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

April H

Series 66

Tullahoma, TN

Raymond James Financial

April Hansert is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and has worked previously with Highland Rim Wealth Management and SmartBank. Outside of her advisory role, she is an independent consultant for Mary Kay, serving a small group of friends and family. 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, and charitable organizations. The firm offers tailored, non-discretionary investment consulting and supports institutional consulting and portfolio management through a large advisor network.

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

Jonathan R

Series 63, Series 65

Lynchburg, TN

Cambridge Investment Research Advisors

Jonathan Robertson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with Cambridge since 2017 and previously with INVEST Financial Corp. from 2010 to 2017. Robertson serves as a volunteer board member for the Metro Moore County Utility Department in Lynchburg, Tennessee. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using various discretionary and non-discretionary strategies and multiple custody platforms.

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

Jennifer F

Series 63, Series 65

Shelbyville, TN

Raymond James Financial

Jennifer Feldhaus is a financial advisor at Raymond James Financial with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of her advisory role, she is the president of Feldhaus Investor Services and maintains an active CPA license through her accounting practice, Jenni Feldhaus CPA. 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, and institutional clients. The firm employs tailored, non-discretionary planning and consulting through analytical tools and supports its clients via a broad advisor network and specialized programs.

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

Joshua W

Series 66

Manchester, TN

LPL Financial

Joshua Wells is a Series 66-registered financial advisor with LPL Financial, based in Manchester, TN. He has 12 years of industry experience and has previously worked with CUNA Brokerage Services and Ascend Federal Credit Union. Wells also holds a role as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to a variety of investment strategies through a large network of advisors.

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

Charles W

Series 66

Shelbyville, TN

Edward Jones

Charles Williams Jr. is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, Williams serves as the location pastor at People's Church of Shelbyville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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

Scott J

Series 66

Tullahoma, TN

LPL Financial

Scott Jones is a financial advisor with LPL Financial in Tullahoma, TN, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2009, following a year at Mutual Service Corporation. Jones also operates a DBA, Scott Jones Investments. 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 financial planning and investment management solutions delivered through a large 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

Wayne C

CFP®, Series 63, Series 66

Shelbyville, TN

Edward Jones

Wayne Cavender Jr. is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. He holds Series 63 and Series 66 licenses. Outside of advising, he owns and manages a commercial rental property in Shelbyville, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

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

Duane C

Series 63, Series 66

Manchester, TN

Edward Jones

Duane Conklin is a financial advisor with Edward Jones in Manchester, TN, holding Series 63 and Series 66 designations and 25 years of industry experience. He worked at Integrity Funds Distributor, Inc. for ten years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
firm logo

Kristin B

Series 66

Tullahoma, TN

Edward Jones

Kristin Breyette is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has previously worked at US Bank, Suntrust Bank, and Huntington National Bank. Breyette has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a network of around 23,701 financial advisors.

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Military & Veterans Airline Pilot Technology Professional
user avatar
firm logo

Tyler L

Series 66

Tullahoma, TN

LPL Financial

Tyler Lewis is a financial advisor with LPL Financial in Tullahoma, TN, holding a Series 66 license and five years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameriprise and First Horizon National Corporation. Outside finance, he operates a boat rental business in Winchester, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, 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

Jeffrey J

CFP®, Series 63

Manchester, TN

LPL Financial

Jeffrey Jackson is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial. He has worked at Heritage Wealth Management since 2019 and Next Financial Group Inc from 2007 to 2025. Outside of advisory work, he is the owner of Hangarcraft LLC, a home-based business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large 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

Rebecca C

Series 66

Shelbyville, TN

Raymond James Financial

Rebecca Carter is a financial advisor at Raymond James Financial with five years of industry experience. She holds a Series 66 designation and has worked exclusively at Raymond James since 2019, following roles in the hospitality sector. Outside of her advisory role, she is also associated with Feldhaus Investor Services as an associate employee. 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 institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through unique affiliations.

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

Randall H

CFP®, ChFC®, Series 63, Series 65

Tullahoma, TN

LPL Financial

Randall Harris is a financial advisor at LPL Financial with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked with Cuna Mutual Group and Cuna Brokerage Services, Inc. in prior roles. He is also a commissioned notary and an agent/broker for Blue Cross Blue Shield. 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 through its extensive network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party subadvisors, 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

Christopher C

Series 63

Manchester, TN

Raymond James Financial

Christopher Cravens is a financial advisor with Raymond James Financial, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2009. Outside of his advisory work, Cravens is the CEO and President of Coffee Financial Inc., a support company based in Manchester, TN. 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 institutional clients. The firm uses a non-discretionary, tailored approach supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Tanna H

CFP®, Series 66

Tullahoma, TN

Edward Jones

Tanna Heathcott is a CFP® and Series 66-licensed financial advisor with nine years of industry experience, currently practicing at Edward Jones since 2017. Prior to joining Edward Jones, Tanna held various roles including positions at Plexus Worldwide and Lowe's Home Improvement. She is based in Tullahoma, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Inheritance planning Military & Veterans
user avatar
firm logo

David H

Series 66

Manchester, TN

Cambridge Investment Research Advisors

David Henley is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and having eight years of industry experience. Prior to joining Cambridge, he worked at Chem-Trend L.P. as a senior technical specialist. He is co-owner of A&O Financial Services, LLC, and owns Henley Sales and Consulting, LLC, a retail sales and distribution business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals. The firm offers multiple portfolio management strategies and platform options, incorporating both proprietary and third-party model solutions.

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

Brady G

Series 66

Manchester, TN

Edward Jones

Brady Goodwin is a financial advisor at Edward Jones based in Manchester, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions with Manchester Parks & Recreation and Murfreesboro Parks & Recreation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. 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 large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
user avatar
firm logo

Daniel W

Series 66

Manchester, TN

UBS Financial Services

Daniel Wunderlich is a Series 66-registered financial advisor with UBS Financial Services in Manchester, TN, bringing 18 years of industry experience. He previously worked at Merrill from 2011 to 2018 before joining UBS in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

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

James J

Series 63, Series 65

Manchester, TN

Raymond James Financial

James Jaggers is a financial advisor with Raymond James Financial in Manchester, TN, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and also spent nine years at Coffee Financial Advisors. Outside of his advisory role, he assists with the tax and business cost management for an online ecommerce shop operated by his wife. 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, and institutional clients. The firm delivers non-discretionary, tailored planning and consulting using analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

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

Melissa B

Series 63, Series 65

Winchester, TN

LPL Financial

Melissa Bass is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having two years of industry experience. She has been associated with LPL Financial since 2023 and has served as a Senior Financial Services Officer at Ascend Federal Credit Union since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired 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”)