Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar

Chad C

Series 65

Slayton, MN

Avalon Financial LLC

Chad Conway is a financial advisor at Avalon Financial LLC in Slayton, MN, holding a Series 65 designation with six years of industry experience. Prior to founding Avalon Financial, he operated Conway Financial Consulting, LLC from 2016 to 2018 and was employed by the YMCA from 2018 to 2023. Avalon Financial provides discretionary investment management and complimentary financial planning to private individuals, focusing on long-term, buy-and-hold strategies with an emphasis on U.S. stocks and fundamental analysis. The firm offers personalized portfolio management within client risk profiles, quarterly reporting, and a quarterly client newsletter summarizing economic and market updates.

College savings (529s, UTMA, etc.) General retirement planning Annuities
firm logo

Loretta G

Series 66

Slayton, MN

Edward Jones

Loretta Gervais is a financial advisor at Edward Jones with a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. In addition to her advisory role, she serves as a board member and secretary for the Slayton Chamber of Commerce in Slayton, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets, offers both discretionary and non-discretionary investment strategies, and maintains a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Women Professionals Women's Finance Religious/faith focused
firm logo

Mary A

Series 66

Slayton, MN

Edward Jones

Mary Arnold is a Series 66 licensed financial advisor with Edward Jones in Slayton, MN, having four years of industry experience. She has previously worked at Metabank and Tracy Area Public Schools. Outside of her advisory role, Mary volunteers as secretary/treasurer for the Lake Shetek First Responders and serves as a fundraiser coordinator for the St. Mary's School Scrip Program, as well as a board member of the Tracy Area Education Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) 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”)