Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

firm logo

Mark B

Series 66

Coral Gables, FL

Edward Jones

Mark Barefield is a financial advisor with Edward Jones in Coral Gables, FL, holding a Series 66 designation and 11 years of industry experience. He has worked with multiple firms including Guerra Wealth Advisors, LPL Financial LLC, and Raymond James Financial Services. Outside of his advisory role, he has been involved with Boomtown Performance LLC, a business related to CrossFit in Burkburnett, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of advisors and branches.

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

David H

Series 63, Series 65

Coral Gables, FL

Edward Jones

David Hyman is a financial advisor with Edward Jones in Coral Gables, FL, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked for Morgan Stanley Smith Barney LLC for 10 years before joining Edward Jones in 2025. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies along with affiliated mutual funds and securities-based lending. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

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

Raffaella C

Series 66

Coral Gables, FL

Edward Jones

Raffaella Capozza is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she worked at Richemont - Cartier Boutique and Tiffany & Co. from 2015 to 2022. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner Hispanic/Latino/Latinx Women Professionals Newlywed/Engaged
firm logo

Mariano P

Series 63, Series 66

Coral Gables, FL

Edward Jones

Mariano Perez is a financial advisor with Edward Jones in Coral Gables, FL, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Northern Trust Bank, Morgan Stanley Private Bank, N.A., and Morgan Stanley. He serves as Vice President of Agrupacion Catolica Universitaria Inc. and is on the investment committees of the Amando Llorente Foundation and the Franciscan Friars of the Renewal. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Wealth management Founder/Business Owner Executive Hispanic/Latino/Latinx
user avatar
firm logo

Alexandre V

Series 66

Coral Gables, FL

Edward Jones

Alexandre Venot is a financial advisor with Edward Jones in Coral Gables, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he was involved with Oxygen Development LLC for 20 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer 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

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")