Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

4 advisors near
32083

Out of 400,000+ nationwide

user avatar
firm logo

George W

Series 65

Glen Saint Mary, FL

Inspire Advisors, LLC

George Williams is a financial advisor at Inspire Advisors, LLC with 16 years of industry experience. He holds a Series 65 credential and has worked with WSI Financial Partners, LLC since 2008 and Brookstone Capital Management from 2010 to 2022. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, serving individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and uses a combination of fundamental, technical, and quantitative analysis along with modern portfolio theory in its investment approach.

ESG / Sustainable investing
firm logo

Courtnie D

CFP®, Series 66

Starke, FL

Edward Jones

Courtnie Douglas is a CFP® professional at Edward Jones with 13 years of industry experience, all of which have been with the firm since 2013. She holds a Series 66 license and operates out of Starke, FL. Outside of her advisory role, she manages a personal Airbnb in Steinhatchee, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and corporate accounts. The firm manages approximately $1.01 trillion in assets and is known for its extensive advisor network, broad service offerings, and affiliated investment capabilities.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement withdrawal strategies Wealth management Founder/Business Owner
user avatar
firm logo

Matthew P

CFP®, Series 63, Series 66

MacClenny, FL

Edward Jones

Matthew Putney is a financial advisor with Edward Jones in MacClenny, FL, holding CFP® certification and Series 63 and 66 licenses. He has 20 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he serves as a worship leader at Celebration Baptist Church and manages a pleasure aircraft through an LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment solutions supported by a large nationwide network of financial advisors and branch offices.

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

Matthew D

Series 66

Starke, FL

LPL Financial

Matthew Dyal is a Series 66 licensed financial advisor with LPL Financial, based in Starke, Florida, and has three years of industry experience. He has worked at LPL Financial since 2023 and concurrently at Capital City Bank since 2015. 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 portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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”)