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

Karla P

ChFC®, Series 63, Series 66

Florence, AL

OSAIC

Karla Parker is a financial advisor at OSAIC with 30 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Her prior experience includes roles at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and SagePoint Financial. Parker is also a senior partner at Legacy Capital Advisors, LLC, and serves as an agent for AmeriLife and Crump Brokerage. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and managed account solutions. The firm employs asset-allocation tools and third-party platforms to construct diversified portfolios catering to various client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Linda S

Series 63, Series 66

Florence, AL

OSAIC

Linda Spry is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at firms including Sagepoint Financial, Securian Financial Services, Minnesota Life Insurance, and Metropolitan Life Insurance Company. She is a senior partner of Legacy Capital Advisors LLC in Florence, Alabama. OSAIC serves a diverse range of retail and institutional clients with integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm uses asset-allocation tools and automated rebalancing to construct portfolios that include a wide variety of asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Shannon S

Series 63, Series 66

Florence, AL

OSAIC

Shannon Smith is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including MetLife Securities, Massachusetts Mutual Life Insurance Company, and SagePoint Financial. Smith also serves as an independent contractor for Legacy Capital Advisors, a registered investment advisor. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) 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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")