Overwhelmed by options?
Answer a few questions to see advisors matched to you.
220 advisors near
30507
within the area shown on the map
Out of 400,000+ nationwide
John B
Series 65
Dawsonville, GA
ReliaStar Capital Management, Inc.
John Bennett is a financial advisor with ReliaStar Capital Management, Inc. and holds a Series 65 designation. He has 14 years of industry experience and has been with ReliaStar since 2012. He is also president of Bennett Financial Group and part owner of Dawson CrossFit. ReliaStar Capital Management provides financial planning and portfolio management for individual clients, high-net-worth individuals, and trusts, utilizing third-party model managers through AEWealthManagement’s managed-account program with a focus on due diligence and long-term investment strategies.
Rhonda G
CFP®
Buford, GA
Wealth 360, LLC
Rhonda Grover is a CFP® professional with nine years of experience at Wealth 360, LLC and six years of self-employment prior to that. She is based in Buford, GA. Wealth 360, LLC serves individual investors, pension and profit-sharing plans, and corporations by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm is notable for its sub-advisory business, managing assets on behalf of other advisers, and offers a range of ERISA services alongside its long-term investment approach.
John A
Series 65
Gainesville, GA
Anderson Advisors, Inc.
John Anderson is the sole advisor at Anderson Advisors, Inc. in Gainesville, GA, holding a Series 65 designation with 15 years in the industry. His prior experience includes roles at AE Wealth Management, LLC and Global Financial Private Capital, LLC. Anderson is also a licensed insurance agent involved in sales of fixed insurance products. Anderson Advisors provides asset management and planning services to individual and small-business clients using model portfolios and third-party money managers. The firm serves approximately 306 households and manages about $61 million, focusing on targeted asset allocation and fundamental analysis across a range of risk profiles.
Brian W
CFP®, Series 63, Series 66
Gainesville, GA
Stribling-Whalen Financial Group
Brian Whalen is a CFP® professional with 31 years of experience in the financial services industry. He has worked at Raymond James Financial Services and Wells Fargo Clearing before founding Stribling-Whalen Financial Group, where he currently serves as principal. Whalen is also a board member of the North Georgia Community Foundation, where he participates on the investment committee. Stribling-Whalen Financial Group is an SEC-registered investment adviser that serves individuals, business owners, trusts, foundations, and qualified retirement plans with personalized financial planning, portfolio management, and business consulting. The firm emphasizes customized portfolios using ETFs and mutual funds, and it can also recommend and monitor external managers while providing services to both individual and institutional clients.
James H
Series 63, Series 65
Gainesville, GA
Fiduciary Capital, Inc.
James Henderson Jr. is a financial advisor with Fiduciary Capital, Inc. in Gainesville, GA, holding Series 63 and Series 65 licenses and four years of industry experience. He has been associated with Fiduciary Capital, Inc. since 2016 and also has experience with Richlife Advisors, LLC dating back to 2006. Fiduciary Capital, Inc. provides investment advisory services to individuals, including high-net-worth clients, through discretionary portfolio management, financial planning, and consulting. The firm employs fundamental analysis with an actively managed, long-term investment approach and customizes strategies through client interviews and questionnaires.
William S
Series 65
Gainesville, GA
Fiduciary Capital, Inc.
William South is a Series 65 licensed financial advisor with Fiduciary Capital, Inc. in Gainesville, GA, where he has worked since 2023. He has two years of industry experience and previously worked at Richlife Advisors, LLC, as well as in roles outside finance including Screaming Eagle Aerial Adventures and university positions. Fiduciary Capital, Inc. provides investment advisory services to individuals, including high-net-worth clients, through discretionary portfolio management, financial planning, and consulting. The firm employs an actively managed, long-term investment approach based on fundamental analysis and tailors strategies through one-on-one interviews.
Clinton G
Series 63, Series 66
Gainesville, GA
Capital Investment Partners LLC
Clinton Galyean is a financial advisor with Capital Investment Partners LLC in Gainesville, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at International Assets Advisory, LLC and ProEquities, Inc. Outside of advisory services, he owns Galyean Investment Properties, LLC. Capital Investment Partners LLC provides investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses, managing approximately $49 million on a discretionary basis. The firm emphasizes long-term, buy-and-hold asset-class diversification primarily through passively managed mutual funds and model portfolios, incorporating tax, estate, and retirement planning consultations as part of its services.
Colby J
Series 65, Series 63
Gainesville, GA
JT Stratford, LLC
Colby James is a financial advisor with JT Stratford, LLC in Gainesville, GA, holding Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and incorporates third-party models and emerging technology to support client portfolios.
Bryan H
Series 63, Series 65
Gainesville, GA
JT Stratford, LLC
Bryan Hogan is a financial advisor with JT Stratford, LLC in Gainesville, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with JT Stratford since 2010 and has prior experience at J.T. Stratford Advisors, Triad Advisors, and Stratford Consumer Services, where he also serves as Assistant Vice President in insurance sales. JT Stratford provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm employs a diverse investment approach, including both discretionary and non-discretionary management, and integrates fundamental, technical, and charting analysis with access to alternative investments and emerging technologies.
Travis E
Series 66
Gainesville, GA
JT Stratford, LLC
Travis Echols is a financial advisor at JT Stratford, LLC with 22 years of industry experience. He holds the Series 66 designation and previously operated Echols Financial Services for 18 years before joining JT Stratford in 2022. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,150 clients through a 14-person team, offering portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.
Amanda B
Series 65
Gainesville, GA
JT Stratford, LLC
Amanda Bruner is a financial advisor at JT Stratford, LLC in Gainesville, GA, holding a Series 65 designation with 12 years of industry experience. She has been with Fiduciary Capital Stratford, LLC since 2014. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies from long-term buy-and-hold to active trading, incorporating fundamental, technical, and charting analysis, and also offers access to alternative and private investment vehicles.
Palmer F
Series 65
Gainesville, GA
JT Stratford, LLC
Palmer Ferguson is a financial advisor at JT Stratford, LLC with a Series 65 designation and one year of industry experience. Prior to joining JT Stratford, he held positions at Lincare, Vector Marketing, United Parcel Service, and served in the Northeastern Judicial Circuit of Georgia. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies from long-term buy-and-hold to active trading and incorporates technology such as AI tools to support research and operations.
Augustus H
Series 63, Series 66
Gainesville, GA
JT Stratford, LLC
Augustus Hames is a financial advisor at JT Stratford, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BFC Planning, Inc. and Securities Management & Research. Outside of advisory work, he serves as a deacon at Christ Presbyterian Church. JT Stratford provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, model-portfolio solutions, and sub-advisory arrangements, utilizing a variety of investment strategies and emerging technology to support research and operations.
Stacy E
CFP®, Series 63
Gainesville, GA
Capital Square, LLC
Stacy Eaton is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Capital Square, LLC since 2017. Prior to this, Eaton worked for six years at Bellwether Investment Group, LLC. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and both discretionary and non-discretionary portfolio management, tailoring portfolios through diversified asset allocation and utilizing strategies such as margin, options, and third-party managers when appropriate.
Mark G
CFP®, Series 65
Gainesville, GA
JT Stratford, LLC
Mark Gibbs is a CFP® with 21 years of industry experience, currently serving as an advisor at JT Stratford, LLC. He previously operated Gibbs Financial Services, PC for 11 years and has been with Fiduciary Capital Stratford, LLC since 2015. In addition to his advisory role, he is a licensed CPA in Georgia and provides tax preparation and accounting services to a client base of approximately 50 individuals. JT Stratford, LLC offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and incorporates both fundamental and technical analysis, providing clients access to traditional and alternative investment vehicles, with a focus on ongoing account monitoring and the use of emerging technologies.
Jason B
Series 66
Gainsville, GA
Capital Markets IQ, LLC
Jason Bright is a Series 66-licensed advisor with eight years of industry experience, currently with Capital Markets IQ, LLC since 2022. He previously worked at Thrivent Financial and Control Southern. Outside of advisory work, he serves on the board of the nonprofit Family Promise of Gwinnett and is a managing partner at Brightsmith Advisors LLC, providing insurance sales, business consulting, and CPA team-based services. Capital Markets IQ offers investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and businesses. The firm employs a multi-branch model with centralized supervision and a comprehensive planning framework, managing a broad range of investment instruments and coordinating with external professionals.
Gregory W
Series 63
Braselton, GA
Investors Asset Management of Georgia Inc
Gregory Waters is a financial advisor at Investors Asset Management of Georgia Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and retirement plans. The firm offers customized portfolios typically diversified among stocks, bonds, and mutual funds, using a buy-and-hold strategy with tactical adjustments based on economic cycles.
Edwin R
ChFC®, Series 63, Series 65
Gainesville, GA
JT Stratford, LLC
Edwin Robins is a ChFC® credentialed financial advisor with 40 years of industry experience. He is a partner at JT Stratford, LLC and has held roles at several firms, including Colhoun, Robins, Davenport & Company and Triad Advisors, Inc. Outside of financial advising, Robins serves on the board of Durham Coca-Cola Bottling Company and is involved in committee work at St. Paul's Episcopal Church. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment strategies and offers access to alternative and private investments, while integrating emerging technology to support research and operations.
Dwayne F
Series 63, Series 65
Gainesville, GA
JT Stratford, LLC
Dwayne Ferguson is a financial advisor with JT Stratford, LLC in Gainesville, GA, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with JT Stratford since 2010, previously working at Silver Oak Securities and Triad Advisors. Ferguson is also president and agent of an insurance agency and serves as a member of a management consulting firm. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies from long-term buy-and-hold to active trading, offers access to alternative investments, and integrates emerging technology and third-party resources to support client portfolios.
James D
Series 63, Series 65
Gainesville, GA
JT Stratford, LLC
James Davenport is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Triad Advisors, Inc. for 23 years and briefly at Silver Oak Securities, Inc. Davenport is also a partner in Colhoun Robins Davenport & Co, LLC, where he is involved in insurance and employee benefits. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, providing portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.
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 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”)
Finding advisors...
220 advisors near
30507
within the area shown on the map
Out of 400,000+ nationwide