Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Angela W

Series 63, Series 66

Alton, IL

Benjamin F. Edwards & Company, Inc.

Angela Waits is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James And Associates and Merrill. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Madeleine B

CFP®, Series 66, Series 63

St. Louis, MO

Schwab Wealth Advisory

Madeleine Beckmann is a CFP®-certified financial advisor with 22 years of industry experience. She is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., having previously worked at firms including TD Ameritrade, Merrill, TIAA, Scottrade, Cambridge Investment Research Advisors, Edward Jones, and A.G. Edwards & Sons. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to guide investment decisions. The firm focuses on tailored recommendations aligned with clients’ goals and risk tolerance, with trades executed only upon client authorization.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
user avatar
firm logo

Christopher H

Series 66

Saint Louis, MO

&PARTNERS

Christopher Hooker is a financial advisor at &PARTNERS with four years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards & Company and Wells Fargo Clearing. Outside of his advisory role, he serves as an assistant varsity and head junior varsity boys soccer coach in Glen Carbon, IL. &PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a mix of fundamental, technical, and quantitative analysis and provides both discretionary and non-discretionary portfolio management through its Envestnet platform and third-party managers.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Elizabeth E

Series 66

Edwardsville, IL

Oppenheimer

Elizabeth Ehlen is a financial advisor at Oppenheimer with 11 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2017, previously working at Commerce Brokerage Services Inc from 2013 to 2017. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment and consulting programs, managing both discretionary and non-discretionary portfolios across equity, balanced, and fixed-income strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
user avatar
firm logo

David H

Series 63, Series 65

St Louis, MO

Empower Advisory Group

David Hermann is a financial advisor at Empower Advisory Group with Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at Fidelity Investments, Cetera, New York Life, Regions Bank, and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, alongside Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Patricia J

Series 63

O'Fallon, IL

Benjamin F. Edwards & Company, Inc.

Patricia Jenks is a financial advisor at Benjamin F. Edwards & Company, Inc. with 49 years of industry experience. She holds a Series 63 designation and has worked at Benjamin F. Edwards since 2012, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individual, high-net-worth, pension, charitable, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement consulting, and investment management, combining proprietary strategies with third-party models across various asset classes.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

Benjamin N

CFA®, Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Benjamin Norris is a CFA® charterholder with six years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2020. Prior to that, he was associated with Wells Fargo Clearing Services and J.A. Glynn and Co. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including advisory programs, financial planning, retirement consulting, and investment management, utilizing both proprietary strategies and third-party models.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar
firm logo

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
user avatar

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
user avatar
firm logo

Peter H

Series 66, Series 63

Saint Louis, MO

Benjamin F. Edwards & Company, Inc.

Peter Hudlow is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Stifel Bank & Trust, Wells Fargo Clearing Services, DiSys, TD Ameritrade, and Scottrade. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individual and institutional clients through more than 500 advisors. The firm offers a range of advisory, planning, investment management, and brokerage services, utilizing both proprietary and third-party strategies along with in-house equity and fixed-income portfolios.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar
firm logo

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.)
user avatar
firm logo

Christine C

Series 66, Series 63

O'Fallon, IL

Empower Advisory Group

Christine Clements is a financial advisor at Empower Advisory Group with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Empower Advisory Group, she worked at AmeriSave and held roles in fitness and wellness businesses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

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
user avatar
firm logo

Kevin C

Series 63, Series 66

Glen Carbon, IL

Commonwealth Financial Network

Kevin Cadagin is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he is co-owner of Cadagin & Prosser Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad clientele. The firm provides a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Jared C

Series 66

St. Louis, MO

STIFEL

Jared Cernansky is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He has been with Stifel Nicolaus since 2018 and previously worked at Rubicon Global (formerly WestRock) from 2016 to 2018. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
user avatar
firm logo

Nicholas P

Series 66

St. Louis, MO

Wells Fargo Advisors

Nicholas Peker is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2016, including his current role at Wells Fargo Advisors starting in 2018, and briefly at Edward Jones in 2018. Outside of his advisory work, he is a food delivery driver for Uber Eats and manages an e-commerce business through Peker Family Enterprises, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services. The firm provides a broad range of planning options tailored to clients who meet certain net-worth criteria, utilizing proprietary research and 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

Emir M

Series 66

St. Louis, MO

Wells Fargo Advisors

Emir Mansfield is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Citigroup, Commerce Bank, and Wells Fargo Clearing Services. Outside of finance, he is a half-owner of M.G. Marketing, LLC, a company that provides marketing services for small brick-and-mortar businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and utilizes Wells Fargo 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

Blakely H

Series 66

St. Louis, MO

STIFEL

Blakely Hall is a financial advisor at Stifel with 11 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following a four-year tenure at Cetera Advisor Networks. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

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 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”)