Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

62 advisors near
63050

Out of 400,000+ nationwide

user avatar
firm logo

David H

Series 63, Series 65

Fetus, MO

Cambridge Investment Research Advisors

David Hovis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Cambridge since 2016 and previously worked with Cetera Advisor Networks LLC. Outside of his advisory role, he serves on several local boards including the Jefferson County Growth Association, the First State Community Bank board of directors, and the Jefferson County Tourism Commission. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a variety of customized and model-based portfolio strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

John E

Series 63, Series 66

Herculaneum, MO

Fidelity

John Evans is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup, Wells Fargo Clearing Services, and TD Ameritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis in constructing model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methodologies and its role as an advisor to registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Maximilian M

Series 65, Series 63

Festus, MO

Cambridge Investment Research Advisors

Maximilian Meadows is a financial advisor with Cambridge Investment Research Advisors holding Series 65 and Series 63 designations and has two years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, as well as involvement with Wheel House and Pappos Pizzeria and Pub. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services through a network of independent financial professionals, utilizing various portfolio management platforms and proprietary model strategies alongside access to unaffiliated strategists.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Ryan W

Series 66

Festus, MO

Fidelity

Ryan Westhoff is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His work history includes roles at Fidelity Investments and experience in education and small business operations. Outside of his advisory role, he performs occasional independent contracting work for friends and family. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Eric S

Series 63, Series 66

Imperial, MO

Fidelity

Eric Sink is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Citigroup, TD Ameritrade, Ricoh USA, and Hussmann Corporation. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and provides oversight of sub-advisers and fund governance.

Charitable giving & philanthropy Active portfolio management
firm logo

Chad S

Series 63, Series 65

Arnold, MO

Edward Jones

Chad Schaffer is a financial advisor with Edward Jones in Arnold, MO, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has worked at Edward Jones since 2002. Schaffer is an owner of a commercial real estate building in Millstadt, IL, intended for a future Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
firm logo

Christine H

Series 65, Series 63

Festus, MO

Edward Jones

Christine Hill is a financial advisor with Edward Jones in Festus, MO, holding Series 65 and Series 63 licenses. She has 25 years of industry experience and has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance General retirement planning Retirement withdrawal strategies Retired Founder/Business Owner Executive
user avatar
firm logo

Randall S

Series 65, Series 63

Arnold, MO

Edward Jones

Randall Stahl is a financial advisor with Edward Jones, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Rita M

CFP®, Series 63, Series 66

Festus, MO

STIFEL

Rita Mahn is a CFP®-certified financial advisor with 32 years of industry experience, currently affiliated with Stifel. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Stifel Nicolaus & Co Inc in 2020. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which incorporates forward-looking market assumptions and probabilistic modeling for asset allocation and financial planning.

General retirement planning Income planning
firm logo

Anita S

Series 66

De Soto, MO

Edward Jones

Anita Spencer is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Joshua H

Series 66, Series 63

Imperial, MO

Fidelity

Joshua Hughes is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes positions at Equitable Advisors, Citigroup, TD Ameritrade, and State Farm. Outside of his advisory role, he serves as an officer for Flagstone Meadows Subdivision LLC, where he manages meetings and acts as the main point of contact. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed funds.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Joshua H

Series 66

Festus, MO

Merrill

Joshua Hargis is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and several other firms. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
firm logo

Jesse M

Series 66

Imperial, MO

Edward Jones

Jesse Mosley is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Ryan B

Series 66

Hillsboro, MO

Edward Jones

Ryan Bell is a financial advisor at Edward Jones in Hillsboro, MO, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

John M

Series 63, Series 65

Festus, MO

STIFEL

John Mcatee Sr. is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
firm logo

Kevin H

Series 66

Arnold, MO

Edward Jones

Kevin Humphrey is a financial advisor with Edward Jones in Arnold, MO, holding a Series 66 designation and 16 years of industry experience, all with his current firm since 2010. Outside of his advisory role, he has engaged in wardrobe work for local theater productions in St. Louis, contributing periodically to help actors with costumes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as affiliated capabilities such as a trust company and securities-based lending.

General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
firm logo

Marina S

Series 66

Arnold, MO

Edward Jones

Marina Stang is a Series 66-licensed financial advisor with Edward Jones, based in Arnold, MO. She has 17 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
firm logo

David H

Series 66, Series 63

Barnhart, MO

Edward Jones

David Huelster is a financial advisor with Edward Jones, holding Series 66 and Series 63 designations and 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
user avatar
firm logo

Pamela S

Series 66

Festus, MO

STIFEL

Pamela Smith is a financial advisor at Stifel with 19 years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2021. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved in periodic horse sales and distributes equine health supplements. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment guidance incorporates proprietary methodologies from the firm's Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

General retirement planning Income planning
user avatar
firm logo

William L

Series 66

Imperial, MO

Fisher Investments

William Ludwig is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of his advisory role, he is an owner of rental property in Imperial, Missouri. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis, tax-aware processes, and risk management techniques.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management 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")