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

Joshua L

Series 66

Columbus, GA

Raymond James Financial

Joshua Love is a financial advisor with Raymond James Financial based in Columbus, GA, holding a Series 66 designation and six years of industry experience. He previously worked at Publix before joining Raymond James, where he has been employed since 2017 in various roles. Outside of his advisory duties, he serves as registered support staff for Southeast Private Wealth, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making while providing access to advisory programs and specialized municipal and SIMPLE IRA Employer Advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Richard T

CFP®, Series 66

Columbus, GA

Raymond James Financial

Richard Toelle Jr. is a CFP®-designated financial advisor with 27 years of experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Wells Fargo Financial Network for nine years. He is president of Comprehensive Wealth Management, LLC, a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary investment consulting and supports a wide advisor network, including specialized municipal and SIMPLE IRA advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Charles C

Series 63, Series 65

Columbus, GA

Raymond James Financial

Charles Collins Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He serves as President of Buttonwood Wealth Management, LLC, and Managing Partner of Southeast Private Wealth, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to illustrate potential outcomes and supports a broad network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Benjamin T

Series 66

Columbus, GA

Raymond James Financial

Benjamin Toelle is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Total System Services and Aflac. Outside of his advisory role, he is a co-owner of several rental properties in Columbus, GA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services including municipal and public-finance advisory and employer SIMPLE IRA consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Lindsay M

Series 66

Columbus, GA

Raymond James Financial

Lindsay Mc Laurin is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Lindsay held positions at LPL Enterprise and worked in various roles including at St. Francis Hospital and Columbus State University. Outside of her financial advising career, she is involved with R & K Development. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance 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 Terms of Service and 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")