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

Shown C

Series 66

Woodway, TX

Edward Jones

Shown Carter is a Series 66-licensed financial advisor with Edward Jones in Woodway, TX, with five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Novo Nordisk, Inc. for 11 years. 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, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner Doctor or Medical Professional
user avatar
firm logo

Joshua S

CFP®, Series 63, Series 66

Woodway, TX

Edward Jones

Joshua Satterfield is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2004, totaling 22 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in commercial real estate through ownership and executive positions in family-held property management entities in Texas. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a national network of more than 23,700 advisors and 15,000 branch offices.

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

Justin K

Series 65, Series 63

Woodway, TX

Edward Jones

Justin Kegley is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at BBVA Securities Inc. and Independent Bank DBA Independent Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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

Ryan M

Series 66

Woodway, TX

Edward Jones

Ryan Mc Creery is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, he was associated with Fellowship Bible Church for nine years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm is notable for its large retail advisor footprint, comprehensive advisory programs, and affiliated capabilities including a trust company and proprietary mutual funds.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Military & Veterans Newlywed/Engaged
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")