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

Joshua G

CFP®, Series 66

Portland, OR

Edward Jones

Joshua Golston is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Cummins Inc for one year. Edward Jones is a full-service wealth management firm serving millions of individuals and institutions, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors. The firm operates under a fiduciary standard and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Darrell G

CFP®, Series 66

Portland, OR

Edward Jones

Darrell Geymann is a CFP®-designated financial advisor with Edward Jones, based in Portland, OR, and has five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Nike Inc. from 2008 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar
firm logo

Kristi H

Series 66

Portland, OR

Edward Jones

Kristi Hilgaertner is a financial advisor with Edward Jones, holding a Series 66 designation and 2 years of industry experience. She has been with Edward Jones since 2013. 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 with a nationwide network of over 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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

Derek S

CFP®, Series 66

Portland, OR

Edward Jones

Derek Sandell is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. Based in Portland, OR, he has spent his entire advisory career with Edward Jones. Outside of his advisory work, he is a co-owner of Cascade View Orchards, a farm property in Salem, OR. 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 through a large nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management General estate planning guidance Founder/Business Owner
firm logo

Andrew S

Series 66

Portland, OR

Edward Jones

Andrew Sparks is a financial advisor at Edward Jones in Portland, Oregon, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was involved with Cheers ERP Solutions and Base Camp Brewing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services through a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets under management and provides discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay tax services.

Business ownership considerations Business succession planning Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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")