Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Richard R
Series 65, Series 63
Smyrna, GA
Primerica Advisors
Richard Richmond is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and having five years of industry experience. His prior work includes a decade at AT&T and concurrent roles with Landmark Financial Group and Primerica Financial Services. In addition to advisory services, he is involved in the sale of home security and automation products as well as loan product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports portfolio execution with custodial services from Pershing and overlay management by BNY Mellon Advisors.
Tripp B
Series 63
Marietta, GA
Wells Fargo Advisors
Tripp Boyer is a financial advisor with Wells Fargo Advisors in Marietta, GA, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Wells Fargo Advisors or its affiliates since 2009. Outside of advising, he serves as a Professional Advisors Network Committee member for the Cobb Community Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions and integrating advisory services with other financial products.
Stephen F
CFP®, Series 63, Series 66
Marietta, GA
Edward Jones
Stephen Frederick is a CFP®-designated financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.
Nolan J
CFP®, ChFC®, Series 66
Atlanta, GA
Edward Jones
Nolan Jeter is a financial advisor with Edward Jones in Atlanta, GA, holding the CFP®, ChFC®, and Series 66 designations and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns a real estate business, Jeter Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.
Dedry J
Series 63, Series 66
Atlanta, GA
Wells Fargo Clearing
Dedry Johnson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining Wells Fargo, Dedry worked at Morgan Stanley, E*TRADE, Bank of America, Merrill, and Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.
Susan G
Series 66
Marietta, GA
LPL Financial
Susan Godbee is a financial advisor with LPL Financial in Marietta, GA, holding a Series 66 designation and having 10 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Pinnacle Bank/Pinnacle Financial Partners, and Synovus Securities. Outside of advisory work, she owns Soapstream LLC, a commercial real estate, laundromat, and carwash business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.
Conchata T
Series 66
Douglasville, GA
Edward Jones
Conchata Taylor Kendrick is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked for Warner Bros Discovery/Warner Media/Turner Broadcasting for 16 years. 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 programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
Cristopher G
Series 66
Atlanta, GA
OSAIC
Cristopher Gossett is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 credential and has worked previously at FSC Securities Corp. He is also a C-130 navigator in the Georgia Air National Guard. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers across multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client preferences.
James N
Series 63
Atlanta, GA
Wells Fargo Advisors
James Newsome is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Advisors and its affiliated entities since 2009. Newsome serves on the board of a property owners association and participates in a church gift trust committee overseeing investment funds. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, allowing clients to implement recommendations through brokerage or advisory programs on a discretionary basis.
Austin N
Series 66
Atlanta, GA
Wells Fargo Advisors
Austin Newsome is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning areas, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.
Robert M
Series 66
Marietta, GA
OSAIC
Robert Mcafee is a financial advisor with Osaic and holds a Series 66 designation. He has 16 years of industry experience, including 15 years with FSC Securities Corp and 2 years with Osaic. Outside of his advisory role, he serves as CFO of McAfee Enterprises Inc., a non-investment related business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs various tools and platforms to construct and manage client portfolios across multiple asset classes.
Timothy D
Series 66
Atlanta, GA
Raymond James Financial
Timothy Davis is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has held positions at Bank of America, Merrill, and Pinnacle Financial Partners. Outside of his advisory role, he works as a licensed bank associate at Pinnacle Asset Management, assisting clients with banking and investment needs by referring investment matters to Raymond James. 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 non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support tailored investment recommendations.
Anthony M
Series 63, Series 66
Lithia Springs, GA
J.P. Morgan Securities
Anthony Mc Intosh is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.
Elizabeth M
Series 66
Atlanta, GA
OSAIC
Elizabeth Mayhak is a Series 66-licensed financial advisor at OSAIC with six years of industry experience. She previously worked at Woodbury Financial Services and has held roles involving client service and administrative support within the financial sector. Outside of advisory work, she assists with divorce financial analysis through a separate business activity. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations, offering integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple advisory platforms.
Clinton C
Series 63, Series 65
Atlanta, GA
Cambridge Investment Research Advisors
Clinton Copeland is a financial advisor with Cambridge Investment Research Advisors based in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Cambridge since 2019 and has extensive teaching roles at institutions including The American College for Financial Services, the College for Financial Planning, Clark-Atlanta University, Georgia State University, and the University of Maryland-Global Campus. Copeland also serves on boards of nonprofit organizations focused on financial education and community water quality. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management solutions across multiple platforms tailored to client objectives.
Brian D
Series 66
Marietta, GA
LPL Financial
Brian Dyndur is a financial advisor at LPL Financial with the Series 66 designation and 21 years of industry experience. He previously worked at Merrill and Bank of America before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing a range of management approaches and model portfolios supported by internal and third-party research.
Merrill S
Series 63, Series 65
Atlanta, GA
LPL Financial
Merrill Shemaria is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 credentials and offering 48 years of industry experience. He has been with LPL Financial and its predecessor firm since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options, supported by in-house and third-party research.
Corey W
Series 63, Series 66
Atlanta, GA
Cetera
Corey Webster is a financial advisor with Cetera based in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been associated with various Cetera entities since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple program structures and third-party managers through a large network of independent advisors.
Steven S
Series 66
Marietta, GA
Wells Fargo Advisors
Steven Shinn is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with recommendations tailored to client needs and optional implementation through various brokerage or advisory programs.
John D
Series 63, Series 65
Atlanta, GA
Merrill
John Durkota is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in the financial services industry, focusing on creating comprehensive wealth management strategies tailored to individual client needs. John holds a Bachelor's Degree from the University of Illinois and has earned several professional designations, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Divorce Financial Analyst (CDFA), and Certified Plan Fiduciary Advisor (CPFA). His expertise encompasses areas such as college education planning, family wealth management, legacy planning, retirement income strategies, socially responsible investing, and tax minimization. In addition to his professional work, John is involved in his community through the North River Church of Christ. His personal interests include hiking, photography, running, and yoga.
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 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")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide