Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Aimee H

Series 63, Series 65

Morristown, TN

Benjamin F. Edwards & Company, Inc.

Aimee Helms is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Wells Fargo Clearing and J.J.B. Hilliard, W.L. Lyons, LLC. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including financial planning, investment management, brokerage, insurance products, and M&A advisory, utilizing proprietary and third-party strategies across equity and fixed income portfolios.

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

Joyce T

Series 63

Morristown, TN

Benjamin F. Edwards & Company, Inc.

Joyce Taylor is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. She has held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. prior to joining her current firm. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and certain M&A advisory services.

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

Crampton H

Series 63, Series 65

Morristown, TN

Benjamin F. Edwards & Company, Inc.

Crampton Helms is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement consulting, and investment management, combining proprietary strategies with third-party model providers.

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

Kristopher Y

CFP®, Series 66

Morristown, TN

Benjamin F. Edwards & Company, Inc.

Kristopher Yarlett is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He previously worked for Edward Jones for 12 years. Outside of advising, Yarlett is involved as a partner in local breweries and holds ownership interests in various business ventures, including a storage facility and property development projects in Morristown, TN. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, high-net-worth clients, and institutional investors. The firm offers a range of services such as wrap-fee advisory programs, financial planning, investment management, and M&A advisory, utilizing both proprietary and third-party model strategies.

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

Joseph D

Series 66

Morristown, TN

Benjamin F. Edwards & Company, Inc.

Joseph Daniels is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at Valic Financial Advisors and spent 14 years at Old Dominion Freight Line. He is also appointed as an agent to sell non-securities insurance products. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, and brokerage services, combining proprietary strategies and third-party models across discretionary and non-discretionary managed solutions.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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”)