Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

358 advisors near
30517

Out of 400,000+ nationwide

user avatar
firm logo

Jerome H

CFP®, ChFC®, Series 63, Series 65

Suwanee, GA

LPL Financial

Jerome Hansen is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and over 44 years of industry experience. He has worked at LPL Financial since 2010 and has also been involved with Hansen Financial Services, Inc. since 2004. Hansen served as an instructor at the University of Phoenix from 2006 to 2018. 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 consulting.

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

Ian C

Series 66

Dacula, GA

Edward Jones

Ian Cole is a financial advisor at Edward Jones in Dacula, GA, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Emmanuel College from 2011 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory services and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Divorce financial planning Charitable giving & philanthropy ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused Values-based investing
user avatar
firm logo

Stacey S

Series 65, Series 63

Dacula, GA

Primerica Advisors

Stacey Stanford is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at Primerica Financial Services since 2016 and has been involved in real estate through Atlanta Communities Real Estate and Halstan Realty. Outside of her advisory role, she is a partner in several non-investment related business ventures, including SAS360, LLC, Level Group Holdings, LLC, and Stalst, LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

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

Terrell W

Series 63, Series 65

Gainesville, GA

Morgan Stanley

Terrell Williams is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Outside of his advisory role, he is the president of a commercial cleaning company in Cornelia, Georgia. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

General estate planning guidance
user avatar
firm logo

Joseph D

Series 66

Lawrenceville, GA

LPL Financial

Joseph Deming is a financial advisor with LPL Financial in Lawrenceville, GA, holding a Series 66 designation and eight years of industry experience. He previously worked at United Community Bank and Raymond James Financial Services before joining LPL Financial, where he has worked for seven years. Outside his advisory role, he is involved with United Community Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth and non-HNW clients—retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

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

Edward L

Series 63, Series 66

Lawrenceville, GA

Cetera

Edward Lane Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Cetera since 2021, previously spending six years at VOYA Financial Advisors. Outside of finance, he owns and operates Fast Lane Music, a recording studio. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients across a range of investment and retirement planning services. The firm offers a multi-manager platform with access to various portfolio management strategies and has over 10,000 advisors managing more than $256 billion in assets.

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

Franklin C

Series 63, Series 65

Dacula, GA

Primerica Advisors

Franklin Cain is a financial advisor with Primerica Advisors in Dacula, GA, holding Series 63 and Series 65 licenses and with five years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2020 and was previously self-employed and worked at R & G Academy. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliates of Primerica. 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 approach, with portfolio implementation delegated to BNY Mellon Advisors.

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

Charles F

Series 63, Series 66

Gainesville, GA

Edward Jones

Charles Footit is a financial advisor with Edward Jones in Gainesville, GA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor and branch network as well as its affiliated trust and lending services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Anthony D

Series 63, Series 65

Gaineville, GA

Raymond James Financial

Anthony Dye is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked with various Raymond James entities since 2013. Outside of his advisory role, Dye serves as Treasurer and Chair of the Finance Committee for the Georgia Mountains YMCA, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Rekevian M

Series 65

Buford, GA

Cambridge Investment Research Advisors

Rekevian Mathis is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors. He has one year of experience in the financial industry and has a background that includes service with the Cobb County Police Department. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using various portfolio and platform arrangements tailored to client objectives.

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

Stephen G

Series 66

Gainesville, GA

Merrill

Stephen Gayton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Stephen holds a Bachelor's Degree from the University System of Georgia and holds the Professional Investment Advisor (PIA) designation. He emphasizes developing personalized financial strategies tailored to clients' long-term goals. Stephen is also active in his community, dedicating time to volunteer with local organizations in line with Merrill's tradition of community involvement.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Family Business
user avatar
firm logo

Shayna M

Series 63, Series 65

Sugar Hill, GA

OSAIC

Shayna Markel is a financial advisor at Osaic with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Markel Financial Services, LLC. In addition to her advisory role, she is involved with Markel Financial Services, LLC as an associate financial advisor and insurance broker. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of advisers, offering integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessments, and various investment vehicles.

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

Cory R

Series 66

Buford, GA

LPL Financial

Cory Robinson is a financial advisor with LPL Financial in Buford, GA, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years at Invest Financial Corporation. Robinson also owns Cory L Robinson CPA PC, a tax preparation and accounting firm he has operated since 2012. 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 programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

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

Barbara D

Series 66

Gainesville, GA

Raymond James Financial

Barbara Denton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 17 years of industry experience. She has been with Raymond James since 2016 and previously worked with Dominguez & Jones Wealth Management Group. Outside of her advising role, she is involved as an independent contractor selling gourmet food through Tastefully Simple. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary planning using analytical tools to align recommendations with client goals and supports its services with technology and specialized consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Nathaniel L

CFP®, Series 66

Braselton, GA

Raymond James Financial

Nathaniel Langley is a CFP® with 14 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2026. His prior experience includes roles at Commonwealth Financial Network, Avantax, and 1st Global Advisors. He is also a co-owner of Gwinnett Financial Services, a private entity facilitating securities, advisory, and insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations within a large advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Austin S

Series 63, Series 65

Gainesville, GA

LPL Financial

Austin Schlieman is a financial advisor at LPL Financial with 13 years of industry experience. He previously worked at BlackRock for seven years before joining LPL Financial in 2021. He holds Series 63 and Series 65 credentials. 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 plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

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

Jonathan P

CFP®, Series 66

Gainesville, GA

Raymond James Financial

Jonathan Peterson is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for nine years. Outside of his advisory role, he is also an associate at Windsor Wealth Planners & Strategists. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting services using analytical tools and supports its clients through a broad network and specialized programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Richard R

Series 65, Series 63

Sugar Hill, GA

Fidelity

Richard Reasoner is a financial advisor with Fidelity Investments, holding Series 65 and Series 63 designations and bringing 19 years of industry experience. His prior roles include positions at Merrill and Arkadios Wealth Advisors. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to both retail and institutional clients, including charitable and registered investment company clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

William F

Series 66

Auburn, GA

LPL Financial

William Flowers is a Series 66-registered financial advisor with 18 years of industry experience. He is currently with LPL Financial and previously worked at SunTrust Advisory Services and SunTrust Investment Services, INC. 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, with both discretionary and non-discretionary management options supported by research and model portfolios.

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

Bryan R

Series 66

Buford, GA

Edward Jones

Bryan Richards is a financial advisor at Edward Jones in Buford, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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")