Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Kim C

Series 63, Series 66

Atlanta, GA

Fifth Third Wealth Advisors LLC

Kim Churchill is a financial advisor at Fifth Third Wealth Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cetera Investment Services LLC and Regions Bank. Churchill is based in Atlanta, GA. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing third-party managers, affiliated model strategies, and maintaining ongoing advisor oversight.

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

Gianna C

Series 65

Alpharetta, GA

Sound Income Strategies, LLC

Gianna Campo is a financial advisor with Sound Income Strategies, LLC and holds a Series 65 designation. She has seven years of industry experience and has worked at firms including Blackridge Asset Management, Verity Asset Management, and Appreciation Financial. Campo is also president of Bulletproof Financial, a fixed insurance sales business. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity review, utilizing a scalable advisor network model and a range of discretionary and non-discretionary services.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Burns L

Series 63, Series 65

Dunwoody, GA

ACR Alpine Capital Research, LLC

Burns Lowry Jr. is a financial advisor with ACR Alpine Capital Research, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His previous roles include positions at Easterly Securities, John Hancock Funds, and James Alpha Advisors. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, employing a valuation-based investment approach focused on bottom-up equity analysis and opportunistic multi-asset strategies. The firm manages a diverse set of vehicles including mutual funds and private partnerships and maintains a high client-to-advisor ratio.

Active portfolio management Private / alternative investments Cross-border / expatriate tax planning Founder/Business Owner
user avatar
firm logo

Jeffrey B

CFP®, Series 66

Atlanta, GA

Main Street Financial Solutions, LLC

Jeffrey Buice is a CFP® and holds a Series 66 license, with 18 years of industry experience. He has been with Main Street Financial Solutions, LLC for 10 years and is also a minority owner of J.M. Buice Properties Inc., where he assists with back-office management on a part-time weekend basis. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and corporations, offering financial planning, wealth management, and retirement plan consulting. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies tailored to clients’ objectives and risk profiles.

Passive / index investing Active portfolio management Equity compensation tax strategy
user avatar
firm logo

Samuel T

Series 65

Atlanta, GA

Fifth Third Wealth Advisors LLC

Samuel Thomas is a financial advisor at Fifth Third Wealth Advisors LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. He previously worked at The Bank of New York Mellon and Core and Main. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a broad client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm utilizes customized strategic asset allocation frameworks and commonly delegates to third-party managers while leveraging resources shared with its parent company, Fifth Third Bank.

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

Michel C

Series 66

Atlanta, GA

BIP Wealth, LLC

Michel Cowdery is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 66 designation with 21 years of industry experience. He has worked at BIP Wealth since 2018 and previously spent a year at Ameriprise Financial Services. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored asset allocations including mutual funds, ETFs, fixed income, and options-based covered-call strategies, and provides advisory services for private pooled investment vehicles.

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

Roberto A

Series 65, Series 63

Atlanta, GA

OpenArc Corporate Advisory, LLC

Roberto Arteaga Ascencio is a financial advisor at OpenArc Corporate Advisory, LLC with five years of industry experience. His prior roles include positions at Merrill, Fidelity Investments, and J.P. Morgan Securities LLC. He holds the Series 65 and Series 63 designations. OpenArc Corporate Advisory serves a diverse client base that includes individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services using tailored strategies across a broad range of asset types, including private markets and digital assets.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
user avatar
firm logo

Michael P

Series 66

Atlanta, GA

Balentine

Michael Pearson is a financial advisor at Balentine with 25 years of industry experience. He holds a Series 66 designation and has previously worked at SunTrust Advisory Services LLC and GFO Advisory Services, LLC. In addition to his advisory role, he serves as a public arbitrator for FINRA, acting as a neutral member on arbitration panels resolving industry-related disputes. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and business advisory services. The firm employs a risk-based investment approach using a mix of active and passive strategies, manager due diligence, and a model-driven Global Tactical Asset Allocation program.

Business ownership considerations Business exit / sale strategy Wealth management Tax strategies for small businesses General estate planning guidance Founder/Business Owner
user avatar
firm logo

Tyler K

CFP®, Series 63, Series 65

Alpharetta, GA

Merit Financial Advisors

Tyler Knapp is a CFP® professional with six years of industry experience, currently serving as an advisor at Merit Financial Advisors in Alpharetta, GA. His prior experience includes roles at Purshe Kaplan Sterling Investments, Morgan Stanley, and The Vanguard Group, among others. He holds Series 63 and Series 65 licenses and provides both investment and fixed insurance advice. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios managed through centrally overseen models and customized by advisors.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
user avatar
firm logo

Charles C

CFP®, Series 66

Atlanta, GA

BIP Wealth, LLC

Charles Crowley IV is a CFP® professional with 16 years of industry experience, currently serving at BIP Wealth, LLC. His prior roles include positions at Veracity Capital LLC, Mercer Global Advisors Inc., Commonwealth Financial Network, and Atlanta Financial Associates. He holds life, health, and sickness insurance licenses but is not actively selling fixed insurance products. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm manages discretionary and non-discretionary accounts, advises pooled investment vehicles and private funds, and employs tailored asset allocations including mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies.

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

Matthew J

Series 66

Atlanta, GA

Synovus Securities, Inc.

Matthew Johnson is a financial advisor with Synovus Securities, Inc. in Atlanta, GA, holding a Series 66 designation and two years of experience at Synovus following prior roles at Ameriprise Financial. His background includes five years in full-time education before entering the financial services industry. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers investment advisory and brokerage services across multiple programs and utilizes both discretionary and non-discretionary portfolio management on the Envestnet platform.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar
firm logo

Michael L

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Michael Love is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Austen Morris Associates and Ten Cent Investments 5. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored portfolios using mutual funds, ETFs, individual equities, and fixed income.

Wealth management Founder/Business Owner Expats
user avatar
firm logo

Steven C

Series 63

Marietta, GA

Lifemark Securities Corp.

Steven Cross is a financial advisor with Lifemark Securities Corp. in Marietta, GA, holding a Series 63 designation and bringing 39 years of industry experience. Prior to joining Lifemark in 2018, he worked at Foresters Equity Services, Inc. and has been an independent insurance agent since 1985, specializing in life, health, disability income, and long-term care insurance. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and emphasizes suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar
firm logo

Jeffrey J

CFP®, Series 63, Series 65

Alpharetta, GA

Wealthcare Advisory Partners LLC

Jeffrey Jones is a CFP® professional with 28 years of industry experience, currently serving at Wealthcare Advisory Partners LLC since 2015. He has also worked with LPL Financial since 2013. Outside of his advisory roles, Jones is a silent investor in a family-owned e-commerce coffee distributorship. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary software and combines behavioral economics with fundamental and technical analysis to construct long-term portfolios.

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

Blair E

CFP®, Series 65, Series 63

Alpharetta, GA

Balefire, LLC

Blair Enfield is a financial advisor with Balefire, LLC, holding the CFP® designation and Series 65 and Series 63 licenses, with 18 years of industry experience. His prior roles include positions at Portsmouth Financial Services, Vaikus Advisory Group, Pfs Investments Inc, Primerica Financial Services, and involvement with Made Media Network, LLC and Made Holdings, LLC. He is also a licensed insurance agent in Georgia, Tennessee, and Florida. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with ongoing discretionary portfolio management, leveraging a multi-advisor platform managing approximately $2 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Hugh S

Series 65, Series 63

Marietta, GA

Wealthcare Advisory Partners LLC

Hugh Singletary IV is an advisor with Wealthcare Advisory Partners LLC based in Marietta, GA. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at LPL Financial, Trinity Wealth Securities, and Florida Financial Advisors. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising discipline using proprietary quantitative metrics and integrates passive and active investment strategies.

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

Brendan K

CFA®

Alpharetta, GA

New Edge Wealth

Brendan Keelan is a CFA® charterholder with eight years of industry experience. He is currently an advisor at NewEdge Wealth and has held prior roles at Roswell Housing Authority, Keelan Capital L.L.C., Edge Capital Group, LLC, and Edge Advisors. He serves on the board of the Roswell Housing Authority, which oversees affordable and public housing in Roswell, GA. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a range of strategies including proprietary investment solutions and alternative exposures.

Private / alternative investments Options & derivatives strategies Wealth management ESG / Sustainable investing Executive Founder/Business Owner
user avatar
firm logo

Ella Y

Series 66

Marietta, GA

Cornerstone Wealth Management, LLC

Ella Young is a financial advisor at Cornerstone Wealth Management, LLC, holding a Series 66 designation with two years of industry experience. She has worked at Cornerstone Wealth Management and LPL Financial since 2023 and has prior experience in the hospitality and education sectors. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and utilizes LPL platform programs and technology to deliver advisory services to a high client load.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar
firm logo

Kris J

Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Kris Joslyn is a financial advisor at OpenArc Corporate Advisory, LLC with 16 years of industry experience and holds a Series 66 designation. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill for a combined 13 years. Outside of his advisory role, he serves as the music director for Beach United Methodist Church and is involved with Wilbur Ministries, a charitable organization, where he writes, arranges, and records music and performs both domestically and internationally. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering tailored wealth management and consulting services. The firm combines institutional retirement solutions with private markets and digital asset capabilities, operating through both discretionary and non-discretionary models.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
user avatar
firm logo

Dominic D

Series 65

Atlanta, GA

Bison Wealth, LLC

Dominic Di Maccio is a financial advisor at Bison Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Liquid Strategies, LLC, Advanced Drainage Systems, and Annie’s Wine Cottage. Dominic is based in Atlanta, GA. Bison Wealth serves a range of clients including individuals, high net worth clients, family offices, and retirement plans, providing financial planning, portfolio management, and access to third-party managers. The firm employs outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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")