Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

211 advisors near
30263

Out of 400,000+ nationwide

user avatar
firm logo

David G

Series 66

Newnan, GA

Principal Financial Services

David Griffith is a financial advisor with Principal Financial Services in Newnan, GA, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Principal Securities Inc. and Principal Life Insurance Company since 2019, as well as prior experience with Sterne Agee and his own firm, Griffith Financial Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering direct advisory programs, financial planning, and access to third-party money manager solutions.

Retired Founder/Business Owner
user avatar
firm logo

Joseph S

Series 65

Newnan, GA

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Joseph Street is a financial advisor at United Planners Financial Services of America with one year of industry experience. He holds a Series 65 designation and is also the owner of Joe Street Fitness and Nutrition Coaching LLC, a coaching and teaching business. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party money managers, with a significant portion of assets managed on a non-discretionary basis.

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

Jennifer K

Series 66

Peachtree City, GA

Commonwealth Financial Network

Jennifer Kross is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 66 designation and has worked at Parliament Wealth since 2026. Prior to that, she was affiliated with Commonwealth Financial Network and Dunlap & Associates Wealth Management from 2013 to 2026. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and operational support, with discretionary portfolio management and a variety of program structures designed to meet diverse client needs.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Bryan J

Series 66

Peachtree City, GA

Commonwealth Financial Network

Bryan Johnson is a financial advisor with Commonwealth Financial Network in Peachtree City, GA, holding a Series 66 designation and 13 years of industry experience. His previous roles include positions at Morgan Stanley Private Bank, Wells Fargo Clearing, and Dunlap & Associates Wealth Management. Outside of advisory work, he is the owner of Augusta Dream Homes, LLC, a real estate management company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Howard A

CFP®, Series 63

Tyrone, GA

Lincoln Investment

Howard Aspacher is a financial advisor with Lincoln Investment holding CFP® and Series 63 designations and has 44 years of industry experience. His prior roles include positions at Capital Analysts, Legend Advisory Corporation, and Legend Equities Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and both advisor-managed and firm-managed model portfolios, utilizing a range of strategic and tactical investment approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
user avatar
firm logo

Alyson M

Series 66

Newnan, GA

PNC Wealth Management

Alyson Mcghee is a financial advisor with PNC Wealth Management in Newnan, GA, holding a Series 66 designation and 13 years of industry experience. She has worked with PNC Investments since 2013 and spent four years at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed model strategies.

Passive / index investing Active portfolio management Wealth management Executive
user avatar
firm logo

Mark J

Series 63, Series 65

Newnan, GA

Principal Financial Services

Mark Jenkins Sr. is a financial advisor with Principal Financial Services in Newnan, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has operated Jenkins Financial Group since 1999. Outside of his advisory work, he co-owns Nevaeh Properties, Inc., a business managing rental properties, with his wife. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
user avatar
firm logo

David J

Series 63, Series 65

Peachtree City, GA

Guardian Life

David Justice is a financial advisor at Guardian Life with 29 years of industry experience and holds Series 63 and Series 65 credentials. He has worked with Guardian Life and Park Avenue Securities since 2016. Outside of his advisory role, he is involved in selling AFLAC worksite voluntary benefits under a broker sales contract. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and retirement plan consulting. The firm offers a variety of advisory programs, including discretionary and non-discretionary portfolios managed internally and by third parties.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar
firm logo

Kristopher P

Series 63, Series 65

Newnan, GA

Commonwealth Financial Network

Kristopher Pope is a financial advisor with Commonwealth Financial Network in Newnan, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been co-managing Avery And Pope Wealth Management and affiliated with Commonwealth Financial Network since 2011. Pope is also a co-owner of PAKP LLC, an operating company for his securities and advisory business. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, utilizing both internal and outsourced portfolio management options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

William M

CFA®, Series 65

Palmetto, GA

Prime Capital Financial

William Mcgough is a CFA® charterholder with 16 years of industry experience. He is currently a financial advisor at Prime Capital Financial and has held roles at Stadion Money Management and Benetic, Inc. He is also involved with Evolve Analytics, a consulting practice focused on capital markets and asset management strategy. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing a mix of discretionary and non-discretionary investment strategies.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Jason E

Series 66

Newnan, GA

Commonwealth Financial Network

Jason Eaker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. He previously worked at Cambridge Investment Research, Inc. and Morgan Stanley. Outside of his advisory role, he owns 726, LLC, a private entity established to facilitate his advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custodian services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Olivia R

Series 63, Series 66

Newnan, GA

Truist Advisory Services

Olivia Ravenscroft is a financial advisor with Truist Advisory Services in Newnan, GA, holding Series 63 and Series 66 credentials and having eight years of industry experience. Her prior work includes roles at Wells Fargo and PNC Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, using third-party platforms and AI-enabled research tools to support investment decisions.

Founder/Business Owner Executive
user avatar
firm logo

Amanda T

Series 66

Sharpsburg, GA

Farther

Amanda Tucker is a financial advisor at Farther with 14 years of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Chase Bank and Bank of America/Merrill Lynch. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios or customized allocations, incorporating algorithmic rebalancing and AI tools alongside advisor judgment.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar
firm logo

Richard B

Series 65, Series 63

Tyrone, GA

First Command Advisory Services

Richard Baldwin is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He began his advisory career in 2026 and has prior experience working with USDA Rural Development and served five years in the United States Marine Corps. Outside of finance, he is involved with Baldwin Printing and Design Inc. and REAL Broker, LLC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to manage portfolios with discretionary authority granted by clients.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Calvin W

Series 66

Newnan, GA

Truist Advisory Services

Calvin Ward is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 11 years of industry experience, including roles at Suntrust Investment Services, Bb&T, and Wells Fargo Advisors. Ward serves on the boards of The Scholarship Academy and Voices for Georgia's Children, nonprofit organizations focused on education and child advocacy in Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches supported by third-party manager relationships and AI-enhanced research tools.

Founder/Business Owner Executive
user avatar
firm logo

Renee S

CFP®, Series 63, Series 66

Peachtree City, GA

Commonwealth Financial Network

Renee Serenci is a CFP® professional affiliated with Commonwealth Financial Network, with 16 years of industry experience. She has worked at Commonwealth Financial Network since 2015 and is currently the owner of Parliament Wealth, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Karen O

Series 65, Series 63

Newnan, GA

Creative Planning

Karen Olsen is a financial advisor at Creative Planning with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at AssetMark Financial Holdings, Newport Group, J.P. Morgan Securities, and Ascensus. Olsen is based in Newnan, GA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while managing approximately $295.6 billion in client assets.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Parks A

CFP®, Series 63, Series 66

Newnan, GA

Commonwealth Financial Network

Parks Avery Jr. is a CFP® professional with 23 years of industry experience, currently serving at Commonwealth Financial Network. He has also been a managing member and co-owner of Avery and Pope Wealth Management since 2011 and previously worked at LPL Financial from 2005 to 2011. Avery is based in Newnan, GA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, assisting clients with tailored investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Megan M

Series 63, Series 65

Newnan, GA

OSAIC

Megan Mcmillan is a financial advisor at Osaic with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Securities America Advisors and Independent Financial Group. Outside of advising, she owns MCMILLAN WEALTH MANAGEMENT LLC, an LLC used for managing her business payroll and expenses, and holds an insurance license. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Nicholas K

Series 66, Series 63

Newnan, GA

LPL Financial

Nicholas Krajniak is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of advisory work, he is employed part-time as a crew member at a tree service company. 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 a range of advisory programs and financial planning services, with access to model portfolios, third-party research, and various management options.

College savings (529s, UTMA, etc.)
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")