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Kenneth C
ChFC®, Series 63, Series 65
St. Louis, MO
Huntleigh Advisors, Inc.
Kenneth Cohen is a ChFC® credentialed financial advisor with 48 years of industry experience. He is currently with Huntleigh Advisors, Inc., having previously worked at Umb Financial Services. Outside of his advisory role, Cohen volunteers as a foster child advocate with Voices for Children and participates in Big Brother Big Sister, a charitable organization. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management and ERISA retirement-plan services. The firm employs a range of strategies including a MindShare Small Companies program that integrates investor sentiment and fundamental research to manage micro-, small-, and mid-cap equity portfolios.
Taylor K
Series 65
St. Louis, MO
Visionary Wealth Advisors, LLC
Taylor Knight is a financial advisor at Visionary Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Visionary Wealth Advisors since 2014. Prior to his advisory role, he worked at Southern Illinois University - Edwardsville for five years. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, utilizing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.
Jason C
Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
Jason Cooksey is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, Merrill, Ameriprise Financial Services, and USI Insurance Services. Huntleigh Advisors, Inc. is an SEC-registered investment advisor that provides discretionary and non-discretionary asset management, ERISA retirement-plan services, and third-party manager solicitation to individual, high-net-worth, charitable, trust, and business clients. The firm offers model portfolio programs and customized management, including a MindShare Small Companies program focused on micro-, small-, and mid-cap equities using a combination of investor sentiment, charting analysis, and fundamental research.
Trisha K
Series 66
Chesterfield, MO
Arax Advisory Partners
Trisha Koontz is a financial advisor at Arax Advisory Partners with six years of industry experience. She holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Summit Wealth Strategies, Commerce Brokerage Services, and Commerce Bank. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through a team of over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services that include financial planning, portfolio management, and retirement plan consulting, utilizing a mix of internal portfolio management and third-party models.
Nathan W
CFP®, Series 65
Chesterfield, MO
Acropolis Investment Management
Nathan Ward is a CFP® and Series 65-licensed advisor at Acropolis Investment Management with three years of industry experience. He has been with Acropolis since 2020, following a decade as a student prior to entering the financial services field. Acropolis Investment Management is a fee-only firm serving individuals, institutional clients, and retirement plans with financial planning and portfolio management. The firm employs a data-driven asset allocation framework to build diversified, tax-efficient portfolios and maintains a focused retirement practice including company-sponsored plans and sub-advisory relationships.
Stefanie C
Series 66
Chesterfield, MO
Smith, Moore & Co.
Stefanie Clark is a financial advisor at Smith, Moore & Co. with nine years at the firm and three years of industry experience. She holds a Series 66 designation. Prior to joining Smith, Moore & Co., she worked at Keystone Staffing and Live Nation Entertainment. Outside of finance, she teaches dance and tumbling at a civic dance studio. Smith, Moore & Co. offers investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach that combines proprietary model portfolios, individual advisor strategies, and outsourced managers across a range of asset classes.
Amanda W
Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
Amanda Wolfrum is a financial advisor at Huntleigh Advisors, Inc. with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Huntleigh Securities Corporation, Wolfrum Capital Management Group, Inc., Wolfrum and Company, LLC, Noyes Advisors LLC, and David A. Noyes & Company. Outside of her advisory role, she is a part-owner of Wolfrum Enterprises LLC, which holds an interest in CFG Supply, a distributor of products to nursing homes. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm provides discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation, employing a range of fundamental, technical, charting, and quantitative investment strategies.
Michele C
CFP®, Series 63, Series 65
Chesterfield, MO
Acropolis Investment Management
Michele Clark is a CFP®-certified financial advisor with 25 years of industry experience. She has worked at Acropolis Investment Management, LLC since 2019 and previously operated Clark Hourly Financial Planning, LLC for nine years. Acropolis Investment Management, LLC 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 quantitative modeling with security-level analysis.
Sean K
Series 65
St. Louis, MO
Financial & Tax Architects, LLC
Sean Kenney is a financial advisor at Financial & Tax Architects, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked in hospitality and construction, as well as with the Institute of Christ the King Sovereign Priest. Financial & Tax Architects primarily serves individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers discretionary portfolio management and financial planning, employing proprietary “Private Wealth Strategies” that use exchange-traded funds, individual securities, and trend-aware rebalancing.
William M
CFP®, Series 63
Chesterfield, MO
Acropolis Investment Management
William Mckillip is a CFP® with 29 years of industry experience, currently serving as an advisor at Acropolis Investment Management, L.L.C. since 2018. He previously worked at MML Investors Services, Inc. for 21 years and has been affiliated with Massachusetts Mutual Life Insurance Company since 1994. Outside of his advisory role, he is a partner in McKillip Financial Services, which focuses on life, health, disability, and long-term care insurance. Acropolis Investment Management, LLC is a fee-only wealth management firm offering discretionary portfolio management and advisory services to individuals, institutional clients, and retirement plans. The firm employs a committee-driven investment process emphasizing strategic asset allocation, tax-aware implementation, and a blend of equities, bonds, mutual funds, and ETFs with a U.S. home bias.
Timothy H
CFP®, Series 63, Series 65
St. Louis, MO
Visionary Wealth Advisors, LLC
Timothy Hammett is a CFP® with 31 years of industry experience and is currently a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO. He previously worked at Purshe Kaplan Sterling Investments from 2016 to 2017. Outside of his advisory role, he serves on the parish council of Sacred Heart Catholic Church. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset allocation framework and offers both firm-designed model portfolios and options managed by independent third-party managers.
James S
Series 63, Series 65
St. Louis, MO
Huntleigh Advisors, Inc.
James Sanford is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Huntleigh Advisors since 2019 and has prior experience with Confi-Data LLC, Huntleigh Securities Corporation, and K. W. Chambers & Co. Outside of his advisory role, Sanford prepares tax returns and conducts insurance sales through a sole proprietorship, and he is also a partner and manager of a family farming and livestock partnership in Missouri. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory, and third-party manager solicitation. The firm offers both model portfolio programs and customized management, featuring a MindShare Small Companies program that combines investor-sentiment analysis with fundamental research across micro-, small-, and mid-cap equities.
Matthew K
Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
Matthew Kallman is a financial advisor at Huntleigh Advisors, Inc. with 25 years of industry experience. He holds a Series 66 designation and has been with Huntleigh Securities Corporation since 2011. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm provides discretionary and non-discretionary asset management, ERISA retirement-plan services, and sub-advisory arrangements, employing a range of fundamental, technical, charting, and quantitative investment strategies.
David S
Series 63, Series 65
St. Louis, MO
Wealth Management
David Smith is a financial advisor with Wealth Management Nebraska LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Smith Patrick LLC and Swink, Smith, Coplen & Company, P.C. He is also a partner at Smith Patrick PC, an accounting firm where he provides tax and management services. Wealth Management Nebraska LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory approach using primarily passively managed mutual funds and ETFs, and provides integrated advisory and administrative services for retirement plans.
Cliff R
CFP®, CFA®, Series 65
Chesterfield, MO
Acropolis Investment Management
Cliff Reynolds is a financial advisor at Acropolis Investment Management with 19 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials and has been with Acropolis since 2007. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework informed by long-term data and combines quantitative and fundamental analysis to construct diversified, tax-efficient portfolios, with a notable focus on retirement solutions for union workplaces.
Brandon R
Series 66
St. Louis, MO
ACR Alpine Capital Research, LLC
Brandon Reed is a financial advisor at ACR Alpine Capital Research, LLC with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he spent 11 years at Northwest Permanente. ACR Alpine Capital Research offers discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based investment approach with bottom-up analysis across various equity and multi-asset strategies and manages both registered mutual funds and private pooled vehicles alongside sub-advisory and wrap program roles.
John W
CFP®, Series 66
Des Peres, MO
Cornerstone Wealth Management, LLC
John Wehmer is a CFP® credentialed advisor with 19 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2016 and is also associated 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 nearly $5 billion in discretionary assets and employs a mix of fundamental, quantitative, and qualitative analysis across various investment vehicles, providing tailored account supervision and periodic rebalancing.
Kurt P
Series 66
Saint Louis, MO
Saxony Capital Management, LLC
Kurt Palos is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Saxony Securities Inc. since 2012. Palos serves as a board member of St. Agnes School, a nonprofit Catholic school in Missouri. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and employs various investment approaches including charting, fundamental, technical, and cyclical analysis.
Robert C
Series 63, Series 65
St. Louis, MO
Huntleigh Advisors, Inc.
Robert Chambers is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Huntleigh Advisors since 2004 and is also the majority owner and CEO of K. W. Chambers & Co. Outside of his advisory roles, Chambers serves as chairman of the St. Louis County Board of Elections. Huntleigh Advisors, Inc. is an SEC-registered investment advisor providing discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation to individual, high-net-worth, charitable, trust, and business clients. The firm offers model portfolio programs and customized management, including its MindShare Small Companies program focused on micro-, small-, and mid-cap equities using a combination of investor sentiment, charting analysis, and fundamental research.
Edward B
ChFC®, Series 63, Series 66
Kirkwood, MO
Kovack Advisors, inc.
Edward Barfield is a financial advisor at Kovack Advisors, Inc. with 25 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior roles include positions at Veritas Advisors LLC, Geneos Wealth Management Inc, Cetera Advisor Networks LLC, and Summit Financial Group. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions through a nationwide network. The firm emphasizes diversified asset-class exposure primarily via mutual funds and ETFs, while also recommending third-party asset managers and offering financial planning and account aggregation services.
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