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

Christopher K

Series 63, Series 65

Kailua, HI

Edward Jones

Christopher Kam is a financial advisor with Edward Jones in Kailua, HI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, he is involved in several family property rental businesses in Kailua. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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

William S

CFP®, Series 66

Kailua, HI

Edward Jones

William Stack is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to this role, he has been involved in songwriting and streaming residuals through Orchard Enterprises NY, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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

Calen Scot H

Series 66

Kailua, HI

Edward Jones

Calen Scot Holt is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he served in the United States Army for 11 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

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

Jessica S

Series 66

Kailua, HI

Edward Jones

Jessica Stack is a Series 66 licensed financial advisor at Edward Jones in Kailua, Hawaii, with one year of industry experience. Prior to joining Edward Jones, she worked in education and was self-employed with Haystack Essentials for three years. She serves as a trustee on the board of the Honolulu Waldorf School. 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 programs, managed accounts, and tax-efficient services, supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Attorney Educators, Teachers, and Academics Founder/Business Owner
firm logo

Charles H

CFP®, Series 63, Series 66

Kailua, HI

Edward Jones

Charles Holt is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 1996. He participates as an Investment Committee Member for the Partners in Development Foundation in Honolulu. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of advisors and branch offices.

Retirement income strategy Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance 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")