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583 advisors near
62269
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Tameika T
Series 66, Series 63
Swansea, IL
Merrill
Tameika Thomas is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she provides financial advisory services to clients, assisting them with wealth management and financial planning. Specific details about her experience and areas of expertise have not been provided. Information regarding her educational background, credentials, personal interests, or community involvement is not available.
Eric C
Series 63, Series 66
St. Louis, MO
STIFEL
Eric Counts is a financial advisor at Stifel with 24 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2018 and previously worked at Scottrade, Inc. from 2005 to 2018. Counts holds Series 63 and Series 66 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which incorporate forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.
Anthony G
Series 66
St. Louis, MO
STIFEL
Anthony Goodson is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and previously worked at Hollywood Casino St. Louis for nine years. Stifel serves a broad client base including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Melissa R
Series 66
O Fallon, IL
Wells Fargo Clearing
Melissa Roessler is a Series 66-licensed financial advisor with Wells Fargo Clearing in Columbia, IL, where she has worked since 2016. She has 14 years of industry experience, including five years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products than typical large institutional advisers.
Andrew J
ChFC®, Series 63
St. Louis, MO
STIFEL
Andrew Johnson is a financial advisor at Stifel with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Stifel Nicolaus & Co Inc in 2017, he worked at Saybrus Partners and Saybrus Equity Services, Inc. from 2015 to 2017. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both 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 support asset allocation and planning analyses.
Carl B
Series 66, Series 63
Glen Carbon, IL
Fidelity
Carl Brown is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab and TD Ameritrade prior to joining Fidelity. Outside of finance, he worked for DoorDash for four years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, relying on a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.
Hector G
Series 66
St. Louis, MO
STIFEL
Hector Gonzalez is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 24 years of industry experience. He has been with Stifel since 2002 and affiliated with Stifel Independent Advisors, LLC since 2007. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of fee-based financial planning options and has unique involvement in municipal market activities and private funds alongside affiliated trust companies and banks.
Todd S
Series 63, Series 66
O Fallon, IL
Edward Jones
Todd Stonewater is a financial advisor with Edward Jones in O Fallon, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.
Deborah L
CFP®, Series 65, Series 63
St. Louis, MO
STIFEL
Deborah Lauer is a CFP®-certified financial advisor at Stifel in St. Louis, MO, with 25 years of industry experience. Her previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.
Craig M
Series 63, Series 66
St. Louis, MO
STIFEL
Craig Mcintosh is a financial advisor at Stifel with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel and its affiliates since 2011. He is based in St. Louis, MO. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering brokerage and advisory services with an investment approach based on proprietary methodologies developed by its Investment Strategy Group.
Daniel S
Series 66
St. Louis, MO
STIFEL
Daniel Strobo is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base, including individual, institutional, charitable, and municipal clients, 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 market assumptions and probabilistic modeling to guide asset allocation and financial planning.
Clayton M
CFP®, Series 66
Freeburg, IL
Edward Jones
Clayton Mason is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 designation and is based in Freeburg, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions under a fiduciary standard. The firm is notable for its extensive nationwide network of advisors and branches, as well as affiliated services including a trust company and proprietary investment products.
Shane L
Series 63, Series 66
St. Louis, MO
STIFEL
Shane Lyday is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 designations and 26 years of industry experience. He has previously worked at Wells Fargo Clearing and H.D. Vest Investment Services. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Mark S
Series 63, Series 65
Swansea, IL
Merrill
Mark Slocomb is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the firm in 1987 following eight years of experience in corporate finance and investment banking with Centerre Bank of St. Louis and Lloyds Bank, PLC in London. Mark serves as a Portfolio Manager, managing personalized investment strategies on a discretionary basis that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment solutions. Mark holds a Bachelor of Science degree in Finance from Northern Illinois University and the professional designation of Personal Investment Advisor (PIA). His expertise focuses on providing a holistic approach to financial management, working with senior executives and families to develop customized strategies tailored to complex financial situations. Mark was recognized by Barron’s magazine five times between 2010 and 2015 as one of America’s Top 1,200 Financial Advisors, an honor attained by a limited number of advisors in Missouri. In addition to his professional role, Mark has been involved with The National Children’s Cancer Society for 28 years and currently serves as Chairman of the Board. His team at Merrill Lynch Wealth Management emphasizes a comprehensive process that begins with understanding clients’ overall financial goals and aims to create risk-managed portfolios designed to preserve capital while seeking to maximize returns.
Michael D
Series 66
Belleville, IL
LPL Financial
Michael Dunnigan is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He worked at SII Investments, Inc. for eight years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.
Matthew W
Series 63, Series 66
St. Louis, MO
STIFEL
Matthew Wilhelm is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Financial Corp. since 2014 in various roles. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and financial planning.
Christopher R
Series 66
Maryville, IL
Edward Jones
Christopher Rydgig is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2016. 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 provides a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Cody P
Series 66
Belleville, IL
Merrill
Cody Patterson is a financial advisor at Merrill holding a Series 66 designation. He has a diverse work background including roles at Bank of America, Regions Bank, and service in the United States Army National Guard. Outside of finance, he has experience working at Eckerts as a food runner and bartender on a limited basis. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.
Matthew H
Series 66
Glen Carbon, IL
Raymond James & Associates
Matthew Hill is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Stifel Independent Advisors, Wells Fargo Clearing, and Wells Fargo Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a broad network of advisors and affiliated research resources.
Jason P
Series 66
St. Louis, MO
STIFEL
Jason Page is a financial advisor at Stifel with 13 years of industry experience. He previously worked at Edward Jones for 13 years before joining Stifel in 2026. He holds the Series 66 designation and is based in St. Louis, MO. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology from its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.
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583 advisors near
62269
within the area shown on the map
Out of 400,000+ nationwide