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

Hugo M

Series 63, Series 65

Sonoma, CA

Edward Jones

Hugo Mendoza Solis is a financial advisor at Edward Jones with 10 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. He serves on the board of the Sonoma Valley Education Foundation and participates on the Micro Loan Committee at La Luz Center, focusing on community economic development and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is known for its extensive advisor network and affiliated capabilities beyond traditional advisory services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive Hispanic/Latino/Latinx
firm logo

John C

Series 66

Sonoma, CA

Edward Jones

John Cowles is a financial advisor with Edward Jones, holding the Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019. Outside of his advisory role, he manages and operates Blue Star Wine Country Tours, a wine tour company based in Sonoma, California, which he runs occasionally on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

General retirement planning Wealth management Retired Founder/Business Owner Executive
firm logo

Peter S

Series 66

Sonoma, CA

Edward Jones

Peter Stewart is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones, he worked for Youngs Market/RNDC for nine years. He also serves as Vice President of Mayacamas Fire, where he participates in board meetings and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Real Estate Professional
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)