Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Faith S
Series 66
Cookeville, TN
Raymond James Financial
Faith Smith is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she gained experience at several small businesses and spent six years associated with Tennessee Technological University. Outside of her advisory work, she has been involved with entrepreneurial activities including operating a pet sitting service and engaging with small food and beverage ventures. 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 uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Billy S
Series 63
Cookeville, TN
Raymond James Financial
Billy Scruggs is a financial advisor with Raymond James Financial in Cookeville, Tennessee, holding a Series 63 designation and 29 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 1997 and currently serves as a Finance and Investment Committee Member for Cookeville First United Methodist Church. Additionally, he is affiliated with 304 Family Wealth as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and consulting, using risk profiling and analytical tools to support client goals, and operates specialized programs in municipal finance and SIMPLE IRA employer advisory services.
Matthew B
Series 66
Cookeville, TN
Raymond James Financial
Matthew Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. He has previously worked at 304 Generational Wealth Management and Union Bank. Outside of his advisory role, Brown owns and operates agricultural businesses, including cattle raising and hay sales, and manages rental real estate properties, including an Airbnb. 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 planning and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA employer consulting.
William W
Series 66
Cookeville, TN
Raymond James Financial
William Wilson is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc. He began his advisory career in 2025 and has prior experience in healthcare roles and at Vanderbilt University. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pensions, corporations, and institutional clients. The firm offers tailored non-discretionary planning and supports various advisory programs, differentiating itself with municipal advisory services and specialized SIMPLE IRA employer consulting.
Katie E
Series 66
Cookeville, TN
Raymond James Financial
Katie Eldridge is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and concurrently works as an associate at 304 Family Wealth, where she supports branch operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using risk profiling and analytical tools to tailor non-discretionary recommendations aligned with client goals.
Adam C
Series 66
Cookeville, TN
Raymond James Financial
Adam Cunningham is a financial advisor with Raymond James Financial Services, Inc., holding a Series 66 designation and seven years of industry experience. He previously worked at 304 Generational Wealth Management and has experience associated with Ironwood Golf Course and Tennessee Tech University. Cunningham is also employed as a financial advisor with 304 Family Wealth in a non-investment support role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its municipal advisor affiliation.
Cassandra B
Series 66
Cookeville, TN
Raymond James Financial
Cassandra Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. Her background includes roles at Raymond James since 2020 and a brief tenure with DelMonaco Winery & Vineyards and Cumberland University. She is also employed as a financial advisor at 304 Family Wealth. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
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.
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")
Finding advisors...
Find a financial advisor
Based on your filters