Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Cynthia W
Series 63, Series 65
Columbus, GA
Truist Advisory Services
Cynthia Woods is a financial advisor at Truist Advisory Services with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Truist and its predecessor firms since 2006. Outside of her advisory role, she is a Mary Kay makeup consultant. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.
Mark H
CFP®, Series 66
Columbus, GA
Truist Advisory Services
Mark Hudson is a CFP® and holds a Series 66 license, with 25 years of experience in the financial services industry. He has been affiliated with SunTrust Bank and its related entities since 2000, including roles at SunTrust Investment Services and SunTrust Advisory Services. He currently serves as a financial advisor at Truist Advisory Services in Columbus, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.
Timothy K
Series 66
Columbus, GA
Truist Advisory Services
Timothy Karr is a financial advisor with Truist Advisory Services in Columbus, GA, holding a Series 66 designation and having 10 years of industry experience. He has been with Truist and its predecessor entities since 2016, including roles at SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.
Antonio F
Series 63, Series 66
Columbus, GA
Truist Advisory Services
Antonio Fortson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 certifications and 14 years of industry experience. His work history includes roles at Truist Investment Services, BB&T, and Wells Fargo Advisors. He serves on the boards of the Alpha Upsilon Lambda Educational Foundation and Feeding the Valley Food Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting alongside third-party platform arrangements.
John M
Series 63, Series 65
Columbus, GA
Truist Advisory Services
John Mize is a financial advisor with Truist Advisory Services in Columbus, GA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2000. Outside of his advisory role, he co-owns a condominium in Panama City Beach primarily for family use. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, leveraging third-party platforms and manager relationships to deliver tailored investment solutions.
Zachary A
Series 63, Series 65
Columbus, GA
Truist Advisory Services
Zachary Avery is a financial advisor with Truist Advisory Services in Columbus, GA, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining SunTrust Advisory Services, now part of Truist, where he has been since 2016. Outside of his advisory role, he is the managing member of Running A Holdings LLC, a company focused on wildlife habitat preservation, recreational use, and long-term timber management in Pine Mountain, Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research tools.
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