Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

17 advisors near
32344

Out of 400,000+ nationwide

user avatar
firm logo

Elizabeth B

CFP®, Series 65

Tallahassee, FL

Smith Bruer

Elizabeth Bruer is a financial advisor at Smith Bruer with three years of industry experience. She holds a Series 65 license and previously worked as a home educator for 15 years. Smith Bruer serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside pension consulting. The firm customizes portfolios based on client objectives and risk tolerance, primarily recommending mutual funds and ETFs, and provides complimentary financial planning to clients engaged in its portfolio management services.

Wealth management
user avatar
firm logo

Joseph S

CFP®, Series 66

Tallahassee, FL

Smith Bruer

Joseph Sunday is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at Smith Bruer and previously held roles at Tim Smith & Associates and Wilbanks Securities. In addition to his advisory work, he is licensed as an independent insurance agent, selling fixed and health insurance products. Smith Bruer serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside pension consulting. The firm customizes portfolios based on client objectives and risk tolerance, primarily recommending mutual funds and ETFs, and provides complimentary financial planning to clients using its portfolio management services.

Wealth management
user avatar
firm logo

Steven H

CFP®, Series 66

Tallahassee, FL

Smith Bruer

Steven Hiraga is a CFP® professional with 12 years of experience, currently serving as an advisor at Smith Bruer in Tallahassee, FL. He has been with Smith Bruer since 2012. Outside of his advisory role, he is a member of TRAM VENTURES LLC, which raises capital to support pharmaceutical drug development at Florida State University. Smith Bruer offers portfolio management, pension consulting, and financial planning services to individuals, including high-net-worth clients, as well as employee benefit plans. The firm emphasizes mutual funds, ETFs, and modern portfolio theory, providing customized investment solutions and ongoing portfolio monitoring.

Wealth management
user avatar
firm logo

Canyon G

Series 65

Tallahassee, FL

Smith Bruer

Canyon Gray is a financial advisor at Smith Bruer in Tallahassee, FL, holding a Series 65 license with one year of industry experience. Prior to joining Smith Bruer, he worked at Synovus Bank and TMBC, LLC, and was a full-time student for eight years. Smith Bruer is a team-based firm providing discretionary and non-discretionary portfolio management, pension consulting, and financial planning for individuals and employee benefit plans. The firm emphasizes mutual funds and ETFs within a modern portfolio theory framework and tailors strategies for both retail clients and plan sponsors.

Wealth management
user avatar
firm logo

George S

Series 66

Tallahassee, FL

Smith Bruer

George Smith is a financial advisor at Smith Bruer with 23 years of industry experience and holds the Series 66 designation. He has been with Smith Bruer since 2015. Outside of his advisory role, he serves as a board member for Young Life, a Christian ministry focused on high school students. Smith Bruer provides discretionary and non-discretionary portfolio management, pension consulting, and financial planning to individuals, including high-net-worth clients, and employee benefit plans. The firm emphasizes mutual funds and exchange-traded funds based on modern portfolio theory and uses customized allocations and model strategies.

Wealth management
user avatar
firm logo

Rene B

CFP®, Series 66

Tallahassee, FL

Smith Bruer

Rene Bruer is a CFP® professional with 19 years of industry experience, currently serving with Smith Bruer in Tallahassee, FL. He has been with Smith Bruer Advisors since 2015. In addition to his advisory role, he teaches undergraduate courses as adjunct faculty at Flagler College. Smith Bruer provides discretionary and non-discretionary portfolio management, pension consulting, and financial planning services to individuals, including high-net-worth clients, and employee benefit plans. The firm employs a strategy focused on mutual funds and ETFs, incorporating modern portfolio theory and customized allocations for its clients.

Wealth management
user avatar
firm logo

Eric L

Series 65, Series 63

Tallahassee, FL

Guardian Life

Eric Luallen is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 credentials and bringing 15 years of industry experience. He has been with both firms since 2011 and has operated a self-employed business since 2003. Outside of his advisory work, he is a sports broadcaster for Florida State University baseball and basketball games. Park Avenue Securities is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning, retirement consulting, and investment advisory services utilizing both proprietary and third-party strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar
firm logo

April S

Series 63, Series 65

Tallahassee, FL

Guardian Life

April Schoen is a financial advisor with Primerica Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of advisory work, she conducts speaking engagements on retirement planning topics such as Social Security and Medicare. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm uses a combination of proprietary and third-party investment strategies, including discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar
firm logo

John C

ChFC®, Series 63, Series 65

Tallahassee, FL

Guardian Life

John Curry is a financial advisor with Primerica Advisors in Tallahassee, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 45 years of industry experience, including over 27 years with Primerica Advisors and a concurrent relationship with Guardian Life Insurance Co. since 1990. Outside of his advisory work, he develops and markets educational materials and proprietary planning processes, and he occasionally speaks at industry events. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, supporting various account types and financial planning needs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar
firm logo

Suzan H

Series 63, Series 65

Tallahassee, FL

Guardian Life

Suzan Hunter is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Guardian Life and Park Avenue Securities since 2014. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and various investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar
firm logo

Christopher R

Series 63

Tallahassee, FL

Guardian Life

Christopher Roussel is a financial advisor at Primerica Advisors with 21 years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Roussel is involved in multiple business ventures related to investment services, including general agency roles and management of several LLCs. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services, financial planning, and business consulting. The firm utilizes proprietary and third-party investment strategies and supports a range of account types with discretionary and non-discretionary management options.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar
firm logo

Robert S

Series 63, Series 65

Tallahassee, FL

Guardian Life

Robert Stuyverson is a financial advisor with Primerica Advisors based in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2005. Stuyverson serves as a board member of Elder Care Services. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar
firm logo

Edmond B

Series 63, Series 65

Tallahassee, FL

Guardian Life

Edmond Bradberry Jr. is a financial advisor with Primerica Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica Advisors since 1999 and concurrently associated with Guardian Life Insurance Company since 1997. He serves as a director of his local homeowners association. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs proprietary and third-party investment strategies across multiple program options, managing approximately $15 billion in regulatory assets under management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar
firm logo

Timothy M

Series 66

Tallahassee, FL

Guardian Life

Timothy Majors is a financial advisor with Primerica Advisors in Tallahassee, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company, as well as experience in real estate and insurance. He also serves as a durable power of attorney for his wife. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in assets and supports a range of investment strategies, including discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar
firm logo

Brent F

Series 63, Series 65

Monticello, FL

Primerica Advisors

Brent Facemire is a financial advisor with Primerica Advisors in Monticello, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Primerica Advisors since 2004 and with Primerica Financial Services since 2002. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and selectively managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

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

Robert D

Series 63, Series 66

Monticello, FL

Edward Jones

Robert Davison is a financial advisor with Edward Jones in Monticello, FL, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Edward Jones for 25 years. Outside of his advisory role, he serves as president of the Monticello/Jefferson County Chamber of Commerce and holds positions with the Republican Party of Jefferson County and the Kiwanis Club of Monticello. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy General retirement planning Founder/Business Owner
user avatar
firm logo

Trent R

Series 66

Monticello, FL

Edward Jones

Trent Roberts is a financial advisor at Edward Jones in Monticello, FL, holding a Series 66 license with one year of industry experience. Prior to joining Edward Jones, he worked at Florida Farm Bureau and held a role with the City of Tallahassee for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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
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”)