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 M

Series 65, Series 63

St. Louis, MO

Wells Fargo Advisors

Jeffrey Mcmillian is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 65 and Series 63 credentials and bringing 16 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 1996. Outside of his advisory role, he is a small business owner and performs as a disc jockey under the name DJ JEFF MAC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Brian D

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Brian Droege is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Wells Fargo Advisors since 2021 and previously held roles at Associate Staffing and Wells Fargo Clearing Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Ryan M

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Ryan Moon is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. He previously worked at Edward Jones for 18 years before joining Wells Fargo Clearing Services in 2019. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services across a broad range of client needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Shawn D

Series 66

St. Louis, MO

Wells Fargo Advisors

Shawn Delatorre is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. He has been with Wells Fargo Clearing Services since 2015. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base through comprehensive financial services.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Tiffany L

Series 66

St. Louis, MO

Wells Fargo Advisors

Tiffany Lopez is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. She has worked within various Wells Fargo entities since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement and wealth-transfer planning, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Mark S

Series 66

St. Louis, MO

Wells Fargo Advisors

Mark Smith is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning services tailored to clients who meet certain net-worth criteria. The firm combines advisory services with other financial products and referral channels through a network of over 4,000 advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Joseph G

Series 66

St. Louis, MO

Wells Fargo Advisors

Joseph Gianino is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding a Series 66 credential and 12 years of industry experience. He has been with Wells Fargo Advisors and its affiliates continuously since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients choosing how to implement those recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Ralph F

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Ralph Flowers is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he owns Golden Mind Group, LLC, where he works as a life coach, public speaker, retail sales professional, and author. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base through a range of investment services.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Adam P

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Adam Pupillo is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu with tailored recommendations supported by Wells Fargo research, tools, and simulation models.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Zachary B

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Zachary Ballard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at LPL Financial for 13 years before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both non-discretionary and discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Matthew I

Series 66, Series 63

St. Louis, MO

Wells Fargo Advisors

Matthew Iroku is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work history includes roles at Americare Inc., Sauti Yetu, and the New York Department of Education. Outside of finance, he also works as a Lyft driver in San Francisco. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, integrating advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Todd B

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Todd Blount is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Outside of finance, he is involved with Conscious Image Productions, LLC, assisting musicians with production, distribution, and management of their music. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing a range of financial services to individual and institutional clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Keanon L

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Keanon Lee is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds Series 63 and Series 66 credentials. His prior work history includes roles at various firms and organizations, including US Tech Solutions Inc and Chrysalis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Amita C

Series 65

St. Louis, MO

Wells Fargo Advisors

Amita Chinnadurai is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 65 designation and has worked at Wells Fargo Clearing and its affiliates since 2011, with a two-year tenure at Edward Jones in between. She serves as Treasurer and Finance Committee Chair for the St. Louis Public Schools Foundation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, distinguishing it from many institutional advisers.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Brent M

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Brent Mcintosh is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Edward Jones since 2013. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with a range of investment services.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Michael D

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Michael Dutton is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing Services since 2012. Outside of his advisory role, he is a bassist for a local music group called The Woodaddies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options as part of its investment menu, serving a broad range of institutional clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Sondra J

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Sondra James is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 31 years of industry experience and holds Series 63 and Series 65 credentials. She has been with Wells Fargo Clearing and its affiliated firms since 2009. Outside of her advisory role, she owns and operates a mobile repair service for trucks and trailers. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with various financial products and referral channels to serve clients with diverse financial needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Jayson S

Series 66

St. Louis, MO

Wells Fargo Advisors

Jayson Slobodzian is a financial advisor at Wells Fargo Advisors with five years of industry experience and holds the Series 66 designation. His work history includes roles at Wells Fargo Clearing Services LLC since 2020 and prior experience at RHI and Florida Atlantic University. Outside of his advisory role, he is affiliated with Cost Plus World Market. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations through a broad menu of planning services and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Leslie G

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Leslie Gordley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Leslie has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of advisory work, Leslie is involved in agricultural activities through ownership of GG Farms LLC with a spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Gerti B

Series 66

St. Louis, MO

Wells Fargo Advisors

Gerti Beta is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors serving a broad client base through a range of investment services.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")