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

Kandi G

Series 66, Series 63

Rutland, VT

Edward Jones

Kandi Graham is a financial advisor with Edward Jones in Rutland, VT, holding Series 66 and Series 63 designations and 24 years of industry experience. She previously worked at Stifel Nicolaus for 14 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network as well as additional capabilities such as a trust company and securities-based lending.

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

Kirk S

Series 66

Rutland, VT

Edward Jones

Kirk Smith is a financial advisor at Edward Jones in Rutland, VT, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Baystate Financial and held positions outside finance, including roles at Pokeworks and Stanley Steemer. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
firm logo

Lon S

Series 63, Series 66

Rutland, VT

Edward Jones

Lon Smith is a financial advisor with Edward Jones in Rutland, Vermont, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1998. Outside of advising, he owns and manages real estate properties in Rutland. 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 and investment options supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Retirement income strategy General retirement planning Wealth management 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")