Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,930 advisors near
62223

Out of 400,000+ nationwide

user avatar
firm logo

Lauren H

CFP®

St. Louis, MO

Moneta Group Investment Advisors, LLC

Lauren Hunt is a CFP® at Moneta Group Investment Advisors, LLC with nine years of industry experience. She has been with Moneta Group in various capacities since 2012. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, providing portfolio management, financial planning, and family office services. The firm employs Partner-led Teams supported by a centralized Investment Department and offers diversified, multi-asset allocations along with specialized services such as planning for professional and developing athletes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
user avatar
firm logo

Andrey R

Series 63, Series 66

St. Louis, MO

Moneta Group Investment Advisors, LLC

Andrey Rudomiotov is a financial advisor at Moneta Group Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Colony Group, LLC, Buckingham Strategic Partners, LLC, renaissance financial, and Securian Financial Services Inc. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans, foundations, and endowments. The firm offers portfolio management, financial planning, family office services, and concierge offerings, utilizing a partner-led team structure and a multi-criteria investment selection process.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
user avatar
firm logo

Kenneth R

Series 63, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Kenneth Rosenbaum is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and UBS Financial Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar
firm logo

Patrick D

CFP®, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Patrick Donnelly is a CFP® and Series 65-registered financial advisor with 21 years of industry experience. He has worked at The Colony Group, LLC since 2012 and previously spent seven years with Mintz Levin Financial Advisors LLC. He is based in St. Louis, MO and is affiliated with Focus Partners Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar
firm logo

Kenneth W

CFP®, Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Kenneth Winegrad is a CFP® and Series 65 credentialed advisor at Moneta Group Investment Advisors, LLC with 15 years of industry experience. He has been with Moneta Group since 2016, serving in their St. Louis, MO office. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans and endowments. The firm uses a Partner-led team structure and a multi-criteria selection process emphasizing asset allocation and manager due diligence to provide portfolio management, financial planning, and specialized concierge services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
user avatar
firm logo

Jeffrey H

Series 66

O'Fallon, IL

First Command Advisory Services

Jeffrey Harris is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and has prior experience working at firms including Anders CPAs + Advisors and GFI Digital Inc. Outside of his financial advisory role, he serves as an alderman for the City of Fairview Heights. 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 offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Xuyi C

Series 63, Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Xuyi Chen is a financial advisor at Focus Advisor Solutions, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Scottrade Inc. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and fiduciary services for retirement plans, serving over 33,000 clients with a focus on integrated platform solutions.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar
firm logo

Matthew I

CFP®, Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Matthew Ilteris is a CFP® and holds a Series 65 license with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked for The Colony Group, LLC from 2005 to 2011. Focus Partners serves high-net-worth individuals, families, family offices, corporate and institutional clients with wealth management, advisory, and consulting services. The firm employs a long-term investment approach combining active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar
firm logo

Leah B

CFP®, Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Leah Bruemmer is a CFP® and Series 65-registered financial advisor with Moneta Group Investment Advisors, LLC, based in St. Louis, MO. She has three years of industry experience, including prior roles at Ernst & Young LLP and the University of Missouri-Columbia. Outside of finance, she has worked in the brewing industry with Flat Branch Pub & Brewing. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services such as planning for professional and developing athletes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
user avatar
firm logo

Hunter B

CFP®, Series 65

St. Louis, MO

Moneta Group Investment Advisors, LLC

Hunter Brown is a CFP® with 14 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2014. Based in St. Louis, MO, he holds the Series 65 license and works within a large enterprise firm comprising 220 advisors. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge solutions. The firm operates with Partner-led Teams supported by a centralized Investment Department and is noted for its diversified multi-asset allocation approach and unique institutional client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
user avatar
firm logo

Paul F

CFP®, Series 66

St Louis, MO

Wealth Enhancement Advisory Services, LLC

Paul Fagyal is a CFP® with nine years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC in St. Louis, MO. His prior roles include positions at Edward Jones, Bank of America Private Bank, and Stifel Nicolaus & Co Inc. Wealth Enhancement Advisory Services manages over $122 billion in assets for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment process combining passive and active management with oversight from an internal Investment Committee and offers a range of implementation tools and services through a large advisor network.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Leanne G

Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Leanne Geer is a financial advisor with Focus Advisor Solutions, LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Waddell & Reed, Inc., Woodbury Financial Services, Inc., and Jones Investment Group. Outside of her advisory work, she serves as Branch Exchequer (Treasurer) for the Society for Creative Anachronism and maintains a bookkeeping sole proprietorship for Berylson Trucking. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, combining enterprise scale with a high advisor-to-client ratio.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar
firm logo

Brian G

Series 66

St. Louis, MO

Focus Partners Wealth, LLC

Brian Gregorek is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Focus Partners Wealth since 2024. His prior experience includes roles at Buckingham Strategic Wealth, LLC, Edward Jones, and Lord, Abbett & Co. LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a mix of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar
firm logo

Kevin P

Series 65, Series 63

O Fallon, IL

First Command Advisory Services

Kevin Phillips is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials. He began his advisory career in 2026 and has prior experience serving in the U.S. Air Force from 2014 to the present. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor investment options within defined program constraints.

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

Joseph B

Series 63, Series 66

Saint Louis, MO

Wells Fargo Investment Institute, Inc.

Joseph Buffa is a financial advisor at Wells Fargo Investment Institute, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo-affiliated firms since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that offers manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm’s team-based approach combines qualitative and quantitative analysis to deliver model portfolios and strategic investment insights used across affiliated entities.

Passive / index investing Active portfolio management
user avatar
firm logo

Adam T

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Adam Truebe is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC and Bayer. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside various portfolio tools.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar
firm logo

Carla M

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Carla Munton is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri, holding a Series 66 designation and 23 years of industry experience. She has been with Benjamin F. Edwards & Co since 2011. 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 more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

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

Matthew R

Series 65

St. Louis, MO

Focus Partners Wealth, LLC

Matthew Romine is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 designation with six years of industry experience. His prior experience includes roles at Buckingham Strategic Wealth, GreenCourse Financial Advisors, and Cushman & Wakefield. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar
firm logo

Peter M

Series 63, Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Peter McCarthy is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He holds Series 63 and Series 66 designations and has 24 years of industry experience, including 16 years with Benjamin F. Edwards. Outside of his advisory role, he serves as an alternate member of the City of Town and Country Board of Adjustment and is a trustee for the Fordyce Manor Drive Subdivision homeowners association. 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 corporations. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage, 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

Michael M

Series 65

Clayton, MO

Focus Partners Wealth, LLC

Michael Mattern is a Series 65-credentialed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at OneDigital and Enterprise Mobility and spent four years at Purdue University. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive approach to portfolio construction, utilizing a blend of active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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”)