Overwhelmed by options?
Answer a few questions to see advisors matched to you.
3,378 advisors near
63129
within the area shown on the map
Out of 400,000+ nationwide
Brian S
ChFC®, Series 63, Series 65
Arnold, MO
Skrobonja Wealth Management, LLC
Brian Skrobonja is the owner and president of Skrobonja Wealth Management, LLC, with over 30 years of experience in the financial services industry. He holds the ChFC® designation and is registered with Series 63 and Series 65 licenses. His career includes roles at Kalos Management, National Planning Corporation, and American General Securities Incorporated. Outside of his advisory work, he is an author of books, blogs, and podcasts related to finance and insurance education. Skrobonja Wealth Management serves primarily individual clients, providing discretionary asset management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, quantitative, and sector analyses along with duration management for fixed-income portfolios, and uses sub-advisory relationships and platform-specific implementations to execute client strategies.
Paul G
Series 65
St. Louis, MO
Your Wealth Matters LLC
Paul Gantner is a financial advisor at Your Wealth Matters LLC in St. Louis, MO, with 10 years of industry experience. He holds a Series 65 designation and also operates an affiliated law practice specializing in estate planning, elder law, and probate. Gantner has been with Your Wealth Matters LLC since 2016 and Your Estate Matters, LLC since 2012. Your Wealth Matters LLC serves individual and high-net-worth clients as well as charitable organizations. The firm offers portfolio management through referrals to turnkey asset management programs and third-party advisers, combining these with broader financial planning services that include retirement, education, charitable, and estate planning.
Don M
ChFC®, Series 63, Series 65
St. Louis, MO
Fortify Wealth, Inc.
Don Mckinley is a financial advisor at Fortify Wealth, Inc. in St. Louis, MO, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 59 years of industry experience, with prior roles at Kestra Advisory Services, Kestra Investment Services, Financial Resources of St. Louis, and McKinley Financial Resources, where he continues to serve as CEO and insurance agent. Fortify Wealth serves primarily individual clients, including high-net-worth households, as well as corporations and retirement plans. The firm uses a proprietary research methodology to implement portfolios focused on strategic asset allocation, periodic rebalancing, and manager due diligence, while also offering fiduciary ERISA plan services and conducting public seminars and workshops.
Steven F
Series 63, Series 65
St. Louis, MO
Aquilant Advisors
Steven Farris is a financial advisor at Aquilant Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Cambridge Investment Research, Merrill, Wells Fargo Clearing, Stifel, U.S. Bancorp Investments, and Fifth Third Securities. Outside of advisory roles, he serves as a finance committee member at Kirk of the Hills School and is an independent insurance agent. Aquilant Advisors provides asset management and financial planning services to individual and high-net-worth clients, as well as retirement plans. The firm customizes portfolios and investment policy statements using a combination of analytical methods and integrates outside strategists through unified managed accounts and third-party platforms.
Sharon S
Series 65
St. Louis, MO
SFC Financial LLC
Sharon Stanton is a financial advisor with SFC Financial LLC in St. Louis, MO. She holds a Series 65 designation and has 17 years of industry experience. Stanton has worked at SFC Financial LLC and its affiliated firm Swink Fiehler and Company since 2005. SFC Financial LLC provides investment advisory and planning services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers non-discretionary portfolio supervision, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services, utilizing strategies based on fundamental and technical analysis and asset allocation.
Samuel E
CFP®, Series 66
Kirkwood, MO
Archway Wealth Management, LLC
Samuel Everett is a CFP® professional with 16 years of industry experience, currently serving at Archway Wealth Management, LLC since 2023. He previously worked at Wells Fargo Clearing Services, LLC for 12 years. Everett holds Series 66 registration and has experience acting as a co-trustee and power of attorney for family-related investment matters. Archway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $313 million in assets across about 200 client relationships, using a portfolio approach based on Modern Portfolio Theory and capital-market assumptions.
Jeffrey D
Series 63, Series 65
Sunset Hills, MO
Duncan Financial Management, Inc.
Jeffrey Duncan is a financial advisor with Duncan Financial Management, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Duncan Financial Management since 2009. Outside of his advisory role, he is an independent insurance agent. Duncan Financial Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a fiduciary, client-education-focused approach, offering customized retirement roadmaps and diversified portfolio management that includes equities, fixed income, mutual funds, ETFs, and limited options strategies.
Fetzer C
Series 66
St. Louis, MO
4-C Personal Wealth Management Consultants, LLC
Fetzer Crockett is a financial advisor with 17 years of industry experience, currently with 4-C Personal Wealth Management Consultants, LLC. He holds the Series 66 designation and has been affiliated with Crockett And Company, Inc. since 1995. In addition to his advisory role, Mr. Crockett is involved in insurance guidance and provides educational workshops on Social Security benefits. He also operates a college assistance planning firm, College Tuition Solutions, LLC. 4-C Personal Wealth Management Consultants offers discretionary wealth management and financial planning services primarily to individuals, high net worth clients, trusts, and estates. The firm employs a long-term investment approach using both fundamental and technical analysis to build diversified portfolios across various asset classes.
Christopher S
Series 65
St. Louis, MO
Your Wealth Matters LLC
Christopher Sandifer is a financial advisor at Your Wealth Matters LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Stifel Nicolaus and Hollingshead & Dudley. In addition to his advisory role, Sandifer is an attorney at Your Estate Matters LLC, a law firm specializing in estate planning. Your Wealth Matters LLC serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management through referrals to turnkey asset management programs and third-party advisers alongside comprehensive financial planning services. The firm’s investment approach is based on modern portfolio theory and long-term trading, with a focus on manager due diligence and aligning portfolios to client risk tolerance.
Robert H
Series 66
St Louis, MO
Hynes Advisory Group LLC
Robert Hynes Jr. is a financial advisor with Hynes Advisory Group LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at Madison Avenue Advisors, Inc. and Madison Avenue Securities, Inc., and is the owner of Robert E. Hynes & Associates, which provides insurance products including life, health, and annuities. Hynes Advisory Group primarily serves individual and small-business clients who identify as moderate to conservative investors. The firm offers financial planning, portfolio management, and access to third-party money managers, focusing on a defensive, principal-protection investment approach with an emphasis on diversification and limited trading.
Tennessee E
Series 66
Arnold, MO
Skrobonja Wealth Management, LLC
Tennessee Ervin is a financial advisor with Skrobonja Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Skrobonja Financial, Tennessee worked in educational roles at Southwest Baptist University and the Jefferson R-7 School District. Skrobonja Wealth Management primarily serves individual clients, offering discretionary asset management, financial planning, and consulting. The firm employs a combination of fundamental, technical, quantitative, and sector analyses, as well as duration management for fixed income, to manage portfolios that include stocks, bonds, ETFs, and mutual funds.
Charolette M
Series 63, Series 65
St. Louis, MO
Aquilant Advisors
Charolette Mckinney is a financial advisor at Aquilant Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at American Portfolios Financial Services Inc. in addition to her current roles at Aquilant Advisors and Cambridge Investment Research. Outside of financial advising, she co-owns Backyard Enterprise, a pet supply and stained glass business, and is involved with China Painters Resale. Aquilant Advisors serves individual and high-net-worth clients as well as retirement plans, offering personalized asset management and financial planning services. The firm employs a combination of fundamental, technical, quantitative, and cyclical analysis to tailor portfolios and investment policies to client needs, using third-party platforms and unified managed accounts to implement discretionary and non-discretionary strategies.
Robert D
CFP®, Series 66
St. Louis, MO
Servatus Capital
Robert Dunn is a CFP® and Series 66 accredited financial advisor at Servatus Capital with 11 years of industry experience. His prior roles include positions at Pure Strike Capital and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Based in St. Louis, MO, he has worked in wealth management since 2015. Servatus Capital serves individuals, foundations, charitable organizations, and businesses by providing financial planning, portfolio management, ERISA 3(21) retirement plan advice, and sub-adviser services. The firm employs a combination of fundamental, technical, and cyclical analysis to build customized portfolios utilizing mutual funds, ETFs, equities, fixed income, and alternatives, with an emphasis on low-fee ETFs and active risk-aware management.
Eduardo V
CFP®, Series 63, Series 66
St. Louis, MO
The Private Family Advisors, LLC
Eduardo Vigil is a CFP® certificant with 19 years of experience in financial advisory. He is currently with The Private Family Advisors, LLC and has previously worked at Zitko Financial Services, LLC and Argent Capital Management LLC. The Private Family Advisors, LLC serves primarily individual and high-net-worth clients, offering financial planning and portfolio management with a focus on long-term asset allocation based on Modern Portfolio Theory. The firm combines passive and active strategies with an emphasis on cost control and integrates legal and tax service coordination alongside investment management.
Mark S
CFP®, CFA®, Series 66
St. Louis, MO
Modern Dollar Planning, LLC
Mark Schweiss is a financial advisor at Modern Dollar Planning, LLC in St. Louis, MO, with 26 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and joined Modern Dollar Planning in 2017 after a brief tenure at HighTower Securities, LLC. Outside of his advisory role, Schweiss is a managing partner at At Last, 2016 LLC, a real estate investment company. Modern Dollar Planning provides financial planning and discretionary investment management primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a largely passive investment approach based on Modern Portfolio Theory, using diversified, low-cost exchange-traded funds and occasional fixed-income or individual securities tailored to client goals.
Tyler S
Series 66
Arnold, MO
Skrobonja Wealth Management, LLC
Tyler Skrobonja is an investment advisor representative with Skrobonja Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Madison Avenue Securities and Kalos Capital and serves as a college pastor and guitar instructor at First Baptist Church of Arnold. Skrobonja Wealth Management serves primarily individual clients and offers discretionary asset management, financial planning, and consulting. The firm employs a mix of fundamental, technical, and quantitative analyses with regular portfolio monitoring and rebalancing, and it also utilizes sub-advisory relationships and platform-specific implementations.
Zachary W
Series 65
St. Louis, MO
Fortify Wealth, Inc.
Zachary Wagganer is a financial advisor with Fortify Wealth, Inc. in St. Louis, MO. He holds a Series 65 designation and has 13 years of industry experience. Prior to joining Fortify Wealth in 2018, he worked at Mosaic Family Wealth, LLC. Outside of his advisory role, he owns a hunting craft business called Preacher's Kid. Fortify Wealth serves individual clients, including high-net-worth households, as well as corporations and retirement plans. The firm uses a proprietary research methodology for portfolio construction, offers fiduciary ERISA plan services, and conducts educational seminars and workshops.
Kenneth C
PFS™, Series 66
St. Louis, MO
SFC Financial LLC
Kenneth Coplen is a financial advisor at SFC Financial LLC in St. Louis, MO, with 26 years of industry experience. He holds the PFS™ and Series 66 designations. In addition to his advisory role, he is the owner and secretary of Swink, Fiehler & Company, P.C., a tax accounting and consulting firm he has been involved with since 1989. SFC Financial, LLC offers investment advisory and planning services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides individualized portfolio supervision on a non-discretionary basis, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services.
Javier D
CFP®
St. Louis, MO
Signify Wealth LLC
Javier Duren is a CFP® professional with Signify Wealth LLC in St. Louis, MO. He has been with the firm since 2024 and previously worked for the St. Louis Cardinals from 2018 to 2024. Signify Wealth provides discretionary investment management and advisory services to individuals, including high-net-worth clients, and privately held small business entities. The firm manages approximately $364 million in discretionary assets and utilizes a range of investment approaches, including allocations to third-party managers and internally constructed portfolios with mutual funds, ETFs, equities, and fixed income.
Charles W
Series 66
Ballwin, MO
Fiduciary Tactical Strategies, Inc.
Charles Weed is a financial advisor at Fiduciary Tactical Strategies, Inc. with 24 years of industry experience. He holds the Series 66 designation and has been with Fiduciary Tactical Strategies since 2013. Fiduciary Tactical Strategies provides investment management and consulting services to individuals, families, trusts and estates, small businesses, family businesses, and charitable organizations. The firm employs a dynamic asset allocation approach that incorporates market timing and technical analysis, primarily using no-load index mutual funds and ETFs, and also offers discretionary portfolio management alongside recommendations of third-party managers when specialized strategies are needed.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
3,378 advisors near
63129
within the area shown on the map
Out of 400,000+ nationwide