Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

176 advisors near
30281

Out of 400,000+ nationwide

user avatar
firm logo

Sidney B

Series 63, Series 66

Fayetteville, GA

LPL Financial

Sidney Baker is a financial advisor with LPL Financial in Fayetteville, GA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. His prior work includes roles at Hartford Funds Distributors LLC and Chartwell Investment Partners. Outside of his advisory work, he owns S.Baker Enterprises LLC, a real estate rental business. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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

Eric A

Series 66

Hampton, GA

Edward Jones

Eric Adams is a financial advisor with Edward Jones in Hampton, GA, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 14 years at SunTrust Bank. Adams serves as an at-large member of the finance committee at Jodeco Road United Methodist Church, where he participates in budgeting reviews and internal audits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Hansena H

Series 63, Series 65

Fayetteville, GA

Wells Fargo Clearing

Hansena Hansen is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. Hansen holds Series 63 and Series 65 credentials and has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC. Outside of advisory work, Hansen serves as an executor for family estates in Georgia. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar
firm logo

Savitri C

Series 63, Series 65

Stockbridge, GA

Primerica Advisors

Savitri Crenshaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Kalli C

Series 66

Atlanta, GA

LPL Financial

Kalli Cuny is a financial advisor at LPL Financial based in Atlanta, GA, holding a Series 66 designation. She has been with LPL Financial since 2026 and has 12 years of experience with Delta Community Credit Union prior to joining the firm. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Borgia Y

Series 66

Conyers, GA

J.P. Morgan Securities

Borgia Yapi is a Series 66 licensed financial advisor with 22 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers a range of investment strategies approved through its internal review processes.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Sheila M

Series 66

Fayetteville, GA

Wells Fargo Clearing

Sheila Mcelhinney is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2017, she spent 22 years at Gill Insurance Agency, Inc. Outside of her advisory role, she owns Bella Casa Designs, an interior design business based in Allen, Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute alongside third-party data to offer brokerage and advisory solutions.

Retired Founder/Business Owner
firm logo

Ansley S

Series 66

McDonough, GA

Edward Jones

Ansley Sturgill is a financial advisor at Edward Jones in McDonough, GA, holding a Series 66 designation with nine years of industry experience. Sturgill has been with Edward Jones since 2014. Outside of advisory work, Sturgill is involved with Emerald Peach Properties, LLC, a real estate business based in Atlanta, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Military & Veterans Government Employee Founder/Business Owner LGBTQIA Divorced Women
user avatar
firm logo

Michael C

Series 63, Series 65

Decatur, GA

Primerica Advisors

Michael Campbell is a financial advisor with Primerica Advisors in Decatur, GA, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1990. Outside of advisory activities, he is involved in the sale of loan products, home security, and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio trading delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Ramina L

Series 66

Conyers, GA

Merrill

Ramina Loomba is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America, N.A. for 11 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
firm logo

Megan H

Series 63, Series 65

Stockbridge, GA

Edward Jones

Megan Henry is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Northwestern Mutual Investment Management. She joined Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
user avatar
firm logo

Joseph P

CFP®, Series 63, Series 65

Fayetteville, GA

Wells Fargo Clearing

Joseph Paoletti is a CFP® with 29 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Morgan Stanley Private Bank for over a decade. In addition to his advisory work, he manages the financial affairs of his mother under a power of attorney. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, operating with more than 14,000 financial advisors and approximately $671 billion in assets under management.

Retired Founder/Business Owner
user avatar
firm logo

Daniel M

Series 66

Fayetteville, GA

Wells Fargo Clearing

Daniel Mcmillan is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at Southern Grace Farms as a farm manager for six years. Mcmillan has experience in sustainable food and fiber production. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar
firm logo

Glenn H

Series 66

Atlanta, GA

LPL Financial

Glenn Hollingsworth IV is a financial advisor at LPL Financial based in Atlanta, GA. He holds the Series 66 designation and has experience with Delta Community Credit Union since 2016. He began his role at LPL Financial in 2026. 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 advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Reuben L

Series 63, Series 65

Atlanta, GA

Cambridge Investment Research Advisors

Reuben Lewis IV is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Investacorp Advisory Services, Metlife Securities, and National Financial Group of Georgia. He serves as a board member of the King-Tisdell Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across various platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Mark T

Series 63, Series 65

Fayetteville, GA

Wells Fargo Clearing

Mark Thompson is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. He also serves as a power of attorney for his spouse. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar
firm logo

Dajah Cherise M

Series 66

Decatur, GA

J.P. Morgan Securities

Dajah Cherise Mitchell is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Jpmorgan Chase Bank. Outside of finance, her background includes roles in government, retail, and service industries. J.P. Morgan Securities LLC provides investment consulting services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Wealth management Executive Founder/Business Owner
firm logo

Jeremy L

CFP®, Series 63, Series 66

Hampton, GA

Edward Jones

Jeremy Lange is a CFP® professional with 24 years of experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and manages commercial real estate and rental properties in Hampton, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Alfred P

Series 63, Series 65

Atlanta, GA

Cetera

Alfred Ponder is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has led The Ponder Private Wealth Group since 2016 and has prior experience with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse program options and over $256 billion in assets under management.

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

William W

Series 63, Series 66

Stockbridge, GA

Primerica Advisors

William Washington II is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Investacorp, Inc., Securities America, Inc., and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based strategies managed by external asset managers and supports trade execution and custody through established third parties.

ESG / Sustainable investing Tax-loss harvesting Income planning
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")