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

Tomasa M

ChFC®, Series 66

Georgetown, TX

Edward Jones

Tomasa Martinez is a financial advisor at Edward Jones with six years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, she worked at BNI Global, Woodstock School District 200, and BNI Marketing, LLC. Martinez is involved in volunteer work as a secretary for a religious organization and as a chaplain conducting Bible study for incarcerated women. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Michelle M

CFP®, Series 66

Georgetown, TX

Edward Jones

Michelle Marshall is a CFP® professional with 12 years of industry experience, currently serving clients at Edward Jones since 2013. She holds the Series 66 designation and is based in Georgetown, TX. Outside of her advisory role, she is involved in managing short-term rental properties in Georgetown and Kingsland, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
user avatar
firm logo

Steven R

Series 65, Series 63

Georgetown, TX

Edward Jones

Steven Reedy is a financial advisor at Edward Jones with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at First Heartland Capital Inc, American Benefits Exchange, Ally Financial, and IAS. Outside of his advisory role, he has been involved as National Sales Director of Life and Health Insurance at American Benefits Exchange and serves as an Education Coordinator for Business Network International. 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 strategies, and provides affiliated mutual funds, tax-efficient services, and securities-based lending under a fiduciary standard.

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

Bekkah M

Series 66

Georgetown, TX

Edward Jones

Bekkah Moore is a financial advisor at Edward Jones in Georgetown, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, she worked at Tinker Federal Credit Union and Communication Federal Credit Union. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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")