Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Kaoutar B
Series 66
Maryland Heights, MO
Edward Jones
Kaoutar Byrd is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Before joining Edward Jones in 2024, Byrd held various roles in education and language acquisition. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Kimberly T
Series 66
Maryland Heights, MO
Edward Jones
Kimberly Tohill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in various educational roles within multiple school districts and at Missouri Baptist University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, a proprietary money market fund, and operates under a fiduciary standard.
Victoria L
Series 66
Maryland Heights, MO
Edward Jones
Victoria Lesage is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Thoughtprocess Interactive and Velvet Morning Press. Her other business activities include involvement in book editing and receipt of royalties from Amazon.com, Inc. 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 under management through a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.
Danielle C
Series 66
Maryland Heights, MO
Edward Jones
Danielle Coffyn is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to her current role, Danielle was employed at bioMerieux and St Louis Language Immersion Schools. Outside of advising, she is involved in writing, including poetry book sales and contributions to a Substack newsletter. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs with discretionary and non-discretionary strategies, a broad range of affiliated investment options, and operates under a fiduciary standard.
Lauren A
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Lauren Angelo is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jenna P
Series 66
Maryland Heights, MO
Edward Jones
Jenna Parsons is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 credential and previously worked at SAS Dance Supply, Barnes & Noble College, Lindenwood University, Washington Community High School, and Central Intermediate School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large national network of financial advisors and branch offices.
Matthew R
Series 63, Series 65
Maryland Heights, MO
Edward Jones
Matthew Ruzicka is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Stifel, TD Ameritrade, and Charles Schwab. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices across the United States.
Emily M
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Emily Melchiori is a financial advisor at Edward Jones with 25 years of industry experience. She has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Outside of her advisory role, she owns a commercial office building and a vacation home on Monkey Island, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices.
Christian M
Series 66
Maryland Heights, MO
Edward Jones
Christian Malley is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.
Susan B
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Susan Beckmann is a financial advisor at Edward Jones with 22 years of industry experience. She has been with Edward Jones since 1998 and holds Series 63 and Series 66 licenses. 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 and offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.
Thomas T
Series 66
Maryland Heights, MO
Edward Jones
Thomas Tavolacci is a financial advisor at Edward Jones with one year of industry experience. He previously worked at BridgeTower Media and Big Z Media, and spent six years at Roberts Motors, Inc. 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 nationwide network of financial advisors and branch offices.
Jessica R
Series 66
Maryland Heights, MO
Edward Jones
Jessica Rosburg is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies through a large network of financial advisors and branch offices across the United States.
Ronald G
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Ronald Gibbs is a financial advisor with Edward Jones in Maryland Heights, MO. He holds Series 63 and Series 66 designations and has 36 years of industry experience, spending his entire career at Edward Jones since 1989. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Kottia A
Series 66
Maryland Heights, MO
Edward Jones
Kottia Abernathy is a Series 66 licensed financial advisor with 15 years of industry experience, currently practicing at Edward Jones in Maryland Heights, MO. She has been with Edward Jones since 2008. Outside of her advisory role, she manages marketing design and communication services through The Creative Suite LLC and oversees a cleaning service company, SimplyClean Cleaning Company, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jane I
Series 63, Series 65
Maryland Heights, MO
Edward Jones
Jane Ising is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Nicholas N
Series 66
Maryland Heights, MO
Edward Jones
Nicholas Navin is a Series 66-licensed financial advisor at Edward Jones with 16 years of industry experience. He has worked at Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.
Erica R
CFP®, Series 66
Maryland Heights, MO
Edward Jones
Erica Rosenberg is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Maryland Heights, MO. She has 9 years of industry experience, including over 10 years at Edward Jones and prior work with the Jewish Community Center Association. Outside of her advisory role, she is involved with Camp Sabra as retreat staff and serves as an advisor liaison for the nonprofit BBYO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.
Joseph V
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Joseph Volz is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he officiates high school football games in St. Charles County, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Jeremiah C
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Jeremiah Clark is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Robinhood Financial, TD Ameritrade, and Scottrade. Clark is based in Maryland Heights, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jeanne C
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Jeanne Clark is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 designations and 21 years of industry experience. She has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.
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.
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")
Finding advisors...
Find a financial advisor
Based on your filters