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

John F

Series 66

Atlanta, GA

Raymond James & Associates

John Fisher is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Raymond James & Associates and previously worked at Morgan Stanley Private Bank and UBS Financial Services. He serves on the board and finance committee of The Schenck School, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Christopher S

CFA®, Series 65, Series 66

Atlanta, GA

Raymond James & Associates

Christopher Shoukry is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He holds Series 65 and Series 66 licenses and is based in Atlanta, GA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Sebastian R

Series 66

Atlanta, GA

Raymond James & Associates

Sebastian Russell is a financial advisor at Raymond James & Associates with three years of industry experience. He previously worked at Morgan Stanley and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he spends some time managing a cryptocurrency account and doing food delivery. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles along with firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Mackenzie G

Series 66

Atlanta, GA

Raymond James & Associates

Mackenzie Gassie is a financial advisor at Raymond James & Associates with two years of industry experience. Mackenzie holds the Series 66 designation and has worked at Raymond James & Associates intermittently since 2021. Prior to this, Mackenzie has experience with Massey Services and various roles spanning education and consulting. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Martha S

Series 63, Series 66

Atlanta, GA

Raymond James & Associates

Martha Stevens is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James for 10 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

William L

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

William Lellyett Jr. is a financial advisor at Raymond James & Associates with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, he serves as Chair of the Board for The 300 Club of Atlanta, a nonprofit supporting law enforcement officers and firefighters. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
firm logo

Christopher G

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Christopher Gabriel is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. With over 30 years of experience, he specializes in family wealth management strategies, services for endowments, foundations, and nonprofits, as well as philanthropic planning. Christopher joined Merrill in 2009 after serving as a financial advisor since 1999, assisting current and former business owners, individuals, and families in pursuing their financial goals. Christopher holds a bachelor's degree with honors from Yale University and a master's degree from Oxford University. He is certified as a Certified Investment Management Analyst (CIMA®) and holds the Merrill Institutional Consultant (MIC) designation among other professional credentials. His career began in nonprofit development, where he gained extensive experience as a development director, finance and fundraising consultant, and financial advisor focused on charitable giving. This background provides Christopher with a comprehensive perspective on philanthropy, having participated as a donor, staffer, board member, and advisor. In addition to his professional role, Christopher is actively involved in community and volunteer work. He has held leadership positions with organizations such as the Georgia Planned Giving Council, Trinity School in Atlanta, Boys & Girls Clubs of America, and City of Refuge. He also serves as a teacher and lay leader at Peachtree Road United Methodist Church. Outside of work and community service, Christopher enjoys biking, boating, cooking, golfing, music, reading, traveling, writing, and spending time with his family.

Wealth management Charitable giving & philanthropy Founder/Business Owner Executive
user avatar
firm logo

Ricky W

Series 63

Atlanta, GA

Raymond James & Associates

Ricky Winn is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory career, he is involved with Ricky's Uptown Band, an activity dating back to 1967. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

John F

Series 63, Series 66

Atlanta, GA

Raymond James & Associates

John Fisher is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for UBS Financial Services and Morgan Stanley Private Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Janet S

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Janet Sanders is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Charles M

Series 63

Atlanta, GA

Raymond James & Associates

Charles Mutz is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James & Associates since 2016 and has been involved with Turo since 2023. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Jeffries C

Series 66, Series 63

Atlanta, GA

Raymond James & Associates

Jeffries Clottey is a financial advisor with Raymond James & Associates, holding Series 66 and Series 63 designations and bringing nine years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities with a range of financial planning and advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Kristen K

Series 66

Atlanta, GA

Raymond James & Associates

Kristen Kosola Govantes is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and three years of industry experience. She previously worked at Benjamin F. Edwards for five years and has experience as a real estate referral agent with Coldwell Banker Realty. Outside of financial advising, she operates a real estate referral network as an independent contractor. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, supported by a broad range of portfolio management styles and research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Susan T

Series 63

Atlanta, GA

Raymond James & Associates

Susan Thornton is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 63 designation and bringing 34 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Timothy D

Series 66

Atlanta, GA

Raymond James & Associates

Timothy Dorothy Jr. is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, and charitable and municipal entities, offering financial planning and advisory services supported by extensive research and a variety of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Jo P

Series 63

Atlanta, GA

Raymond James & Associates

Jo Pontius is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 63 designation and bringing 38 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting through various programs, with an emphasis on non-discretionary advice supported by extensive research and multiple portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

William L

Series 66

Atlanta, GA

Raymond James & Associates

William Lellyett is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2020, he worked for Internal Data Resources from 2016 to 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, and offers financial planning, investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Raymond S

Series 63, Series 65

Atlanta, GA

Raymond James & Associates

Raymond Suplee is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with the firm since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Mitchell N

Series 66

Atlanta, GA

Raymond James & Associates

Mitchell Nordstrom is a financial advisor with Raymond James & Associates holding a Series 66 designation and two years of industry experience. He has been with Raymond James since 2023 and is also involved with MJBC LLC. Prior to his advisory roles, he was engaged with McLean Presbyterian Church from 2019 to 2023. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Harrison F

Series 63, Series 66

Atlanta, GA

Raymond James & Associates

Harrison Fisher is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank, Deutsche Bank, and Lord Abbett & Co. Outside of his advisory role, he serves on the Country Club House Committee at Cherokee Town & Country Club in Atlanta and is a general board member of the Auburn SAE House Corporation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by in-house research and diverse portfolio management options.

General retirement planning Retirement income strategy Business succession planning 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")