Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Arthur A

CFP®, Series 63

Athens, GA

Cetera

Arthur Aube is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Cetera. He has been with Cetera Advisors LLC since 2013 and maintains ownership of A & M Tax & Accounting Service, Inc., where he provides accounting, bookkeeping, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures and accounts.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
firm logo

Stephanie K

Series 66

Winder, GA

Merrill

Stephanie King is a Financial Advisor at Merrill Lynch Wealth Management, focusing on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. Since joining Merrill in 2014, she offers a comprehensive approach to managing wealth that begins with understanding clients' families, financial situations, and priorities. She then collaborates with clients to create customized wealth management strategies that adapt to their evolving needs and market conditions. Stephanie provides access to the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients' financial lives. Her areas of expertise include college and education planning, legacy planning, liquidity management, retirement planning and income, philanthropic planning, portfolio management, women and wealth, and tax minimization. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Stephanie earned a Bachelor's Degree from Liberty University and a Master of Science in Financial Planning from The University of Georgia. She currently resides in St. Johns, Florida, and serves on the board of the Merrill Lynch Employee Philanthropic Fund. Outside of work, Stephanie enjoys cooking, reading, and spending time with her family.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Women Professionals
user avatar
firm logo

Robert C

Series 66

Hoschton, GA

LPL Financial

Robert Camp Jr. is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. from 2017 to 2022. He is also involved with Dave Camp & Associates, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

John H

Series 63, Series 65

Athens, GA

Wells Fargo Clearing

John Halper is a financial advisor with Wells Fargo Clearing in Athens, GA, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets, where he worked for six years each. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
user avatar
firm logo

Tom E

Series 63, Series 65

Athens, GA

LPL Financial

Tom Elliot is a financial advisor with LPL Financial in Athens, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Citigroup Global Markets from 2003 to 2005. Outside of his advisory role, he has been involved in mortgage and real estate services as a licensed real estate sales agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning and a range of advisory services, including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Johnathan S

Series 63, Series 66

Watkinsville, GA

Edward Jones

Johnathan Scott is a financial advisor with Edward Jones in Watkinsville, GA, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining affiliated capabilities such as a trust company and proprietary mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Milton B

Series 65, Series 63

Watkinsville, GA

LPL Financial

Milton Beavers III is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and nine years of industry experience. He previously worked for Northwestern Mutual and its affiliates for nine years and spent seven years in a management role at Chick-fil-A. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Ashley C

Series 66

Athens, GA

UBS Financial Services

Ashley Carney is a financial advisor at UBS Financial Services with seven years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A., and spent ten years at Turner and Patat PC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Joshua L

Series 66

Monroe, GA

Edward Jones

Joshua Little is a financial advisor at Edward Jones in Monroe, GA, holding a Series 66 designation with eight years of industry experience. He previously worked at Little Family Farms for one year before returning to Edward Jones, where he has been since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and retains a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Ann A

Series 66

Winder, GA

Raymond James Financial

Ann Austin is a Series 66-licensed financial advisor with 27 years of industry experience, currently serving with Raymond James Financial. She also works as an associate and branch manager at Beckett & Associates Investment Services, Inc. Outside of her advisory roles, she has been involved with Center Grove Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients as well as institutional and charitable organizations. The firm uses a fact-finding and analytical approach to tailor recommendations aligned with client goals and supports its services through a large network of advisors and affiliated firms.

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

Brendon P

Series 63, Series 66

Winder, GA

Edward Jones

Brendon Planz is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2023, he worked at Merrill Lynch, Pierce, Fenner & Smith/BOA for one year and owned a distribution business, RXD, from 2013 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, investment solutions, and affiliated capabilities with a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Tony S

Series 66

Braselton, GA

Edward Jones

Tony Shewbert is a financial advisor with Edward Jones in Braselton, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

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

James B

Series 63, Series 66

Monroe, GA

Edward Jones

James Brown Jr. is a financial advisor at Edward Jones with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1984. Outside of his advisory work, he is the owner of a family farm in Monroe, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Thomas F

Series 63, Series 65

Athens, GA

Wells Fargo Clearing

Thomas Foster is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Foster also serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
user avatar
firm logo

Bryan H

Series 63, Series 65

Athens, GA

LPL Financial

Bryan Hutto is a financial advisor with LPL Financial in Athens, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Raymond James Financial, and A. G. Edwards & Sons. Outside of his advisory work, he is involved in a property management business unrelated to his investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Stefanie A

Series 63, Series 65

Watkinsville, GA

Primerica Advisors

Stefanie Adams is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2016. In addition to her advisory role, she engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Matthew W

Series 63, Series 65

Athens, GA

Raymond James & Associates

Matthew Wilbur is a financial advisor with Raymond James & Associates in Athens, GA, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He previously worked for Valic Financial Advisors for nine years before joining Raymond James in 2021. Outside of his advisory role, Wilbur is a partner in Hope Anthem LLC, where he writes, records, and performs music for religious gatherings and ceremonies. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and consulting with a range of portfolio management styles and notable municipal advisory services.

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

Stephanie C

Series 63

Athens, GA

Wells Fargo Clearing

Stephanie Cronic is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar
firm logo

Natalie K

Series 66

Athens, GA

LPL Financial

Natalie King is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked with firms including ALN Wealth Management, Consolidated Planning Corp, and Raymond James Financial Services. Outside of financial advising, she has been employed as a draw inspector since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party asset managers, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

John S

Series 63, Series 65

Athens, GA

Raymond James & Associates

John Sligh is a financial advisor with Raymond James & Associates in Athens, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2013. Sligh serves as Treasurer and a board member of the Stuart F. Sligh Jr. Athletic Scholarship Fund, a family foundation supporting scholarships in memory of his nephew. 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 customized financial planning and consulting services with a range of portfolio management strategies.

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)