Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Jennifer C
Series 66
Peachtree City, GA
Edward Jones
Jennifer Culpepper is a financial advisor at Edward Jones in Peachtree City, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Arrow Truck Sales from 2014 to 2022. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and corporate clients. The firm offers a variety of advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.
Vincent R
Series 63, Series 66
Peachtree City, GA
Merrill
Vincent Rogers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works alongside a team of advisors to guide clients in achieving their family financial goals, offering tailored strategies that align with clients' risk tolerance, time horizons, liquidity needs, and investment objectives. His approach includes designing personalized action plans and reviewing progress to ensure clients stay on track toward their long-term aims. Mr. Rogers specializes in areas such as college education planning, family wealth management strategies, retirement income, portfolio management services, and tax minimization. He holds a Bachelor of Science degree in Economics from Kennesaw State University and maintains the Personal Investment Advisor (PIA) designation. He also participates in the organization Cure HHT. Outside of his professional duties, Vincent Rogers engages with the community through his involvement with Cure HHT. His personal interests include baseball, boating, fishing, football, gardening, golfing, music, softball, and volleyball.
Ebony A
Series 63, Series 65
Fairburn, GA
LPL Financial
Ebony Armstrong is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining LPL Financial in 2024, she worked at Primerica Advisors and Primerica Financial Services from 2017 to 2023. Armstrong also has a long-term role at Resurgens Orthopedics beginning in 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Scott C
Series 63, Series 65
Peachtree City, GA
Morgan Stanley
Scott Cortner is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Cortner serves as a board member of the Kiwanis Club of Newnan, a nonprofit organization in Newnan, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of financial planning and advisory services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and proprietary tools, while also offering access to various investment programs and strategies.
Patrick M
CFP®, Series 66
Peachtree City, GA
Edward Jones
Patrick Michel is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Peachtree City, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.
Virgil H
Series 63, Series 65
Fayetteville, GA
Cambridge Investment Research Advisors
Virgil Hooper Jr. is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His background includes roles at CoreCap Investments, Hero Wealth Management, and Ameritas Investment Corp. Outside of advising, he owns an engineering consulting business and serves as a board member on the Fayette County Planning Commission. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of custody platforms and proprietary as well as third-party investment strategies.
William D
CFP®, Series 66
Fayetteville, GA
Edward Jones
William Dickerson is a financial advisor with Edward Jones in Fayetteville, GA, holding CFP® and Series 66 designations and possessing six years of industry experience. He has been with Edward Jones since 2019 and previously worked at GovStrive, LLC and Acuity Brands Lighting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,700 financial advisors.
Anthony M
Series 63, Series 66
Peachtree City, GA
Cambridge Investment Research Advisors
Anthony Marshall is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 21 years of industry experience, including nine years at SunTrust Advisory Services. He is also the owner of Sentinel Wealth Advisors LLC, an independent business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, employing a range of investment strategies and platform arrangements tailored to client objectives.
Mark M
CFP®, ChFC®, Series 63
Peachtree City, GA
OSAIC
Mark Matulia is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 63 license. Prior to joining OSAIC, he worked for Securities America Advisors, Inc. for ten years. Matulia is also the owner of Matulia Financial Services, which sells insurance and investment products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary account management across diverse investment types.
John A
Series 63, Series 65
Peachtree City, GA
Morgan Stanley
John Atlas is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a 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 global market analysis.
Stephen W
Series 66
Peachtree, GA
Raymond James Financial
Stephen Weitzel is a financial advisor with Raymond James Financial in Peachtree, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2021 and was previously with Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2021. He is a partner in Reveille Wealth Management, LLC. 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 and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Demetrios P
Series 66
Fayetteville, GA
Raymond James & Associates
Demetrios Protopapadakis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base with financial planning, investment consulting, and institutional fiduciary solutions, offering non-discretionary advice supplemented by a range of portfolio management styles and affiliated research.
Rebekah C
CFP®, Series 66
Atlanta, GA
LPL Financial
Rebekah Clough is a CFP®-designated financial advisor with LPL Financial in Atlanta, GA, bringing five years of industry experience. Her prior roles include work with IFG Advisory, LLC d/b/a Healy Wealth Management and Delta Community Credit Union, where she serves as a Trust Liaison Officer and Notary. 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 model portfolios, third-party subadvisors, and customized strategies.
Marshall M
Series 66
Peachtree City, GA
OSAIC
Marshall Matulia is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently affiliated with OSAIC and has held positions at Securities America Advisors and Securities America Inc. since 2015. Matulia also operates Matulia Financial Services, offering group supplemental benefit packages to three school systems in Georgia along with individual insurance and securities sales. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage a range of investment portfolios.
Dianne N
Series 63, Series 66
Peachtree City, GA
Merrill
Dianne Niblett is a Private Wealth Advisor at Merrill Private Wealth Management. She leverages extensive experience in banking and wealth management to help clients simplify their financial lives through investment advice and comprehensive planning guidance. Dianne focuses on building long-term relationships with clients and their families, providing service that emphasizes both asset management and liability management. Her expertise includes securities-based lending, residential and commercial financing, as well as custom and structured lending solutions for ultra-high-net-worth clients offered through Bank of America. Dianne earned a Bachelor of Science degree in Finance from Auburn University, after attending both the University of Florida and Auburn University. She was born and raised in Tampa Bay and currently lives there with her wife. Dianne is actively involved in her community, serving on the Board of Directors of the Tampa Bay Chapter of the Juvenile Diabetes Research Foundation, an organization important to her as a parent of a child with type one diabetes.
Jesse K
Series 66
Newnan, GA
Edward Jones
Jesse Koorse is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Verizon for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.
Lisa H
Series 66
Fayetteville, GA
Thrivent Investment Management
Lisa Hartel is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Fayetteville, GA. She has 16 years of industry experience and has been with Thrivent and its affiliated entities since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering a wide range of financial topics, delivered as one-time or ongoing engagements, and maintains a separation between planning and managed-account services.
Michael D
Series 66
Peachtree City, GA
Wells Fargo Advisors
Michael Dent is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2006 to 2024 and Alchemy Wealth Management LLC from 2024 to 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.
Jeremy J
Series 66
College Park, GA
Equitable Advisors
Jeremy Jones is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Prudential Insurance Company of America, AXA Advisors LLC, Morgan Stanley, and Wells Fargo Clearing. Equitable Advisors serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various program models and third-party managers.
Vincenzo M
Series 66
Peachtree City, GA
Edward Jones
Vincenzo Mc Caffrey is a financial advisor at Edward Jones in Peachtree City, GA, holding a Series 66 credential with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for seven years at the Pathways Center for Behavioral and Developmental Growth. Outside of his advisory role, he is involved in several business ventures related to abrasive media sales, capital equipment investments, and real estate in Newnan, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.
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...
Find a financial advisor
Out of 400,000+ nationwide