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

Stephen K

Series 66

Victoria, TX

Edward Jones

Stephen Koch is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones both from 2015 to 2019 and again since 2023. His background includes roles at Redwood Software and ADP. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Kenneth F

Series 66

Victoria, TX

Edward Jones

Kenneth French is a Series 66-licensed financial advisor with Edward Jones in Victoria, TX, where he has worked since 2013. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
user avatar
firm logo

Syndal M

Series 66

Victoria, TX

Edward Jones

Syndal Morris is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones, Syndal worked in corporate roles at Academy Sports & Outdoors and briefly operated a fitness-related business. Outside of advising, Syndal is involved with the Alzheimer's Association as a member and teaches group fitness classes at the YMCA in Victoria, TX. 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, supported by a nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

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

Rhonda M

Series 66

Victoria, TX

Edward Jones

Rhonda Meek is a Series 66-licensed financial advisor with Edward Jones in Victoria, TX, and has 15 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she is a nominal partner in a family farming and ranching business. 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 options supported by a large nationwide network of advisors and branch offices.

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

Mykael S

Series 66

Victoria, TX

Edward Jones

Mykael Salazar is a financial advisor at Edward Jones in Victoria, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Formosa Plastics Corp. for nine years and held positions at INFINITY/Wood Group and Bugmobiles Pest & Termite. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Ashley F

Series 66

Victoria, TX

Edward Jones

Ashley French is a financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed at Speedy Stop Food Stores/CL Thomas LLC from 2015 to 2018. French holds the Series 66 designation. 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 broad range of advisory and investment solutions through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive Intergenerational Families
user avatar
firm logo

Tammy H

Series 66

Victoria, TX

Edward Jones

Tammy Hicks is a financial advisor at Edward Jones in Victoria, TX, holding a Series 66 designation. She has been with Edward Jones since 2020, including her current role starting in 2025. 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 range of advisory programs, including discretionary and non-discretionary wrap fee 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 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”)