Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Sandra D

CFP®, Series 66

Vicksburg, MI

Edward Jones

Sandra De Vito is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2018. She has seven years of industry experience and previously worked nine years at The Gagie School. Outside of financial advising, she co-owns Nick's Barber Shop in Vicksburg, Michigan, a business she manages jointly with her husband. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages over $1 trillion in assets, offering a variety of investment strategies and affiliated financial services through a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Sharlee Z

CFP®, Series 66

Vicksburg, MI

Edward Jones

Sharlee Zalewski is a CFP®-designated financial advisor with 15 years of industry experience. She has worked at Edward Jones since 2018 and previously spent five years with PNC Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 advisors.

Retirement income strategy Inheritance planning General estate planning guidance Divorce financial planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Kristina L

Series 66

Vicksburg, MI

Edward Jones

Kristina Loney is a financial advisor at Edward Jones with 21 years of experience at the firm. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. 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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer 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")