Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Peyton S
Series 66
Macon, GA
Valic Financial Advisors
Peyton Smith is a financial advisor at Valic Financial Advisors with two years of industry experience and holds a Series 66 designation. Prior to joining Valic, he worked at Principal Securities Inc and Principal Life Insurance Company. Outside of his advisory role, Smith plays guitar professionally in the Mike Kinnebrew Band and performs at Vineville Methodist Church. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts supported by a large network of advisors and technology-driven model solutions.
Jason S
Series 63, Series 66
Macon, GA
Valic Financial Advisors
Jason Shearer is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His career includes roles at Agia, Primerica Advisors, and Guardian Life Insurance Co. Outside of his advisory work, he is a partner in an aquaponics farm that sells produce primarily to local restaurants and serves as a board member for a nonprofit foundation. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.
Richard P
Series 63, Series 65, Series 66
Macon, GA
Valic Financial Advisors
Richard Pearson is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Agia. He serves as a deacon and treasurer at First Presbyterian Church and is also commissioned as a notary. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.
Ben M
Series 63, Series 65
Macon, GA
Valic Financial Advisors
Ben Merchant is a financial advisor at Valic Financial Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Valic Financial Advisors since 2012. Additionally, he is an insurance agent with Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs through a large network of advisors, utilizing Envestnet’s platform and third-party model managers to deliver discretionary unified managed accounts.
Thomas S
Series 63, Series 66
Macon, GA
Valic Financial Advisors
Thomas Smith IV is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. His prior work includes roles at Ameriprise and Agia. Outside of his advisory role, he serves on committees related to audio and visual ministry and church governance and directs wedding events. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large advisor network, leveraging centralized technology and model solutions.
Cecil S
Series 63, Series 66
Macon, GA
Valic Financial Advisors
Cecil Skinner Jr. is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Valic Financial Advisors since 2008 and is also affiliated with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.
Clifford S
Series 63, Series 65
Macon, GA
Valic Financial Advisors
Clifford Stewart is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an agent for Agia. Outside of his advisory work, he manages timber tree farms, including sole ownership of a pine tree farm and co-ownership of a 350-acre managed timber tract. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and maintaining a large client base through its extensive advisor network.
Walker Y
Series 66
Macon, GA
Valic Financial Advisors
Walker Young is a financial advisor at Valic Financial Advisors in Macon, GA, holding a Series 66 designation. He has been with Valic Financial Advisors since 2025 and has prior experience working at Athens Country Club and at two universities. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.
Robert D
Series 63, Series 65
Macon, GA
Valic Financial Advisors
Robert Daughtry is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to his advisory role, he spent 29 years with the Houston County Board of Education. He also serves as an adjunct online instructor for lower-level college mathematics courses and is a member of the finance committee at First Baptist Church Centerville. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and oversight.
Gentry A
Series 66, Series 63
Macon, GA
Valic Financial Advisors
Gentry Arnette III is a financial advisor at Valic Financial Advisors based in Macon, GA, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Skypoint Capital Partners and Edward Waites Insurance. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and provides tax-aware and ESG overlay options.
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