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

Margaret C

Series 66

Binghamton, NY

Edward Jones

Margaret Cubic Mc Micken is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Her prior roles include positions at Stu's Place, Lesko Financial Services, and Visions Federal Credit Union. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

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

Matthew K

Series 66

Binghamton, NY

Edward Jones

Matthew Kistner is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he was employed at Visions Federal Credit Union, Amphenol Aerospace, Aflac, and SUNY Oswego. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers both discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Inheritance planning Business ownership considerations Founder/Business Owner Widow/Widower
firm logo

Matthew F

Series 66

Binghamton, NY

Edward Jones

Matthew Feldman is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. He has worked at Edward Jones since 2019 and previously spent seven years at Lesko Securities Inc. Outside of advising, he owns a seasonal condo in Ocean City, MD, which he rents through a professional management company. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Retirement income strategy General retirement planning Educators, Teachers, and Academics
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”)