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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
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Patrick B

Series 65, Series 63

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 65 and Series 63 designations and has worked at Arrow Investment Advisors, LLC since 2008 and Ceros Financial Services since 2025. 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 variety of investment strategies, including fundamental and technical analysis, and manages accounts using a broad range of securities, often on a discretionary basis.

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

CFP®, Series 63

Warner Robins, GA

Jansson Financial Svcs

Eric Jansson is a CFP® with 43 years of industry experience, currently serving at Jansson Financial Services in Warner Robins, GA. He has worked at Ceros Financial Services, Inc. since 2009 and Corporate Village Inc. since 1990, alongside his long-standing role at Jansson Financial Services since 1988. Jansson Financial Services is a Georgia-registered investment adviser providing discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a variety of investment strategies and combines fundamental, technical, and cyclical analysis to tailor advisory services to each client’s objectives.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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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
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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
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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
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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 two 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 manages approximately $10.2 billion in client assets through nearly 200 independent advisors and serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary accounts, financial planning, and various investment programs while supporting independent advisor decision-making with access to both in-house and third-party managed solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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Robert M

Series 63, Series 66

Perry, GA

Kestra Private Wealth Services, LLC

Robert Mc Cullough is a financial advisor at Kestra Private Wealth Services, LLC with 29 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, assisting with community support efforts. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting advisor-led decision-making with access to various platforms and third-party solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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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 two 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 is a commissioned Notary Public. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor-managed portfolios across multiple platforms while maintaining supervisory oversight.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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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
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Steven B

Series 63, Series 65

Warner Robins, GA

First Command Advisory Services

Steven Bentley is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes positions at Clyde Armory and Publix, as well as service in the Army National Guard and US Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage portfolios from approved fund universes and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Laura C

Series 65, Series 63

Warner Robins, GA

First Command Advisory Services

Laura Connair is an advisor at First Command Advisory Services with Series 63 and Series 65 credentials and no prior industry experience. She owns Resumes for Heroes, a career counseling and resume writing business, and also operates Pecan Indulgences, which harvests and sells organic pecans and holiday candies. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, 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 a centralized 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
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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
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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
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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
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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
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Hugh G

Series 66

Warner Robins, GA

OSAIC

Hugh Goss is a financial advisor with OSAIC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked with Rosenberg Financial Group, Inc. since 2015 and Royal Alliance Associates, Inc. since 2014. Outside of advisory services, he is president of Father & Son Enterprises, Inc., an automotive service and repair business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of investment platforms and third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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, she worked at Kimberly Clarke and Bridgestone Americas, and she also has experience from her time at the Georgia Institute of Technology. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a broad range of advisory programs and financial planning services.

College savings (529s, UTMA, etc.)
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Mary K

Series 63, Series 66

Centerville, GA

LPL Financial

Mary Kimbrough is a financial advisor with LPL Financial in Centerville, GA, holding Series 63 and Series 66 designations and 24 years of industry experience. She has been with LPL Financial since 2011 and previously worked at Independent Financial Partners. In addition to her advisory role, she serves as a presenter and educator for Life Investment Tools Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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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
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Edward L

Series 66

Warner Robins, GA

Merrill

Edward Landon is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked for MGA from 2021 to 2024. Outside of financial services, he owns and operates EL Lawn and Landscape, a lawn care business based in Macon, GA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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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
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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
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Joy H

CFP®, Series 63, Series 65

Warner Robins, GA

LPL Financial

Joy Hurst is a financial advisor with LPL Financial in Warner Robins, GA, holding the CFP® designation and Series 63 and 65 licenses. She has 37 years of industry experience and has been with LPL Financial since 2002. Outside of advisory services, she manages administrative and bookkeeping tasks for a homeowners association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Ja'uan H

Series 66

Centerville, GA

LPL Financial

Ja'uan Hart is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, he held positions at Lowe's and has been affiliated with Georgia State University since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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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
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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 10 years of industry experience. Her prior roles include positions at Robins FCU and CUNA Brokerage Services, Inc., where she has worked since 2016. She is also commissioned as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Silvio S

CFP®, Series 63, Series 65

Warner Robins, GA

LPL Financial

Silvio Silenzi is a CFP®-certified financial advisor with 31 years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, various insurance carriers, and operating Silton, Inc., a business entity for financial services and tax purposes. He has also been active as an insurance agent specializing in non-variable insurance. 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, and utilizes research from LPL Research and third-party subadvisors across diversified and alternative strategies.

College savings (529s, UTMA, etc.)
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James G

Series 66

Warner Robins, GA

LPL Financial

James Griggers is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and previously operated Griggers Wealth Management. He also spent time with Hope For The Inner City Inc and Mercer University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

College savings (529s, UTMA, etc.)
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Shane S

Series 66

Warner Robins, GA

LPL Financial

Shane Spells is a financial advisor with LPL Financial, holding a Series 66 credential and 27 years of industry experience. He previously worked at SunTrust Advisory Services and SunTrust Investment Services, INC. Outside of his advisory role, he owns Protec-Tees, a home-based 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. The firm offers financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Tucker C

Series 66

Warner Robins, GA

Edward Jones

Tucker Coody is a financial advisor with Edward Jones in Warner Robins, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Colony Bank and Ryan Mosely State Farm Insurance. He has also been involved with Second Baptist Church and Houston Lake Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of segments. The firm manages over $1 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66, Series 63

Warner Robins, GA

LPL Financial

Samuel Gardner is a financial advisor with LPL Financial in Warner Robins, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include work with Cambridge Investment Research Advisors and Thrivent Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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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
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William G

ChFC®, Series 63

Warner Robins, GA

LPL Financial

William Griggers is a financial advisor with LPL Financial in Warner Robins, GA, holding the ChFC® designation and a Series 63 license, with 43 years of industry experience. He has been with LPL Financial and its predecessor firms since 2000. Outside of his advisory role, he is associated with Griggers Squared LLC, a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technologies such as machine learning to support both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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