Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
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® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Maryland Heights, MO. Outside of her advisory role, she is involved with Camp Sabra in Rocky Mount, MO, where she participates in retreat staff activities, and she volunteers as an advisor liaison for the nonprofit BBYO, coordinating social events and supporting new volunteers. 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 strategies, and provides services under a fiduciary standard supported by a large national network of financial advisors and branch offices.
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.
Kathryn S
Series 66
Maryland Heights, MO
Edward Jones
Kathryn Salin is a Series 66-licensed financial advisor with Edward Jones, located in Maryland Heights, MO. She has 16 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies under an SEC-registered program, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.
Diana W
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Diana Wittig is a financial advisor at Edward Jones with 23 years of industry experience and holds Series 63 and Series 66 licenses. She has been with Edward Jones since 2004. Outside of her advisory work, she is a co-owner of Arizona Oaks LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of financial advisors and branch offices.
Heather C
Series 66
Maryland Heights, MO
Edward Jones
Heather Chavez is a Series 66 licensed financial advisor with Edward Jones in Maryland Heights, MO, bringing 14 years of industry experience. She has worked at Edward Jones since 2008 and is also involved in event coordination and management, co-owning Event DOC, LLC and serving as an event manager at Third Degree Glass Factory and Andre's Banquets and Catering. 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 and offers a variety of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of financial advisors and branch offices.
Christy B
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Christy Brock is a financial advisor at Edward Jones with 20 years of industry experience. She has been with Edward Jones since 2005 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.
Robin A
Series 66
Maryland Heights, MO
Edward Jones
Robin Arnold Jr. is a financial advisor with Edward Jones based in Maryland Heights, MO. He holds a Series 66 designation and has 18 years of industry experience, with over two decades at Edward Jones. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a large network of advisors and branch offices.
Mark F
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Mark Freeman is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Citigroup, TD Ameritrade, Major League Baseball Advanced Media, Mission Taco Joint, and WAAY-TV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated services. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.
Andrew M
Series 66
Maryland Heights, MO
Edward Jones
Andrew Maret is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Maret owns AWM Investments, a real estate investment business in Fenton, 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Carrie M
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Carrie Malick is a financial advisor at Edward Jones with 24 years of industry experience and holds the Series 63 and Series 66 designations. She has been with Edward Jones since 2001. Outside of her advisory role, she is a co-owner of an LLC that acquired a chiropractic business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets, providing both discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services through a nationwide network of over 23,000 advisors.
Qianqian W
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Qianqian Wang is a financial advisor at Edward Jones in Maryland Heights, MO, with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 2014. Wang also serves as an arbitrator for a regulatory organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Kirstin M
Series 66
Maryland Heights, MO
Edward Jones
Kirstin Mailman is a Series 66 licensed financial advisor with Edward Jones, based in Maryland Heights, MO. She has 7 years of industry experience, including time served in the United States Army from 2015 to 2016. Kirstin has been with Edward Jones since 2016 and is also affiliated with Saint Louis University. 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 services under a fiduciary standard, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Kevin N
Series 66
Maryland Heights, MO
Edward Jones
Kevin Nash is a Series 66-licensed financial advisor with Edward Jones in Maryland Heights, MO, with 14 years of industry experience. He has been with Edward Jones since 2012. 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 solutions, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.
Catherine K
Series 66
Maryland Heights, MO
Edward Jones
Catherine Kane is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory work, she is a co-owner of Arizona Oaks LLC, an LLC established jointly for the purpose of owning a shared vacation property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated services, supported by a large national network of advisors and branch offices.
Timothy B
Series 66
Maryland Heights, MO
Edward Jones
Timothy Bolhafner is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. 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 strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Krista S
Series 66
Maryland Heights, MO
Edward Jones
Krista Sjurson is a Series 66-registered financial advisor with Edward Jones in Maryland Heights, MO, with 14 years of industry experience, all of which have been with Edward Jones since 2012. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Fengjia L
Series 66
Maryland Heights, MO
Edward Jones
Fengjia Liu is a financial advisor at Edward Jones with eight years of industry experience. Liu holds a Series 66 designation and has been with Edward Jones since 2017. In addition to his advisory role, he serves as a PSYOP Officer in the United States Army Reserve, where he plans and supervises training and operations. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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 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”)
Finding advisors...
Find a financial advisor
Based on your filters