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

Jacqueline C

Series 66

St. Louis, MO

Edward Jones

Jacqueline Cintel is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2022. She has three years of industry experience, including a prior role at Spire Energy. 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 solutions supported by a large national network of financial advisors and branch offices.

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

Matthew C

Series 66

St. Louis, MO

Edward Jones

Matthew Clauss is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2008. 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 solutions through a large network of financial advisors and branch offices.

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

Jack M

Series 66

St. Louis, MO

Edward Jones

Jack Murray is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Challenger and a brief period at OrangeTheory Fitness and the University of Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

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

Charles P

Series 63, Series 66

St. Louis, MO

Edward Jones

Charles Potts is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with nine years of industry experience. He worked at Scottrade for five years before joining Edward Jones in 2017. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

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

Donald R

Series 66

St. Louis, MO

Edward Jones

Donald Rowe is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 24 years at Edward Jones and 3 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies 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

Ellen A

Series 63, Series 66

St. Louis, MO

Edward Jones

Ellen Avramovich is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 25 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory services, 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
user avatar
firm logo

Kathleen D

Series 66

St. Louis, MO

Edward Jones

Kathleen Dear is a Series 66-licensed financial advisor with Edward Jones in St. Louis, Missouri. She has 17 years of industry experience and has been with Edward Jones since 2000. 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.

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

Kathryn A

ChFC®, Series 66

St. Louis, MO

Edward Jones

Kathryn Adams is a financial advisor with Edward Jones in St. Louis, MO, holding the ChFC® and Series 66 designations and bringing 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is a part owner of a Subway restaurant and a limited partner in a golf and country club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and related financial services, 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

Garrett L

Series 63, Series 66

St. Louis, MO

Edward Jones

Garrett Leahy is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at IBM and Ford Motor Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branches and operates under a fiduciary standard.

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

Stephen E

Series 66

St. Louis, MO

Edward Jones

Stephen Edwards is a Series 66 licensed financial advisor with 12 years of industry experience. He has worked with Edward Jones since 2025 and previously held positions at Citigroup and Wells Fargo Advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

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

Evangelos K

CFA®, Series 66

St. Louis, MO

Edward Jones

Evangelos Kourkafas is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay services under a fiduciary standard.

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

James M

Series 66

St. Louis, MO

Edward Jones

James Michaels IV is a Series 66 credentialed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2004. He has 19 years of industry experience. Outside of his advisory role, he occasionally helps out with his parents' retail business, Pet Supplies Plus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs with an emphasis on fiduciary standards, supported by a large network of financial advisors and branch offices nationwide.

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

Michael A

Series 66

St. Louis, MO

Edward Jones

Michael Albritton is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2004. 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.

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

Jonathan H

Series 63, Series 66

St. Louis, MO

Edward Jones

Jonathan Hood is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of his advisory role, he is a part owner of Vacations By Melinda LLC, a travel agency, where he assists with bookkeeping, tax preparation, and website design. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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

Andrew C

Series 63, Series 66

St. Louis, MO

Edward Jones

Andrew Countaway is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Countaway serves as a board member for New Life Christian School in Bridgeton, MO, advising on school life matters. 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 managed solutions and separately managed accounts, 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

Deborah R

Series 63, Series 66

St. Louis, MO

Edward Jones

Deborah Rademeyer is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory services 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
user avatar
firm logo

Rebecca H

Series 66

St. Louis, MO

Edward Jones

Rebecca Head is a Series 66-credentialed financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience. She has been with Edward Jones since 2015. 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 range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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
user avatar
firm logo

Adam F

Series 63, Series 66

St. Louis, MO

Edward Jones

Adam Foster is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones in 2025, he worked at The Vanguard Group for two years and has a diverse background including roles at LHH, StormWind Studios, Fox Restaurant Concepts, and Naked BBQ. 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 strategies 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

Elizabeth H

Series 66

St. Louis, MO

Edward Jones

Elizabeth Hailand is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018, with additional experience at Olin Business School, Washington University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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

Anna S

Series 66

St. Louis, MO

Edward Jones

Anna Schiermann is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

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”)