Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

431 advisors near
65804

Out of 400,000+ nationwide

user avatar
firm logo

Gary F

Series 63, Series 65

Ozark, MO

OSAIC

Gary Franklin is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Wealthcare Asset Management, S.F. Investments Group, United Poly Systems, and Hawthorn Bank. He also owns a sole proprietorship focused on fixed index annuities and life insurance sales. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options.

Annuities Private / alternative investments
user avatar
firm logo

Dennis W

Series 63, Series 65

Sprngfield, MO

Raymond James Financial

Dennis Williams is a financial advisor at Raymond James Financial Services Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Wells Fargo Advisors. Outside of his advisory role, he serves as a director for the Dr. Daniel D. & Dorothy A. Williams Foundation, which provides financial support for students pursuing careers in education. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs customized, non-discretionary planning and consulting tools to help clients meet their goals and maintains unique affiliations and advisory programs that support municipal finance and SIMPLE IRA employer services.

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

Alicia D

Series 66

Republic, MO

Edward Jones

Alicia Dinges is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at EFCO Corporation from 2009 to 2017. Outside of advising, she is involved with Triway Group Investments LLC, a golf course investment company based in Springfield, 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 through a broad 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

Navaar B

Series 66

Ozark, MO

Edward Jones

Navaar Brown is a Series 66-licensed financial advisor with Edward Jones in Ozark, MO, where he has worked since 2016, accumulating 10 years of industry experience. He has been with Edward Jones throughout his career, focusing on wealth management within its institutional framework. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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

Sandra K

Series 63, Series 66

Springfield, MO

LPL Financial

Sandra King is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and possessing 27 years of industry experience. She has worked at LPL Financial since 2017 and previously at Investment Centers of America, Inc. and NPB Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Jason F

Series 66

Springfield, MO

Edward Jones

Jason Fetty is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2020 and served five years in the United States Army Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management ESG / Sustainable investing Military & Veterans Values-based investing Religious/faith focused
user avatar
firm logo

David T

CFP®, Series 66

Nixa, MO

LPL Financial

David Taylor is a CFP® professional with 19 years of experience in the financial industry. He has worked at LPL Financial since 2018 and previously spent 11 years with INVEST Financial Corp. Taylor is also an insurance agent with Investor Services Insurance Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a diverse range of financial planning and portfolio management options, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Thelma R

Series 63, Series 65

Springfield, MO

Mass Mutual Investors Services

Thelma Ruff is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Metlife Securities Inc. for 18 years before joining MassMutual. She is also an independent insurance agent specializing in fixed annuities, life, accident/health, and medical-related products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers customized financial planning using advanced tools and serves a broad client base including high-net-worth clients.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Trevor E

Series 66

Springfield, MO

LPL Financial

Trevor Erickson is a financial advisor with LPL Financial in Springfield, MO, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Simmons Investment Services, Questar Capital Corporation, and Infocus Financial Solutions. Additionally, he is a commissioned notary in Springfield. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Tristan J

Series 66

Springfield, MO

OSAIC

Tristan James is a financial advisor at OSAIC based in Springfield, MO, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at James Financial Partners and operating Everyday Thai, a business outside the financial sector. OSAIC serves a diverse client base including retail, institutional, and high-net-worth investors through a multi-advisor platform offering a wide range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Annuities Private / alternative investments
user avatar
firm logo

Sarah R

Series 65, Series 63

Springfield, MO

LPL Financial

Sarah Russell Frossard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her work history includes roles at Oakstar Bank & Trust, Simmons Bank, Arvest Wealth Management, and UMB Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Justin H

Series 66

Springfield, MO

Edward Jones

Justin Harper is a financial advisor with Edward Jones in Springfield, MO, holding a Series 66 designation and four years of industry experience. He previously worked for nine years at Jack Henry and Associates before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
firm logo

Michael W

Series 66

Springfield, MO

Edward Jones

Michael Wiseman is a financial advisor at Edward Jones in Springfield, MO, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a silent partner in a nightclub and a member of a property investment LLC, both with no active management responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. It has a large national presence with over 23,000 advisors and manages approximately $1.01 trillion in assets under management.

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

Eric K

Series 63, Series 65

Springfield, MO

LPL Financial

Eric Kurth is a financial advisor with LPL Financial based in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes nearly three decades at Waddell & Reed, Inc., followed by leadership roles at his own firms, Eric Kurth LLC and Kurth, Franck & Bowles Wealth Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports advisors with various investment platforms and operational tools, managing over $819 billion in discretionary assets through a large network of representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Sidney S

CFP®, Series 66

Nixa, MO

Edward Jones

Sidney Scorse III is a CFP® with nine years of industry experience, currently serving at Edward Jones since 2016. He holds the Series 66 designation and is based in Nixa, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard, and is notable for its extensive advisor network and affiliated financial services.

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

Thomas S

Series 66

Springfield, MO

Mass Mutual Investors Services

Thomas Sullivan Jr. is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of experience in the financial industry and previously worked in the vacation ownership sector for over a decade. Outside of his advisory role, he manages a business focused on acquiring and renovating distressed residential properties. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Sharina S

Series 63, Series 65, Series 66

Springfield, MO

LPL Financial

Sharina Smith is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. She has worked at firms including Morgan Stanley and Mass Mutual and serves as an adjunct instructor of Business Administration at Ozarks Technical Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes various advisory models and technology tools to support client strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Kenneth W

Series 63, Series 65

Springfield, MO

STIFEL

Kenneth Williams is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning models developed by its Investment Strategy Group, providing guidance intended as a basis for client decisions.

General retirement planning Income planning
user avatar
firm logo

Matthew G

Series 65, Series 63

Springfield, MO

LPL Financial

Matthew Greenwalt Jr. is a financial advisor at LPL Financial in Springfield, MO, holding Series 65 and Series 63 licenses. He has one year of industry experience, having joined LPL Financial in 2025. Outside of finance, he is also employed at Longhorn Steakhouse and is involved with Missouri State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, supported by a large network of advisors and extensive operational resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Darcy P

CFP®, Series 66

Springfield, MO

Wells Fargo Advisors

Darcy Parrish is a CFP® professional with 18 years of industry experience, currently serving clients at Wells Fargo Advisors in Springfield, MO. Prior to joining Wells Fargo Advisors, Darcy spent five years at Wells Fargo Clearing. Outside of advisory work, Darcy is involved in coaching baseball and basketball for Nixa Public Schools. 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 range of financial planning and investment services, utilizing 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
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”)