Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Billups J
Series 63, Series 65
Albany, GA
Cambridge Investment Research Advisors
Billups Johnson III is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including 16 years at Next Financial Group Inc. Johnson is an owner and partner at Artesian Financial and serves on the board of the Albany Area YMCA as well as South Georgia Rails to Trails, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a range of portfolio management approaches and custodial platforms.
Victor S
Series 66
Albany, GA
Wells Fargo Advisors
Victor Sullivan is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he owns and operates two investment-related businesses, Navillus LLC and Victor C. Sullivan, IV Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.
Tina K
Series 66
Leesburg, GA
Raymond James Financial
Tina Kozuch is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 14 years of industry experience. She has been with Raymond James entities since 2015 and has also been involved with The Canterbury Kitchen, a part-time catering and bartending business. Additionally, she serves as the personal representative for the estate of Joe Adair. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across a large advisor network.
Andrea G
Series 66
Albany, GA
Mass Mutual Investors Services
Andrea Gilchrist is a financial advisor with Mass Mutual Investors Services in Albany, GA, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at LPL Financial and Capital City Wealth, and she served over a decade with the Mitchell County Development Authority. She is also a commissioned notary public. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, employing firm-approved software and collaborative planning approaches.
Richard M
Series 66
Albany, GA
Raymond James Financial
Richard Martin Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James and affiliated entities since 2009 and also serves in leadership roles for nonprofit organizations, including as Chair of the Board for Shriners Children's Florida and as an Executive Member and Finance Chairman for the Lily Pad nonprofit. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor.
William C
Series 66
Albany, GA
Edward Jones
William Cave is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he held roles at several firms including Cetera Advisor Networks and LPL Financial. Outside of his advisory work, he is the owner of Cave Family Farm LLC in Dawson, Georgia. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.
Allison D
Series 63, Series 66
Albany, GA
Wells Fargo Advisors
Allison Daniels is a financial advisor with Wells Fargo Advisors in Albany, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. She previously worked at Raymond James & Associates for seven years before joining Wells Fargo Advisors in 2020. Daniels serves on the Board of Trustees at Andrew College, participating in budget and program decisions. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning, sports and entertainment planning, and divorce planning, using proprietary research and tools to develop tailored client recommendations.
Needham H
CFP®, Series 63, Series 65
Albany, GA
Ameriprise
Needham Hatcher III is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Renasant Bank and LPL Financial for 11 years each. Hatcher is an executive board member of the DCC Board in Albany, GA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining algorithmic tools and personalized recommendations to address income, Social Security, and tax strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Cole M
Series 66
Albany, GA
LPL Financial
Cole Mitchell is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior experience at the University of Georgia, Novare Group, and Renasant Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various portfolio management strategies.
Robert W
Series 63, Series 65
Albany, GA
OSAIC
Robert Wilson is a financial advisor with OSAIC based in Albany, GA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His prior work includes roles at Triad Advisors, Inc., Sandefur & Associates, Eagle Strategies, Nylife Securities, and New York Life. Outside of advisory work, he is president and CEO of Sandefur Wilson Asset Management LLC and owns a competitive fishing business, Bobby Wilson Outdoors LLC. He also serves as treasurer for Lily Pad, a counseling center for abused persons. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with portfolio management that incorporates a range of asset classes and third-party managers, supported by various technological and advisory platforms.
Lisa C
Series 66
Albany, GA
Wells Fargo Advisors
Lisa Cosper is a financial advisor with Wells Fargo Advisors in Albany, GA. She holds a Series 66 designation and has experience in the financial industry since 2022, including prior work at Rainey Used Cars and Georgia Community Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.
Thomas P
Series 66
Leesburg, GA
Raymond James Financial
Thomas Phillips is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He has worked within various divisions of Raymond James since 2015. Outside of his advisory role, he owns Magnolia Stables at Byron Plantation, where he oversees equestrian facilities for his daughter’s riding activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Julie G
Series 63, Series 66
Albany, GA
Morgan Stanley
Julie Garwood is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2017, following seven years at Merrill. Outside of finance, she is a partner in Deep South Freight LLC, a transportation business based in Cordele, Georgia. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling.
Lance B
CFP®, ChFC®, Series 63, Series 65
Albany, GA
Wells Fargo Advisors
Lance Barnes is a financial advisor with Wells Fargo Advisors in Albany, GA, holding CFP® and ChFC® designations and over 27 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he performs magic and music as an entertainment activity. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.
Robert W
Series 63, Series 65
Albany, GA
OSAIC
Robert Wilson II is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors and Verizon. Wilson is also involved with Sandefur Wilson Asset Management, where he handles administrative duties and sales related to life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on discretionary or non-discretionary bases.
Luvern N
Series 63, Series 65
Albany, GA
Mass Mutual Investors Services
Luvern Nickerson is a financial advisor with Mass Mutual Investors Services in Albany, GA, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior experience includes roles at MetLife Resources and MassMutual Life Insurance Company. Outside of his advisory work, he serves as a non-compensated board member for Victory Tabernacle Church. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved analytical tools to develop collaborative, annual financial plans and offers various investment and event-driven planning programs.
George W
Series 66
Leesburg, GA
Edward Jones
George Whiddon is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior roles include positions at Porterfield Methodist Church and Relative Media and Marketing, as well as leadership at Modero Candle Company, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
David G
Series 66
Albany, GA
Wells Fargo Advisors
David Guillebeau is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo since 2011, including roles at Wells Fargo Clearing. Outside of his advisory work, he manages GBEAU LLC, a financial practice based in Albany, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies tailored to clients who meet specific net-worth thresholds.
Sammy S
CFP®, Series 63, Series 65
Albany, GA
LPL Financial
Sammy Smith Jr. is a CFP® licensed financial advisor with 36 years of industry experience, currently affiliated with LPL Financial. His career includes 32 years with Waddell & Reed, and he has owned Smith's Daycare Center since 2000. Outside of finance, he has managed a daycare business for over two decades. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research and model portfolios from multiple sources.
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.
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")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide