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

Ellen S

Series 66

Cedar Knolls, NJ

Edward Jones

Ellen Stuart is a financial advisor at Edward Jones with nine years of experience at the firm and prior experience working for school districts in Livingston and Chatham, New Jersey. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions 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
firm logo

Dallas H

CFP®, Series 66

Cedar Knolls, NJ

Edward Jones

Dallas Herold is a CFP®-certified financial advisor with Edward Jones, based in Cedar Knolls, NJ, and has 11 years of industry experience. He has been with Edward Jones since 2015. Outside of advisory services, he is involved in managing Herold Brothers, LLC, a real estate investment business, and receives royalties from Amazon and Apple Books. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy Business ownership considerations Inheritance planning 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 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")