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

L W

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

L Walker is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. They hold Series 63 and Series 66 licenses and have been with Wells Fargo Clearing since 2017. Wells Fargo Advisors is an institutional firm with a large network of over 2,200 advisors, serving a broad client base with a wide 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

Peter T

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Peter Talluto is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and with Wells Fargo Advisors since 2013. Outside of his advisory work, he serves as power of attorney for his parents on investment-related matters. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services for business-owner transitions, special-needs analysis, and other specialized areas, using proprietary research and tools to tailor recommendations to 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

Alex M

Series 66

St. Louis, MO

Wells Fargo Advisors

Alex Morris is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 24 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for seven years before joining Wells Fargo Clearing Services LLC in 2016. Wells Fargo Advisors Financial Network is a 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, including specialized areas such as business-owner transition and sports and entertainment planning, using proprietary research and tools to develop tailored client recommendations.

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

Sherrie L

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Sherrie Lawrence is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2009. Outside of her advisory role, she acts as power of attorney and executor for her daughter. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, delivering them through meetings and written summaries.

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

Christopher P

Series 66

St. Louis, MO

Wells Fargo Advisors

Christopher Penrod is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for a total of 10 years before joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm’s services include a broad planning menu covering cash-flow, retirement, education, risk, wealth-transfer, and niche areas such as business-owner transition and special-needs planning.

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

Kevin O

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Kevin Osborn is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Wells Fargo Clearing Services and US Tech Solutions, along with service in the Department of Defense both on active duty and in the military reserves. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, offering a broad range of 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

Judith N

Series 66

St. Louis, MO

Wells Fargo Advisors

Judith Nelson is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked with Wells Fargo Clearing since 2016, following a five-year tenure at Wells Fargo Advisors LLC. Beyond her financial career, she is involved in mystery shopping, serving as a contractor for several companies, and is a board member of the Bear Creek Estate Plat IV Homeowners Association. Additionally, she owns and operates Country Moon Keepsakes, an online store selling handmade items. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options 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

Michael K

Series 66

St. Louis, MO

Wells Fargo Advisors

Michael Keller is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Stifel Financial Corp for six years before joining Wells Fargo Clearing Services LLC in 2018. Outside of his advisory role, he is involved in lawncare and landscaping on a limited basis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning, 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

Igor L

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Igor Lukajic is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017. His prior experience includes multiple roles with the City of Bridgeton and the University of Missouri - Saint Louis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that are tailored to clients meeting specific net-worth criteria, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

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

Curtis M

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Curtis Morrow is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 12 years of industry experience. He has held roles with Wells Fargo Clearing since 2016 and Wells Fargo Advisors since 2013. Morrow holds Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, utilizing proprietary research and tools to develop tailored recommendations that clients may implement through various brokerage or advisory programs.

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

Joseph D

Series 66

St. Louis, MO

Wells Fargo Advisors

Joseph Duvall is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Advisors since 2019, following prior roles at Stifel and Benefits of Missouri Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. The firm’s IPS-driven approach incorporates modern portfolio theory and includes 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

John K

Series 66, Series 63

St. Louis, MO

Wells Fargo Advisors

John Knowles is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009, with prior experience at Wachovia Bank, N.A. Outside of finance, he is a guitar player, hosts an interview-based podcast, and serves as a volunteer firefighter in Mount Olive, Illinois. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu including specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and tools to develop tailored recommendations and integrates advisory services with a range of 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

David W

CFP®, Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

David Walsh is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently affiliated with Wells Fargo Advisors Financial Network and has held various roles within Wells Fargo firms since 2009. Based in St. Louis, MO, he holds Series 63 and Series 66 licenses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools to develop tailored client recommendations.

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

Katherine H

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Katherine Humphreys is a financial advisor with Wells Fargo Clearing in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at various Wells Fargo entities since 2012. Outside of her advisory role, she is an associate at Needlepoint Clubhouse, a retail sales organization in St. Louis. 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. The firm’s process is IPS-driven and includes a range of financial products, including insurance-related vehicles, tailored to plan objectives and risk tolerances.

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

Katherine F

Series 66

St. Louis, MO

Wells Fargo Advisors

Katherine Foley is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a large institutional firm serving a broad client base with a comprehensive 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

Sabrina B

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Sabrina Buckner is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2015. Outside of advising, she owns luxury travel and events business and a real estate investment company focused on buying, repairing, and selling homes. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services, including specialized planning in areas such as business-owner transition and sports and entertainment. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing how to implement them.

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

Robert M

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Robert Menard III is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 10 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc and Scottrade. Wells Fargo Advisors is a large institutional firm 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

Steve S

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Steve Schneider is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing Services since 2018, with a brief period at Stifel Nicolaus & Co Inc, and previously spent 16 years at Edward Jones. Outside of his advisory role, Schneider owns and operates a business selling dehydrated spices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines advisory services with various financial products and planning specialties to address diverse 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

Gaston N

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Gaston Nieto is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Schwab Wealth Advisory, TD Ameritrade, and Edward Jones. Outside of finance, he owns and operates Car Connect, a car brokerage business focused on sourcing and negotiating vehicle purchases. 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

John W

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

John Williamson Jr. is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials. He has 28 years of industry experience, including 17 years with Wells Fargo Advisors since 2009. 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

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")