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Robert L

Series 65, Series 63

Webster Groves, MO

Secure Asset Management, L.L.C.

Robert Langhorst is a financial advisor with Secure Asset Management, L.L.C., holding Series 65 and Series 63 credentials and 22 years of industry experience. He has worked at multiple firms, including Concorde Asset Management and Dempsey Lord Smith, LLC. Outside of advising, Langhorst serves as president of a consulting and services firm, 1031 Consulting and Services Group. Secure Asset Management provides personalized financial planning and discretionary investment management primarily for individual clients, along with pension consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis and emphasizes client-specific investment policies and equitable allocation of opportunities.

Income planning Options & derivatives strategies
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Tracey R

Series 63, Series 66

Webster Groves, MO

Impact Partnership Wealth, LLC

Tracey Richardson is a financial advisor at Impact Partnership Wealth, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including BDO Wealth Advisors, Northwestern Mutual Investment Services, and AIG Retirement Services. Outside of advisory roles, she is an instructor for the American Retirement Institute, conducting seminars on retirement topics. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, operating primarily on a discretionary wrap-fee platform.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Jeffrey C

CFP®

St. Louis, MO

Citizens Private Wealth

Jeffrey Cowley is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Citizens Private Wealth in St. Louis, MO. His prior work includes roles at Citizens Bank NA, Clarfeld Financial Advisors LLC, Central Trust Company, and Truist Wealth. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative research, and provides additional services including tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Business succession planning Business exit / sale strategy General estate planning guidance General tax planning Wealth management Executive Founder/Business Owner Retired
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Gabrielle K

Series 65, Series 63

Des Peres, MO

Cornerstone Wealth Management, LLC

Gabrielle Keifer is a financial advisor at Cornerstone Wealth Management, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously been affiliated with LPL Financial and Franklin Distributors, LLC. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets. The firm employs a combination of fundamental, quantitative, and qualitative analysis to provide tailored investment supervision and financial planning.

Charitable giving & philanthropy Founder/Business Owner Retired
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Richard M

Series 66, Series 63

St. Louis, MO

Huntleigh Advisors, Inc.

Richard Morris is a financial advisor at Huntleigh Advisors, Inc. with seven years of industry experience. He previously worked at Wolfrum and Company, LLC and Horizon Trust. Morris holds Series 66 and Series 63 licenses. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm utilizes model asset allocation portfolios and a specialized MindShare small- and micro-cap strategy that combines fundamental research with investor sentiment and charting.

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

CFP®, Series 65

Chesterfield, MO

Acropolis Investment Management

Kaley Pogrelis is a CFP®-designated financial advisor with 10 years of industry experience, currently serving clients at Acropolis Investment Management, L.L.C. since 2014. She holds a Series 65 license and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm that offers discretionary portfolio management and advisory services to 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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Thomas G

Series 63, Series 65

Clayton, MO

Smith, Moore & Co.

Thomas Gonsalves is a financial advisor at Smith, Moore & Co. in Clayton, MO, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Smith, Moore & Co. since 1990. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.

Business succession planning Founder/Business Owner Executive
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Matthew B

Series 66

Saint Louis, MO

Plancorp, LLC

Matthew Baisden is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Plancorp since 2016. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm employs a Modern Portfolio Theory approach with documented Investment Policy Statements and offers both discretionary and non-discretionary management, incorporating tax-aware strategies and third-party manager due diligence.

Tax-loss harvesting Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
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Calvin N

Series 63, Series 66

Columbia, IL

Cornerstone Wealth Management, LLC

Calvin Neeman is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2016. Outside of his advisory role, he is involved part-time in tax preparation and accounting through Triada Tax Consultants. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and qualitative analysis in managing assets and provides both discretionary and non-discretionary services through various LPL-sponsored advisory programs.

Charitable giving & philanthropy Founder/Business Owner Retired
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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.

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

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
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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.

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

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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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.

Business succession planning Founder/Business Owner Executive
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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.

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

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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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.

Retirement income strategy Social Security optimization Annuities Income planning General tax planning Retired
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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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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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.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
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