Filters

Direct booking

firm logo

Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

12 advisors near 39819

Out of 400,000+ nationwide

user avatar
firm logo

Tina T

Series 65

Decatur, GA

Chicory Wealth

Tina Tyson is a financial advisor at Chicory Wealth in Decatur, GA, holding a Series 65 designation with two years of industry experience. She has previously worked at Ameriprise Financial Services and Maggie Kulyk and Associates. Outside of advisory work, she operates a bookkeeping business. Chicory Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm combines fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create client-specific asset allocations, offering ongoing financial life planning and discretionary portfolio management.

ESG / Sustainable investing General retirement planning General tax planning
user avatar
firm logo

Rosanna N

CFP®, Series 65

Decatur, GA

Chicory Wealth

Rosanna Neil is a CFP® and Series 65-licensed advisor at Chicory Wealth with four years of industry experience. She has worked at Chicory Wealth since 2021 and previously held roles at North American Marine Alliance, was self-employed, and worked with The Population Institute. Chicory Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, and charitable organizations with financial life planning and discretionary portfolio management. The firm employs a blend of fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create client-specific asset allocations, and it also provides model portfolio services to other RIAs.

ESG / Sustainable investing General retirement planning General tax planning
user avatar
firm logo

Stephen P

Series 63

Bainbridge, GA

Raymond James Financial

Stephen Poitevint is a financial advisor with Raymond James Financial, holding a Series 63 license and bringing 41 years of industry experience. He has worked with Raymond James Financial since 1990 and has operated his own firm, Stephen P. Poitevint Inc., since 1998. He serves as an elder and deacon at First Presbyterian Church in Bainbridge, GA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations through detailed client risk profiling and access to both brokerage and advisory account solutions.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar
firm logo

Timothy T

Series 66

Bainbridge, GA

Edward Jones

Timothy Thompson is a financial advisor with Edward Jones in Bainbridge, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the Bainbridge Decatur County Recreation Authority and the City of Bainbridge. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Clayton W

Series 66

Bainbridge, GA

Edward Jones

Clayton Wells is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Pinnacle Bank, Truist Bank, and the University of Georgia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Paul B

Series 63, Series 65

Bainbridge, GA

Mass Mutual Investors Services

Paul Bridges III is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior roles include positions at LPL Financial and Capital City Bank. Outside of his advisory work, he is involved in managing a cattle and horse farming business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software for goal analysis and offers a range of programs including asset management and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
firm logo

Roland H

Series 66

Bainbridge, GA

Edward Jones

Roland Hancock III is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he held positions at Georgia Southwestern State University and Southland Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
firm logo

Robert M

Series 66

Bainbridge, GA

Edward Jones

Robert Mc Rae is a financial advisor with Edward Jones in Bainbridge, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Mc Rae serves on the Board of Directors and acts as Golf Chair for the Bainbridge Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
user avatar
firm logo

Keith L

Series 66

Bainbridge, GA

Cetera

Keith Lyle Jr. is a financial advisor at Cetera with Series 66 credentials and one year of industry experience. He has worked with Brannen & Lyle Investment Company and Cetera Advisors LLC. Outside of his advisory work, he serves as an elected board member for the Firehouse Arts Center and the University of Georgia's Online Master's of Financial Planning Academic Program Alumni Council, and is a member of the Port City Waterfowlers hunting club. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts, model portfolios, and third-party solutions, with notable retirement and trust capabilities uncommon for a firm of its size.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Rhonda D

Series 66

Bainbridge, GA

Raymond James Financial

Rhonda Downing is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. She has been associated with Raymond James since 2005 and also worked at Stephen P Poitevint Inc. Outside of her advisory role, she is a partner in an auction and estate liquidation business and acts as a personal representative for a family member. Raymond James Financial Services Advisors, Inc. serves a diverse client base, providing financial planning and non-discretionary investment consulting through various programs and institutional solutions, with a strong emphasis on advisory and implementation support.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar
firm logo

Keith L

Series 63, Series 66

Bainbridge, GA

Cetera

Keith Lyle is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and is also a partner and advisory representative at Brannen & Lyle Investment Company, where he manages assets. Outside of his advisory roles, he serves as chairman of the Bainbridge/Decatur County Development Authority and holds board positions with the Decatur County School Foundation, Decatur County Board of Education, and the Bainbridge Decatur County Chamber of Commerce. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts, model portfolios, and third-party managed solutions, with distinctive retirement and fiduciary capabilities integrated into its broader trust and institutional services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Major B

Series 66

Bainbridge, GA

Cetera

Major Brannen Jr. is a financial advisor at Brannen & Lyle Investment Company with 25 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC and First Port City Bank. He serves on the board of Elberta Crate & Box Company, a crate manufacturing business. Brannen & Lyle Investment Company is a small firm with three advisors that provides investment advisory and asset management services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.