Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

9 advisors near
31620

Out of 400,000+ nationwide

user avatar
firm logo

Matthew T

Series 66

Adel, GA

Kovack Advisors, Inc.

Matthew Thomas is a financial advisor with Kovack Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. He has worked at several firms including VOYA Financial Advisors and Cetera Advisor Networks LLC. Outside of his advisory work, Thomas is active as a minister with a Christian ministry and is involved in graphic design and video production. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, and government clients, utilizing both internally created models and third-party managers to manage portfolios across multiple custodians.

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

Jonah C

Series 66

Adel, GA

GWN Securities Inc.

Jonah Chadwick is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining GWN Securities, he worked at Your One Source Solution and The Pool Store, and has a background in education with 14 years at the Lanier County Board of Education. GWN Securities Inc. provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm uses a combination of affiliated and unaffiliated sub-advisers and applies tactical strategies including market-timing and momentum-based approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar
firm logo

Gavin M

Series 63, Series 66

Adel, GA

GWN Securities Inc.

Gavin Merwin is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at GWN Securities since 2014 and Your OneSource Solution since 2020. Outside of his advisory work, Merwin serves on the boards of the Boys & Girls Club of the Greater Cook County and Burn Culture, a 501(c)(3) organization, and owns Wild Oak Forge, a business focused on blacksmithing, leatherworking, and woodworking. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs with both traditional and active investment strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar
firm logo

Anthony P

Series 63, Series 65

Adel, GA

GWN Securities Inc.

Anthony Pezent is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding the Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with GWN Securities since 2011, following prior roles at Voya Financial Advisors and Voya Financial Partners. Outside of his advisory work, he serves on the executive committee of the Cook County Touchdown Club, which supports the local football team through fundraising events. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses market-timing and momentum-based strategies in certain programs.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar
firm logo

Jennifer H

Series 66

Adel, GA

GWN Securities Inc.

Jennifer Hayes is a financial advisor at GWN Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining GWN Securities, she worked at Your Onesource Solution and has a background that includes roles in financial services, insurance, and freelance photography. Outside of her advisory work, she owns and operates a freelance photography business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar
firm logo

Steven S

Series 66

Adel, GA

GWN Securities Inc.

Steven Schramm is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding a Series 66 designation and 22 years of industry experience. He has been with GWN Securities and Retirement Consultants Network since 2011. Outside of his advisory role, he serves as a deacon on the official board of Adel First Assembly of God and is a board member of the Adel Main Street organization. He also owns a gift shop specializing in laser-engraved products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of about 423 advisors and manages approximately $3.65 billion across over 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar
firm logo

Jessica F

ChFC®, Series 63

Hahira, GA

Cambridge Investment Research Advisors

Jessica Flowers is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior work includes positions at NYLIFE Securities LLC, Guardian Life Insurance Company, and MML Investors Services, LLC. Outside of financial advising, she is involved in real estate as an agent with EXP Realty in Hahira, GA, and owns a wealth management business operating under the name Solvance Wealth. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm utilizes a range of portfolio management strategies, combining proprietary and third-party models, and supports both discretionary and non-discretionary investment approaches tailored to client objectives.

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

Daan P

Series 66

Hahira, GA

Edward Jones

Daan Pardieck is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Mikayla S

Series 66

Adel, GA

Edward Jones

Mikayla Shealey is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to her current role, she gained experience in various positions including at Hyundai of Athens and Rev. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer 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”)