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Nena H

Series 63, Series 66

Goodlettsville, TN

Raymond James & Associates

Nena Howden is a financial advisor with Raymond James & Associates in Goodlettsville, TN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Damon B

Series 63, Series 65, Series 66

Hermitage, TN

Raymond James Financial

Damon Bates is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has worked at Raymond James and affiliated firms since 2015 and serves as Vice President at WBT Wealth Management, where he manages a group of advisors and maintains a client book offering comprehensive financial planning and investment services. 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, using risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

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

Series 63, Series 66

Hermitage, TN

Cambridge Investment Research Advisors

Christopher Schletzer is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has six years of industry experience with prior roles at Mass Mutual Investors Services and Modern Woodmen of America. Outside of advisory activities, he is involved as a music teacher and serves on the board of Waves Inc. 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 advisory services delivered through independent Financial Professionals using a range of portfolio management strategies and platform options.

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

CFP®, ChFC®, Series 63

Nashville, TN

Ameriprise

Scott Edwards is a financial advisor with Ameriprise in Nashville, TN, holding CFP® and ChFC® designations and over 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1996. Outside of advising, Edwards is president and secretary of a practice management firm, Scott Allen Edwards Inc. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing comprehensive, research-driven income and tax strategy recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Grace S

Series 66

Nashville, TN

LPL Financial

Grace Seymour is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She previously worked at UBS Financial Services from 2013 to 2024 before joining LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management across its offerings.

College savings (529s, UTMA, etc.)
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A'donte M

Series 66

Mount Juliet, TN

J.P. Morgan Securities

A'donte Mallard is a Series 66-designated financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining the firm, he held various positions in the food service industry. J.P. Morgan Securities LLC provides investment advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Wealth management Executive Founder/Business Owner
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Gerald R

Series 66

Nashville, TN

Cetera

Gerald Rowe III is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Merrill, and Bank of America. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

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

Series 66

Nashville, TN

Raymond James Financial

Alyssa Vidrine is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 16 years of industry experience. Her career includes roles at Merrill and various branches of Raymond James since 2015. Outside of her advisory work, she is involved with High Country Financial Advisors in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary services using analytical tools to support client goals 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
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Gerald C

Series 66

Hendersonville, TN

Edward Jones

Gerald Conner Jr. is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones since 2017 and previously worked at Almo Corporation from 2014 to 2017. Outside of his advisory role, he works part-time as a customer service associate in retail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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