Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

firm logo

Diego G

Series 63, Series 66

Scottsdale, AZ

Edward Jones

Diego Garcia is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Morgan Stanley, State Street Global Advisors, JPMorgan Chase Bank, Vanguard, Northern Trust Corporation, Thornburg Investment, and USC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory and investment services, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, with over $1 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Executive Doctor or Medical Professional Founder/Business Owner Intergenerational Families
firm logo

Alicia S

CFP®, ChFC®, Series 66

Scottsdale, AZ

Edward Jones

Alicia Shepherd is a financial advisor with Edward Jones in Scottsdale, AZ, holding the CFP®, ChFC®, and Series 66 designations. She has 11 years of industry experience, including over a decade with Edward Jones. Outside of finance, she works as a nuclear medicine technologist at Good Samaritan Hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Business exit / sale strategy Retirement income strategy Charitable giving & philanthropy Divorce financial 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")