Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

145 advisors near
30116

Out of 400,000+ nationwide

user avatar
firm logo

Keven P

Series 63, Series 65

Newnan, GA

Synovus Securities, Inc.

Keven Parks is a financial advisor at Synovus Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively within the Synovus organization since 1999, including roles at Synovus bank and Pinnacle Bank. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm utilizes a mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform and maintains affiliations that expand client service capabilities.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar
firm logo

Elysabeth D

Series 63, Series 66

Newnan, GA

Synovus Securities, Inc.

Elysabeth Dalton is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. Her career includes tenure at Synovus Securities and Synovus Bank dating back to 2001, and most recently at Pinnacle Bank since 2026. Synovus Securities, Inc. serves individual and high-net-worth investors, as well as institutional clients, offering investment advisory and brokerage services that include managed accounts, financial planning, and access to alternative investments. The firm utilizes portfolio management programs on the Envestnet platform tailored to client risk tolerance, and provides additional services such as ERISA plan education and referrals to outside money managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar
firm logo

Laura G

Series 66

Newnan, GA

Synovus Securities, Inc.

Laura Golden is a financial advisor at Synovus Securities, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked within Synovus Securities and Synovus Bank in various roles since 2006. In 2026, she joined Pinnacle Bank while maintaining her association with Synovus Securities. Synovus Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and brokerage services. The firm utilizes both discretionary and non-discretionary portfolio management programs, applying rigorous due diligence and risk-tolerance assessments to guide asset allocation and manager selection.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar
firm logo

Luther R

Series 66

Newnan, GA

Synovus Securities, Inc.

Luther Rutledge is a financial advisor at Synovus Securities, Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at Synovus Securities since 1999, including a recent transition to Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services with a range of portfolio management programs on the Envestnet platform. The firm is affiliated with Pinnacle Financial Partners, providing clients additional banking and trust resources.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar
firm logo

Jason C

Series 63, Series 66

Newnan, GA

Synovus Securities, Inc.

Jason Connally is a financial advisor with Synovus Securities, Inc. in Newnan, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Synovus Securities and Synovus Bank since 2012 and joined Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients offering both investment advisory and brokerage services. The firm manages portfolios using discretionary and non-discretionary programs via the Envestnet platform and provides access to alternative investments alongside educational services for ERISA plans.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar
firm logo

Malcolm P

Series 63, Series 65

Newnan, GA

Synovus Securities, Inc.

Malcolm Peele is a financial advisor at Synovus Securities, Inc. with 13 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Synovus Bank. Synovus Securities serves a diverse client base that includes individual investors, high-net-worth clients, and institutions, offering both investment advisory and brokerage services through various managed account programs and financial planning solutions.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar
firm logo

Stephanie H

Series 63, Series 66

Newnan, GA

Synovus Securities, Inc.

Stephanie Heard is a financial advisor at Synovus Securities, Inc. with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with Synovus Securities and Synovus Bank in various roles since 1991. She joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm employs a client risk-tolerance questionnaire to guide asset allocation and manager selection, utilizing both discretionary and non-discretionary portfolio management programs.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar
firm logo

Jenna D

Series 66

Newnan, GA

Synovus Securities, Inc.

Jenna Davis is a financial advisor at Synovus Securities, Inc. in Newnan, GA, holding a Series 66 designation with one year of industry experience. She has worked with Synovus Securities and Synovus Bank since 2019 and joined Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services through a variety of programs on the Envestnet platform. The firm provides access to alternative investments and educational services for ERISA plans, utilizing internal and external due diligence in portfolio management.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar
firm logo

Drake M

CFP®, Series 66

Newnan, GA

Synovus Securities, Inc.

Drake Mccormick is a CFP® and holds a Series 66 license with seven years of experience in the financial industry. He has worked at Synovus Securities, Inc. since 2018 and transitioned to Pinnacle Bank in 2026. Prior to his financial career, he spent ten years in full-time education. Synovus Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering both investment advisory and brokerage services. The firm utilizes Envestnet’s platform to deliver portfolio management through discretionary and non-discretionary programs guided by client risk tolerance and conducts internal and external due diligence on investment managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar
firm logo

Jonathan J

Series 66

Newnan, GA

Synovus Securities, Inc.

Jonathan Johnson II is a Series 66-licensed financial advisor with Synovus Securities, Inc., based in Newnan, Georgia. He has five years of industry experience, including roles at Pinnacle Bank, Synovus Bank, Bank of America, and Merrill Lynch. Outside of his advisory work, Johnson participates in marriage retreats with the Winshape Foundation and volunteers as a musician and youth group helper at First Presbyterian Church in Rome, Georgia. Synovus Securities serves individual, high-net-worth, and institutional clients with investment advisory and brokerage services, utilizing both discretionary and non-discretionary portfolio management programs on the Envestnet platform. The firm also offers access to alternative investments and provides educational services for ERISA plans.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar
firm logo

Michael M

Series 66

Newnan, GA

Synovus Securities, Inc.

Michael Marchetti is a financial advisor at Synovus Securities, Inc. with 27 years of industry experience. He holds the Series 66 designation and has worked at Synovus Securities since 1998, including positions at Synovus Bank and Pinnacle Bank. Outside of his advisory role, Marchetti is involved as a general partner in a land and cattle timber business through Marchetti Investments, LLC. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including managed accounts and financial planning. The firm utilizes the Envestnet platform for portfolio management and refers clients to outside money managers while providing access to alternative investments and educational services.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar
firm logo

Jane P

Series 66

Newnan, GA

Synovus Securities, Inc.

Jane Prevost is a financial advisor with Synovus Securities, Inc. in Charleston, SC, holding a Series 66 designation and 13 years of industry experience. Her prior experience includes roles at Bank of America, Merrill Lynch, and various positions within Synovus entities. She serves as President of the Ashley Hall Alumnae Association Board, where she organizes events and facilitates alumnae engagement. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services with a range of portfolio management programs delivered through the Envestnet platform.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar
firm logo

Robyn O

Series 66

Newnan, GA

Synovus Securities, Inc.

Robyn O'Kelley is a financial advisor at Synovus Securities, Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked with Synovus Securities and Synovus Bank in various roles since 2011. Recently, she joined Pinnacle Bank in 2026. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers both advisory and brokerage services with an emphasis on portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar
firm logo

John W

Series 63, Series 65

Carrollton, GA

Advisor Share Wealth Management, LLC

John White is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His career includes roles at Sequent Planning, LLC and JAWCLU, LLC dba Financial Guideposts. He also operates as a sole proprietor offering advisory and insurance services. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers.

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

Casey C

Series 66

Newnan, GA

Synovus Securities, Inc.

Casey Campana is a Series 66-registered financial advisor with 29 years of industry experience. He is currently with Synovus Securities, Inc. and Pinnacle Bank, having held roles at Synovus entities and SunTrust firms since 2015. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, providing investment advisory and brokerage services through various managed account programs and financial planning. The firm uses a combination of discretionary and non-discretionary portfolio management supported by a client risk-tolerance assessment and due diligence processes.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar
firm logo

Cathy J

Series 63, Series 65

Newnan, GA

Synovus Securities, Inc.

Cathy Jones is a financial advisor with Synovus Securities, Inc. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Her previous work includes roles at SunTrust Investment Services and Synovus bank. Outside of her advisory career, she is an independent beauty consultant and an independent travel agent. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering both investment advisory and brokerage services. The firm uses a mix of discretionary and non-discretionary portfolio management programs and provides access to alternative investments through its managed account programs.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar
firm logo

Edward M

Series 63, Series 66

Newnan, GA

Empower Advisory Group

Edward Machado is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower Advisory Group, he worked at Empower Financial Services, Allied Mortgage Group, and Newrez LLC, as well as in the film and video industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders, using a model integrated with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Patrick R

Series 66

Newnan, GA

NEwEdge Advisors

Patrick Rivers is a financial advisor with NewEdge Advisors holding a Series 66 designation and five years of industry experience. His prior work includes roles at Raymond James and Associates and State Farm Insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services including portfolio management, financial planning, consulting, and access to third-party advisory programs, utilizing multiple program structures and technology tools to support both advisors and clients.

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

Christopher K

CFP®, Series 63

Carrollton, GA

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Christopher Kitchens is a CFP® professional with two years of experience, currently serving with United Planners' Financial Services of America. He has held various roles including ownership of a BBQ supply company that operates a YouTube channel featuring hunting, fishing, and cooking content. He is also an associate pastor at Hope Church in Carrollton, GA, a position he has held since 2014. United Planners Financial Services is a national wealth-management enterprise that serves a broad client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent Investment Adviser Representatives and utilizes a range of custodians and third-party managers to implement investment strategies.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
user avatar
firm logo

Fatima L

Series 66

Newnan, GA

Truist Advisory Services

Fatima Lopez is a financial advisor at Truist Advisory Services with 26 years of industry experience. She holds the Series 66 designation and has worked with SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of her advisory role, she manages rental properties in Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by AI-enabled equity research and inter-affiliate integration with related entities.

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 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")