Shawn Whitt

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Pataskala, OH 43062

Credentials

Series 66

Industry experience

11 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Business succession planning Family Business General estate planning guidance Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

Work history

Edward Jones

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tim B

CFP®, RICP®

New Albany, OH

YFP Wealth

Your Financial Pharmacist was started in 2015 with a primary mission to help pharmacy professionals on their path towards achieving financial freedom. Through his experience of paying off $200,000 in debt, Tim Ulbrich, PharmD (YFP CEO) quickly learned that many pharmacists were struggling with mounds of student loan debt and a feeling of being overwhelmed and living paycheck-to-paycheck despite having a six-figure income. This led him to create the Your Financial Pharmacist blog in 2015 to encourage a community of pharmacists and pharmacy students to live a life free of financial stressors. In 2017, Tim teamed up with Tim Church PharmD (YFP CMO), to co-author Seven Figure Pharmacist: How to Maximize Your Income, Eliminate Debt and Create Wealth and he then eventually joined the team. Around that time, Tim Ulbrich met Tim Baker, CERTIFIED FINANCIAL PLANNER™ (YFP COO...that's me!), who had been serving pharmacists by providing fee-only financial planning services. Together they created the Your Financial Pharmacist Podcast in July 2017, which now has over a quarter-million downloads. In 2019, all three Tims joined forces merging the blog, podcast, book and financial planning firm under the Your Financial Pharmacist brand. The Tims also speak to pharmacy school and organization across the country and YFP is a strategic partner with the American Pharmacists Association (APhA).

Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Student loan debt Pharmacist Founder/Business Owner Gen Y/Millennials (Born 1980-1995)

Randy H

CFP®, Series 66

Pickerington, OH

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Military & Veterans

Max W

Series 63, Series 65

Westerville, OH

Fidelity

Max Weston is a Financial Consultant currently with Fidelity Investments, where he has been serving since 2021. He brings over a decade of experience in financial services, having held several roles including Officer and Preferred Relationship Manager at Fifth Third Bank from 2019 to 2021. Prior to that, he worked as a Licensed Banker II and Personal Banker II at Fifth Third Bank between 2016 and 2019, and as a Branch Financial Consultant at PNC Bank from 2014 to 2016. Max holds an Arkansas Insurance License, which complements his expertise in providing comprehensive financial planning. He emphasizes collaborative planning with individuals and families to reduce financial stress and create clear financial direction. Outside of his professional life, Max spends time with his wife and two young sons, engaging in activities such as outdoor adventures, attending sporting events in Columbus, and socializing with friends. His personal interests include family activities, golf, snowboarding, and soccer.

General retirement planning Income planning Young Families

Kevin O

Series 66

Gahanna, OH

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer ESG / Sustainable investing Educators, Teachers, and Academics

Thomas C

Series 63, Series 66

Westerville, OH

Fidelity

Thomas Cox is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity for over a decade, beginning his career there in 2011 and progressing through various positions including Investment Consultant, Workplace Planning Consultant, High Net Worth Associate, and Financial Service Representative. He holds a Certified Financial Planning certificate, an MBA from the University of Cincinnati, and Life and Health Insurance licenses. These credentials support his ability to provide appropriate financial solutions tailored to clients' unique goals. Thomas collaborates with clients to develop strategies that align with their individual financial objectives. Outside of his professional work, Thomas is a father of two and has been married for seven years. His personal interests include fitness, football, hiking, parenthood, running, and soccer.

Wealth management Cash flow / budgeting Life insurance needs analysis Parents Established Professionals

Alexis P

Series 66

Westerville, OH

Edward Jones

Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner LGBTQIA
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")