Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

3,458 advisors near
63040

Out of 400,000+ nationwide

user avatar
firm logo

Thomas P

Series 65, Series 63

St Louis, MO

Primerica Advisors

Thomas Pollmann is a financial advisor with Primerica Advisors based in St. Louis, MO. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His prior roles include positions at M&K Financial Services, PFS Investments Inc., and Primerica Financial Services. Pollmann also engages in sales of loan products and home security-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third parties and supports execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Kristina K

Series 66

St. Louis, MO

Edward Jones

Kristina Knutson is a financial advisor at Edward Jones in Chesterfield, MO, with 18 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Paul G

Series 66

St. Louis, MO

Edward Jones

Paul Graser is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he serves as an umpire for baseball tournaments and league games with Triple-Play Tournaments in St. Charles, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Paul F

Series 63, Series 65

Saint Albans, MO

LPL Financial

Paul Funkhouser is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Evan R

Series 66

Maryland Heights, MO

Edward Jones

Evan Russell is a financial advisor at Edward Jones with 18 years at the firm and 15 years of industry experience. He holds the Series 66 designation and is based in Maryland Heights, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Nicole Anna M

Series 63, Series 66

St Louis, MO

Raymond James & Associates

Nicole Anna Mc Ilwaine is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. She previously worked at Edward Jones for 14 years before joining Raymond James in 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Todd K

CFP®, Series 63

Chesterfield, MO

Raymond James Financial

Todd Krentz is a CFP® with 25 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at Raymond James since 2018 and previously spent nine years at Stifel Nicolaus & Co. Inc. Krentz serves as President of Krentz Financial Group, a position he has held since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Edward D

Series 66

St. Louis, MO

Edward Jones

Edward De Vault II is a financial advisor with Edward Jones in St. Louis, MO. He holds a Series 66 designation and has 16 years of industry experience, including over 17 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Sui K

Series 66

St. Louis, MO

Edward Jones

Sui Kiu is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Jessica L

Series 66

St. Louis, MO

Edward Jones

Jessica Luebke is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Bradley T

CFP®, Series 63, Series 65

St. Louis, MO

LPL Financial

Bradley Tinnin is a CFP® with 26 years of experience in the financial services industry. He is currently with LPL Financial and previously worked for Prudent Investor Services, Inc. and OSAIC for 20 years. In addition to his advisory work, he is a licensed insurance agent and serves as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations. The firm offers a wide range of advisory programs and financial planning services, utilizing various model portfolios and research resources.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Annie G

Series 66

St. Louis, MO

Cetera

Annie Gebhart is a financial advisor with Cetera and holds a Series 66 designation. She has one year of industry experience and has held roles at Cetera Financial Specialists and Msmf Wealth Management. Outside of finance, she has been involved in the hospitality industry and also has experience working in education at several institutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and advisory services through a large network of independent advisors and provides access to multiple investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Cody K

CFP®, Series 66

St. Louis, MO

Edward Jones

Cody Knight is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® and Series 66 designations with four years of industry experience. His prior roles include positions at Retire Once Financial Management, AE Wealth Management, Citigroup, and Wells Fargo Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of investment strategies and advisory services through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Charles G

Series 66

Chesterfield, MO

Wells Fargo Clearing

Charles Grbcich is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Retired Founder/Business Owner
user avatar
firm logo

Benjamin F

Series 66

St Louis, MO

LPL Enterprise

Benjamin Fox is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has four years of industry experience, including prior roles at The Prudential Insurance Company of America and Pruco Securities LLC. Fox has been involved in insurance-related activities outside his advisory role. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs. The firm integrates advisory programs with brokerage and insurance product sales through an affiliated agency.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Matthew W

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Matthew Wampler is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns a rental property in O'Fallon, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Stephen D

Series 63, Series 66

O'Fallon, MO

STIFEL

Stephen Drachnik is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2008. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services, utilizing a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analysis and asset allocation guidance.

General retirement planning Income planning
user avatar
firm logo

Heather B

Series 66

St. Louis, MO

Edward Jones

Heather Boyet is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she assists with fireworks sales for a short period each year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Aaron R

Series 66

St. Louis, MO

Edward Jones

Aaron Richardson is a financial advisor with Edward Jones in Lake St. Louis, MO, holding a Series 66 license and 16 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Richardson is involved in entertainment publishing through A'n'SR Entertainments, LLC, where he creates, edits, and negotiates distribution contracts for various media, and he also participates in game demonstrations for Mantic Games at local events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Richard J

Series 63, Series 65

Frontenac, MO

STIFEL

Richard Joyce is a financial advisor at Stifel with 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He serves on the boards of the World Pediatric Project and Oak Hill Academy, contributing to their governance. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking analyses to support client decision-making.

General retirement planning Income planning
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")