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

Andrew E

Series 66

St Louis, MO

Cetera

Andrew Evola is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 credential and has worked at Renaissance Financial and Securian Financial Services Inc. Among his outside activities, he serves as a trustee and investment committee member for the nonprofit Our Little Haven and holds board and investment committee roles with the Tracy Family Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management, financial planning, and consulting services through multiple program platforms and manager options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

John S

Series 63, Series 65

St Louis, MO

Cetera

John Siefert is a financial advisor at Cetera with Series 63 and Series 65 licenses and 36 years of industry experience. He has worked with firms including Securian Financial Services and Renaissance Financial Corporation. He serves on the advisory board of Angel's Arms and is involved in managing a personal car ownership LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Joseph M

Series 66

St Louis, MO

Cetera

Joseph Mazzuca is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Renaissance Financial Corp, Minnesota Life Insurance Company, and Securian Financial Services. He is also engaged as a financial advisor and insurance agent with Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a range of portfolio management, financial planning, and retirement services using a multi-manager platform that offers various investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Robert F

Series 66

St Louis, MO

Cetera

Robert Findeiss is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked with Renaissance Financial since 2013 and previously with Minnesota Life and Securian Financial Services. He serves as a board member and partial owner of Oak Meadow Country Club in Rolla, Missouri. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and advisory services through a multi-manager platform that supports a broad array of program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Nick F

Series 66

St Louis, MO

Cetera

Nick French is a financial advisor with Cetera, holding the Series 66 designation and beginning his advisory career in 2025. Prior to this role, he has experience in various service and operational positions, including roles at Busch Stadium and Chaifetz Arena in St. Louis. Outside of financial advising, he works as a server at local entertainment venues and is involved with SLU Sport Service, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm manages over $256 billion in assets with a nationwide network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

William S

Series 66

St Louis, MO

Cetera

William Strubberg is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 license and four years of industry experience. He has worked at Renaissance Financial Corp since 2021 and has held roles in insurance sales and financial advisory services. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

John B

Series 63, Series 65

St Louis, MO

Cetera

John Bayer is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2023. His prior experience includes roles at Securian Financial Services, Minnesota Life, Coop Insurance Agency, and R.F. Brokerage. Outside of his advisory work, he is involved in the sales of fixed insurance products and provides financial services through Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and program structures, supporting both discretionary and non-discretionary management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Martin H

Series 63, Series 65

St Louis, MO

Cetera

Martin Husak is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has eight years of industry experience. He has worked at several firms including Renaissance Financial and Securian Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Claire G

Series 66

St. Louis, MO

Cetera

Claire Gettemeier is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her prior roles include positions at American Campus Communities, University of Missouri - Columbia, and Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Noah H

Series 66

St Louis, MO

Cetera

Noah Hood is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance Company, and Renaissance Financial Corp. Outside of financial services, he has worked as an employee for Uber Eats since 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through a multi-manager platform that supports discretionary and non-discretionary accounts.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Jack E

Series 66

St Louis, MO

Cetera

Jack Emms is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance Company, and Renaissance Financial Corp. In addition to his advisory work, he is an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to various investment programs through a large network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Trevor Y

Series 66

St Louis, MO

Cetera

Trevor Yaroch is a financial advisor with Cetera based in St. Louis, MO, holding a Series 66 designation and four years of industry experience. He has worked at Cetera and its affiliates since 2021 and is also associated with Renaissance Financial Corp. Outside of advisory services, he has experience in fixed insurance sales. Cetera serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple investment programs and third-party managers through a large nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Harry W

PFS™, Series 63

St Louis, MO

Cetera

Harry Witte is a financial advisor at Cetera with 24 years of industry experience. He holds the PFS™ designation and Series 63 license. Witte has held roles at multiple firms, including Renaissance Financial Corp and Securian Financial Services Inc. He serves on the investment committee of the Roman Catholic Foundation of Eastern Missouri and is a permanent deacon with the Archdiocese of St. Louis, where he participates in various community ministries. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting thousands of advisors and hundreds of thousands of clients nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Scott G

CFP®, Series 66

St Louis, MO

Cetera

Scott Gassen is a CFP® with 19 years of experience in financial advisory roles. He is currently with Cetera and has held positions at Renaissance Financial and various insurance firms since 2006. His professional activities include offering securities, insurance, and advisory services, as well as selling fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Matthew T

Series 63, Series 66

St. Louis, MO

Cetera

Matthew Truty is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has four years of industry experience. His prior roles include positions at Wells Fargo Advisors, Fidelity Investments, and The Vanguard Group, among others. Truty also serves as a Compliance Supervision Specialist at Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Meagan J

Series 66

St Louis, MO

Cetera

Meagan Jehle is a Series 66-licensed financial advisor with six years of industry experience. She currently works at Cetera and has prior experience at Renaissance Financial and Securian Financial Services. Jehle is also involved with Renaissance Financial, where she provides securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors using multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Andrew C

Series 66

Saint Louis, MO

Cetera

Andrew Copeland is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior experience at Stifel Financial and Clifton Larson Allen. Outside of finance, he has worked with organizations such as the Affton Athletic Association and Holy Cross Academy. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program platforms and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Taylor L

Series 66

St Louis, MO

Cetera

Taylor Looney is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera, Taylor worked with Securian Financial Services and Minnesota Life Insurance Company. Outside of advising, Taylor is also involved with Renaissance Financial, where they provide securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a network of over 10,000 independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through multiple program structures and custodial arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Lindsey K

CFP®, Series 66

St Louis, MO

Cetera

Lindsey Kerber is a CFP®-designated financial advisor with 22 years of industry experience, currently with Cetera. Her background includes lengthy tenures at R.F. Brokerage and Minnesota Life Insurance Company. She serves as a board member of St. Joseph's Academy in St. Louis, MO. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Michelle J

Series 63, Series 66

St Louis, MO

Cetera

Michelle Jaquess is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2023 and previously spent 18 years at Securian Financial Services. She is also commissioned as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy 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")