Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

358 advisors near
30517

Out of 400,000+ nationwide

user avatar
firm logo

Cindy C

Series 66

Gainesville, GA

Raymond James Financial

Cindy Casey is a Series 66-credentialed financial advisor at Raymond James Financial with six years of industry experience. She has been with Raymond James since 2016 and also works as a Client Service Associate at Stribling~Whalen Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations, utilizing tailored non-discretionary planning and analytical tools.

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

Bryan P

Series 66

Gainesville, GA

Cetera

Bryan Polanski is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has held roles at Cetera Wealth Services, Cetera, and Prosperity Wealth Advisors. Outside of advisory work, he is the director of sales at American Health Imaging, a medical equipment company. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services, including access to third-party managers and multiple program structures.

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

Heather B

Series 66

Flowery Branch, GA

J.P. Morgan Securities

Heather Blount is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and seven years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, following prior roles at Edward Jones and South State Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions as both a broker-dealer and investment adviser.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Branden C

Series 63, Series 66

Suwanee, GA

LPL Financial

Branden Collins is a financial advisor at LPL Financial with Series 63 and Series 66 credentials and two years of industry experience. He has previously worked at Morgan Stanley, Mass Mutual Investors Services, and MassMutual Life Insurance Co. Outside of financial advising, Collins works as a Physical Therapy Assistant at CenterWell Home Health. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory and brokerage services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Andrew T

Series 63, Series 65

Gainesville, GA

Raymond James & Associates

Andrew Tymchuk is a financial advisor with Raymond James & Associates in Gainesville, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Raymond James in 2023, he spent 13 years at Wells Fargo Advisors LLC. Outside of his advisory role, Tymchuk assists with budget organization at Corinth Baptist Church and owns a business dealing in sports cards, comics, and memorabilia. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting, utilizing a range of portfolio management styles supported by firm research and model managers.

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

John B

Series 63, Series 65

Suwanee, GA

Cambridge Investment Research Advisors

John Bolen is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge since 2017, following previous roles at SunTrust Advisory Services and SunTrust Investment Services. Outside of his advisory work, he is an independent insurance agent with The Stebbins Bolen Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals employing a range of portfolio management strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Libardo L

Series 66

Lawrenceville, GA

Primerica Advisors

Libardo Lopez is a financial advisor with Primerica Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 2017 and previously worked at Anthem Securities, Inc. from 2014 to 2017. Lopez has also been involved in the management and operations of investment-related products. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively available discretionary separately managed accounts. The firm employs third-party asset managers and emphasizes a tiered wrap-fee structure.

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

Johnny J

Series 63, Series 65

Gainesville, GA

Raymond James Financial

Johnny Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at Cantella and Co., Inc. for 12 years before joining Raymond James in 2022. Outside of his advisory role, he serves as an independent contractor for Turner Johnson Group in Gainesville, GA, a non-investment-related position he has held since 2007. 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, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting clients through various advisory programs and institutional consulting services.

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

Robin S

Series 65, Series 63

Lawrenceville, GA

Primerica Advisors

Robin Slaton is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and possessing eight years of industry experience. In addition to advisory work, Slaton is involved in sales of investment-related products and also participates in sales and referrals related to loan products, home security, and automation services through Primerica-affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients, offering a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers.

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

James J

Series 66

Suwanee, GA

Ameriprise

James Jackson is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise, he worked at Equitable Advisors, LLC and operated Jackson Auto Sales for five years. He has also been involved with the Boys and Girls Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

David V

CFP®, Series 63, Series 66

Jefferson, GA

Edward Jones

David Varnedoe Jr. is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of advisory work, he is the owner of a real estate business, Half Moon Properties LLC, based in Jefferson, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Early retirement planning Planning for children with special needs Retired Founder/Business Owner Executive
user avatar
firm logo

Carole M

Series 63, Series 65

Suwanee, GA

OSAIC

Carole McNichol is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Voya Financial Advisors, and her own McNichol Financial Group, LLC. In addition to her advisory role, she is also licensed as an insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using multiple platforms and tools to construct portfolios that may include a range of asset classes managed either discretionarily or non-discretionarily.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Walter A

Series 63, Series 65

Jefferson, GA

Primerica Advisors

Walter Avrett is a financial advisor with Primerica Advisors in Hoschton, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2008. Outside of his financial advisory roles, Avrett co-owns Brick & Beam Events, LLC, an event planning business in Gainesville, GA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

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

Xavier R

Series 66

Winder, GA

Raymond James Financial

Xavier Railey is a financial advisor at Raymond James Financial with four years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Advisors and has a background that includes disability adjudication and fitness training. Outside of advising, he is involved in strength, speed, and agility training at a sports facility. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal advising and SIMPLE IRA employer consulting.

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

Charles A

Series 65

Jefferson, GA

Cambridge Investment Research Advisors

Charles Alligood is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation. He has one year of industry experience, previously working at DoorDash and Wayne Sanderson Farms. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies across various platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Wesley M

Series 66

Lawrenceville, GA

Edward Jones

Wesley Mc Michael is a Series 66-registered financial advisor with Edward Jones, based in Lawrenceville, GA. He joined Edward Jones in 2025 after a 26-year career at Pepsico. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a fiduciary standard in its advisory services. The firm’s extensive network includes approximately 23,701 financial advisors and 15,121 branch offices, supporting approximately $1.01 trillion in assets under management.

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

Deric G

Series 63, Series 66

Suwanee, GA

Cetera

Deric Governale is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at LPL Financial, Infinity Wealth Management, and DBG Wealth Management, where he serves as president. Governale is a partner at Uptick Green Real Estate, LLC and serves on the tournament committee of the Hamilton Mill Mens Golf Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors and serves a diverse client base including individuals, retirement plans, and institutions. The firm offers a multi-manager investment platform with a range of portfolio management and financial planning services.

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

Christopher D

Series 63, Series 65

Sugar Hill, GA

Sacred Heart Investments

Christopher Drozjock is a financial advisor at Sacred Heart Investments with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has a longstanding career at the United States Postal Service since 1984. Sacred Heart Investments primarily manages pooled investment vehicles and institutional mandates, offering investment management and consulting services including pension consulting and distribution of periodic newsletters. The firm selects and oversees other advisers to implement strategies and combines asset-based management fees with hourly consulting options.

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 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")