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

Mark P

Series 63, Series 65

St. Louis, MO

LPL Financial

Mark Potter is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked with firms including Wells Fargo Clearing and Commerce Brokerage Services. Potter also serves as an Executive Vice President at Commerce Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining various investment strategies with technology and operational support.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Vijay B

Series 63, Series 65

St. Louis, MO

LPL Financial

Vijay Brahmbhatt is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Commerce Brokerage Services Inc and Northwestern Mutual firms. He has been involved with Metro East Legacy FC for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools, while managing over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Connor M

Series 66

St. Louis, MO

LPL Financial

Connor Mc Laren is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work history includes roles at Commerce Bank, Veterans United Home Loans, and the University of Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Camille M

Series 66

St. Louis, MO

LPL Financial

Camille Marolf is a Series 66-credentialed financial advisor with 17 years of industry experience. She has worked at LPL Financial since 2023, following ten years at Commerce Brokerage Services and four years at Thrivent Investment Management. Outside of her advisory work, Camille is involved in music as a part-time musician and has experience as an actress and model. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Joseph C

Series 66

St. Louis, MO

LPL Financial

Joseph Costello is a financial advisor with LPL Financial based in St. Louis, MO, holding a Series 66 designation and over 21 years of industry experience. His career includes roles at Commerce Bank and Commerce Brokerage Services, as well as earlier positions at Raymond James & Associates, Wells Fargo Clearing, and Oppenheimer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Christopher W

Series 63, Series 65

St. Louis, MO

LPL Financial

Christopher Ward is a financial advisor at LPL Financial in St. Louis, MO, with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Commerce Brokerage Services Inc for 13 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by various technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Steven G

Series 66

St. Louis, MO

LPL Financial

Steven Gambino II is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Commerce Brokerage Services, U.S. Bank, U.S. Bancorp Investments, and Securian Financial Services. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering various financial planning and investment management solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Daniel L

Series 66

St. Louis, MO

LPL Financial

Daniel Love is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 registration and over one year of industry experience. His prior work includes roles at Commerce Bank and various positions outside finance, such as at Missouri Western State University and Saint Joseph Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

George N

Series 66

St. Louis, MO

LPL Financial

George Nichols is a financial advisor at LPL Financial in St. Louis, MO, holding a Series 66 designation. He began his advisory career in 2026 and has prior experience at Commerce Bank, Switch Agency, and Barnes & Noble. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities 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”)