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Maxwell F

Series 66

North Myrtle Beach, SC

Edward Jones

Maxwell Faile is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His career includes prior roles at Founders Federal Credit Union and Reserve National Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Wealth management General retirement planning Retired Founder/Business Owner Executive
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Taneisha G

Series 66

North Myrtle Beach, SC

Edward Jones

Taneisha Gore is a financial advisor with Edward Jones in North Myrtle Beach, SC, holding a Series 66 credential and six years of industry experience. She has previously worked with Wells Fargo Bank, Wells Fargo Clearing, and Nationwide Investment Services Corporation. Outside of her advisory role, she co-owns and operates an Italian ice vending business, Sunset Slush of Horry County, serving local events and festivals on weekends. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory programs and affiliated financial services through a nationwide network of advisors.

Retirement income strategy Wealth management Divorce financial planning Business exit / sale strategy Founder/Business Owner Women Professionals
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Silvia S

Series 66

Ocean Isle Beach, NC

Edward Jones

Silvia Sevast is a Series 66 licensed financial advisor at Edward Jones with four years of industry experience. She previously worked at Merrill Lynch/Bank of America and Apex before joining Edward Jones in 2025. Outside of advisory work, she is involved as a signer for a professional window cleaning business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory programs. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jonathan N

Series 63, Series 65

Longs, SC

Wells Fargo Advisors

Jonathan Nuzzaci is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he owns and manages JPN, Inc., an investment-related business. 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 investment and financial planning services, including specialized niche planning areas, using proprietary research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Alister C

Series 66

Shallotte, NC

Raymond James Financial

Alister Chick is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked for Edward Jones from 2015 to 2026 before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through various advisory programs and specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Founder/Business Owner Executive
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Douglas G

CFP®, Series 63, Series 66

Holden Beach, NC

Cambridge Investment Research Advisors

Douglas Grover is a CFP® professional with 31 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. He also holds roles as president of WD Investment Management Inc. and is active as an independent insurance agent. Grover’s career spans over two decades with Cambridge-affiliated entities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Monty F

CFP®, ChFC®, Series 63, Series 66

North Myrtle Beach, SC

Edward Jones

Monty Faile is a financial advisor with Edward Jones in North Myrtle Beach, SC, holding the CFP® and ChFC® designations and possessing 28 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved with Lakeside Baptist Church as a Steward Committee Member, where he contributed to the church’s budget planning. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Christopher B

Series 66

Little River, SC

Mass Mutual Investors Services

Christopher Bibow is a financial advisor at MassMutual Investors Services with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Principal Securities and Northwestern Mutual. In addition to his financial services career, Bibow is involved in several entrepreneurial ventures, including ownership of companies focused on online sales of torch and welding equipment, and research and manufacturing of specialty products. He also serves on the board of a youth softball organization in South Carolina. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, emphasizing collaborative, goal-oriented financial planning without discretionary investment authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Joseph M

Series 63, Series 66

Sunset Beach, NC

Cambridge Investment Research Advisors

Joseph Meador is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Intercarolina Financial Services, Inc. He is also involved with MPay Inc., where he provides retirement plan services and investment relations. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing various portfolio management approaches and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Ronald R

CFP®, Series 66

Sunset Beach, NC

Cetera

Ronald Richter is a financial advisor with Cetera who holds the CFP® designation and Series 66 license, bringing 20 years of industry experience. He has served as an adjunct or full-time faculty member teaching finance courses at Rutgers University, Coastal Carolina University, and UNC Wilmington. He combines his advisory role with academic positions focused on finance education. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with options including model portfolios, third-party managers, and customized strategies.

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

Series 63, Series 66

Shallotte, NC

Edward Jones

Angela Diehl is a financial advisor with Edward Jones in Shallotte, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior work includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, BBTIS, and CUSO Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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William H

Series 63, Series 65

North Myrtle Beach, SC

Wells Fargo Advisors

William Hatch Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked within Wells Fargo's affiliated firms since 2009. Outside of his advisory role, he owns a residential rental property business. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations supported by firm research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Harry G

Series 63, Series 65

Holden Beach, NC

Merrill

Harry Goff is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Since beginning his career in 2000, Harry has built lasting relationships with clients, which he credits for his success in the industry. Harry holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Queens University of Charlotte. Outside of work, he enjoys boating, golfing, and hiking. He is also involved in the community, supporting events such as the Lake Wylie Children's Classic, which benefits Shriners Hospital in Greenville, South Carolina.

General retirement planning Retirement income strategy Tax-loss harvesting Wealth management General tax planning
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Kathy B

Series 63, Series 65

Calabash, NC

LPL Financial

Kathy Burns is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with LPL Financial since 2008 and previously worked at Burns & Bynum CPA PA for 16 years. Outside of her advisory work, she is involved in tax preparation and accounting through related business entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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