Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

3,075 advisors near
30024

Out of 400,000+ nationwide

user avatar
firm logo

Standar H

Series 63, Series 66

Alpharetta, GA

Empower Advisory Group

Standar Hammonds is a financial advisor with Empower Advisory Group in Alpharetta, GA, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at Fidelity, The Prudential Insurance Company of America, PRUCO Securities, Ameriprise Financial Services, and Scottrade. He serves as a trustee for the Reginald C. Powers Trust, overseeing the distribution of his step-father’s estate. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm employs an integrated model linked to Empower’s administrative platforms and focuses on long-term portfolio returns, annual rebalancing, and client savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Andrew M

CFP®, Series 63, Series 66

Atlanta, GA

Mercer Global Advisors Inc.

Andrew Medders is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Kays Financial Advisory Corp., Strategic Advisers, Inc., and Fidelity Brokerage Services. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using a range of investment vehicles and strategies.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar
firm logo

Reagan W

ChFC®, Series 63, Series 65

Atlanta, GA

Guardian Life

Reagan Wolfe is a Chartered Financial Consultant (ChFC®) with 14 years of industry experience. He has worked at Guardian Life and its wholly owned subsidiary, Park Avenue Securities, since 2010. Outside of his advisory role, he serves as the immediate past chairman of the McCallie Atlanta Alumni and is a board member of NAIFA Atlanta. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual and institutional clients by providing brokerage services, financial planning, and retirement plan consulting, utilizing both proprietary and third-party investment advisory programs.

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

Richard C

ChFC®, Series 63

Lawrenceville, GA

Stratos Wealth Partners, Ltd

Richard Cooney is a financial advisor at Stratos Wealth Partners, Ltd with 41 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Stratos Wealth Partners in 2019, he worked for Lincoln National Life Insurance Co and Lincoln Financial Advisors Corporation from 1998 to 2019. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.

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

Darrien D

Series 63, Series 66

Atlanta, GA

TIAA-CREF

Darrien Deese is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC and E*TRADE Securities LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various entities, including those with existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
user avatar
firm logo

Thomas G

Series 65

Alpharetta, GA

AE Wealth Management, LLC

Thomas Gandolfi Jr. is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has held positions at multiple firms including Three Bridges Financial Group, where he serves as president and owner, in addition to his advisory roles. Gandolfi is also an author and a classroom instructor for financial planning through the American Financial Education Alliance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and a variety of investment strategies, managing assets on a large scale primarily through standardized model and platform services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
user avatar
firm logo

Jason C

Series 63, Series 65

Duluth, GA

Prime Capital Financial

Jason Connolly is a financial advisor at Prime Capital Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sugarloaf Wealth Management, LLC, Triad Advisors, Inc., OSAIC, and Private Client Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, employing a variety of investment strategies and providing tax and financial administration services through an affiliated accounting subsidiary.

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

Nicholas C

CFP®, PFS™, Series 66

Atlanta, GA

Mercer Global Advisors Inc.

Nicholas Campbell is a CFP® and PFS™ with 14 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. He previously worked at Ameriprise Financial Services, Inc. before joining Mercer. Outside of his advisory role, he is a managing member of Fairhope Property Investors, LLC, a real estate investment entity. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach using diversified, risk-appropriate portfolios implemented through ETFs, index funds, separate accounts, and private funds, while also offering specialized retirement plan consulting and charitable advisory services.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar
firm logo

Laura H

CFP®

Alpharetta, GA

Commonwealth Financial Network

Laura Helms is a CFP® professional affiliated with Commonwealth Financial Network, based in Alpharetta, GA, with two years of industry experience. She has worked at both North Point Wealth Management and Commonwealth Financial Network since 2022. Prior to her financial advisory career, she spent sixteen years at Southwire Company. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a wide range of adviser-support services, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

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

Noelle K

Series 63, Series 65

Alpharetta, GA

Transamerica Financial Advisors

Noelle Kim is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at multiple firms including Mpowering America, Netlaw, Elleon Consulting LLC, WealthWave, and Assurant Health. Outside of her advisory role, she serves as president of Elleon Consulting LLC, an insurance business. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide client base including individuals, trusts, and employer-sponsored plans. The firm utilizes model portfolios and third-party managers to implement its advisory services across multiple platforms such as Transamerica ONE and TFA365.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Matthew D

Series 63, Series 65

Atlanta, GA

Truist Advisory Services

Matthew Dunckley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at J.P. Morgan Securities and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary management approaches supported by third-party platforms and an AI-enabled research team.

Founder/Business Owner Executive
user avatar
firm logo

Jonathan F

Series 63, Series 65

Norcross, GA

Truist Advisory Services

Jonathan Fanning is a financial advisor with Truist Advisory Services in Norcross, GA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and was previously with SunTrust Advisory Services and SunTrust Investment Services from 2007 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver asset allocation, fiduciary support, and manager selection programs.

Founder/Business Owner Executive
user avatar
firm logo

Chip B

Series 63

Atlanta, GA

Guardian Life

Chip Busbey Jr. is a financial advisor with Primerica Advisors and Park Avenue Securities, holding a Series 63 designation and over 40 years of industry experience. He worked with Primerica Advisors for 24 years before joining Park Avenue Securities and Guardian Life Insurance Company, where he currently serves. He is also involved in the sale of insurance products on a brokerage basis. Park Avenue Securities serves a broad retail client base, offering transaction-based brokerage and fee-based advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies including proprietary model portfolios and third-party managers, and supports various account-level services such as lending solutions and donor-advised funds.

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

Patrick C

Series 63, Series 66, Series 65

Atlanta, GA

Savant Wealth Management

Patrick Curran is a financial advisor at Savant Wealth Management in Atlanta, GA, with nine years of industry experience. He has previously worked at Capital Directions, Unified Trust / American Trust, Northwestern Mutual Wealth Management Company, and Roger Vandermus. Outside of his advisory role, he owns and manages a rental property through an LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by centralized resources and affiliated accounting, legal, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
user avatar
firm logo

Matthew L

Series 63, Series 66

Alpharetta, GA

Transamerica Financial Advisors

Matthew Luckey is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved with WealthWave Media, LLC, where he assists in creating and editing financial literacy and marketing materials. Luckey maintains a pass-through entity, M Luckey, Inc., for administrative purposes related to his other business activities. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models. The firm operates as both a registered broker-dealer and registered investment adviser, providing discretionary and non-discretionary program options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Xiuhong D

CFP®, Series 66

Atlanta, GA

Guardian Life

Xiuhong Du is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently affiliated with Guardian Life and Park Avenue Securities, where she has worked since 2017. Du serves on multiple community and industry boards, including the Gwinnett Tech Foundation, NAIFA Georgia Chapter, Gwinnett Chamber's Board of Directors, the Women's Advisory Council for Northside Hospital Gwinnett System, and is a MDRT US Chapter Community Leader. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs utilizing both proprietary and third-party models.

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

Franklin C

Series 65

Atlanta, GA

CWM, LLC

Franklin Callaway is a financial advisor with CWM, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Carson Wealth and Jon Baker Financial Group, as well as positions outside of finance at Lowe's Companies, Inc., and educational institutions such as the University of Georgia and St. Pius X Catholic School. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a large network of partner offices and advisors. The firm employs discretionary portfolio management using model portfolios guided by an internal Investment Committee and offers a range of services including financial planning and retirement-plan solutions.

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

Alicia B

Series 66, Series 63

Buford, GA

Empower Advisory Group

Alicia Bain is a financial advisor with Empower Advisory Group in Buford, GA, holding Series 66 and Series 63 licenses and having three years of industry experience. Prior to joining Empower, she worked at Morgan Stanley and E*TRADE Securities. Outside of finance, she owns and operates Elevated Opulence Black Car Service, a transportation business providing limousine and ride services outside of her advisory work hours. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Michael M

Series 63, Series 65

Atlanta, GA

Guardian Life

Michael Moore is a financial advisor with Primerica Advisors based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2007. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a combination of proprietary and third-party investment strategies and offers various account-level services such as lending solutions and donor-advised funds.

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

Mark P

Series 65

Cumming, GA

Steward Partners Investment Advisory, LLC

Mark Peterson is a Series 65-licensed financial advisor with Steward Partners Investment Advisory, LLC, bringing 13 years of industry experience. He previously worked at Advisory Services Network, LLC and Precision Capital Management. Outside of his advisory role, he spends time managing a farm, Thistle Creek Farm Partners, where he is involved in land and animal care. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both proprietary and third-party solutions.

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
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")