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Ivory J

Series 63, Series 66

McDonough, GA

Truist Advisory Services

Ivory Johnson is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Bank. Johnson has been with Truist since 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers various services including asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research tools.

Founder/Business Owner Executive
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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
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Rashad C

Series 66

McDonough, GA

Empower Advisory Group

Rashad Calhoun is a financial advisor with Empower Advisory Group holding a Series 66 designation and has one year of industry experience. Prior to joining Empower, he held roles at Farmers Insurance, Regions Bank, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach links financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Michael H

Series 63, Series 66

Fayetteville, GA

Steward Partners Investment Advisory, LLC

Michael Heath is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Steward Partners and Raymond James, among others. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both Steward Partners-branded solutions and third-party money managers.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Gregory H

Series 63, Series 65

McDonough, GA

Cetera Planning Partners

Gregory Hammonds is a financial advisor at Cetera Planning Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Avantax Planning Partners, WHT Advisory Services, and Crescent Financial Group. Outside of his advisory work, he serves as a director of First National Bank of Griffin and is the CEO of a CPA firm, Whaley Hammonds PC. He is also an elder at McDonough Presbyterian Church, where he leads the Personnel Committee and participates on the Stewardship Committee. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, and emphasizes diversified, goal-based investment strategies integrated with a larger Cetera network.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Eric B

Series 63, Series 66

Fairburn, GA

Empower Advisory Group

Eric Berry is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at Prudential, Fidelity, and TIAA. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Mark B

Series 66, Series 63

McDonough, GA

Empower Advisory Group

Mark Bramble is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Truist Investment Services, Advisor Group, and Wells Fargo in various capacities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Robert A

CFP®, Series 63

McDonough, GA

Tlg Advisors, Inc.

Robert Ausband Jr. is a CFP® professional with 33 years of industry experience, currently serving at TLG Advisors, Inc. He has held positions at Nationwide Advisory Services, Inc., Nationwide Securities, LLC, and The Leaders Group, Inc. outside of his advisory role, he is CEO of The Ausband Agency, Inc. and holds various leadership roles including board memberships in local development authorities and private companies. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm provides investment supervisory services, portfolio management, and financial planning through a network of independent advisors and sub-advisors, using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Travis W

Series 63, Series 65

Fayetteville, GA

Money Concepts Capital Corp

Travis Wells is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Money Concepts Capital Corp since 2016. Outside of his advisory role, he teaches free resume and LinkedIn classes for job seekers at a local church and serves as secretary of the Fayetteville Rotary Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and combines model portfolios, internally designed strategies, and third-party sub-advisers to manage approximately $3.33 billion for around 14,700 clients.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Chad K

CFP®, Series 63

McDonough, GA

Planmember Securities Corporation

Chad Kishel is a CFP® professional with 24 years of experience in financial services. He is currently with Planmember Securities Corporation and has previously operated Kishel Financial LLC and Financial U since 2014, along with experience at Summit Capital Solutions. Outside of his advisory roles, he is involved in fixed annuity sales and works as an agent for Financial Reserve Services. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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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
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Chris B

Series 66

Peachtree City, GA

Integrity Alliance, LLC

Chris Breeden is a financial advisor at Integrity Alliance, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and Bankers Life. Outside of advisory services, he owns Breeden & Associates Tax and Business Services, LLC, providing tax planning and preparation, and is also an agent for American Senior Benefits, offering fixed insurance products. Integrity Alliance serves a broad range of clients, including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a large network of over 300 advisors. The firm offers diversified investment solutions, including discretionary accounts, model portfolios, and third-party manager referrals, with a blend of strategic, tactical, and adaptive allocation approaches.

Annuities ESG / Sustainable investing
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Christian L

CFP®, Series 63

Peachtree City, GA

Integrity Alliance, LLC

Christian Laase is a CFP® with 24 years of industry experience, currently affiliated with Integrity Alliance, LLC. His prior roles include positions at Brokers International Financial Services, Lincoln Financial Securities Corporation, and Bankers Life, where he worked for over a decade. Outside of advisory work, Laase serves as a District Branch Manager for American Senior Benefits, recruiting and training insurance agents and financial advisors. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, operating through an extensive network of independent advisors managing approximately $5.4 billion in assets.

Annuities ESG / Sustainable investing
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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
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Barry R

Series 63, Series 65

Atlanta, GA

Lincoln Investment

Barry Rawls is a financial advisor at Lincoln Investment with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lincoln Investment Planning, Inc. since 2012. He is also the owner of Rawls Financial Advisors, which provides insurance services on a limited basis. Additionally, Rawls serves as a trustee and executor managing personal and estate holdings. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment strategies employing both strategic and dynamic 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
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Jared B

Series 66

Peachtree City, GA

Integrity Alliance, LLC

Jared Breeden is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Pactiv Evergreen, as well as military service in the United States Army. Additionally, he is involved as a fixed insurance agent with American Senior Benefits, focusing on Medicare supplements. Integrity Alliance, LLC is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm provides advisory and brokerage services to a diverse client base, offering portfolio management, financial planning, and access to third-party managers, with a range of investment approaches and operational features including dual registration and affiliated insurance distribution.

Annuities ESG / Sustainable investing
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David D

Series 63, Series 66

McDonough, GA

Edward Jones

David Dodd Jr. is a financial advisor with Edward Jones in McDonough, GA, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Founder/Business Owner
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David C

CFP®, Series 63, Series 65

Fayetteville, GA

LPL Financial

David Casey is a CFP®-designated financial advisor with LPL Financial in Fayetteville, GA, bringing 32 years of industry experience. He has worked at LPL Financial since 2015 and concurrently serves at Delta Community Credit Union. Outside of his advisory roles, Casey serves as an officer in the Georgia Army National Guard. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services supported by model portfolios, third-party subadvisors, and research from LPL Research.

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

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Family Business Tax strategies for small businesses
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