Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

firm logo

Todd T

Series 66

St. Louis, MO

Edward Jones

Todd Turpin is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. He has held positions at multiple firms including Fifth Third Securities, Success Mortgage Partners, and Regions Bank prior to his current role. Based in St. Louis, MO, Turpin returned to Edward Jones in 2025 after an earlier tenure from 2023 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Retirement income strategy Divorce financial planning Retired Founder/Business Owner Executive LGBTQIA Newlywed/Engaged
user avatar
firm logo

Deborah K

Series 66

St. Louis, MO

Edward Jones

Deborah Katich is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, Missouri. She has 11 years of industry experience and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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

Timothy M

ChFC®, Series 63

St. Louis, MO

Edward Jones

Timothy Minton is a financial advisor with Edward Jones in St. Louis, MO, holding the ChFC® and Series 63 credentials. He has 26 years of industry experience, including 14 years at The O.N. Equity Sales Company before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

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

Jason G

CFP®, Series 66

St. Louis, MO

Edward Jones

Jason Gray is a Certified Financial Planner (CFP®) with 17 years of industry experience and has been with Edward Jones since 2007. He is based in St. Louis, MO, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

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

Edward P

Series 66

Sunset Hills, MO

Edward Jones

Edward Phelan Jr. is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Integrated Payroll Services and the University of Dayton. He serves on the Alumni Board of Chaminade College Preparatory School, assisting with fundraising and event involvement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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

Jack S

Series 66

St. Louis, MO

Edward Jones

Jack Saunders is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He has one year of industry experience and previously worked at Financial Integrators, Continental Western Group, and Drake University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. 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.

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

Ashley E

CFA®, Series 63

St. Louis, MO

Edward Jones

Ashley Elchert is a CFA® charterholder with 20 years of experience in the financial services industry. She has worked at Edward Jones since 2019 and previously spent time with Wells Fargo Clearing and Wells Fargo Advisors LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide 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

James B

CFA®, Series 63

St. Louis, MO

Edward Jones

James Bast is a CFA® charterholder and holds a Series 63 license with 20 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

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

Anne S

Series 66

St. Louis, MO

Edward Jones

Anne Snyders is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Her career includes multiple roles at Edward Jones since 2018 and prior experience in educational institutions such as Southern Illinois University Edwardsville and Lewis and Clark Community College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

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

Zachary M

CFA®, Series 66, Series 63

St. Louis, MO

Edward Jones

Zachary Mansell is a CFA® charterholder with 11 years of experience in the financial industry. He has worked at Edward Jones since 2017 and previously spent two years at PIMCO Investments LLC and Pacific Management Investment Co LLC. Mansell also owns a real estate rental management business in New York City. 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 strategies, and operates under a fiduciary standard.

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

Jessica K

Series 63, Series 66

St Louis, MO

Edward Jones

Jessica Koch is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 22 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she owns and manages multiple rental properties through a holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. 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 23,000 financial advisors.

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

Melissa C

CFP®, Series 66

St. Louis, MO

Edward Jones

Melissa Carter is a financial advisor with Edward Jones in St. Louis, MO, holding CFP® and Series 66 designations and possessing 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

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

Cynthia F

Series 66

St. Louis, MO

Edward Jones

Cynthia Franklin is a Series 66-licensed financial advisor with Edward Jones in Saint Charles, MO, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she is an independent stylist for Color Street, selling nail polish strips. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary strategies, overlay and tax-efficient services, and maintains affiliated capabilities including a trust company and proprietary mutual funds.

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

Aaron F

Series 63, Series 66

St. Louis, MO

Edward Jones

Aaron Fayzulayev is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with four years of industry experience. His prior firms include Ally Invest Securities LLC and Aegis Capital Corp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Business sale tax planning Divorce financial planning General estate planning guidance Doctor or Medical Professional
user avatar
firm logo

Tricia V

Series 66

St. Louis, MO

Edward Jones

Tricia Vossenkemper is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2011. 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 nationwide network of financial advisors.

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

Timothy M

Series 66

St. Louis, MO

Edward Jones

Timothy Myers is a financial advisor at Edward Jones in St. Louis, MO, with 7 years of industry experience. He holds the Series 66 designation and 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options, operating under a fiduciary standard.

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

Conor K

Series 66

St. Louis, MO

Edward Jones

Conor Kelliher is a financial advisor at Edward Jones in St. Louis, MO with four years of industry experience. He holds the Series 66 designation and previously worked at American Airlines and Signature Consultants. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

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

Haseeb A

Series 66

St. Louis, MO

Edward Jones

Haseeb Ahmad is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2008, totaling 18 years of industry experience. He has been involved as an Independent Business Owner with Quixtar Inc., a web-based business network, though his membership is currently dormant with plans for termination. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a large nationwide advisor and branch network.

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

Paul F

Series 66

St. Louis, MO

Edward Jones

Paul Freehill is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2018 and cumulatively has six years of industry experience. His prior work includes roles at the University of Notre Dame and M&T Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through one of the largest advisor networks in the industry.

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

Jamee C

Series 66

St. Louis, MO

Edward Jones

Jamee Czerniewski is a financial advisor with Edward Jones in St Peters, MO, holding a Series 66 designation and bringing nine years of industry experience. She has been with Edward Jones since 2013. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired 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")