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

Andrea K

Series 66

Lakewood, CO

Edward Jones

Andrea Kerkhoff is a financial advisor with Edward Jones in Lakewood, CO, holding the Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she was engaged in the fitness industry, including roles as a personal trainer at Life Time Fitness and owner and head coach of InPower Fitness, where she provided virtual personal training services. Andrea continues to work as a personal trainer on a part-time basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors, offering a range of investment advisory programs and affiliated financial services under a fiduciary standard.

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

Joshua C

Series 66

Lakewood, CO

Edward Jones

Joshua Caucutt is a financial advisor at Edward Jones with nine years of industry experience. He has held his current role since 2017 and previously worked at Cooper Heating and Cooling from 2015 to 2017. He holds a Series 66 designation and is based in Lakewood, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Divorce financial planning Retirement plans for business owners (SEP, solo 401k) Public Service Employee
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")