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Brian L

Series 63, Series 66

Wildwood, MO

Prospera Financial Services, inc.

Brian Long is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Prior to joining Prospera in 2025, he worked for Cutter & Company Brokerage, Inc. for 23 years. Outside of his advisory role, Brian owns St. Louis Financial Group, LLC, and operates a seasonal tax preparation business; he is also a licensed agent selling Medicare supplement plans and has experience as a freelance model. Prospera Financial Services is a multi-team firm serving individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering investment advisory and financial planning services through a variety of platforms and customizable portfolio management options.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Adam C

Series 66

1843 Sullivan Pointe Drive, MO

Capital Analysts

Adam Clyne is a financial advisor at Capital Analysts with 21 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2017, following six years at Legend Equities Corp. Outside of advisory work, Clyne is involved in fixed insurance production through several independent agencies and also performs private security work on nights and weekends. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment team and offers a variety of model and custom portfolios alongside third-party manager access.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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Christopher C

Series 63, Series 65

Wildwood, MO

Exodus Wealth, LLC

Christopher Carrillo is a financial advisor at Prosperity Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fortune Financial Services, Inc., Sii, and National Planning Corporation. Outside of his advisory role, Carrillo has experience as a licensed insurance agent. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm manages approximately $442 million for around 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews and diversified investment strategies.

Options & derivatives strategies Charitable giving & philanthropy
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Jeffrey W

Series 63, Series 65

Washington, MO

Lanark Financial, Inc.

Jeffrey Weber is a financial advisor with Lanark Financial, Inc. in Washington, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at First State Financial Management since 2011. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through various platforms and affiliated firms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Matthew R

Series 63, Series 66

Washington, MO

Cornerstone Wealth Management, LLC

Matthew Rufkahr is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone Wealth Management since 2015, having also worked at LPL Financial since 2002. Cornerstone Wealth Management serves individuals, including high-net-worth clients, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored platforms, emphasizing tailored investment advice through continuous account supervision and a mix of fundamental, quantitative, and qualitative analysis.

Charitable giving & philanthropy Founder/Business Owner Retired
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Samuel H

Series 63, Series 65

Labadie, MO

First Heartland Consultants, Inc.

Samuel Hagemann is a financial advisor with First Heartland Consultants, Inc. in Labadie, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with First Heartland Capital Inc since 2015. Outside of his advisory role, he is an insurance agent owning Clark Insurance Agency, where he sells various insurance products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and both wrap and non-wrap asset management through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Jacob B

Series 66

Washington, MO

Cornerstone Wealth Management, LLC

Jacob Bridwell is a financial advisor at Cornerstone Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked at Cornerstone Wealth Management and LPL Financial since 2022. Prior to his advisory career, he was employed at the University of Missouri and held various roles outside finance, including at Racanellies Pizza and Eureka High School. 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 combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored programs, employing a multi-strategy investment approach tailored to client goals.

Charitable giving & philanthropy Founder/Business Owner Retired
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Daniel P

Series 66

Wildwood, MO

Benjamin F. Edwards & Company, Inc.

Daniel Parish is a Series 66-credentialed financial advisor with 11 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2017 and previously spent a year at National Planning Corporation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management through a range of discretionary and non-discretionary strategies managed internally and by third-party managers.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Michael R

Series 66

Eureka, MO

Benjamin F. Edwards & Company, Inc.

Michael Ross is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing nine years of industry experience. He has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both proprietary and third-party strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Billy W

Series 63, Series 65

Union, MO

Benjamin F. Edwards & Company, Inc.

Billy Wisdom is a financial advisor at Benjamin F. Edwards & Company, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benjamin F. Edwards since 2009. Outside of his advisory role, he owns Wisdom Designs, a non-investment-related business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, with portfolios monitored by an Investment Strategy Committee and supported by a combination of custodian services, internal trading desks, and third-party managers.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Gary D

Series 66, Series 65

Wildwood, MO

Creative Planning

Gary Disalvo is a financial advisor at Creative Planning with 16 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Fidelity Investments, TD Ameritrade, and Scottrade. Outside of his advisory role, he serves as president of DK Largo Corporation, a manufacturing and e-commerce business based in St. Louis, MO. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

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
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J D

Series 66

Villa Ridge, MO

&PARTNERS

J Delmain is a financial advisor with \u0026Partners, holding a Series 66 designation and 22 years of industry experience. Prior to joining \u0026Partners in 2024, he worked at UBS Financial Services for 11 years. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through a combination of proprietary and third-party strategies, using fundamental, technical, and quantitative analysis along with ongoing monitoring and reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Brett E

Series 66

Eureka, MO

Benjamin F. Edwards & Company, Inc.

Brett Edwards is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has six years of industry experience. Edwards has been with Benjamin F. Edwards & Co. since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement plan consulting, and investment management services through a variety of actively and passively managed portfolios.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Christopher H

Series 63, Series 66, Series 65

Wildwood, MO

Empower Advisory Group

Christopher Halpin is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His career includes roles at Empower Financial Services, The Standard, Paychex Inc, Stifel Nicolaus & Co Inc, and Lincoln Financial Distributors. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as for Empower Premier IRA and retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Joanne W

CFA®, Series 63, Series 66

Defiance, MO

Benjamin F. Edwards & Company, Inc.

Joanne Welker is a CFA charterholder with 18 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2008. She is also a board member and investment committee member for Our Lady's Inn in St. Louis. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of investment management and financial planning services through consolidated discretionary and non-discretionary wrap programs incorporating both internal and third-party managed strategies.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Tristan D

Series 66

Wildwood, MO

Benjamin F. Edwards & Company, Inc.

Tristan Detzel is a financial advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. He previously worked at The Boeing Company and the University of Missouri. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a variety of fee-based wrap programs, financial planning, and investment management services, utilizing both proprietary and third-party strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Lucas J

Series 66

Union, MO

Kestra Advisory

Lucas Johnson is a financial advisor with Kestra Advisory, holding the Series 66 designation and bringing 12 years of industry experience. Prior to joining Kestra Advisory in 2017, he worked at National Planning Corporation from 2014 to 2017. In addition to his advisory role, Johnson is the president of St. Jordan Creek, Incorporated, a wine production and alcohol sales business. He also provides consulting services related to divorce financial analysis and asset tracing. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary services, plan design, compliance testing, investment due diligence, and employee education, serving large institutional investors and managing approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Nicolas B

Series 66

Washington, MO

Wealth Enhancement Advisory Services, LLC

Nicolas Boyd is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and nine years of industry experience. His prior work includes roles at Ameritas Investment Company, Ameritas Advisory Services, and TFB Advisors, LLC. Outside of his advisory work, he is involved with Tax Favored Benefits, providing retirement plan and financial advisory services, including insurance products for qualified clients. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets, employing a diversified investment approach that blends passive and active management with oversight from an internal Investment Committee.

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)
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Kimberly C

Series 63, Series 66

Villa Ridge, MO

Benjamin F. Edwards & Company, Inc.

Kimberly Church is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Benjamin F. Edwards since 2014. Outside of her advisory role, she operates an Etsy shop selling vintage jewelry and accessories and is an independent distributor for Young Living. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management, utilizing a range of strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Lucas R

Series 66

WIldwood, MO

Edward Jones

Lucas Ramsey is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2022, he held leadership roles in the Sigma Pi Fraternity at the University of Mississippi, serving as Treasurer and later as President. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations General estate planning guidance Founder/Business Owner
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