Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

181 advisors near
37130

Out of 400,000+ nationwide

user avatar
firm logo

Eric G

Series 65, Series 63

Murfreesboro, TN

FIFTH THIRD SECURITIES, Inc.

Eric Gilliam is a financial advisor at Fifth Third Securities, Inc. based in Murfreesboro, Tennessee, with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities since 2023, following prior roles at Fifth Third Bank and ThorSport Farm. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers access to multiple investment programs via the Passageway Managed Account Platform, providing options such as mutual funds, ETFs, separately managed accounts, and tax-optimized strategies.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar
firm logo

James L

Series 65

Murfreesboro, TN

Equity Services, inc.

James Ledbetter is a Series 65-licensed financial advisor with Equity Services, Inc. He began his advisory career in 2025 and has prior experience with Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and several regional banks. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently employs third-party asset managers and model portfolios, and combines long-term 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
user avatar
firm logo

Carmen E

CFP®, Series 66

Smyrna, TN

Truist Advisory Services

Carmen Eastes is a CFP® with 18 years of industry experience, currently serving at Truist Advisory Services since 2016. She has previously worked with SunTrust Investment Services and Truist Investment Services. 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 combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate arrangements, to deliver its investment solutions.

Founder/Business Owner Executive
user avatar
firm logo

Larry R

Series 63, Series 65

Murfreesboro, TN

Brookstone Capital Management LLC

Larry Roby is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked at Brookstone Capital Management since 2015 with additional experience at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company. Roby also founded and leads Senior Financial Advisors, Inc., an insurance brokerage focused on life products. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset allocation models and a variety of investment vehicles, operating both as an independent advisor and a sub-advisor to other programs.

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

Samuel M

Series 65

Murfreesboro, TN

Brookstone Capital Management LLC

Samuel Myers is a Series 65-licensed financial advisor with Brookstone Capital Management LLC, based in Murfreesboro, TN. He has one year of industry experience and previously worked in various roles including at Express Employment Professionals and Jim 'N Nicks Bar-B-Q. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through a range of model portfolios and separately managed accounts.

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

Laura F

Series 66

Lascassas, TN

Equity Services, inc.

Laura Free is a financial advisor with Equity Services, Inc. She holds a Series 66 designation and has 25 years of industry experience. Her prior work includes roles at Truist Advisory Services, Truist Investment Services, and LPL Financial. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, and it utilizes a network of investment adviser representatives and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
user avatar
firm logo

James H

Series 63, Series 65

Murfreesboro, TN

MAI Capital Management, LLC

James Henry is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Advisors, OneDigital Investment Advisors LLC, Empower, and SageView Advisory Group. Outside of his advisory role, he is an independent insurance agent focused on life insurance and fixed annuity contracts. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and integrates financial planning and tax services, serving both as a product sponsor and adviser to mutual funds and private investment vehicles.

Private / alternative investments Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Tax strategies for small businesses Founder/Business Owner
user avatar
firm logo

Collin R

Series 65

Woodbury, TN

Private Advisor Group, LLC

Collin Reed is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 65 credential and previously provided investment advice through Stones River Wealth Management. Outside of his advisory work, he served with the Kittrell Volunteer Fire Department for four years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms, including proprietary and third-party managed account solutions.

Annuities Founder/Business Owner
user avatar
firm logo

Edward K

Series 66

Rockvale, TN

Hornor, Townsend & Kent, LLC

Edward Kaeser III is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Hornor, Townsend & Kent Inc and Penn Mutual Life Insurance Co since 2016. Outside of his advisory role, he is involved in a multi-line insurance brokerage under the name 1847FINANCIAL. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a unique dual registration and affiliation with Penn Mutual, overseeing over $8 billion in discretionary assets as of 2025.

Business succession planning Wealth management
user avatar
firm logo

Mitchell L

Series 65

Murfreesboro, TN

Brookstone Capital Management LLC

Mitchell Lightfoot is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. His prior work includes roles in animal control and the food service industry. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform.

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

Thomas W

Series 63, Series 65

Murfreesboro, TN

Truist Advisory Services

Thomas Wellborn is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist Investment Services since 1997 and at Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program. The firm combines discretionary and non-discretionary approaches and utilizes AI-enabled research tools alongside inter-affiliate integration within the Truist network.

Founder/Business Owner Executive
user avatar
firm logo

Ethan C

Series 66

Woodbury, TN

Private Advisor Group, LLC

Ethan Campbell is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 10 years of industry experience. His prior work history includes roles at Private Client Services, RFG Advisory (Stones River Wealth Management), and Edward Jones. He serves as a board member of the Kittrell Volunteer Fire Department. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and utilizes a range of investment strategies and third-party managers supported by technology platforms.

Annuities Founder/Business Owner
user avatar
firm logo

Melody P

Series 65

Murfreesboro, TN

Brookstone Capital Management LLC

Melody Pinkston is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. She holds a Series 65 designation and has worked at Brookstone Capital Management and Hornor, Townsend & Kent LLC. She is also the Chief Operating Officer at Senior Financial Advisors, Inc., where she manages business operations and client services. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

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

Randall W

Series 66

Murfreesboro, TN

Edward Jones

Randall Wilson is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a nationwide network of more than 23,700 financial advisors.

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

Clifton B

CFP®, Series 63, Series 65, Series 66

Murfreesboro, TN

Edward Jones

Clifton Bradley is a financial advisor with Edward Jones in Murfreesboro, TN, holding CFP® and ChFC® designations along with Series 63, 65, and 66 licenses. He has 25 years of industry experience, including prior roles at American General Life Insurance and AIG Capital Services. He has been with Edward Jones since 2017. 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 and investment solutions through a nationwide network of financial advisors and branch offices.

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

David S

Series 66

Murfreesboro, TN

Ameriprise

David Sproles is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining Ameriprise in 2023. He is also the owner of Sproles Wealth Management, PLLC, where he dedicates significant time to managing investment-related activities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income recommendations are produced by a centralized team and utilize proprietary research and third-party data within a structured investment framework.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Melissa C

Series 63, Series 65

Murfreesboro, TN

Raymond James Financial

Melissa Chipman is a financial advisor with Raymond James Financial in Murfreesboro, Tennessee, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at firms including Woodbury Financial Services and FB Wealth Partners. Chipman also holds a Certified Divorce Financial Analyst designation and is employed by FirstBank, where she serves as a financial advisor. 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 offers tailored non-discretionary planning using risk profiling and modeling tools and supports its clients through various advisory programs and institutional consulting services.

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

Brian M

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

Brian Moore is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing one year of industry experience. He has been with Primerica Advisors since 2024 and has prior experience at Primerica Financial Services and G&C Foods. Outside of investment advisory, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Adam E

Series 63, Series 66

Murfreesboro, TN

Cetera

Adam Ezell is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera since 2017. Ezell also has a long tenure at Regions Bank dating back to 2003. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform allowing advisors to implement a variety of investment strategies and serves over 800,000 clients through a nationwide network of more than 10,000 advisors.

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

Dorris J

ChFC®, Series 63, Series 65

Murfreesboro, TN

Raymond James Financial

Dorris Jernigan Jr. is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Jernigan’s work history includes roles at FirstBank, Franklin Synergy Bank, and Raymond James Financial Services, and he has served on the Murfreesboro Parks and Recreation Commission since 2005. Additionally, he is involved with FB Investment Partners as an associate and backup OSJ. 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 and profit-sharing plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting using various analytical tools, supporting clients through its advisory programs and partnerships.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance 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”)