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Carol B

CFP®, Series 63

St. Louis, MO

LPL Financial

Carol Badstebner is a financial advisor at LPL Financial with 34 years of industry experience. She holds the CFP® and Series 63 designations and has been with LPL Financial since 2010. Outside of her advisory role, she is involved with a trust acting in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Cassandra P

Series 66

St. Louis, MO

LPL Financial

Cassandra Painter is a financial advisor with LPL Financial in St. Louis, Missouri, holding a Series 66 designation and 17 years of industry experience. She has been with LPL Financial since 2010. Outside of her advisory role, she is involved as a project manager and financial analyst with Streamline Orthotics LLC and provides bookkeeping services through Balanced Books Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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William F

Series 63, Series 65

St. Louis, MO

LPL Financial

William Ferry is a financial advisor at LPL Financial with 43 years of industry experience. He previously worked for nine years at Benjamin F. Edwards & Co. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Stephen S

CFP®, Series 63

St. Louis, MO

LPL Financial

Stephen Sutter is a CFP®-credentialed financial advisor at LPL Financial with 29 years of industry experience. He has been with LPL Financial since 2010 and is based in St. Louis, MO. Outside of his advisory role, he serves as one of three trustees of the Sutter Family Insurance Trust and acts as a non-compensated notary for client convenience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with investment strategies supported by in-house research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Thomas M

CFP®, Series 63, Series 65

St. Louis, MO

LPL Financial

Thomas Martin is a CFP®-designated financial advisor with LPL Financial in St. Louis, MO, bringing 23 years of industry experience. He previously worked at Martin Gallaher Insurance Group for 29 years and has authored a book titled "The Eight Other Advantages of Universal Life." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

College savings (529s, UTMA, etc.)
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Shawn B

Series 65, Series 63

St. Louis, MO

LPL Financial

Shawn Baker is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kestra Investment Services, Kestra Advisory, and Duncan Financial Management. Outside of his advisory role, he serves as President and CEO of SB Capital Management LLC, which provides tax preparation services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven investment strategies.

College savings (529s, UTMA, etc.)
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Mark H

CFP®, Series 63, Series 65

St. Louis, MO

LPL Financial

Mark Hayek is a CFP® with 45 years of industry experience, currently advising through LPL Financial in St. Louis, MO. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Lisle R

Series 66

St. Louis, MO

LPL Financial

Lisle Ramsey is a Series 66 licensed financial advisor with LPL Financial, based in St. Louis, MO, and has 18 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved with Clayton Investment Associates in Clayton, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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David H

Series 66, Series 63

St. Louis, MO

LPL Financial

David Hibbard Sr. is a financial advisor with LPL Financial in St. Louis, MO, holding Series 66 and Series 63 licenses and possessing 28 years of industry experience. He has been with LPL Financial since 2010. His other business activity includes operating a DBA known as Clayton Investment Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and investment management services supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Chad W

Series 66

St. Louis, MO

LPL Financial

Chad Warren is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for five years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies alongside model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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