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

Michael S

CFP®, Series 66

Staunton, VA

Edward Jones

Michael Swinson is a CFP® and Series 66-registered financial advisor with Edward Jones in Staunton, VA, where he has worked for 10 years since 2016. He serves as a 1st Counselor in the bishopric of The Church of Jesus Christ of Latter-day Saints in Waynesboro, VA. 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 solutions supported by a nationwide network of advisors and branch offices.

Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Wealth management Founder/Business Owner
firm logo

Kenya B

Series 66

Staunton, VA

Edward Jones

Kenya Balser is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has previously worked in event planning as a wedding coordinator. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Retirement income strategy Divorce financial planning General estate planning guidance 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")