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

George M

ChFC®, Series 63, Series 65

Memphis, TN

Guardian Life

George Moore Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including over 25 years with both Guardian Life and Park Avenue Securities. He also operates Ashford Advisors Mid South, a Guardian General Agency based in Memphis, Tennessee. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers tailored client solutions including financial planning, subscription-based consulting, and access to insurance and alternative investment products.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Graham P

ChFC®, Series 66

Memphis, TN

Guardian Life

Graham Pollan is a financial advisor with Guardian Life holding the ChFC® designation and Series 66 license, with five years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2020. Outside of his advisory role, he serves on the Bellevue Baptist Church Student Education Committee. Park Avenue Securities LLC, where he is affiliated, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services supported by both proprietary and third-party investment platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

John F

Series 63, Series 65

Memphis, TN

Guardian Life

John Fisher is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and 22 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2012. Park Avenue Securities offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

James E

Series 63, Series 65

Memphis, TN

Guardian Life

James Earhart is a financial advisor at Guardian Life with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life since 1988. Outside of his advisory role, he participates in focus group and eye studies. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm combines discretionary management with model-based strategies and provides access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Robert H

Series 63, Series 66

Memphis, TN

Guardian Life

Robert Hicks is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. He has 21 years of industry experience, including 12 years at Eagle Strategies (NY Life) and extensive tenure with New York Life Insurance Company. Hicks serves as president of the local NAIFA Memphis Chapter and volunteers with the Independent Presbyterian Church. His firm, Park Avenue Securities LLC, operates as Park Avenue® Wealth Management, offering brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of planning, consulting, and investment solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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”)