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

Nicholas F

Series 65, Series 63

O'Fallon, IL

Visionary Wealth Advisors, LLC

Nicholas Fiala is a financial advisor at Visionary Wealth Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Wells Fargo Clearing Services and TD Ameritrade. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
user avatar
firm logo

Jason B

CFP®, Series 63, Series 65

O'Fallon, IL

Visionary Wealth Advisors, LLC

Jason Baldus is a CFP® professional with 14 years of experience in the financial services industry. He is affiliated with Visionary Wealth Advisors, LLC and has prior work experience at Mass Mutual Life Insurance Company and Northwestern Mutual Investment Management. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
user avatar
firm logo

Scott V

Series 66

O'Fallon, IL

Visionary Wealth Advisors, LLC

Scott Vieregge is a financial advisor at Visionary Wealth Advisors, LLC in O'Fallon, Illinois, with 11 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Life Insurance Company and Visionary Wealth Advisors since 2014. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory-based asset allocation framework, offering both firm-designed and independent third-party managed portfolios.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
user avatar
firm logo

Ronald J

Series 63, Series 65

O'Fallon, IL

Visionary Wealth Advisors, LLC

Ronald Jones is a financial advisor at Visionary Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2014. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework and offers a range of model portfolios and management options tailored to client preferences.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
user avatar
firm logo

Andrew M

Series 65

O'Fallon, IL

Visionary Wealth Advisors, LLC

Andrew Mullican is a financial advisor at Visionary Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has concurrently held positions at the University of Illinois - Springfield and Edwardsville School District for over a decade each. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to a range of clients including individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset allocation framework based on Modern Portfolio Theory.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
user avatar
firm logo

David S

Series 63, Series 65

O'Fallon, IL

Visionary Wealth Advisors, LLC

David Sink is a financial advisor at Visionary Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2015. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
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”)