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

John K

Series 63, Series 65

St Louis, MO

Anderson Hoagland & Co

John Kang is a financial advisor at Anderson Hoagland & Co with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Anderson Hoagland since 2008. Anderson Hoagland provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. The firm implements investment policies through fundamental equity selection and fixed-income strategies, managing accounts primarily on a discretionary basis while offering advisory support on private, non-public investments.

Private / alternative investments Wealth management Retirement income strategy General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

Mark C

Series 63, Series 65

Saint Louis, MO

Vestech Asset Management Inc.

Mark Chao is a financial advisor with Vestech Asset Management Inc. in Saint Louis, MO, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked at Vestech Asset Management since 2019 and has prior experience with Farmers Financial Solutions and Executive Financial Group. Outside of his advisory role, he serves as Vice President of Promotions and a class instructor for Saint Louis Kendo. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage targeted asset-allocation model portfolios with discretionary trading authority.

Annuities Life insurance needs analysis Tax-loss harvesting Attorney
user avatar
firm logo

Brian S

Series 63, Series 66

Saint Louis, MO

25 Financial

Brian Sanguinet is a financial advisor with 15 years of industry experience, currently with 25 Financial in Saint Louis, MO. He holds the Series 63 and Series 66 designations and has previously worked at Arete Wealth Management LLC, Larson Financial Group, and other firms. Outside of his advisory work, he is the owner of Salon Artiste, a hair salon. 25 Financial provides discretionary asset management and ongoing financial planning to individual and high-net-worth clients. The firm integrates fundamental, technical, charting, and cyclical analysis in tailored investment programs and offers estate-planning coordination and due diligence services.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
user avatar
firm logo

Molly V

Series 65, Series 63

Chesterfield, MO

Bridgewater Asset Management LLC

Molly Vielweber is a financial advisor with Bridgewater Asset Management LLC, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. She has been with Bridgewater since 2016 and also maintains a longstanding affiliation with LPL Financial dating back to 2004. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in regulatory assets and employs a portfolio management approach that includes both strategic and tactical asset allocation with regular quarterly reviews.

Options & derivatives strategies Business succession planning General estate planning guidance Cash flow / budgeting
user avatar
firm logo

Paul T

Series 63, Series 65

St. Louis, MO

Argos Capital Partners, LLC

Paul Tice is a financial advisor at Argos Capital Partners, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Consolidated Financial Investments, Inc. since 1988 and Argos Investment Advisors, LLC since 2008. Tice is the chief investment officer of Argos Partners, managing partner of Argos Capital Markets, founder and continuous manager of Alpha Fund LLC since 2000. He serves as an observer on the boards of Clearent, Compass Electronics, and KE2Therm. Argos Capital Partners provides investment advisory and financial planning services primarily to ultra-high net worth families affiliated with Argos Family Office, along with select pooled and institutional clients. The firm emphasizes passive, index-based investing for liquid assets while incorporating active managers and alternative strategies where appropriate, and it manages several private funds with a combination of discretionary and non-discretionary advisory assets.

Passive / index investing Private / alternative investments Real estate investing Founder/Business Owner Intergenerational Families
user avatar
firm logo

Airionne S

CFP®, Series 66

St. Louis, MO

Compass Wealth

Airionne Solanke is a CFP® professional with nine years of experience in financial advising. She has been with Compass Retirement Group LLC since 2017 and holds a Series 66 license. Outside of her advisory role, she is a licensed insurance agent. Compass Retirement Group, doing business as Compass Retirement Solutions, serves individual and high-net-worth clients with a focus on retirement investing and income replacement. The firm offers discretionary investment management, integrated financial planning, and estate-planning support, utilizing asset-allocation models managed through the Orion platform and third-party managers.

General retirement planning Retirement income strategy Wealth management
user avatar

Eric C

Series 66

Saint Louis, MO

TBG-Bedford Group LLC

Eric Cunningham is a financial advisor at TBG-Bedford Group LLC in Saint Louis, MO, holding a Series 66 designation with 16 years of industry experience. His prior roles include positions at Edward Jones for 12 years and Ameriprise Financial Services, LLC for 2 years. He has been with TBG-Bedford Group LLC since 2026. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios, using a variety of investment vehicles and regular portfolio monitoring.

Wealth management Private / alternative investments Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Wayne A

CFP®, Series 65

Saint Louis, MO

FEFA Financial

Wayne Atkins Jr. is a financial advisor at FEFA Financial with a Series 65 designation and three years of industry experience. His prior work includes roles at VCI Wealth Management LLC, AE Wealth Management, LLC, and a law firm, Xander Law Group, P.A., where he holds a passive ownership interest. Outside of finance, he serves as president of Litmas Inc., an AI platform designed for litigation attorneys. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, emphasizing equities and ETFs in model allocations tailored to client risk profiles.

Annuities ESG / Sustainable investing
user avatar
firm logo

Weston M

CFP®, CFA®, Series 65, Series 63

St. Louis, MO

IFG Advisors, LLC

Weston Manley is a CFP® and CFA® charterholder with 11 years of industry experience. He has worked at IFG Advisors, LLC since 2018 and previously held positions at LPL Financial, LLC and RFG Advisory Group, LLC. Outside of advisory work, he serves as an independent contractor Interim CFO for Neocova, a software company serving community banks and credit unions. IFG Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm constructs globally diversified portfolios using fundamental security analysis and market trend assessment, primarily investing in mutual funds and exchange-traded funds aligned with each client's risk profile.

General retirement planning
user avatar
firm logo

Zhenyu T

Series 66

Saint Louis, MO

Vestech Asset Management Inc.

Zhenyu Tang is a financial advisor at Vestech Asset Management Inc. with four years of industry experience. He holds the Series 66 designation and has worked in various roles including positions at Lindenwood University and Vestech Securities, Inc. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to implement targeted asset-allocation model portfolios, offering discretionary portfolio management and project-based planning engagements.

Annuities Life insurance needs analysis Tax-loss harvesting Attorney
user avatar
firm logo

Lee B

Series 65

St. Louis, MO

Sunpointe Investments

Lee Boudouris is a financial advisor at Sunpointe Investments in St. Louis, MO, holding a Series 65 designation with five years of industry experience. Prior to joining Sunpointe in 2021, he worked at Mercer Investment Consulting LLC for six years. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach that blends active and passive strategies, emphasizes behavioral and fundamental analysis, and offers family-office services alongside diversified portfolio management.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments Wealth management Founder/Business Owner
user avatar

Michael O

Series 63, Series 65

Saint Charles, MO

Axius Advisors LLC

Michael Orr is a financial advisor with Axius Advisors LLC in Saint Charles, MO, holding Series 63 and Series 65 credentials and 21 years of industry experience. His career includes roles at LPL Financial, Cambridge Investment Research Advisors, and operating his own firm, Orr Financial. Axius Advisors LLC provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach based on modern portfolio theory and offers both ongoing asset-based management and hourly financial planning options.

Annuities
user avatar
firm logo

Jessica B

Series 66

Chesterfield, MO

Syntegra Private Wealth Group LLC

Jessica Brown is an investment adviser representative at Syntegra Private Wealth Group LLC with nine years of industry experience. She holds a Series 66 credential and has worked at several firms, including Osaic Wealth, Inc., Securities America, Inc., and Ameriprise Financial Services, Inc. outside of her advisory role, she is also registered as an insurance agent with Highland Capital. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management using firm-developed model portfolios and employs a range of quantitative and fundamental techniques, including modern portfolio theory and options strategies.

ESG / Sustainable investing Active portfolio management
user avatar
firm logo

John T

Series 65, Series 63

Saint Louis, MO

Terril & Company

John Terril is a financial advisor at Terril & Company in Saint Louis, MO, with 44 years of industry experience. He holds Series 65 and Series 63 credentials and has been involved with Terril Brothers, Inc. since 1980. Terril & Company is an SEC-registered investment adviser managing approximately $988 million on a discretionary basis for individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm emphasizes fundamental analysis and long-term holdings while utilizing quantitative models and occasionally employing derivatives and nontraditional investments in concentrated portfolios.

Concentrated stock management Wealth management Private / alternative investments
user avatar
firm logo

John E

Series 65

Saint Louis, MO

Friday Financial

John Ems is a Series 65-licensed advisor at Friday Financial with one year of industry experience. He previously worked at Avantax Planning Partners and serves as a tax supervisor at Honkamp, P.C., where he manages tax staff and provides tax planning and consulting services. Friday Financial offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm follows a diversified, buy-and-hold investment strategy based on Modern Portfolio Theory, utilizing passively managed mutual funds and ETFs along with model portfolios and portfolio-allocation software.

Private / alternative investments Retirement withdrawal strategies Social Security optimization General tax planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Kevin Y

CFP®, Series 65

Chesterfield, MO

Brand Asset Management Group, Inc.

Kevin York is a CFP® with eight years of industry experience currently serving at Brand Asset Management Group, Inc. since 2015. He volunteers with the Foundation for Financial Planners, providing pro-bono financial planning advice to at-risk individuals. Brand Asset Management Group provides discretionary investment advisory services to a diverse client base, including high net worth individuals and institutional clients. The firm employs a multi-asset, multi-style approach with continuous consultation and offers specialized services such as Mosaic Wealth Management© and family office support.

Multi-generational wealth transfer Charitable giving & philanthropy Income planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Approaching retirement
user avatar
firm logo

David S

Series 65

Clayton, MO

Archford Capital Strategies, LLC

David Stoll is a financial advisor at Archford Capital Strategies, LLC in St. Louis, MO, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Severin Investments and Auto Assure. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses with portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Sarah W

CFP®, Series 63, Series 65

St. Louis, MO

Mosaic Wealth

Sarah Wolk is a CFP® professional affiliated with Mosaic Wealth in St. Louis, MO, with nine years of industry experience. She has been with Mosaic Family Wealth Partners, LLC since 2022 and previously worked at Mosaic Family Wealth, LLC from 2016 to 2021. Wolk is also involved in insurance sales, dedicating approximately 10% of her monthly time to this activity. Mosaic Wealth provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, long-term fiduciary approach using fundamental analysis to build portfolios across various investment vehicles and offers held-away account oversight along with access to third-party cash-management and credit solutions.

Founder/Business Owner Executive
user avatar
firm logo

Marvin M

Series 66

St. Louis, MO

Compass Wealth

Marvin Mitchell is a financial advisor at Compass Wealth with 19 years of industry experience. He holds a Series 66 designation and has worked with Compass Retirement Group LLC since 2015 and Compass Retirement Solutions LLC since 2013. Outside of his advisory role, he is involved in life coaching through Path to Prosperity, LLC, and operates an insurance agency, Mitchell Retirement Group, LLC. Compass Retirement Group, doing business as Compass Retirement Solutions, serves individual and high-net-worth clients focusing on retirement investing and income replacement. The firm provides discretionary investment management, integrated financial planning, and estate-planning support using asset-allocation models and third-party managers.

General retirement planning Retirement income strategy Wealth management
user avatar
firm logo

Tyler C

ChFC®, Series 66

St. Louis, MO

Mosaic Wealth

Tyler Campo is a financial advisor at Mosaic Wealth with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Mosaic Wealth in 2022, he worked at Purshe Kaplan Sterling Investments, Mosaic Family Wealth, LLC, and Edward Jones. Outside of advising, Mr. Campo serves as an adjunct instructor at several Missouri universities and is a board member for Greenville University and Seedbed. Mosaic Wealth provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, fundamental analysis-based investment approach with customized portfolio construction and offers a range of services including discretionary portfolio management, financial planning, and family-office bill-pay services.

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")