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Daniel R

CFP®, Series 65

St. Louis, MO

Krilogy

Daniel Reilly is a CFP® and Series 65-registered financial advisor with Krilogy Financial, where he has worked since 2017. He has eight years of industry experience, including prior roles at Hoss's Market and Columbia College. In addition to his advisory work, he is licensed as a life and health insurance agent. Krilogy Financial serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, utilizing a long-term investment approach with tactical overlays implemented through advisor-led risk profiling and model portfolios.

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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Thomas A

Series 63, Series 65

St. Louis, MO

Huntleigh Advisors, Inc.

Thomas April is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 50 years of industry experience. He has worked at Huntleigh Advisors since 2017 and at Huntleigh Securities Corporation since 2004. Outside of his advisory role, he serves as a consultant for Flamingo Key, LLC, a bed and breakfast business in New Haven, MO. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, including a specialized MindShare small- and micro-cap strategy that combines fundamental research with investor sentiment and technical analysis.

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

Series 66

St. Louis, MO

Krilogy

Kent Skornia is a financial advisor with Krilogy Financial LLC in St. Louis, MO, holding a Series 66 designation and 23 years of industry experience. He has been with Krilogy Financial since 2009 and has also worked at Saxony Securities Inc. since 2015. Outside of his advisory role, Skornia is a 17% owner of Red Label Accessories LLC, a leather goods business, and serves as a silent partner in MO Medical Staffing, a medical staffing placement company. Krilogy Financial LLC serves individuals and families, including high- and ultra-high-net-worth clients, as well as qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, consulting, and family office services, employing a primarily long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.

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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Elizabeth M

Series 63, Series 66

St. Louis, MO

IPI Wealth Management, Inc.

Elizabeth Meier is a financial advisor with IPI Wealth Management, Inc. based in St. Louis, MO, holding Series 63 and 66 licenses and bringing 34 years of industry experience. She has been with William J. Conway & Co., Inc. since 1991. In addition to her advisory role, she is a self-employed CPA providing tax return preparation and also sells fixed insurance products including indexed annuities outside of trading hours. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, operating an open-architecture investment platform supported by an outsourced operational model.

ESG / Sustainable investing Retirement income strategy
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Vincent T

CFP®, Series 66, Series 65

O'Fallon, MO

AlphaStar Capital Management

Vincent Tizono is a CFP®-credentialed financial advisor with eight years of industry experience, currently affiliated with AlphaStar Capital Management. He has held positions at multiple firms, including Conquistare Financial Advisory, Retire Once Financial Management, and AE Wealth Management. Outside of his advisor role, he is involved with insurance sales and the sale of gold and silver coins through Conquistare Financial Advisory. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches and utilizes third-party portfolio construction technology while managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Mark D

Series 63, Series 65

St Peters, MO

Cornerstone Wealth Management, LLC

Mark Deprospero is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2014. 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 employs a multi-brand operating model leveraging LPL-sponsored programs and technology to deliver tailored investment advice and continuous account supervision.

Charitable giving & philanthropy Founder/Business Owner Retired
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Nicole C

Series 65

St. Peters, MO

Prospera Financial Services, inc.

Nicole Crangle is a financial advisor with Prospera Financial Services, Inc. holding a Series 65 credential. She has one year of industry experience and has previously worked at Blattel & Associates and Starbucks. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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

Series 63, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

William Chambers is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been affiliated with Huntleigh Securities Corporation since 2007 and joined Huntleigh Advisors, Inc. in 2024. 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, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation. The firm employs a combination of fundamental, technical, charting, and quantitative methods and offers a distinctive MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

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

Series 63, Series 65

Ballwin, MO

Prospera Financial Services, inc.

Kirk Halveland is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Prospera in 2025, he worked at Cutter & Company, Inc. for 17 years and at STIFEL for two years. Outside of his advisory role, he serves as a women’s JV soccer coach at Lutheran High School Association and is a distributor for a metabolic health company, educating others on metabolic supplements. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with a range of financial planning and portfolio management services, utilizing multiple advisory programs and third-party platforms.

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

Series 63, Series 66

O Fallon, MO

Gradient Advisors, LLC

Daniel Brungard is a financial advisor with Gradient Advisors, LLC, holding the Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2013 to 2022. Outside of his advisory work, Brungard is involved in recreation as an event consultant and technical director for bicycle races and holds a license as a race official with USA Cycling. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates through a network of Investment Advisor Representatives and third-party money managers, primarily using a non-discretionary model that incorporates multiple analytical approaches while managing approximately $1.39 billion in total platform assets.

Retirement income strategy General tax planning
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Nicole G

Series 63, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Nicole Gilbert is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 credentials with 14 years of industry experience. She has been with Huntleigh Advisors since 2016. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans, offering discretionary and non-discretionary asset management, model portfolio programs, a specialized MindShare small- and micro-cap strategy, sub-advisory services, and ERISA plan advisory services. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis across its strategies and regularly reviews model asset allocation portfolios alongside customized individual options.

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

Series 63, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Scott Debandt is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Huntleigh Securities Corporation since 2009. 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, ERISA retirement-plan services, and third-party manager solicitation. The firm employs a range of strategies, including a distinctive MindShare Small Companies program that combines investor sentiment, charting analysis, and fundamental research to target micro-, small-, and mid-cap equities.

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

Series 66

St. Louis, MO

Financial & Tax Architects, LLC

Anthony Gitcho is a financial advisor with Financial & Tax Architects, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Financial & Tax Architects, he worked at Prudential Advisors and Colonial Life. Before his career in financial advising, he spent over a decade at Lumiere Place Casino. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

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

CFP®, PFS™, Series 65

St. Louis, MO

RubinBrown Advisors LLC

Scott Quinn is a CFP®, PFS™, and Series 65-registered financial advisor with 24 years of industry experience, all spent at RubinBrown Advisors LLC in St. Louis, MO. He has been with RubinBrown Advisors since 2002. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm manages approximately $3.86 billion in client assets and utilizes strategic asset allocation primarily through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management along with tax-aware practices.

Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy
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Kelsey A

CFP®

Saint Louis, MO

Plancorp, LLC

Kelsey Abbott is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Plancorp, LLC in Saint Louis, MO. Prior to joining Plancorp in 2020, Abbott worked at Enterprise Bank and Trust and Commerce Trust Company. Plancorp, LLC provides wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services to individuals, trustees, business owners, charitable organizations, and retirement plans. The firm’s investment approach follows Modern Portfolio Theory and employs documented Investment Policy Statements, with a focus on diversified asset allocation, ongoing portfolio management, and tax-aware strategies.

Tax-loss harvesting Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
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Gregory A

Series 63, Series 65

Clayton, MO

UMB Financial Services, Inc.

Gregory Aman is a financial advisor with UMB Financial Services, Inc. in O'Fallon, Missouri, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UMB Financial Services and UMB Bank since 2009. Aman serves on the board of directors for KidSmart, a nonprofit organization. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering various investment options and a combination of model-based and manager-driven portfolio management approaches.

ESG / Sustainable investing Wealth management Active portfolio management
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Kevin M

Series 66

Creve Coeur, MO

RFG Advisory, LLC

Kevin Murphy is a Series 66-licensed advisor with eight years of industry experience, currently with RFG Advisory, LLC. His prior roles include positions at Wells Fargo Clearing Services LLC and First Command Financial Planning, Inc. He also works as a paraplanner for Four Seasons Wealth Management. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, employing a mix of actively managed and passive strategies with a focus on risk management and periodic rebalancing.

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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Brian H

Series 63, Series 65

Clayton, MO

The Mather Group, LLC

Brian Hayes is a financial advisor with The Mather Group, LLC in Clayton, MO, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with The Mather Group since 2019 and has prior experience at Financial Engines Advisors L.L.C. and Edelman Financial Services. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with multiple risk-based allocation models and custom portfolio options, incorporating AI and machine-learning tools alongside human oversight.

Concentrated stock management Options & derivatives strategies Private / alternative investments ESG / Sustainable investing
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Stacie B

Series 63, Series 65

Chesterfield, MO

Acropolis Investment Management

Stacie Brost is a financial advisor at Acropolis Investment Management, L.L.C. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with First Brokerage America, L.L.C. since 1998. Acropolis Investment Management 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, utilizing a combination of equities, bonds, mutual funds, and ETFs.

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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David O

Series 63, Series 65

Chesterfield, MO

Acropolis Investment Management

David Ott is a financial advisor with Acropolis Investment Management, LLC, where he has worked for 24 years. He holds the Series 63 and Series 65 licenses. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework informed by long-term data to construct diversified portfolios emphasizing tax efficiency and low turnover, with a notable focus on retirement solutions for union workplaces and significant management of company-sponsored plans.

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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