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

Jeffrey F

Series 66

St. Louis, MO

RBC Capital Markets

Jeffrey Forgerson is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Morgan Stanley Smith Barney, Edward Jones, and Scottrade Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Cole F

Series 63, Series 65

St. Louis, MO

RBC Capital Markets

Cole Frierdich is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 65 credentials. He has one year of industry experience and has previously worked at NYLIFE Securities LLC, New York Life Insurance Company, First Command Brokerage Services Inc., and served eight years in the United States Air Force and Washington Air National Guard. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through various in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Stevie B

Series 66

St. Louis, MO

RBC Capital Markets

Stevie Buckley is a financial advisor at RBC Capital Markets with two years of industry experience. Buckley holds a Series 66 designation and previously worked at Central Investment Advisors and Central Bank of Boone County. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm customizes investment strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party managers, with options for tax management and responsible investing.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Tyler C

Series 63, Series 66

St. Louis, MO

RBC Capital Markets

Tyler Cox is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 66 designations and six years of industry experience. He previously worked at Merrill for nine years and St. Louis Bank for one year before joining RBC Capital Markets. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Matthew G

Series 66

St. Louis, MO

RBC Capital Markets

Matthew Goldenberg is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has held positions at U.S. Bancorp Investments, Inc. for 23 years, as well as City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by a broad range of portfolio management, financial planning, custody, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Robert F

Series 63, Series 65

St. Louis, MO

RBC Capital Markets

Robert Funke is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he serves on the finance committee of St. Margaret Mary Alacoque Catholic Parish and participates in fundraising efforts for the Catholic Disability Foundation and the White House Retreat Center. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm offers customized investment strategies implemented through a combination of in-house and third-party managers, with options for tax management and responsible investing.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Justin N

Series 63, Series 65

St. Louis, MO

RBC Capital Markets

Justin Novak is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for 10 years. Novak also serves as a FINRA arbitrator in investment-related cases. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through various advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm uses tailored strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Brian B

Series 63, Series 65

St. Louis, MO

RBC Capital Markets

Brian Bell is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at City National Bank and J.P. Morgan Securities. He serves on the board of Money Smarts School for Children, a nonprofit focused on increasing financial literacy among youth, where he assists with teaching and awareness efforts. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers customized investment strategies through multiple advisory programs, utilizing both in-house and third-party managers to implement portfolios tailored to client risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Matthew H

Series 66

St. Louis, MO

RBC Capital Markets

Matthew Hearring is a financial advisor with RBC Capital Markets in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile using a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

James R

Series 63, Series 66

St. Louis, MO

RBC Capital Markets

James Richardson is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His previous roles include a 24-year tenure at U.S. Bancorp Investments, Inc. Prior to that, he has been with RBC Capital Markets and City National Bank since 2025 and 2026, respectively. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that incorporate discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Aaron F

Series 63, Series 65

St. Louis, MO

RBC Capital Markets

Aaron Foster is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank, JPMorgan Chase Bank NA, and J.P. Morgan Securities LLC. Outside of his advisory work, he is a partial owner of a family farm managed through an LLC for multigenerational purposes. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with a range of advisory programs, providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm utilizes a combination of in-house and third-party investment managers and offers integrated capital-markets and alternative investment capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Caleb Y

Series 63, Series 66

St. Louis, MO

RBC Capital Markets

Caleb Yeargain is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His career includes roles at City National Bank, U.S. Bancorp Investments, U.S. Bank, TD Ameritrade, and Scottrade. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies through a variety of advisory programs, combining in-house and third-party management with options for rebalancing, tax management, and responsible investing.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Michael M

Series 63, Series 66

St. Louis, MO

RBC Capital Markets

Michael Mcmurtrey is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Clearing and has been with RBC Capital Markets since 2020. Outside of his advisory role, he serves as Treasurer for the Asthma Allergy Foundation of St. Louis, participates on the Ladue School District Finance Committee, is a member of the St. Louis Zoo Planned Giving Committee, and teaches as an adjunct instructor at Saint Louis University. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through a variety of advisory programs. The firm combines discretionary and non-discretionary portfolio management with financial planning and custody services, utilizing both in-house and third-party investment managers to meet client objectives.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

James G

Series 63, Series 66

St. Louis, MO

RBC Capital Markets

James Goralnik is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including City National Bank and Wells Fargo Clearing. He also serves as an adjunct instructor for an investments course at Washington University's Olin School of Business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored investment and financial planning services through various advisory programs and a combination of in-house and third-party investment management.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Paul C

Series 63, Series 65

St. Louis, MO

RBC Capital Markets

Paul Cavallini is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Morgan Stanley and City National Bank. Outside of his advisory role, Cavallini serves on the boards of the NHL Alumni Association and the St. Louis Blues Alumni Association and coaches varsity hockey at Saint Louis Priory School. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, integrating in-house and third-party investment managers along with options for tax management and responsible investing.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Curt A

Series 63, Series 65

St. Louis, MO

RBC Capital Markets

Curt Allen is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Stifel. Outside of his advisory work, he serves as a board member for the Imperial Condominium Association and has worked as a part-time Uber driver. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers a variety of wrap fee advisory programs, delivering tailored portfolio management and financial planning services using both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Bryce B

Series 66

St. Louis, MO

RBC Capital Markets

Bryce Bell is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has worked at City National Bank and Stifel Financial prior to his current role. He is based in St. Louis, MO. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC Capital Markets’ extensive capital-markets capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Reid J

Series 66

St. Louis, MO

RBC Capital Markets

Reid Jackson is a financial advisor with RBC Capital Markets in St. Louis, MO, holding a Series 66 designation and two years of industry experience. He previously worked at Lockton Companies and has experience in both financial services and other roles. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and nonprofit organizations, offering customized portfolio management and financial planning through various advisory programs. The firm combines in-house and third-party investment management with features such as tax management and responsible investing options.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Aidan C

Series 63, Series 66

St. Louis, MO

RBC Capital Markets

Aidan Cavallini is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and KeyBanc Capital Markets. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers and customizable strategies based on client risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Peter S

Series 63, Series 65

St. Louis, MO

RBC Capital Markets

Peter Sadlo is a financial advisor with RBC Capital Markets in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, Sadlo serves on the boards of Angel Flight Central and In His Hands Orphan Outreach, contributes to the Greater St Louis Business Aviation Association Educational Foundation, is an active pilot with Dauphin Island Air, LLC, and acts as executive producer of a documentary film. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles and employs a combination of in-house and third-party investment managers to implement discretionary and non-discretionary portfolio management solutions.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Amy H

Series 66

St. Louis, MO

RBC Capital Markets

Amy Hustedde is a financial advisor at RBC Capital Markets with four years of industry experience. She has previously worked at Morgan Stanley and Edward Jones. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, incorporating options for tax management and responsible investing.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Diego O

Series 63, Series 66

St. Louis, MO

RBC Capital Markets

Diego Ovalle Pina is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at US Bank, Charles Schwab & Co. Inc, and TD Ameritrade, along with earlier experience at Apple Inc. and entrepreneurial work in website development. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a variety of advisory programs that emphasize tailored investment strategies, combining in-house and third-party managers to address diverse client needs.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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”)