Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Justin W

Series 66

Kennesaw, GA

Henssler Financial

Justin Wagner is a financial advisor with Henssler Financial, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining Henssler Financial in 2017. Henssler Financial serves a diverse client base including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow-driven investment process known as the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, and sub-advisory relationships, supported by affiliated accounting, real estate, and legal partnerships.

General retirement planning Income planning Tax-loss harvesting Charitable giving & philanthropy Attorney Founder/Business Owner Retired Young Professionals Mid-Career Professionals
user avatar
firm logo

Samantha G

CFP®

Kennesaw, GA

Henssler Financial

Samantha Greckel is a CFP® professional with five years at Henssler Financial and one year of industry experience. Prior to joining Henssler Financial, she attended Georgia College and State University for four years. Henssler Financial is a multi-team registered investment adviser serving individual clients, investment advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven "Ten Year Rule" investment approach, combining fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative screening.

General retirement planning Income planning Tax-loss harvesting Charitable giving & philanthropy Attorney Founder/Business Owner Retired Young Professionals Mid-Career Professionals
user avatar
firm logo

Christopher S

Series 65

Marietta, GA

Impact Partnership Wealth, LLC

Christopher Sheridan is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 credential and three years of industry experience. He has held roles at several firms, including Royal Alliance Associates, Inc., John Hancock, and runs insurance agencies focused on health insurance products and annuities. Sheridan also has experience in administrative duties for an insurance agency. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across multiple offices. The firm employs a range of investment strategies including firm-managed and advisor-managed models and offers discretionary asset management and retirement plan services.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
user avatar
firm logo

Jacob P

CFP®

Kennesaw, GA

Henssler Financial

Jacob Pritchard is a CFP® professional at Henssler Financial with six years of industry experience. He previously worked at Turnkey Planning Solutions, the University of Georgia, SignatureFD, and McDonald's. Henssler Financial serves a diverse client base including individual investors, pension plans, mutual funds, and municipal entities. The firm employs a cash-flow oriented investment approach known as the “Ten Year Rule,” combining fixed-income allocations with high-quality equities and model portfolios, and offers a range of services from financial planning to sub-advisory relationships.

General retirement planning Income planning Tax-loss harvesting Charitable giving & philanthropy Attorney Founder/Business Owner Retired Young Professionals Mid-Career Professionals
user avatar
firm logo

Michael W

Series 65

Marietta, GA

Impact Partnership Wealth, LLC

Michael Weinberger is a financial advisor at Impact Partnership Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Impact Partnership Wealth since 2021, following five years at Retirement Wealth Advisors, Inc. Additionally, he serves as Director of Advanced Markets at The Impact Partnership, LLC, an insurance marketing organization. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset-allocation and overlays.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
user avatar
firm logo

William L

CFP®, Series 63, Series 65

Kennesaw, GA

Henssler Financial

William Lako is a CFP® professional with 27 years of industry experience, currently serving at Henssler Financial in Kennesaw, GA. He has been associated with Henssler Asset Management, LLC since 1998 and G.W. Henssler & Associates Ltd since 1995. Henssler Financial serves a diverse client base including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow-based investment approach known as the “Ten Year Rule” and offers services ranging from financial planning to discretionary portfolio management and sub-advisory relationships.

General retirement planning Income planning Tax-loss harvesting Charitable giving & philanthropy Attorney Founder/Business Owner Retired Young Professionals Mid-Career Professionals
user avatar
firm logo

Miles M

CFP®

Kennesaw, GA

Henssler Financial

Miles Magyar is a CFP® professional with experience at Henssler Financial since 2024 and previously at Truist Bank from 2016 to 2024. He is based in Kennesaw, GA. Henssler Financial serves a diverse client base including individual, institutional, and municipal clients, offering services such as financial planning, portfolio management, and pension advice. The firm’s investment approach is centered on a cash-flow based “Ten Year Rule” and integrates proprietary quality screens, separate account managers, and automated asset management solutions.

General retirement planning Income planning Tax-loss harvesting Charitable giving & philanthropy Attorney Founder/Business Owner Retired Young Professionals Mid-Career Professionals
user avatar
firm logo

Adam S

CFP®

Kennesaw, GA

Henssler Financial

Adam Stadalius is a CFP® professional with nine years at Henssler Financial and four years of industry experience overall. Before joining Henssler Financial in 2017, he worked for five years at Capital Transportation Solutions. Henssler Financial serves a diverse client base including individual, institutional, and municipal clients. The firm employs a cash-flow based “Ten Year Rule” investment process and offers services such as financial planning, portfolio management, pension advice, and automated ETF-based solutions.

General retirement planning Income planning Tax-loss harvesting Charitable giving & philanthropy Attorney Founder/Business Owner Retired Young Professionals Mid-Career Professionals
user avatar
firm logo

Aleksander S

Series 66, Series 65

Marietta, GA

Impact Partnership Wealth, LLC

Aleksander Searcy is a financial advisor at Impact Partnership Wealth, LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously with Voya Financial Advisors and Vincent Financial Group. Outside of advisory roles, he manages a vacation rental property in Marietta, GA. Impact Partnership Wealth, LLC serves individuals, corporations, trusts, and retirement plans, offering model portfolio solutions, discretionary asset management, financial planning, and ERISA 3(21)/3(38) retirement plan services. The firm manages approximately $2.96 billion through a network of about 89 advisers and utilizes a range of investment strategies including firm-managed models, third-party strategists, and advisor-managed models.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
user avatar
firm logo

Clayton N

CFP®

Kennesaw, GA

Henssler Financial

Clayton Norman is a CFP® with eight years of experience at Henssler Financial and a total of five years in the financial industry. Before joining Henssler Financial in 2018, he worked at Vallen Distributions and The Money Advisor Group. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm uses a cash-flow driven “Ten Year Rule” for asset allocation and offers customized model portfolios, automated rebalancing, and tax-loss harvesting, supported by a network of affiliated accounting, real estate, and law firms.

General retirement planning Income planning Tax-loss harvesting Charitable giving & philanthropy Attorney Founder/Business Owner Retired Young Professionals Mid-Career Professionals
user avatar
firm logo

Bradley M

Series 65

Kennesaw, GA

Foundations Investment Advisors LLC

Bradley Malia is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and 11 years of industry experience. He has operated Malia Financial Group since 2015, which also functions as an independent insurance agency. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients through a network of around 300 investment adviser representatives. The firm delivers personalized portfolio management and financial planning services to individuals, trusts, estates, and registered investment companies using a variety of investment products and sub-advisory arrangements.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Scott B

Series 63, Series 65

Kennesaw, GA

Henssler Financial

Scott Brown is a financial advisor at Henssler Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Henssler Financial since 2014, where he serves as Senior Consultant-Retirement Services, providing investment advisory services to the firm’s 401(k) clients. Henssler Financial serves a diverse client base including individual, institutional, and municipal clients, offering comprehensive financial planning, portfolio management, and pension advice. The firm’s investment approach uses a cash-flow-based “Ten Year Rule” to align fixed-income holdings with liquidity needs and invests remaining assets in quality equities or funds guided by proprietary screens and model portfolios.

General retirement planning Income planning Tax-loss harvesting Charitable giving & philanthropy Attorney Founder/Business Owner Retired Young Professionals Mid-Career Professionals
user avatar
firm logo

Bo Ruei C

Series 65

Marietta, GA

Impact Partnership Wealth, LLC

Bo Ruei Chen is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 credential and has worked in roles including insurance agent at The Maverick Insurance, LLC, and vice president of practice development at The Impact Partnership. Chen’s activities include recruiting advisors and selling insurance. Impact Partnership Wealth provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
user avatar
firm logo

Roman S

CFP®, Series 65

Kennesaw, GA

Henssler Financial

Roman Shlyakhetko is a CFP® with three years of industry experience, currently serving as a financial advisor at Henssler Financial. His prior experience includes roles at Financial Navigators Inc., Odyssey Personal Financial Advisors, CETERA Financial Specialists LLC, Cannon Financial Strategists, and Narwhal Capital Management. Henssler Financial serves individual clients ranging from non-high-net-worth to high-net-worth, as well as institutional clients including pension plans and municipal entities. The firm offers comprehensive financial planning and portfolio management services, employing a cash-flow driven investment process known as the “Ten Year Rule” combined with proprietary quality screens and model portfolios.

General retirement planning Income planning Tax-loss harvesting Charitable giving & philanthropy Attorney Founder/Business Owner Retired Young Professionals Mid-Career Professionals
user avatar
firm logo

Adam L

CFP®, Series 63

Kennesaw, GA

Henssler Financial

Adam Ledbetter is a CFP® professional with 19 years of industry experience, currently serving at Henssler Financial since 2001. He holds a Series 63 license and is based in Kennesaw, GA. Outside his advisory role, he is an independent distributor for Herbalife Ltd., focusing on weight management and nutritional products. Henssler Financial is a multi-team registered investment adviser serving individuals, high-net-worth households, other advisers, pension plans, and institutional clients. The firm employs a cash-flow driven investment approach known as the “Ten Year Rule,” combining fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative methods, and offers customizable model portfolios along with automated rebalancing and tax-loss harvesting.

General retirement planning Income planning Tax-loss harvesting Charitable giving & philanthropy Attorney Founder/Business Owner Retired Young Professionals Mid-Career Professionals
user avatar
firm logo

Rasheedah E

Series 63, Series 65

Mableton, GA

Thrivent Advisor Network, LLC

Rasheedah El Amin is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management Inc since 2016. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, emphasizing diversified investment strategies that include mutual funds, ETFs, individual equities, bonds, and alternative investments.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
user avatar
firm logo

Randy K

Series 65

Marietta, GA

Impact Partnership Wealth, LLC

Randy Kohrs is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Retirement Wealth Advisors, LLC and The IMPACT Partnership, where he also produces and co-hosts radio shows in various markets. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, and operates on a wrap-fee platform with discretionary trading authority subject to client restrictions.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
user avatar
firm logo

Alyson K

Series 65

Kennesaw, GA

Henssler Financial

Alyson Kountz is a Series 65 licensed financial advisor with Henssler Financial in Kennesaw, GA, where she has worked since 2021. She has two years of industry experience and previously held roles at Kennesaw State University and Maurice's. Henssler Financial serves a diverse client base including individual investors and institutional clients, offering financial planning, portfolio management, and pension advice. The firm’s investment approach uses cash-flow analysis to align fixed-income holdings with liquidity needs and allocates assets to equities based on proprietary quality screens and model portfolios.

General retirement planning Income planning Tax-loss harvesting Charitable giving & philanthropy Attorney Founder/Business Owner Retired Young Professionals Mid-Career Professionals
user avatar
firm logo

James V

Series 63

Kennesaw, GA

Kovack Advisors, inc.

James Vann is a financial advisor with Kovack Advisors, Inc. in Kennesaw, GA, holding a Series 63 designation and over 32 years of industry experience. He has been with Kovack Advisors since 2015 and is also affiliated with Kovak Securities, Inc. Outside of his advisory role, Vann operates under the DBA LBS Wealth Advisors and is involved in selling fixed insurance products. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Brady W

Series 65

Marietta, GA

Impact Partnership Wealth, LLC

Brady Watkins is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 designation and one year of industry experience. He also owns and edits a pickleball publication through 1,000 Generations LLC. Watkins holds prior roles including work with Leveraged Wealth Management, where he was involved in insurance sales. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across multiple offices and employing a range of model portfolio and direct asset management strategies.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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")