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Bryan S
Series 66
Saint Louis, MO
Kestra Advisory
Bryan Sherwood is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at Cetera ADVISORS LLC and two years at Cetera. Sherwood is also the operations manager for Wealth Plan Advisors Group, a financial services business he has been involved with since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and manages assets for a range of clients including sovereign wealth funds.
David P
Series 65
St. Louis, MO
CIBC Private Wealth Advisors, Inc.
David Pisarkiewicz Jr. is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in St. Louis, MO, with 7 years of industry experience. He has worked with Private Wealth Advisors at CIBC Bank USA since 2012 and with Marshall & Ilsley Trust Company since 2004. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, philanthropic advisory services, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies.
Devin F
Series 65
St Louis, MO
MAI Capital Management, LLC
Devin Fraley is a Series 65-licensed financial advisor with eight years of industry experience, currently with MAI Capital Management, LLC since 2020. He previously worked at Greenway Family Office from 2015 to 2020. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into client relationships.
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.
Deborah S
CFP®, Series 65, Series 63
Swansea, IL
&PARTNERS
Deborah Sante is a financial advisor with \u0026Partners, holding CFP®, Series 65, and Series 63 designations and 13 years of industry experience. She has previously worked at Benjamin F Edwards & Co for 11 years, as well as at Purshe Kaplan Sterling Investments and Archford Capital Strategies, LLC. \u0026Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary strategies. The firm employs a variety of analytical approaches and investment solutions, including third-party managers, and operates as both a registered investment adviser and broker-dealer.
Dylan S
CFP®, Series 66
St. Louis, MO
MAI Capital Management, LLC
Dylan Schwartz is a CFP®-certified financial advisor at MAI Capital Management, LLC with five years of industry experience. He previously worked at Larson Financial Group and Wells Fargo Advisors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, institutional clients, and trusts. The firm manages a range of strategies and offers services such as trust administration and insurance through its affiliates.
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.
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.
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.
Malia B
CFP®, Series 65
Brentwood, MO
Mariner
Malia Baker is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Mariner, with four years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and also has experience with PLNK STL, Red Robin, and Splash. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios overseen by an investment committee and combines in-house research with third-party managers across a broad range of asset classes and strategies.
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.
Benjamin D
Series 66
Belleville, IL
Edward Jones
Benjamin De Mond is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. His prior experience includes roles at Busey Bank and TheBank of Edwardsville. 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 solutions through a large nationwide network of advisors and branch offices.
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.
Carson M
CFP®, Series 63, Series 66
St Louis, MO
Edward Jones
Carson Mc Carty is a CFP® with four years of industry experience, currently advising with Edward Jones in St. Louis, MO. His prior experience includes roles at Raymond James & Associates Inc. and American Century Investment Services, Inc. Before entering the financial industry, he worked with the Kansas City Chiefs for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products.
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.
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.
Elizabeth B
Series 66
St. Louis, MO
Wells Fargo Clearing
Elizabeth Brown is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 33 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, employs more than 14,000 financial advisors, and offers both brokerage and advisory solutions.
Matthew C
Series 66
St. Louis, MO
Wells Fargo Clearing
Matthew Cafferata is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, MO, and has nine years of industry experience. He has worked concurrently at Medcom Funding Solutions and Wells Fargo Clearing Services LLC since 2017 and previously at Healthcare Connect United from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party providers.
Allison K
Series 66
St. Louis, MO
STIFEL
Allison Kenly is a financial advisor at Stifel in St. Louis, MO, with eight years of industry experience. She holds the Series 66 designation and has been with Stifel since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.
Clinton B
Series 63, Series 66
Shiloh, IL
LPL Financial
Clinton Bert is a financial advisor with LPL Financial in Shiloh, IL, holding Series 63 and Series 66 designations and seven years of industry experience. His prior firms include Wells Fargo Clearing Services and Stifel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a range of advisory and brokerage services including financial planning and third-party asset management. The firm supports its advisors with research model portfolios, customized strategies, and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.
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1,701 advisors near
62260
within the area shown on the map
Out of 400,000+ nationwide