user avatar

Kristina Hunt Shidler

Advisor at Edward Jones

Updated today

Location

Monticello, IN 47960

Credentials

Series 66

Industry experience

4 years

About

Kristina Hunt Shidler is a Series 66–licensed financial advisor at Edward Jones with four years of industry experience. She has worked at Edward Jones since 2021 and has prior experience with NuSkin and Mary Kay. Outside of her advisory role, she has been involved as a brand affiliate and independent beauty consultant in the skin care industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

902 N Sixth St Suite B

Monticello, IN 47960

Most active in

Indiana

Work history

Edward Jones

2021 - Present (5 years)

NuSkin

2020 - 2021 (1 year)

Mary Kay

2015 - 2021 (6 years)

FRATCO, Inc

2011 - 2021 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert G

Series 63, Series 65

Wolcott, IN

Gerber Wealth, LLC

Robert Gerber is the principal and sole advisor at Gerber Wealth, LLC, an independent firm based in Wolcott, Indiana. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including prior roles at Next Financial Group Inc and self-employment since 1988. Gerber serves on several local boards, including a public school board and nonprofit education and community development organizations. Gerber Wealth, LLC provides financial planning, retirement plan consulting, and oversight of third-party investment advisers for individuals, high-net-worth clients, and business entities. The firm matches clients with external advisers based on their goals and risk profiles and conducts ongoing monitoring, while outsourcing portfolio management and custody.

General retirement planning Social Security optimization Income planning General tax planning
user avatar

Eric P

Series 65, Series 66

Monticello, IN

Pampel & Associates, Inc.

Eric Pampel is a financial advisor with Pampel & Associates, Inc. in Monticello, IN, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with Pampel & Associates since 2000 and has also worked at Pampel Securities, Inc. since 1998. In addition to his advisory role, he is an independent insurance agent. Pampel & Associates serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a combination of fundamental, technical, and cyclical analysis, and emphasizes client education through public seminars and workshops.

Life insurance needs analysis Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Charitable giving & philanthropy Founder/Business Owner
user avatar

Austin W

Series 65

Monticello, IN

Pampel & Associates, Inc.

Austin Woolley is a financial advisor at Pampel & Associates, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked at AuthenticX and Regions Bank. Pampel & Associates serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a combination of fundamental, technical, and cyclical analysis, and emphasizes client education through public seminars and workshops.

Life insurance needs analysis Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Charitable giving & philanthropy Founder/Business Owner
user avatar

Richard Q

Series 63

Delphi, IN

StoneX Advisors Inc.

Richard Quirk is a financial advisor with StoneX Advisors Inc. and holds a Series 63 designation. He has 46 years of industry experience and has been with StoneX Advisors Inc. since 2015. Outside of his advisory role, he is the owner of Quirk Investments, a business involved in the sale of investment and insurance products. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and an in-house Private Client Group to implement various investment strategies across multiple platforms.

ESG / Sustainable investing

Adam B

Series 66

Delphi, IN

Edward Jones

Adam Blankenberger is a financial advisor with Edward Jones in Delphi, IN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Planning for children with special needs Founder/Business Owner
user avatar

Stephen D

Series 66

Monticello, IN

Cambridge Investment Research Advisors

Stephen Dold is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining Cambridge in 2017. Outside of his advisory role, he is involved in coaching basketball and football at Twin Lakes School Corporation in Monticello, IN, and is part-owner of a bakery business. Cambridge Investment Research Advisors serves a diverse range of individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) 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
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")