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John V

Series 63, Series 65

St. Louis, MO

Krilogy

John Virant Jr. is a financial advisor at Krilogy with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Krilogy Financial, LLC since 2022 and previously spent 16 years at Eidelman Virant Capital. In addition to his current role, he serves as a portfolio manager and general partner at Eidelman Virant Capital, where he is involved in portfolio management and due diligence for PineTree Partners, L.P. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm’s investment approach combines long-term portfolio construction with tactical adjustments, offering both active and passive strategies, customized bond ladders, private alternative funds, and tax-aware long/short equity separately managed accounts.

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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John G

Series 63, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

John Graves is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, with 46 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Huntleigh Advisors since 2017, having worked at Huntleigh Securities Corporation since 2004. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans, offering discretionary and non-discretionary asset management alongside specialized strategies such as the MindShare small- and micro-cap program. The firm utilizes model asset allocation portfolios reviewed quarterly, combining fundamental, technical, cyclical, and quantitative analysis across its investment approaches.

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

Series 63, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Jeffrey Kinder is a financial advisor at Huntleigh Advisors, Inc. with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Huntleigh Securities Corporation since 1994. Outside of his advisory work, he serves as a basketball official for the Missouri State High School Activities Association during the basketball season. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, ERISA retirement-plan services, and employs a range of fundamental, technical, charting, and quantitative strategies, including its 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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Catherine M

Series 63, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Catherine Marshall is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with 39 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at K.W. Chambers & Co. for five years. 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, a specialized MindShare small- and micro-cap strategy, sub-advisory services, and ERISA plan advisory services, combining fundamental, technical, cyclical, and quantitative analysis across its investment strategies.

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

Series 63, Series 66

St. Louis, MO

Stifel Independent Advisors, LLC

Tamara Fain is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. She previously worked at Edward Jones for 10 years before joining Stifel, where she has been since 2017. Outside of her advisory role, she is a brand partner for Kleo Kolor, selling press-on nails to friends and family. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and advisory services with a focus on customized financial planning and portfolio management. The firm operates as both a broker-dealer and SEC-registered investment adviser, providing clients with a range of service options tailored to their needs.

General retirement planning Income planning Wealth management
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John R

CFA®, Series 63, Series 66

St. Louis, MO

RubinBrown Advisors LLC

John Russo is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at RubinBrown Advisors LLC since 2018. He previously worked at Purshe Kaplan Sterling Investments and Archford Capital Strategies, LLC. Russo is a board member of The Illinois Autism Development Center, a nonprofit organization providing education programs for autistic children and adults. RubinBrown Advisors, LLC offers investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm primarily implements strategic asset allocation through model portfolios of mutual funds and ETFs, providing both discretionary and non-discretionary advice, and incorporates tax-aware practices and technology tools in its services.

Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy
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Zachary U

Series 65

St. Louis, MO

Krilogy

Zachary Unnerstall is a financial advisor at Krilogy with a Series 65 credential and one year of industry experience. Prior to joining Krilogy, he worked at Meyer Landscaping and the Franklin County Country Club. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, using a primarily 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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Mitchell E

Series 65

St. Louis, MO

Visionary Wealth Advisors, LLC

Mitchell Ellebrecht is a financial advisor at Visionary Wealth Advisors, LLC in St. Louis, MO, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Northwestern Mutual and Target, as well as work at the University of Missouri and Parkway South School District. 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 combines fundamental, technical, and cyclical analysis with an asset-allocation framework based on Modern Portfolio Theory, offering both firm-designed and third-party managed investment options.

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

Series 63, Series 66

St. Louis, MO

RubinBrown Advisors LLC

Brian Hoeltge is a financial advisor at RubinBrown Advisors LLC in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 12 years before joining RubinBrown Advisors in 2021. 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 uses strategic asset allocation through model portfolios and offers both discretionary and non-discretionary advice, incorporating tax-aware practices and technology tools in its financial planning process.

Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy
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Mark G

ChFC®, Series 66

St. Louis, MO

Midwestern Securities Trading Company, LLC

Mark Gregor is a financial advisor with Midwestern Securities Trading Company, LLC in St. Louis, MO. He holds the ChFC® designation and Series 66 license and has 18 years of industry experience. His prior roles include financial advisor positions at Members 1st Credit Union and First Missouri Credit Union. Outside of his advisory work, Gregor serves as a pastor at Owensville Christian Church and is treasurer and a board member of Mission to Russia. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm provides financial planning, portfolio management, ERISA 3(38) investment fiduciary services, and access to third-party money managers through discretionary and non-discretionary investment approaches.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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Daniel H

CFP®, Series 63, Series 65

St. Louis, MO

Krilogy

Daniel Henrichs is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Krilogy Financial. He previously worked at Integrated Wealth Advisors LLC for nine years. Henrichs holds Series 63 and Series 65 licenses and is based in St. Louis, MO. 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 employs a primarily long-term investment approach with tactical overlays, utilizing advisor-led risk profiling and model portfolios, and offers a range of services including portfolio management, financial planning, corporate retirement plan consulting, and family office services.

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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Nicholas T

CFA®, Series 63, Series 65

St. Louis, MO

ACR Alpine Capital Research, LLC

Nicholas Tompras is a CFA® charterholder with 27 years of industry experience. He has worked at ACR Alpine Capital Research, LLC since 2017 and previously spent 17 years at Alpine Investment Management, LLC. He also serves as the Non-Executive Chairman of Alpine Private Capital, LLC, providing strategic leadership and overseeing executive performance. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across various equity and multi-asset strategies, managing portfolios with a long-term orientation and a diverse range of account types.

Active portfolio management Private / alternative investments Cross-border / expatriate tax planning Founder/Business Owner
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Adam K

Series 66

Brentwood, MO

MissionSquare Retirement

Adam Klumb is a financial advisor with MissionSquare Retirement in Brentwood, MO, holding a Series 66 designation and two years of industry experience. He previously worked at Edward Jones for two years before joining MissionSquare Retirement and MissionSquare Wealth Management. His background also includes roles at the University of Missouri and Hy-Vee. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through a multi-team structure, utilizing investment advice developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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Jeffery K

CFP®, Series 66

Saint Louis, MO

Larson Financial Group, LLC

Jeffery Kuhlmann is a CFP® professional with 19 years of industry experience, currently serving at Larson Financial Group, LLC since 2026. He previously worked at Edward Jones for 23 years. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches, and offers a range of specialized services including pension consulting and the use of AI-assisted tools in research and client documentation.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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Daniel L

Series 63, Series 65, Series 66

St. Louis, MO

Krilogy

Daniel Leritz is a financial advisor at Krilogy with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Leritz has worked at Krilogy since 2017 and is also president and portfolio manager at Catapult Investment Management, LLC, where he manages quantitative investment strategies and oversees compliance. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers portfolio management, financial planning, retirement plan consulting, and family office services.

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 S

Series 63, Series 65

Clayton, MO

Cornerstone Wealth Management, LLC

Thomas Sontag is a financial advisor at Cornerstone Wealth Management, LLC with 40 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2012. Outside of his advisory role, he is involved with Lumber Logs LLC, a business that hauls logs and retails lumber. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a blend of fundamental, quantitative, and qualitative analysis across various investment vehicles and delivers advice through multiple LPL-sponsored advisory programs.

Charitable giving & philanthropy Founder/Business Owner Retired
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Brian R

Series 63, Series 65

Kirkwood, MO

Summit Financial, LLC

Brian Redders is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Private Client Services. He is also a principal of Genex Consulting, an RIA firm. 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 both discretionary and consultative investment management services, financial planning, and retirement plan advisory, utilizing a variety of portfolio management programs and third-party 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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James L

Series 63, Series 65

St. Louis, MO

Krilogy

James Logsdon Jr is a financial advisor with Krilogy in St. Louis, MO, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include work at Trinity Wealth Advisors LLC and a longstanding ownership and consulting position at The Logsdon Group, LLC, a non-investment related business. He is also a part-time employee and officer at Blue Meteor, Inc., another non-investment related company. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, and family offices, providing portfolio management, financial planning, and specialized advisory services. The firm employs a long-term investment philosophy with tactical flexibility and offers both active and passive strategies, private alternative funds, and tax-aware SMA options for certain clients.

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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Anna M

Series 65

Ofallon, IL

Integrated Advisors Network LLC

Anna Militello is a financial advisor at Integrated Advisors Network LLC with five years of industry experience. She holds a Series 65 designation and has worked at Militello Wealth Management since 2014. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a combination of fundamental and quantitative analysis along with third-party manager platforms to implement client investment plans.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Michael B

Series 66

St. Louis, MO

Krilogy

Michael Brown is a financial advisor at Krilogy with 16 years of industry experience. He holds a Series 66 designation and has been with Krilogy Financial since 2012. Brown serves as a board member of Citizens National Bank and is also on the board of the nonprofit charity Brace For Impact 46. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers a range of services including portfolio management, financial planning, and family office services.

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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