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

James F

Series 65

Cumming, GA

LPL Financial

James Fiorentino is a financial advisor with LPL Financial, holding a Series 65 designation. He has no prior industry experience and joined LPL Financial in 2026 after working at Comcast. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services delivered through a large network of advisors, utilizing various model portfolios and third-party subadvisors across discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Harrison A

Series 66

Cumming, GA

LPL Financial

Harrison Adams is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab and Professional Benefits Consulting. He also spent four years at Reinhardt University and was involved with B&B Moving and Delivery for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Ethan D

Series 63, Series 65

Cumming, GA

LPL Financial

Ethan Davis is a financial advisor with LPL Financial in Cumming, GA, holding Series 63 and Series 65 credentials and having eight years of industry experience. Prior to his advisory role, he worked for four years at OneLife Fitness. Outside of finance, he is involved in creating children's coloring books through Clarke Creations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology tools for operational and research assistance.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

John C

Series 63, Series 65

Cumming, GA

LPL Financial

John Carter is a financial advisor with LPL Financial in Cumming, GA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Merrill for seven years and Morgan Stanley & Co. LLC for one year. He is associated with Prudent Wealth Advisors, LLC, an entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting both discretionary and non-discretionary account management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Larry A

Series 63

Cumming, GA

LPL Financial

Larry Adams is a financial advisor with LPL Financial in Cumming, Georgia, holding a Series 63 designation and 27 years of industry experience. He has worked at LPL Financial since 2014 and previously held positions at Raymond James Financial and A. G. Edwards & Sons. Adams serves as a board member and owner of Dawson County Wrestling Inc., a nonprofit organization that provides athletic equipment and hosts an annual wrestling tournament for children in North Georgia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with various investment platforms, including model portfolios and third-party management, and combines advisory services with non-advisory financial products across a large network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired 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”)