Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

172 advisors near
30501

Out of 400,000+ nationwide

user avatar
firm logo

Andrew R

Series 63, Series 65

Dawsonville, GA

Blackridge Asset Management, LLC

Andrew Rodgers is a financial advisor at Blackridge Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dempsey Lord Smith, LLC for over a decade and at Cambridge Investment Research Advisors, Inc. prior to his current role. Rodgers is based in Dawsonville, GA. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a network of investment adviser representatives and offers model-based portfolio management, estate-planning support, and third-party money manager referrals through an online platform.

Wealth management
user avatar
firm logo

Brian C

Series 63, Series 65

Flowery Branch, GA

Berthel, Fisher & Company Financial Services, Inc.

Brian Cantel is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Berthel Fisher since 2006 and previously at BFC Planning, Inc. from 2016 to 2018. Cantel is also involved with the Rotary Club of South Hall as a director organizing service projects and social outings and serves as a sales representative for rare gold and silver coins. Berthel Fisher & Company Financial Services, Inc. offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm provides a range of asset management solutions through multiple platforms and allows advisors to construct portfolios using various securities and strategies.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting
user avatar
firm logo

Larry H

Series 63, Series 65

Gainesville, GA

Advisor Share Wealth Management, LLC

Larry Hales is a financial advisor at Advisor Share Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Gradient Advisors LLC and Wealth Watch Advisors. Outside of his advisory role, he is the owner of Life Concepts, Inc., where he has been involved in insurance sales since 1992. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios.

Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar
firm logo

George N

Series 66, Series 65

Flowery Branch, GA

First Advisors National, LLC

George Nickels is a financial advisor at First Advisors National, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and previously spent nine years with Edward Jones. Outside of his advisory role, he is also an insurance agent at ETS Financial, Insurance Services. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm uses a combination of third-party money managers and direct advice on equities, ETFs, and mutual funds, with portfolios managed largely on a discretionary basis and subject to formal annual reviews.

Passive / index investing
user avatar
firm logo

Zachary G

Series 66

Dawsonville, GA

Blackridge Asset Management, LLC

Zachary Gerrells is a financial advisor at Blackridge Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Peak Brokerage Services. Outside of advising, he is involved in tax services through his ownership of Gerrells CPA, LLC and has other business interests including ownership in Affirm Financial Partners LLC and a role as an agent with Financial Independence Group. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses model-based portfolio management through an affiliated turnkey asset management platform and offers access to third-party money managers alongside estate-planning support.

Wealth management
user avatar
firm logo

Timothy G

Series 66

Murrayville, GA

United Advisor Group

Timothy Garber is a financial advisor with United Advisor Group, holding a Series 66 designation and bringing 25 years of industry experience. He previously spent 19 years with Stifel Independent Advisors, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Annuities
user avatar
firm logo

Hugh S

Series 65

Gainesville, GA

Virtue Capital Management, LLC

Hugh Stallworth is a Series 65 licensed financial advisor with 13 years of industry experience. He has worked at Virtue Capital Management, LLC since 2020 and previously spent four years at Retirement Wealth Advisors. Stallworth is also the owner and agent of Insurance Brokerage Services, DBA Retirement Design Solutions, where he has managed annuity and life insurance sales since 1997. Virtue Capital Management, LLC is an SEC-registered enterprise adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm uses a combination of active tactical, strategic, and dynamic strategies alongside quantitative analysis and third-party manager selection to tailor portfolios to clients' objectives and risk tolerances.

Retirement income strategy Social Security optimization Wealth management
user avatar
firm logo

Timothy B

Series 63, Series 65

Gainesville, GA

Tucker Asset Management LLC

Timothy Bush is a financial advisor at Tucker Asset Management LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Tucker Asset Management since 2017. Outside of advisory work, he owns and manages a tree farm and serves on the board of the Donalsonville/Seminole County Chamber of Commerce. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory through a team of independent investment adviser representatives. The firm uses a top-down, macroeconomic asset-allocation approach and offers access to alternative investments, including private and non-liquid opportunities.

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

Timothy D

Series 63, Series 65

Dawsonville, GA

Capital Analysts

Timothy Duffy is a financial advisor at Capital Analysts with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017, following 16 years at Legend Equities Corporation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with support from an in-house Investment Management & Research team and provides various advisory services through wrap programs, custom portfolios, and third-party managers.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
user avatar
firm logo

Melanie H

Series 66

Gainesville, GA

Truist Advisory Services

Melanie Hill is a financial advisor with Truist Advisory Services in Gainesville, GA, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at BB&T and its affiliated entities from 2011 through their integration into Truist, where she has been since 2017. Hill is also a sustaining member of the Junior League of Hall County, participating as a volunteer in local community events. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs implemented through a combination of discretionary and non-discretionary approaches.

Founder/Business Owner Executive
user avatar
firm logo

Natalia K

Series 66

Gainesville, GA

Truist Advisory Services

Natalia Korop is a financial advisor at Truist Advisory Services with 16 years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Her current roles have included positions at both Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
user avatar
firm logo

Keith M

Series 63, Series 65

Gainsville, GA

Steward Partners Investment Advisory, LLC

Keith Morgan is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within the Steward Partners network since 2010, including Steward Partners Investment Solutions, LLC and Steward Partners Global Advisory, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, financial planning, and managed account services through both proprietary and third-party portfolio management solutions.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar
firm logo

Dennis K

Series 66

Flowery Branch, GA

Principal Financial Services

Dennis Kim is a financial advisor with Principal Financial Services, holding a Series 66 designation and one year of industry experience. Before entering the financial services field, he worked for 17 years at AHII Corporation dba Badcock Home Furniture & More. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
user avatar
firm logo

Brian N

Series 66

Gainesville, GA

Truist Advisory Services

Brian Neff is a Series 66-licensed financial advisor at Truist Advisory Services with 20 years of industry experience. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party research and technology.

Founder/Business Owner Executive
user avatar
firm logo

Brian K

CFP®, CFA®, Series 66

Gainsville, GA

Truist Advisory Services

Brian Killory is a CFP® and CFA® with eight years of experience in the financial industry. He has worked at Truist Financial Corp since 2020 and previously spent eight years at SunTrust Bank Inc. He is based in Gainesville, GA, and holds the Series 66 license. 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 uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and perform ongoing due diligence.

Founder/Business Owner Executive
user avatar
firm logo

Christina K

Series 66

Gainesville, GA

Transamerica Financial Advisors

Christina Kramer is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. She has 22 years of industry experience, including prior roles at World Financial Group, Inc and Primerica Financial Services. In addition to advising clients, she may perform home office functions for other business units within Transamerica. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program choices.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Michael M

Series 63, Series 65

Gainesville, GA

Steward Partners Investment Advisory, LLC

Michael Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Advisory Services Network, LLC, Precision Capital Management, and his own firm, Moore's Wealth Management. In addition to advising, he consults financial advisors on practice management and marketing through his firm Scott Moore Consulting LLC and serves as a marketing coach for financial advisors with the Financial Independence Group. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through both proprietary and third-party solutions.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar
firm logo

Jason G

Series 63, Series 65

Gainesville, GA

Truist Advisory Services

Jason Gay is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and has been with Morgan Stanley and Morgan Stanley Private Bank since 2014. Outside of his advisory work, he is the sole member of MODERN 12 CUSTOMS LLC, a holding company focused on collector cars and restoration. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and leverages third-party platforms and AI-enabled research tools to support its investment process.

Founder/Business Owner Executive
user avatar
firm logo

Curtis C

Series 66

Oakwood, GA

Commonwealth Financial Network

Curtis Collins is a financial advisor with Commonwealth Financial Network in Oakwood, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth since 2013 and also operates Collins Wealth Management & Tax Strategies, which he founded in 2005. Outside of advisory work, he is involved in tax preparation and accounting services through a related private entity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, while advisors retain discretion over client portfolios and access model portfolios managed by the firm’s Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

James M

Series 63, Series 65

Gainesville, GA

Equity Services, inc.

James Mirabile is a financial advisor with Equity Services, Inc. in Gainesville, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining Equity Services, he worked at Transamerica Financial Advisors and Blue Cross/Blue Shield of Georgia. Outside of financial advising, he is involved in several entrepreneurial ventures, including ownership roles in sporting goods retail and a service providing cuddling puppies. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired 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 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")