Overwhelmed by options?
Answer a few questions to see advisors matched to you.
220 advisors near
30507
within the area shown on the map
Out of 400,000+ nationwide
George N
Series 66, Series 65
Flowery Branch, GA
First Advisors National, LLC
George Nickels is a financial advisor with First Advisors National, LLC, holding Series 65 and Series 66 credentials and four years of industry experience. His prior work includes roles at E.T.S. Wealth Management and Edward Jones. In addition to his advisory work, he is an insurance agent with ETS Financial, providing insurance and annuity services. First Advisors National offers investment management, asset allocation advice, and retirement plan consulting primarily to individual clients. The firm focuses on evaluating and monitoring third-party money managers and uses both tactical and strategic asset allocation methodologies in managing discretionary portfolios.
Lyndsay K
Series 63, Series 66
Buford, GA
Alera Investment Advisors, LLC
Lyndsay Kim is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Triad Advisors, Inc. and currently serves at both Alera Investment Advisors and OSAIC. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, institutions, and retirement plans. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term investment orientation.
Zachary G
Series 66
Dawsonville, GA
Blackridge Asset Management, LLC
Zachary Gerrells is a financial advisor with Blackridge Asset Management, LLC and holds a Series 66 designation. He has three years of industry experience and has worked at firms including Peak Brokerage Services and Cambridge Investment Research. He is also the owner of Gerrells CPA, LLC, a tax services business. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives, serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management and access to various investment strategies, utilizing a model-based approach supported by affiliated platform providers.
Timothy G
Series 66
Murrayville, GA
United Advisor Group
Timothy Garber is a financial advisor with United Advisor Group, holding a Series 66 designation and bringing 25 years of industry experience. He previously spent 19 years with Stifel Independent Advisors, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.
Eric S
CFP®, ChFC®, Series 63, Series 65
Hoschton, GA
First Advisors National, LLC
Eric Scoggins is a financial advisor with First Advisors National, LLC, holding CFP® and ChFC® designations and 14 years of industry experience. He has worked at First Advisors National since 2015 and has also been involved with ETS Financial Services since 1997, where he owns and operates an insurance and annuities business. Additionally, Scoggins worked at Fusion Capital Management from 2013 to 2017. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm focuses on selecting and overseeing third-party money managers and combines tactical and strategic asset allocation with fundamental analysis to manage discretionary portfolios.
David D
ChFC®, Series 63, Series 65
Sugar Hill, GA
International Assets Investment Management, LLC
David Dodson is a financial advisor with International Assets Investment Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 31 years of industry experience. His prior work includes roles at JPMorgan Chase Bank NA, Morgan Stanley, Merrill, and Truist Investment Services. He is the founder and managing member of G2 Rampart Consulting, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to a broad client base including individuals, high-net-worth clients, retirement plans, and corporations. The firm offers customized, long-term portfolio management using a variety of investment vehicles and works through a national network of independent advisers.
Hugh S
Series 65
Gainesville, GA
Virtue Capital Management, LLC
Hugh Stallworth is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Retirement Wealth Advisors before joining Virtue Capital Management in 2020. Outside of advisory services, Stallworth is also the owner and agent of Insurance Brokerage Services, DBA Retirement Design Solutions, where he is involved in annuity and life insurance sales. Virtue Capital Management is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates through a multi-team model providing portfolio management, financial planning, and sub-advisory services.
Timothy B
Series 63, Series 65
Gainesville, GA
Tucker Asset Management LLC
Timothy Bush is a financial advisor at Tucker Asset Management LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Tucker Asset Management since 2017. Outside of advisory work, he owns and manages a tree farm and serves on the board of the Donalsonville/Seminole County Chamber of Commerce. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory through a team of independent investment adviser representatives. The firm uses a top-down, macroeconomic asset-allocation approach and offers access to alternative investments, including private and non-liquid opportunities.
Timothy D
Series 63, Series 65
Dawsonville, GA
Capital Analysts
Timothy Duffy is a financial advisor with Capital Analysts in Dawsonville, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at Legend Equities Corporation for 16 years before joining Lincoln Investment, where he has been for the past nine years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and advisory services through a nationwide network of independent representatives and firm-managed programs, employing both discretionary and non-discretionary investment approaches supported by an in-house research team.
Michael C
CFP®, Series 63, Series 66
Buford, GA
Bankers Life Advisory Services, Inc.
Michael Collins is a CFP® professional with 17 years of industry experience, currently serving at Bankers Life Advisory Services, Inc. since 2016. His background includes work with affiliated entities such as Bankers Life Securities and Bankers Life & Casualty. He also works as an insurance agent and utilizes life insurance products for legacy planning with high-net-worth clients. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and offers both wrap and non-wrap investment programs.
Melanie H
Series 66
Gainesville, GA
Truist Advisory Services
Melanie Hill is a financial advisor with Truist Advisory Services in Gainesville, GA, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at BB&T and its affiliated entities from 2011 through their integration into Truist, where she has been since 2017. Hill is also a sustaining member of the Junior League of Hall County, participating as a volunteer in local community events. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs implemented through a combination of discretionary and non-discretionary approaches.
Natalia K
Series 66
Gainesville, GA
Truist Advisory Services
Natalia Korop is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Morgan Stanley and Merrill, with current dual affiliations at Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and utilizes third-party platforms and AI-enabled tools in its research and investment processes.
Keith M
Series 63, Series 65
Gainsville, GA
Steward Partners Investment Advisory, LLC
Keith Morgan is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within the Steward Partners network since 2010, including Steward Partners Investment Solutions, LLC and Steward Partners Global Advisory, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, financial planning, and managed account services through both proprietary and third-party portfolio management solutions.
Dennis K
Series 66
Flowery Branch, GA
Principal Financial Services
Dennis Kim is a financial advisor with Principal Financial Services, holding a Series 66 designation and one year of industry experience. Before entering the financial services field, he worked for 17 years at AHII Corporation dba Badcock Home Furniture & More. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.
Brian N
Series 66
Gainesville, GA
Truist Advisory Services
Brian Neff is a Series 66-licensed financial advisor at Truist Advisory Services with 20 years of industry experience. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party research and technology.
Brian K
CFP®, CFA®, Series 66
Gainsville, GA
Truist Advisory Services
Brian Killory is a CFP® and CFA® with eight years of experience in the financial industry. He has worked at Truist Financial Corp since 2020 and previously spent eight years at SunTrust Bank Inc. He is based in Gainesville, GA, and holds the Series 66 license. 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 uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and perform ongoing due diligence.
Robert T
Series 63, Series 66
Buford, GA
VOYA Financial Advisors, Inc.
Robert Tudor III is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at LPL Financial, Concorde Asset Management, and Scottrade. Voya Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to manage mostly non-discretionary client accounts.
Fred V
Series 66
Buford, GA
Bankers Life Advisory Services, Inc.
Fred Van Dyck is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., bringing 14 years of industry experience. He has held roles at Bankers Life Advisory Services since 2017 and has been an agent with Bankers Life and Casualty since 2004, focusing on insurance sales and service including Medicare Supplement, annuity, life, health, and long-term care products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ objectives and risk tolerances.
Christina K
Series 66
Gainesville, GA
Transamerica Financial Advisors
Christina Kramer is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. She has 22 years of industry experience, including prior roles at World Financial Group, Inc and Primerica Financial Services. In addition to advising clients, she may perform home office functions for other business units within Transamerica. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program choices.
Michael M
Series 63, Series 65
Gainesville, GA
Steward Partners Investment Advisory, LLC
Michael Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Advisory Services Network, LLC, Precision Capital Management, and his own firm, Moore's Wealth Management. In addition to advising, he consults financial advisors on practice management and marketing through his firm Scott Moore Consulting LLC and serves as a marketing coach for financial advisors with the Financial Independence Group. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through both proprietary and third-party solutions.
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 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”)
Finding advisors...
220 advisors near
30507
within the area shown on the map
Out of 400,000+ nationwide