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

Julie N

Series 66

Dixon, CA

Edward Jones

Julie Norton is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Angela C

Series 66

Dixon, CA

Edward Jones

Angela Culp is a financial advisor with Edward Jones in Dixon, CA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked at United Veterinary Care CA Inc and the University of California. Outside of her advisory role, she serves as co-trustee of a trust that owns rental property. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with a wide range of investment strategies and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning Multi-generational wealth transfer Self-Employed
firm logo

Brenda W

CFP®, Series 66

Dixon, CA

Edward Jones

Brenda Walker is a CFP® and Series 66 credentialed financial advisor with nine years of industry experience, currently working at Edward Jones since 2016. She is based in Dixon, CA. 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 nationwide network of more than 23,700 financial advisors and 15,000 branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning 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 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”)