Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

45 advisors near
31088

Out of 400,000+ nationwide

user avatar
firm logo

Brantley W

Series 63, Series 65

Bonaire, GA

Income Focus Advisors LLC

Brantley Whitley is the principal and managing member of Income Focus Advisors LLC, an independent advisory firm. He holds Series 63 and Series 65 credentials and has five years of industry experience, along with over a decade of prior work as a sole proprietor. Outside of his advisory role, he maintains an insurance sales practice focused on fixed life insurance products and annuities. Income Focus Advisors LLC provides discretionary asset and portfolio management services primarily to individuals and high-net-worth clients. The firm combines active and passive strategies with a focus on income, emphasizing closed-end funds and using quantitative screening and option strategies to manage portfolios tailored to clients’ goals and risk tolerances.

Active portfolio management Passive / index investing Income planning
user avatar
firm logo

Zachary P

CFA®, Series 65

Perry, GA

Halley Hill Wealth Management LLC

Zachary Purvis is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been the principal advisor at Halley Hill Wealth Management LLC since 2020 and previously worked at AgGeorgia Farm Credit, ACA from 2016 to 2020. Purvis also serves as an expert witness for legal cases. Halley Hill Wealth Management serves individuals, small businesses, and charitable organizations with financial planning, investment consultation, and portfolio management. The firm employs a core-and-satellite and Modern Portfolio Theory investment approach, primarily using ETFs and mutual funds, and provides quarterly account reviews along with educational workshops on personal finance and investing.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies
user avatar

Lawrence S

Series 63, Series 65

Perry, GA

Stack Wealth Management, LLC

Lawrence Stack is the principal of Stack Wealth Management, LLC, an independent advisory firm based in Perry, GA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to founding Stack Wealth Management in 2016, he worked in the financial services industry for several years. In addition to his advisory role, he is a licensed insurance agent offering life insurance products and annuities. Stack Wealth Management provides referral-based advisory services primarily to high-net-worth individuals and business entities. The firm helps clients establish relationships with third-party investment advisers and supports the onboarding process without exercising discretionary authority or direct portfolio management.

General retirement planning
user avatar

Patrick B

Series 63, Series 65

Warner Robins, GA

Jansson Financial Svcs

Patrick Bassett is a financial advisor at Jansson Financial Svcs with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Arrow Investment Advisors, LLC and Grove Point Investments, LLC. Jansson Financial Svcs provides discretionary portfolio management and financial consultation to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a range of investment strategies across multiple asset classes and typically manages accounts on a discretionary basis, utilizing both long-term and short-term approaches.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Marilyn M

Series 63, Series 65

Warner Robins, GA

Jansson Financial Svcs

Marilyn Mueller is a financial advisor with Jansson Financial Services in Warner Robins, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ceros Financial Services, Inc. since 2009. Outside of her advisory role, she is involved in life insurance sales, focusing on term life and long-term care policies. Jansson Financial Services provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs a range of investment strategies and combines multiple analytical approaches to tailor advisory services to client objectives.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Eric J

CFP®, Series 63

Warner Robins, GA

Jansson Financial Svcs

Eric Jansson is a CFP® with 44 years of industry experience, currently serving as an investment adviser representative at Jansson Financial Services since 1988. He has also worked at Ceros Financial Services, Inc. since 2009 and Corporate Village Inc since 1990. Outside of his advisory work, he has interests in farming operations in Costa Rica. Jansson Financial Services provides discretionary portfolio management and financial consultation to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement both long-term and short-term strategies across a broad range of securities.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar
firm logo

Erin W

Series 66

Perry, GA

56 Capital Partners, Ltd

Erin Watkins is a financial advisor at 56 Capital Partners, Ltd with 10 years of industry experience. She held positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management before joining her current firm in 2017. 56 Capital Partners, Ltd provides discretionary investment management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, nonprofit organizations, and business entities. The firm emphasizes asset allocation and uses both fundamental and technical analysis to build diversified portfolios across various asset classes, including equities, fixed income, ETFs, mutual funds, and alternative investments.

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

Heath H

CFP®, Series 63, Series 65, Series 66

Kathleen, GA

Boldin Advisors

Heath Hampton is a CFP® with 13 years of experience in the financial advisory industry. He is currently with Boldin Advisors and has previously worked at firms including LPL Financial LLC and Facet Wealth. Outside of financial advising, he serves as a fractional CFO and business operations planner for Family Specialty Care, providing budgeting and forecasting support. Boldin Advisors is a team-based firm offering financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm uses Modern Portfolio Theory to construct diversified portfolios focused on low-cost index funds and ETFs, and operates as a fee-only adviser without discretionary portfolio management.

General retirement planning Income planning Passive / index investing
user avatar
firm logo

Lirime M

Series 66

Warner Robins, GA

Synovus Securities, Inc.

Lirime McGuire is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and nine years of industry experience. She has worked with Synovus entities and SunTrust affiliates since 2014 and recently joined Pinnacle Bank in 2026. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm employs a client risk-tolerance questionnaire and utilizes both internal and Envestnet due-diligence processes to guide portfolio management.

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

Russell P

Series 63, Series 65

Warner Robins, GA

Nfsg Corporation

Russell Pierce is a financial advisor with NFSG Corporation in Warner Robins, GA, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Griggers Wealth Management and LPL Financial. Pierce serves as a director of Ironmen Ministries, a local men's prayer breakfast group that meets weekly and organizes an annual retreat. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management and financial planning to a diverse client base, including high-net-worth individuals and institutions. The firm customizes portfolios using a variety of investment strategies and frequently employs third-party managers to meet client objectives and risk tolerances.

Wealth management
user avatar
firm logo

Gray W

Series 66

Perry, GA

Kestra Private Wealth Services, LLC

Gray Way is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Canton Wealth Partners, Planters First Bank, Stronghill Capital, and CenterState Bank Mortgage. He is also the owner of Central Provisions LLC, a pass-through entity for accounting purposes. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms, with both discretionary and non-discretionary arrangements, supported by institutional and operational resources such as an affiliated trust company and third-party adviser relationships.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar
firm logo

Robert M

Series 63, Series 66

Perry, GA

Kestra Private Wealth Services, LLC

Robert Mc Cullough is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 credentials and 30 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 27 years before joining Kestra in 2023. Outside of his advisory work, he serves as a deacon at HLPC Church, where he assists with church outreach efforts. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a range of investment products and specialized services, supporting both discretionary and non-discretionary account management.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar
firm logo

Mary D

Series 66

Perry, GA

Kestra Private Wealth Services, LLC

Mary Duke is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for 26 years before joining Kestra Investment Services and Kestra Private Wealth Services. Outside of advising, she serves as a notary public. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a wide range of investment products and platforms, serving both individual and institutional clients with discretionary and non-discretionary arrangements.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar
firm logo

Abby G

Series 63, Series 65

Perry, GA

Valic Financial Advisors

Abby Gordy is a financial advisor with Valic Financial Advisors in Perry, GA. She holds Series 63 and Series 65 licenses and has nine years of experience in the financial services industry, including prior roles at Agia and Publix. Outside of advisory work, she is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with optional tax and ESG overlay services.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Carolyn F

Series 66

Centerville, GA

Commonwealth Financial Network

Carolyn Ford is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. She worked for Lincoln Financial Advisors Corporation from 2003 to 2023 before joining Commonwealth in 2023. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment strategies, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

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

Laura C

Series 63, Series 65

Warner Robins, GA

First Command Advisory Services

Laura Connair is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. She has no prior industry experience but has been involved in career counseling through her business, Resumes for Heroes, and operates Pecan Indulgences, a seasonal organic pecan and candy business. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by an internal Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Lauren H

Series 66

Warner Robbins, GA

Truist Advisory Services

Lauren Hall is a Series 66-licensed financial advisor with Truist Advisory Services and has nine years of industry experience. She previously worked at Merrill for ten years before joining Truist Investment Services in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that uses both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
user avatar
firm logo

Raymond H

Series 63, Series 65

Warner Robins, GA

Integrity Alliance, LLC

Raymond Hammock is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His prior roles include positions at Kovack Advisors, Inc., Independent Financial Group, and Cambridge Investment Research, Inc. He also operates a separate securities business under the name RetireByDesign. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers comprehensive asset management, financial planning, and retirement consulting services using a variety of investment approaches and custodial platforms.

Annuities ESG / Sustainable investing
user avatar
firm logo

Candice H

Series 66

Warner Robins, GA

Truist Advisory Services

Candice Howell is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds the Series 66 designation and has worked at Truist Advisory Services and its affiliated entities since 2018, including prior roles at BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches with third-party platform partnerships and AI-enabled research tools.

Founder/Business Owner Executive
user avatar
firm logo

John L

Series 66

Perry, GA

Valic Financial Advisors

John Lamberth is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at UBS Financial Services and Valic Financial Advisors since 2006. Outside of his advisory work, he is involved as a silent partner and co-owner in several pecan farming operations, overseeing general farm functions and maintenance. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to manage approximately $29.2 billion in client assets.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

John E

Series 63, Series 65

Centerville, GA

Centaurus Financial, Inc.

John Evans is a financial advisor at Centaurus Financial, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodstock Financial Group, Inc. and served in the U.S. Air Force for 18 years. Outside of his advisory role, he serves as a city councilman in Centerville, Georgia. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary arrangements with multiple investment analysis approaches.

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

Sherri G

Series 66

Warner Robins, GA

OSAIC

Sherri Goss is a financial advisor with Osaic who holds a Series 66 designation and has 22 years of industry experience. She is the owner and president of Lifespan Financial Services, where she provides fee-based asset and portfolio management, and she hosts weekly local TV interviews and a live Saturday morning radio show. Her prior experience includes roles at Royal Alliance Associates and Rosenberg Financial Group. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services with an emphasis on diversified portfolios constructed using asset-allocation tools and risk-tolerance assessments.

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

Hugh G

Series 66

Warner Robins, GA

OSAIC

Hugh Goss is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Rosenberg Financial Group, Inc. for six years and has been with Royal Alliance Associates, Inc. since 2014. Outside of his advisory role, Goss serves as president of Father & Son Enterprises, Inc., an automotive service and repair business. Osaic Wealth, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and a range of investment vehicles to construct client portfolios managed on either a discretionary or non-discretionary basis.

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

Elizabeth S

Series 66

Warner Robins, GA

LPL Financial

Elizabeth Silenzi is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, she worked at Kimberly Clarke for five years and Bridgestone Americas for three years. Outside of her advisory role, she is involved with U-Vest Financial, a business related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Mary K

Series 63, Series 66

Centerville, GA

LPL Financial

Mary Kimbrough is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 24 years of industry experience. She has worked at LPL Financial since 2011, and previously held roles at Independent Financial Partners and Edward Jones. Outside of her advisory role, she is involved as a presenter and educator with Life Investment Tools Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Brett M

CFP®, Series 63, Series 66

Warner Robins, GA

Edward Jones

Brett Malcom is a Certified Financial Planner® based in Warner Robins, GA, with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of more than 23,000 advisors.

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

Parrish J

ChFC®, Series 66

Bonaire, GA

Edward Jones

Parrish Jenkins is a ChFC® and Series 66 credentialed financial advisor with 11 years of industry experience, currently with Edward Jones since 2014. He serves in Bonaire, GA, and is involved as a poll manager and assistant manager with the Macon-Bibb County Board of Elections. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Business exit / sale strategy Divorce financial planning Founder/Business Owner Intergenerational Families Divorced
user avatar
firm logo

Wesley S

Series 66

Perry, GA

Edward Jones

Wesley Smith is a Series 66-licensed financial advisor with Edward Jones, based in Perry, GA, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked in transportation roles at Walmart and Frito Lay. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary managed solutions. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors.

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

Joy H

CFP®, Series 63, Series 65

Warner Robins, GA

LPL Financial

Joy Hurst is a CFP® professional with 37 years of industry experience, currently serving at LPL Financial since 2002. She holds Series 63 and Series 65 licenses and operates out of Warner Robins, GA. Outside of her advisory role, she provides administrative and bookkeeping services for a homeowners association through a small property management activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Ja'uan H

Series 66

Centerville, GA

LPL Financial

Ja'uan Hart is an advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. Prior to joining LPL Financial in 2025, he held various roles including positions at Lowe's and Georgia State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Nathaniel D

Series 63, Series 65

Fort Valley, GA

Primerica Advisors

Nathaniel Davis is a financial advisor with Primerica Advisors in Fort Valley, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1997. In addition to his advisory work, he is the sole owner of Davis and Associates, a tax preparation business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

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

Terri M

Series 63, Series 65

Warner Robins, GA

LPL Financial

Terri Minter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at LPL Financial since 2022 and previously served at CUNA Brokerage Services, Inc. from 2016 to 2022, while also maintaining a role at Robins FCU since 2016. Additionally, she is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Silvio S

CFP®, Series 63, Series 65

Warner Robins, GA

LPL Financial

Silvio Silenzi is a Certified Financial Planner (CFP®) with over 32 years of industry experience. He is currently affiliated with LPL Financial and has previously worked with Waddell & Reed, Inc. and various insurance carriers. He also managed Silton, Inc., a business entity providing financial services for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, combining scale with diverse financial offerings.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

James G

Series 66

Warner Robins, GA

LPL Financial

James Griggers is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to his current role, he was involved with Hope For The Inner City Inc and Mercer University, and he operated Griggers Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Shane S

Series 66

Warner Robins, GA

LPL Financial

Shane Spells is a financial advisor at LPL Financial with 28 years of industry experience and holds a Series 66 designation. His prior roles include positions at SunTrust Advisory Services, Suntrust Investment Services, Inc., and UBS Financial Services. Outside of his advisory work, he owns Protec-Tees, a home-based business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Tucker C

Series 66

Warner Robins, GA

Edward Jones

Tucker Coody is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Colony Bank and Ryan Mosely State Farm Insurance. Outside of finance, he has experience working at Publix Supermarkets and involvement with Second Baptist Church and Houston Lake Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
firm logo

Garth P

ChFC®, Series 66

Warner Robins, GA

Edward Jones

Garth Paulicheck is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2017, he worked at Doss Aviation, Inc for 13 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, operating under a fiduciary standard.

Wealth management General retirement planning Retirement income strategy Business ownership considerations Business exit / sale strategy Military & Veterans Founder/Business Owner
user avatar
firm logo

Cory A

Series 66

Warner Robins, GA

OSAIC

Cory Albrecht is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Lifespan Wealth Management Inc. Albrecht is also licensed to sell annuities, life insurance contracts, and long-term care policies. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across various asset classes on both discretionary and non-discretionary bases.

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

Daniel L

Series 66

Centerville, GA

Merrill

Daniel Lynch is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held roles at Bank of America and worked in various other positions including at Turbo Tax and Teleperformance. Outside of advising, Lynch owns and operates two small businesses: a photography business and an apparel company specializing in design and sales. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
firm logo

Andrew F

Series 66

Warner Robins, GA

Edward Jones

Andrew Fogal is a financial advisor with Edward Jones in Warner Robins, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2016 and has prior work history at Geico and James W. Fogal, CFP. Outside of advising, he owns a residential rental property in Macon, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a broad range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner
user avatar
firm logo

Cynthia P

Series 66

Warner Robins, GA

Raymond James Financial

Cynthia Pope is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has eight years of industry experience. Prior to her current role, she worked at Synovus Securities and Edward Jones. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a non-discretionary approach supported by risk profiling and analytical tools to align recommendations with client goals.

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

Samuel G

Series 63, Series 66

Warner Robins, GA

LPL Financial

Samuel Gardner is a financial advisor with LPL Financial in Warner Robins, GA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Thrivent Financial. He operates under the DBA Robins Investment and Retirement Services for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Marlon R

Series 66

Perry, GA

Edward Jones

Marlon Rhodes is a Series 66-licensed financial advisor at Edward Jones in Perry, GA, with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
user avatar
firm logo

Jonathan E

CFP®, ChFC®, Series 63, Series 65

Warner Robins, GA

OSAIC

Jonathan Eisner is a CFP® and ChFC® affiliated with OSAIC, with 12 years of experience in financial services. He previously worked at Northwestern Mutual and currently holds roles at both OSAIC and Lifespan Financial Services, Inc. Eisner is also president and owner of Eisner Insurance Solutions, LLC, which offers life, disability, and long-term care insurance products. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, providing integrated brokerage, advisory, and financial planning services. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple asset classes.

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

William G

ChFC®, Series 63

Warner Robins, GA

LPL Financial

William Griggers is a financial advisor with LPL Financial in Warner Robins, GA. He holds the ChFC® designation and the Series 63 license, and has 43 years of industry experience. He has been with LPL Financial and its predecessor firms since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a broad network of advisors and utilizes various advisory platforms, including model portfolios and third-party subadvisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities 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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)