Overwhelmed by options?
Answer a few questions to see advisors matched to you.
5 advisors near
41143
within the area shown on the map
Out of 400,000+ nationwide
Tamara W
CFP®, Series 63
Grayson, KY
Archer Investment Corporation
Tamara Williams is a CFP® with 27 years of industry experience, currently serving as an advisor at Archer Investment Corporation since 2018. She previously worked at HD Vest for 15 years and has operated her own accounting and tax preparation business as a CPA since 2002. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a comprehensive investment process that includes personalized financial assessments and diversified portfolio construction across multiple asset classes.
Timothy R
Series 63, Series 65
Grayson, KY
Money Concepts Capital Corp
Timothy Rayburn is a financial advisor with Money Concepts Capital Corp in Grayson, KY, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Money Concepts Capital Corp and Whitley Gahm & Rayburn CPAs PLLC since 2011. Outside of his advisory role, he is involved with Growing Lucasville Opportunities Inc, a charitable organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.
Jayson C
Series 63, Series 66
Grayson, KY
Wells Fargo Advisors
Jayson Capling is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial, LLC and U.S. Bancorp Investments, Inc. Outside of his advisory role, he is involved in a home-based construction and roofing referral business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad range of specialized planning options. Advisors use Wells Fargo’s research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.
Robert R
Series 66
Grayson, KY
Wells Fargo Advisors
Robert Roar Jr. is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 20 years of industry experience. He previously worked at LPL Financial, LLC, and U.S. Bancorp Investments, Inc. Outside of his advisory role, he is involved in sales activities unrelated to investment and serves as a notary public. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and niche services tailored to specific client needs.
Mickey M
Series 63, Series 65
Grayson, KY
Cetera
Mickey Miller is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avantax Advisory Services and Avantax Investment Services, among other firms. Outside of advising, he is a partner in Dionysus Beverage Sales, LLLP, where he participates in general management. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers and various program structures.
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
5 advisors near
41143
within the area shown on the map
Out of 400,000+ nationwide