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

George M

Series 63, Series 65

Washington, MO

LPL Financial

George Meyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at LPL Financial and various production companies since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Lisa S

Series 66

Pacific, MO

Edward Jones

Lisa Schmidt is a financial advisor with Edward Jones, holding a Series 66 credential and eight years of experience at the firm. She has been with Edward Jones since 2008. Outside of her advisory role, she participates in a family-related cosmetics business focused on personal use and supporting a family member’s sales efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Divorce financial planning Wealth management Retirement income strategy Founder/Business Owner
user avatar
firm logo

Austin R

Series 66

Saint Albans, MO

LPL Financial

Austin Repp is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He worked at National Planning Corporation before joining LPL Financial in 2017. In addition to his advisory role, he serves as an assistant wrestling coach at Pacific High School and has bartended for a local event business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using various investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Donald P

CFP®, Series 63

Washington, MO

LPL Financial

Donald Park is a Certified Financial Planner® with 45 years of industry experience, currently affiliated with LPL Financial since 1994. He serves in Washington, Missouri, and has a background that includes community involvement as a board member of the East Central College Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

John B

Series 63, Series 65

Saint Albans, MO

LPL Financial

John Brooks is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2017, following ten years at National Planning Corporation and four years at American General Securities Incorporated. Outside of his advisory role, he is a manager of B4 Posh Farms LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with account management primarily provided by investment adviser representatives using a variety of strategies and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Nathan M

CFP®, Series 63, Series 66

Union, MO

Fidelity

Nathan Morche is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at TD Ameritrade/Charles Schwab, Wellbridge, The Alpha Network, and Lifetime. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Jordan G

Series 66

Washington, MO

Raymond James Financial

Jordan Green is a financial advisor at Raymond James Financial with nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC before joining Raymond James in 2020. His credentials include the Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and serves a broad client base through a large advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
firm logo

Eric F

Series 66

Washington, MO

Edward Jones

Eric Fritsche is a Series 66-licensed financial advisor with Edward Jones, based in Washington, MO. He has 7 years of industry experience and has been with Edward Jones since 2014. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Danielle D

Series 66

Saint Albans, MO

LPL Financial

Danielle Darling is a Series 66-registered financial advisor with LPL Financial, based in Saint Albans, MO, with eight years of industry experience. Her career includes roles at Resource One Advisors, National Planning Corporation, and Edward Jones. Outside of finance, she has worked as a film extra. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Joseph L

CFP®, ChFC®, Series 63, Series 66

Washington, MO

Cambridge Investment Research Advisors

Joseph Loewenstein is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual in various capacities for over a decade. He is also involved with Cornerstone Financial Consultants, LLC, a financial services office based in Washington, MO. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary models and third-party manager referrals, with a notable emphasis on compliance and advisor business relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
firm logo

Joshua K

Series 66

Washington, MO

Edward Jones

Joshua Kneff is a financial advisor with Edward Jones in Washington, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Omnicure, Inc. and Amazon, and he is the owner of Move Fast Live Well, LLC, a fitness and health business. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Jacob E

Series 66

Washington, MO

Cetera

Jacob Erwin is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera in 2025, he worked at Ameriprise Financial Services and Butler Associates Financial Planners. Outside of his advisory role, he is involved in community service with Franklin County United Way and serves as treasurer for the Washington MO Jaycees. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Jonathan P

Series 66

Washington, MO

Thrivent Investment Management

Jonathan Pickens is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has prior work history with firms including Symmetry Financial Group and Capital Assured Planning Agency. Outside of his advisory role, Pickens serves as Treasurer of the Washington Heights Lake Lot Owners Association and is involved with several community organizations, including serving on the board of the Franklin County Foster Closet and directing a local charity soccer tournament. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering both one-time and ongoing engagement options without discretionary trading authority.

Business ownership considerations
firm logo

Tricia S

CFP®, Series 63

Union, MO

Edward Jones

Tricia Seely is a CFP® with over 31 years of experience at Edward Jones, where she has worked since 1992. She holds a Series 63 license and is based in Union, MO. Outside of her financial advisory role, she is involved with a condominium association and holds an interest in a farming rental business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Michelle I

Series 63, Series 66

Saint Albans, MO

LPL Financial

Michelle Irby is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked for National Planning Corporation from 2007 to 2017. In addition to her advisory role, she serves as president of O'Neals Tax & Financial Services Inc., a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management options, including model portfolios and third-party asset management, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Chad C

Series 63, Series 66

Lonedell, MO

Equitable Advisors

Chad Chesnut is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2017 and previously was with ScottTrade from 2013 to 2017. Outside of his advisory role, Chesnut owns and operates Ethereal Lavender & Ranch, a lavender farm in Lonedell, Missouri. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party programs to deliver advisory services and provides ERISA fiduciary services to qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Jacob M

Series 66

Saint Albans, MO

LPL Financial

Jacob Messer is a financial advisor with LPL Financial based in Saint Albans, Missouri. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial, Messer attended Truman State University and worked at Lafayette High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Ryan T

CFP®, Series 66

Washington, MO

Raymond James Financial

Ryan Tinker is a CFP® professional affiliated with Raymond James Financial, based in Washington, Missouri, with 21 years of industry experience. He has worked at Wells Fargo Advisors and Trankler Wealth Management before joining Raymond James Financial Services Advisors, Inc. in 2017. He is also the CEO of Tinker LLC, a support company that handles tax and payroll responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and investment consulting that incorporates risk profiling and analytical modeling, supporting clients through its advisory programs and other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
firm logo

Phillip L

Series 63, Series 66

Washington, MO

Edward Jones

Phillip Leathers is a financial advisor with Edward Jones in Washington, MO, holding Series 63 and Series 66 designations and having 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. 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 through a nationwide network of over 23,700 financial advisors, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Wilbert M

Series 63, Series 66

St Clair, MO

Edward Jones

Wilbert Meyer is a financial advisor at Edward Jones with 20 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2005. In addition to his advisory role, he is a joint owner of a farm rental business in Leslie, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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”)