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Michael S
Series 63, Series 65
Creve Coeur, MO
RFG Advisory, LLC
Michael Stalka is a financial advisor at RFG Advisory, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, Cetera Wealth Services, and Larson Financial Group. He is also CEO and wealth advisor at Four Seasons Wealth Management, a financial planning firm. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, using a range of model strategies and third-party platforms.
Brooke W
Series 66
St. Peters, MO
Cornerstone Wealth Management, LLC
Brooke Wadkowski is a financial advisor at Cornerstone Wealth Management, LLC with one year of industry experience. She holds a Series 66 designation and has prior experience at LPL Financial LLC, Alliance CPAs LLC, and PriceWaterhouse Coopers. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis with regular account reviews and rebalancing.
John G
CFP®, Series 63, Series 66
Creve Coeur, MO
RFG Advisory, LLC
John Gallia is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with RFG Advisory, LLC and has previously worked at Edward Jones, ON Investment Management Co, and LPL Financial. Gallia also serves as an adjunct professor teaching business courses at Maryville University and is involved with agricultural and outdoor recreation leases through Gallia Family Farms, LLC. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and institutional clients, including investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies, third-party platforms, and technology-driven retirement solutions.
Austin L
CFP®
Saint Louis, MO
Plancorp, LLC
Austin Lewis is a CFP® professional with eight years of industry experience, currently serving as an advisor at Plancorp, LLC in Saint Louis, MO since 2015. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm’s investment process is based on Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management alongside third-party manager due diligence and tax-aware portfolio actions.
Donald A
Series 63, Series 65
St. Peters, MO
Cornerstone Wealth Management, LLC
Donald Aulbert II is a financial advisor at Cornerstone Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Wealth Management since 2012, also maintaining a relationship with LPL Financial since 2009. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand model supported by LPL platform programs and technology to deliver tailored investment advice emphasizing continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.
Jeffrey S
Series 65
Creve Coeur, MO
Simplicity wealth
Jeffrey Sachs is a Series 65-licensed advisor with Simplicity Wealth and has 16 years of industry experience, including his ongoing role at Sachs Financial since 2010. He joined Simplicity Wealth in 2026. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms, providing advisory services that include financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, combined with technology and operational support for advisers through a managed account platform.
Michael L
Series 65
Chesterfield, MO
Acropolis Investment Management
Michael Lissner is a financial advisor at Acropolis Investment Management, L.L.C. with 23 years of industry experience. He holds a Series 65 designation and has been with Acropolis since 2002. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, combining equities, bonds, mutual funds, and ETFs with quantitative and fundamental analysis.
Karen M
CFP®, Series 63, Series 66
St. Louis, MO
Krilogy
Karen Maurer is a CFP® with 31 years of industry experience, currently associated with Krilogy in St. Louis, MO. Her prior roles include two decades at Crown Capital Securities, LP, and positions at Sentra Securities Corporation and Saxony Securities, Inc. She serves on the board of the St. Louis Crisis Nursery, advising the organization's CEO. Krilogy serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm employs a long-term investment approach overseen by an internal committee, blending active and passive strategies with customized solutions.
Brian F
Series 66
St. Louis, MO
Krilogy
Brian Fernandez is a financial advisor at Krilogy with 21 years of industry experience. He holds a Series 66 designation and previously worked at Matter Family Office for 17 years and Larson Financial Group for one year. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, consulting, and family office services, employing a primarily long-term investment approach with tactical overlays through an Investment Committee and CIO-led process.
Jane L
Series 66
St. Louis, MO
Krilogy
Jane Leech is a financial advisor with Krilogy in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. She previously worked at Morgan Stanley for five years before joining Krilogy in 2021. Krilogy serves a diverse client base including individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy guided by an internal Investment Committee and offers a range of services such as portfolio management, financial planning, and family office support.
Byron G
Series 63, Series 65
St. Louis, MO
Krilogy
Byron Gabriel is a financial advisor at Krilogy with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Valdes & Moreno, Inc. since 2014. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of services including portfolio management, financial planning, and family office services.
Timothy W
Series 63, Series 65
Chesterfield, MO
Cornerstone Wealth Management, LLC
Timothy Ward is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cornerstone Wealth Management and Legends Financial Services Group LLC since 2016 and has worked with LPL Financial since 2008. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisors, managing $4.93 billion in discretionary assets as of year-end 2025. The firm employs a multi-strategy investment approach with tailored account supervision, offering services through both independent and LPL-sponsored advisory programs.
Thomas L
Series 66
St. Louis, MO
Krilogy
Thomas Lewis is a financial advisor at Krilogy with 14 years of industry experience. He holds a Series 66 credential and has worked at Saxony Securities and Krilogy Financial since 2016. Outside of his advisory role, he is the owner of KEP Law, LLC, where he provides estate planning services, and also manages TNL Holdings, a holding company for Krilogy ownership units. Krilogy serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, corporate and institutional clients, and charitable organizations. The firm’s investment approach combines long-term portfolio management with tactical adjustments, offering active and passive strategies, customized bond ladders, private alternative funds, and tax-aware long/short equity separately managed accounts.
Sweety G
Series 65, Series 63
St. Louis, MO
Mutual Of Omaha Investor Services, Inc.
Sweety Gandhi is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and three years of industry experience. She has also worked as an insurance agent since 2014, offering life, health, annuities, and Medicare Advantage plans. Gandhi has additional experience at S&S Financial in a non-investment capacity related to insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and retirement plans through managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, offering a range of financial planning and investment solutions.
Richard C
CFP®, Series 63, Series 66
Chesterfield, MO
Mutual Advisors, LLC
Richard Collop is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC, where he has worked since 2021, following roles at Visionary Wealth Advisors, LLC and Northwestern Mutual Investment Management. Collop is also licensed as an Independent Insurance Agent, engaging in life, disability, and long-term care insurance sales. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm combines active and passive strategies with multiple analytical approaches to manage portfolios aligned with client objectives and manages approximately $9.45 billion across 154 advisors.
Lucas N
CFP®, Series 65
St. Louis, MO
Krilogy
Lucas Nikolaisen is a CFP®-designated financial advisor at Krilogy with eight years of industry experience. He has worked at Krilogy Financial since 2018 and previously held roles at Midwest Acceptance Corp and A.Mrazek Moving Systems. Additionally, he is a licensed Life and Health Insurance Agent. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with tactical flexibility, offering a range of portfolio and financial planning services as well as sub-advisory and separately managed account strategies.
Andrew L
CFP®, Series 66
Des Peres, MO
Cornerstone Wealth Management, LLC
Andrew Lohmeyer is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2012 and is also affiliated with LPL Financial. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers with asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and uses a mix of fundamental, quantitative, and qualitative analysis across multiple investment strategies.
Alison H
CFP®, Series 66
Chesterfield, MO
Cornerstone Wealth Management, LLC
Alison Hadzic is a CFP® professional with six years of industry experience, currently serving at Cornerstone Wealth Management, LLC since 2017. Her prior experience includes a role at Four Seasons Wealth Management from 2014 to 2017. Outside of her advisory duties, she holds a Missouri Notary Public commission and is involved in tax preparation and accounting through Skiver Street LLC. Cornerstone Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting, utilizing a range of LPL-sponsored programs alongside advisor-led discretionary management and third-party portfolio integration.
Michael M
CFP®, ChFC®, Series 63, Series 65
Kirkwood, MO
VestGen Advisors, LLC
Michael Moloney is a CFP® and ChFC® with 39 years of industry experience. He is currently with VestGen Advisors, LLC and previously worked at Cambridge Investment Research Advisors, Inc., Universal Financial Planning Consultants, Inc., and LPL Financial among others. Moloney serves on the board of The E. Walter Hausstette Charitable Foundation, which awards grants primarily in the St. Louis area. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client work with centralized portfolio construction and utilizes third-party managers and affiliated funds as part of its investment offerings.
Stacey M
CFP®
Saint Louis, MO
Plancorp, LLC
Stacey Mannebach is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Plancorp, LLC. Prior to joining Plancorp, she worked at Moneta Group Investment Advisors, LLC and spent nine years at Edward Jones. She is based in Saint Louis, MO. Plancorp provides comprehensive wealth management and financial planning services to individuals, trustees, business owners, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach with documented Investment Policy Statements and offers both discretionary and non-discretionary management, incorporating tax-aware actions and third-party adviser due diligence.
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3,688 advisors near
63005
within the area shown on the map
Out of 400,000+ nationwide