Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

158 advisors near
30012

Out of 400,000+ nationwide

user avatar
firm logo

Telisha M

Series 66

Stockbridge, GA

Empower Advisory Group

Telisha Murray is a financial advisor at Empower Advisory Group with a Series 66 designation and over 11 years of industry experience, including a prior role at Wells Fargo. She has been with Empower since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

William O

ChFC®, Series 63, Series 66

Monroe, GA

Tlg Advisors, Inc.

William Oliver is a financial advisor with TLG Advisors, Inc. in Monroe, GA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at The Leaders Group Inc since 2019 and previously spent 11 years with Nationwide Securities, LLC. Oliver also serves as president of Oliver Insurance & Financial Services, managing an agency that sells and services property, casualty, and life insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing services such as portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor client portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
user avatar
firm logo

Brent R

Series 63, Series 65, Series 66

Snellville, GA

PNC Wealth Management

Brent Reems is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that employs algorithmic risk assessment and third-party-managed investment models using mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
user avatar
firm logo

Aaliyah B

Series 63, Series 66

Stone Mountain, GA

Empower Advisory Group

Aaliyah Boney is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials. She has been in the financial services industry since 2024, with prior experience at firms including Primerica and State Farm. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed accounts within plan lineups selected by sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Michael R

Series 63, Series 65

Lilburn, GA

PNC Wealth Management

Michael Robinson is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining PNC Investments in 2020. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available as an invitation-only pilot for employees. This offering uses algorithm-driven risk assessment and delegates portfolio management to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
user avatar
firm logo

Chantel S

Series 66

Lithonia, GA

Truist Advisory Services

Chantel Sainsbury is a financial advisor at Truist Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked at SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2017. Prior to her current roles, she had positions at Delaware North Companies, Premier Global Services, and Dantanna's. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through discretionary and non-discretionary manager arrangements supported by AI-enabled research tools and inter-affiliate integration.

Founder/Business Owner Executive
user avatar
firm logo

Kristen P

Series 63, Series 66

Tucker, GA

Truist Advisory Services

Kristen Plowman is a financial advisor at Truist Advisory Services with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Truist and its predecessor firms since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
user avatar
firm logo

Benton R

Series 63, Series 66

Lithonia, GA

Empower Advisory Group

Benton Rhodan is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and E*TRADE Securities. Outside of finance, he owns Rockin Rhodan Printing Services LLC, a vinyl printing business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail accounts. The firm uses an integrated service model tied to Empower’s recordkeeping platform, focusing on long-term portfolio returns and savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Morten O

Series 63, Series 65

Covington, GA

Sanctuary Advisors, LLC

Morten Oftedal is a financial advisor with Sanctuary Advisors, LLC in Covington, GA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Heimdal Forvaltning, Cornerstone Bank, and Fidelity Bank. Outside of his advisory work, he volunteers periodically with his family-owned fuel distribution business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, trusts, and charitable organizations, through a large network of independent advisers. The firm offers portfolio management, retirement plan consulting, and employs various analytical approaches, operating as a fiduciary under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar
firm logo

Andrew C

Series 63, Series 66

Lilburn, GA

Empower Advisory Group

Andrew Crawford is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and two years of industry experience. He has previously worked at Shared Service Solutions and Regional Management Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Chanel B

Series 63, Series 65

Covington, GA

Empower Advisory Group

Chanel Brown is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including T Rowe Price and BMO Harris Bank. In addition to her financial services career, she has experience in academia at the University of Antwerp. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as IRA and brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its planning approach.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Larry A

CFP®, Series 63

Conyers, GA

SPC

Larry Ailes is a CFP® with 23 years of experience in financial services. He is affiliated with SPC and has been involved with Sigma Planning Company, Sigma Financial Corporation, and Larry Ailes & Associates since 2000. His other business activities include working as a life, health, and annuities insurance agent and assisting clients with employee benefits enrollment during open enrollment periods. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers and approximately $5.66 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

April C

Series 65

Snellville, GA

Brookstone Capital Management LLC

April Crews is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 17 years of industry experience. She has worked at Brookstone since 2018 and previously spent four years at Precision Capital Management. April is also CEO of Reed Financial Group, where she provides life insurance, long-term care insurance, and fixed indexed annuity advice and sales. Brookstone Capital Management offers fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a range of investment vehicles and sub-advisors to implement portfolios.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Rebecca P

Series 65

Snellville, GA

Brookstone Capital Management LLC

Rebecca Pryor is a financial advisor at Brookstone Capital Management LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Reed Financial Group and Ameriprise. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Karen M

Series 63, Series 65

Lilburn, GA

Empower Advisory Group

Karen Martin is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and five years of industry experience. Her work history includes roles at Empower Financial Services, Creative Planning, SUNTRUST Investment Services, and SunTrust Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm delivers point-in-time financial plans alongside optional managed account solutions, serving a large participant base relative to its advisor count.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Andrew B

Series 66

Covington, GA

Edward Jones

Andrew Baker is a financial advisor at Edward Jones in Covington, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Jackson H

Series 66

Grayson, GA

Edward Jones

Jackson Harris is a financial advisor with Edward Jones in Grayson, GA. He holds a Series 66 designation and has experience working since 2017 across several firms, including The Hardy Group and Reeves Young. Harris joined Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with 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

Kimberly A

Series 66

Loganville, GA

Merrill

Kimberly Almond is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2019, following two years at Edward Jones and ten years at Verizon Wireless. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
firm logo

Jordan G

Series 66

Tucker, GA

Edward Jones

Jordan Girton is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Prior to that, his career included roles at Concourse Financial Group Securities, Morgan Keegan & Company, and Ameriprise. He is also involved with Trash Made Easy, an outside business activity he has been engaged in since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
firm logo

Johnathan C

Series 66

Tucker, GA

Edward Jones

Johnathan Clark is a financial advisor at Edward Jones in Tucker, GA, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for City Schools of Decatur from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer 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”)