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Tymothy M

Series 66

O'Fallon, IL

First Command Advisory Services

Tymothy Mc Donell is a financial advisor at First Command Advisory Services with the Series 66 designation and two years of industry experience. His career includes military service in the United States Air Force and ongoing service with the Illinois Air National Guard. He also works as a varsity football coach at Mascoutah High School. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs using a centralized investment management team that selects model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jefferey P

Series 63, Series 65

Saint Louis, MO

Voya financial Advisors, Inc.

Jefferey Prost is a financial advisor with Voya Financial Advisors, Inc. in Saint Louis, MO, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Voya in 2017, he worked at American Realty LLC and Bubba Gump Shrimp Company. He also operates as an independent insurance agent selling fixed insurance products. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs, combining model portfolios and manager-driven strategies, and operates both discretionary and non-discretionary investment platforms alongside an active broker-dealer distribution model.

General retirement planning Retirement income strategy Business ownership considerations Self-Employed Founder/Business Owner Retired
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Brandon G

Series 66

Saint Louis, MO

Wells Fargo Investment Institute, Inc.

Brandon Gross is a financial advisor at Wells Fargo Investment Institute, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC and DiSys prior to joining Wells Fargo Investment Institute. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s research is organized across specialized divisions and it primarily offers impersonal research and model guidance rather than direct investment management.

Passive / index investing Active portfolio management
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Susan F

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Susan Frigerio is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and nine years of industry experience. She has been with Benjamin F. Edwards since 2014. Based in St. Louis, MO, she works within a firm that serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm offers a range of advisory programs and consulting services, utilizing a combination of firm-developed and third-party model strategies with ongoing oversight and monitoring.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Troy C

CFP®, Series 63, Series 65

O'Fallon, IL

Benjamin F. Edwards & Company, Inc.

Troy Cox is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a power of attorney for a family member. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with ongoing oversight.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Jason T

CFP®, Series 63, Series 66

Saint Louis, MO

&PARTNERS

Jason Tschudy is a CFP® professional with 15 years of industry experience, currently affiliated with &PARTNERS in Saint Louis, MO. He has worked at Wells Fargo Clearing Services LLC for nine years and previously spent two years at Commerce Bank. &PARTNERS serves a diverse client base, including individual and institutional clients such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services through dual registration, utilizing a mix of proprietary and third-party portfolio management strategies that incorporate fundamental, technical, and quantitative analysis.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Angela W

Series 63, Series 66

Alton, IL

Benjamin F. Edwards & Company, Inc.

Angela Waits is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining Benjamin F. Edwards in 2020, she worked at Raymond James and Associates for seven years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Madeleine B

CFP®, Series 66, Series 63

St. Louis, MO

Schwab Wealth Advisory

Madeleine Beckmann is a CFP® with 22 years of experience in the financial industry. She is currently affiliated with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having joined these firms in 2022. Her prior experience includes roles at TD Ameritrade, Merrill, TIAA-CREF, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to recommend investments. The firm serves clients with annual financial reviews and wealth management education, while discretionary management is generally handled by affiliated or third-party money managers.

Passive / index investing Private / alternative investments
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Christopher H

Series 66

Saint Louis, MO

&PARTNERS

Christopher Hooker is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. He previously worked at Benjamin F. Edwards & Company and Wells Fargo Clearing. Outside of his advisory role, Hooker serves as an assistant varsity and head junior varsity boys soccer coach in Glen Carbon, IL. &PARTNERS serves a diverse client base including individual and institutional investors, offering investment advisory, brokerage, financial planning, and retirement plan consulting services. The firm employs a combination of proprietary models and third-party managers, operating both as a broker-dealer and registered investment advisor with a variety of fee structures and service offerings.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Elizabeth E

Series 66

Edwardsville, IL

Oppenheimer

Elizabeth Ehlen is a financial advisor at Oppenheimer with 10 years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer since 2017, following four years at Commerce Brokerage Services Inc. Based in Edwardsville, IL, she focuses on serving a diverse client base through the firm's advisory and brokerage services. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers discretionary and non-discretionary investment management, consulting, retirement services, and financial planning, utilizing strategic asset allocation and a range of investment products to meet client objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Patricia J

Series 63

O'Fallon, IL

Benjamin F. Edwards & Company, Inc.

Patricia Jenks is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 48 years of industry experience. She has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and investment strategies, including firm-developed and third-party models, with oversight from an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Tiya L

Series 65

St. Louis, MO

Creative Planning

Tiya Lim is a Series 65-licensed financial advisor with Creative Planning, based in St. Louis, MO, and has 15 years of industry experience. She has been with Creative Planning since 2014. Outside of her advisory role, she serves as a board member trustee for John Burroughs School, an independent high school in St. Louis. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical and tax-efficient options, supported by a broad advisory team and integrated investment infrastructure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Jill P

Series 63, Series 65

O'Fallon, IL

First Command Advisory Services

Jill Pietrusinski is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with First Command in various capacities since 2001. Outside of her advisory role, she serves as chair of the International Visioning Facilitation Council, a volunteer organization that supports strategic planning for Rotary Clubs globally. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Benjamin N

CFA®, Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Benjamin Norris is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2020, following prior roles at Wells Fargo Clearing Services and J.A. Glynn and Co. Benjamin is based in St. Louis, MO. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs, financial planning, and investment management consulting through a mix of firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Gregory W

Series 66

Glen Carbon, IL

Commonwealth Financial Network

Gregory Wiegers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He has been with Commonwealth and co-owner at Cadagin & Prosser Financial Group since 2015, where he also sells fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Arsene B

Series 63, Series 66

St. Louis, MO

Wells Fargo Investment Institute, Inc.

Arsene Ble is a financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services, Charles Schwab, and TD Ameritrade, among other firms. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses and select external clients. The firm’s work spans specialized divisions focused on manager research, securities research, asset allocation, and portfolio management, offering research and model guidance without exercising investment discretion or holding custody of client assets.

Passive / index investing Active portfolio management
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Peter H

Series 66, Series 63

Saint Louis, MO

Benjamin F. Edwards & Company, Inc.

Peter Hudlow is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at Stifel Bank & Trust, Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Benjamin F. Edwards & Company provides investment advice and related services to individual and institutional clients, offering both model-based and customized investment strategies. The firm combines discretionary and non-discretionary programs with ongoing due diligence and monitoring to align strategies with client objectives and risk profiles.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Timothy E

Series 63, Series 65

St. Louis, MO

Empower Advisory Group

Timothy Elliott is a financial advisor at Empower Advisory Group with six years of industry experience. His background includes roles at LPL Financial LLC, Commerce Bank, Wells Fargo Clearing Services, and TD Ameritrade. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns and savings rates, delivered through a model closely tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Christine C

Series 66, Series 63

O'Fallon, IL

Empower Advisory Group

Christine Clements is a financial advisor at Empower Advisory Group with one year of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at AmeriSave and various fitness studios. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Virginia S

CFP®, Series 63, Series 65

Glen Carbon, IL

Integrity Alliance, LLC

Virginia Stegeman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Integrity Alliance, LLC. She previously held roles at Country Trust Bank, Country Insurance & Financial Services, and affiliated companies from 2002 to 2023. Outside of her advisory work, she teaches insurance continuing education courses and serves as Secretary Treasurer for a local business networking group. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers comprehensive asset management, financial planning, and retirement plan consulting using a variety of investment approaches and custodial platforms.

Annuities ESG / Sustainable investing
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