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Justin B

Series 65

St. Louis, MO

Virtue Capital Management, LLC

Justin Barwick is a financial advisor with Virtue Capital Management, LLC in St. Louis, MO, holding a Series 65 designation and 11 years of industry experience. He has worked at Virtue Capital Management since 2016 and previously at Redhawk Wealth Advisors, Inc. and Anixter. Outside of his advisory role, Barwick is involved with Barwick Consulting Services, providing life and health insurance. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and ERISA consulting, employing quantitative optimization and proprietary models that emphasize economic data inputs.

Retirement income strategy Social Security optimization Wealth management
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Robert B

CFP®, Series 63

St. Peters, MO

Prospera Financial Services, inc.

Robert Blattel is a CFP® with 35 years of industry experience. He is currently with Prospera Financial Services, Inc. and previously spent 35 years at Cutter & Company, Inc. Outside of his advisory work, he is involved with the International Brotherhood of Magicians, serving on their investment committee. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, 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 multiple 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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Kyle S

Series 66

Manchester, MO

Smith, Moore & Co.

Kyle Shaw is a financial advisor at Smith, Moore & Co. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc and Edward Jones. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans, managing assets through both discretionary and non-discretionary accounts. The firm employs an open-architecture investment approach combining proprietary model portfolios, individual advisor portfolio construction, and outsourced managers.

Business succession planning Founder/Business Owner Executive
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George W

CFP®, Series 63, Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

George Walker Jr. is a CFP® with 44 years of industry experience, currently serving at Cornerstone Wealth Management, LLC since 2012. He maintains a dual affiliation with LPL Financial and holds Series 63 and Series 66 licenses. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm combines advisor-led discretionary management with various LPL-sponsored programs and integrates multiple portfolio management approaches tailored to client goals.

Charitable giving & philanthropy Founder/Business Owner Retired
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Joshua P

Series 66

St Louis, MO

Copper Financial

Joshua Packman is a financial advisor with Copper Financial in St. Louis, Missouri, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at LPL Financial and CUNA Brokerage Services, Inc., as well as Cuna Mutual Group. Outside of his advisory role, he is involved as a member in real estate investment entities. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs. The firm works with both individual and institutional clients, including trusts and foundations, providing ongoing advisory services and one-time financial plans.

General retirement planning Income planning Self-Employed
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Terrance W

Series 63, Series 66

Saint Louis, MO

Saxony Capital Management, LLC

Terrance Webster is a financial advisor at Saxony Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Patrick Capital Markets, Edward Jones, TD Ameritrade, and Webster University. 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 and employs various investment strategies, including charting, fundamental, technical, and cyclical analysis.

Retirement income strategy Retirement withdrawal strategies General retirement planning Active portfolio management Options & derivatives strategies Founder/Business Owner
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Miranda H

CFP®, Series 65

Chesterfield, MO

Acropolis Investment Management

Miranda Hagar is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She has worked at Acropolis Investment Management since 2022 and has prior experience with United Health Group, Palm Health, Dale Carnegie Training, Blue Cross Blue Shield of Texas, Sumits Yoga, and the University of Missouri. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework guided by an Investment Committee to construct diversified, tax-efficient portfolios and offers specialized retirement services within the union workplace.

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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Michael S

CFP®, Series 63, Series 65

Kirkwood, MO

Summit Financial, LLC

Michael Sluhan is a CFP® professional with 27 years of industry experience. He is currently with Summit Financial, LLC and has previously worked at Private Client Services and LPL Financial. He is also involved in a real estate holding company, BCM Holdings LLC. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory, portfolio management, and financial planning services through a mix of discretionary and consultative approaches.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Katrina M

CFP®, CFA®, Series 63

St. Louis, MO

Visionary Wealth Advisors, LLC

Katrina Martin is a CFP® and CFA® with 23 years of experience in the financial services industry. She has been with Visionary Wealth Advisors, LLC since 2019 and previously worked at Edward Jones for 17 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 employs a disciplined investment process combining fundamental, technical, and cyclical analysis within an asset-allocation framework, offering both firm-designed and independent third-party managed portfolios.

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

CFP®, Series 63, Series 65

Kirkwood, MO

Summit Financial, LLC

Nicholas Werkmeister is a CFP® professional at Summit Financial, LLC with five years of industry experience. He has held roles at firms including Wells Fargo Clearing Services and Codilis, Moody & Circelli P.C. He is also involved with Tap Consulting LLC, operating as Genex Consulting. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients, offering a range of investment advisory, portfolio management, and retirement plan services through both discretionary and consultative platforms.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Daniel S

Series 63, Series 65

Des Peres, MO

Cornerstone Wealth Management, LLC

Daniel Smith is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Lincoln Financial Distributors Inc. and LPL Financial. Outside of his advisory work, he jointly owns a vacation property in Panama City Beach, Florida. 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 multi-brand operating model that leverages LPL platform programs and technology to deliver tailored investment advice and manage a high client load across its 91 advisors.

Charitable giving & philanthropy Founder/Business Owner Retired
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Jacob T

Series 65

St. Louis, MO

Krilogy

Jacob Thornton is a financial advisor at Krilogy with nine years of industry experience. He holds a Series 65 designation and has worked at Krilogy Financial since 2017. Outside of his advisory role, he is also a personal trainer with over a decade of experience in fitness and boxing. Krilogy Financial serves individuals, families, qualified retirement plans, charitable organizations, institutions, and businesses, offering portfolio management, financial planning, and consulting services. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and provides a range of sub-advisory and separately managed account solutions.

Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Executive
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Jennifer L

CFP®, Series 66

Chesterfield, MO

Acropolis Investment Management

Jennifer Lissner is a CFP®-certified financial advisor at Acropolis Investment Management with 21 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years and has been self-employed since 2005. Outside of finance, she is a novelist and author based in St. Louis, with several published books including titles on military and organizational themes. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework based on long-term data and blends quantitative and fundamental analysis to construct diversified, tax-efficient portfolios.

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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Mark T

Series 63, Series 65

Saint Louis, MO

Saxony Capital Management, LLC

Mark Thompson is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Saxony Capital Management since 2006 and previously worked at Patrick Capital Markets, LLC from 2012 to 2018. Outside of his advisory role, he is an ordained minister who performs wedding ceremonies. 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 employs a multi-team model with 38 advisors and offers discretionary asset management alongside financial planning, utilizing a range of investment strategies including technical, fundamental, and quantitative analyses.

Retirement income strategy Retirement withdrawal strategies General retirement planning Active portfolio management Options & derivatives strategies Founder/Business Owner
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Daniel L

Series 63, Series 66

St. Louis, MO

Visionary Wealth Advisors, LLC

Daniel Laure is a financial advisor with Visionary Wealth Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Visionary Wealth Advisors since 2015. Outside of his advisory role, Daniel is an active volleyball player who participates in tournaments that offer prize payouts. 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 and third-party managed portfolios.

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

Series 66

Creve Coeur, MO

On Investment Management CO

Juana Love is a financial advisor at On Investment Management CO with 11 years of industry experience. She holds a Series 66 designation and has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2016. Outside of her advisory role, she serves as president of Professional Evolutions, a firm providing executive and professional coaching. On Investment Management CO (ONIMCO) is a SEC-registered investment adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm combines discretionary and non-discretionary account management with access to a range of third-party investment programs.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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James T

Series 63, Series 65

St. Louis, MO

Huntleigh Advisors, Inc.

James Terschluse is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Huntleigh Securities Corporation since 2010. Outside of his advisory role, he serves as director and secretary of an employment agency, BARBER MANAGEMENT. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolio programs, and a specialized MindShare small- and micro-cap strategy, employing a combination of fundamental, technical, cyclical, and quantitative analysis.

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

CFP®, Series 63, Series 66

Creve Coeur, MO

RFG Advisory, LLC

Ryan Conley is a CFP® with 21 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC since 2018. Prior to joining RFG Advisory, he worked at U.S. Bancorp Investments, Inc. for five years. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs both actively managed and passive investment strategies with a focus on risk management and offers services such as portfolio management, financial planning, and retirement plan consulting.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Edita H

Series 65

St. Louis, MO

RubinBrown Advisors LLC

Edita Hamzagic is a Series 65-credentialed financial advisor at RubinBrown Advisors LLC with five years of industry experience. She previously worked at Duff & Phelps LLC from 2016 to 2019. Hamzagic has been with RubinBrown Advisors since 2019. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management alongside third-party manager recommendations.

Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy
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Patrick W

Series 66

Kirkwood, MO

Creativeone Wealth, LLC

Patrick Wiegers is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Cambridge Investment Research Advisors, Northwestern Mutual, and Stifel. Outside of his advisory role, he serves on the boards of Unlimited Play Young Professionals and the SLUH Alumni Board. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a mix of proprietary and third-party portfolios, incorporating modern portfolio theory, fundamental, technical, and quantitative analysis.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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