various investment programs and specialized municipal and retirement plan services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Robert G

Series 66

Henderson, NV

Raymond James Financial

Robert Graham III is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise, Bank of America, and Merrill. Graham operates out of Henderson, NV. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm offers non-discretionary planning tailored to client goals and incorporates technology such as artificial intelligence in its advisory processes.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Raymond S

Series 66

Jackson, NJ

Raymond James Financial

Raymond Sura is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 24 years of industry experience. He has worked extensively with Fulton Financial Advisors and related entities since 2013. In addition to his advisory role, he is an enrolled agent and tax preparer at ASWealth Tax Professionals and has authored a book that he markets independently. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Calvin W

Series 63, Series 66

Durham, NC

Raymond James Financial

Calvin Williamson III is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Edward Jones for 16 years. Outside of his advisory role, he co-owns Four Corners Advisor Group, an LLC focused on recruiting advisors to affiliate with their branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports various advisory programs, distinguishing itself with municipal advisor affiliations and specialized retirement plan consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)