Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Michael R

Series 66

Lake St Louis, MO

First Heartland Consultants, Inc.

Michael Reichert is a financial advisor at First Heartland Consultants, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked as an attorney focusing on consumer bankruptcy. Reichert also maintains a legal practice, spending limited time each week on bankruptcy cases. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Jeffery L

Series 66

O'Fallon, MO

Citigroup Global Markets

Jeffery Leathers is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at TD Ameritrade, AE Wealth Management, FBL Financial Group, and Stifel Nicolaus & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Michael H

Series 63, Series 66

O'Fallon, MO

Citigroup Global Markets

Michael Hill is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Fidelity Brokerage Services. Citigroup Global Markets serves individual and institutional clients across a range of wealth management segments, offering diverse investment advisory programs and broker-dealer services. The firm combines multi-asset, multi-manager strategies with institutional-scale resources and specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Kailey H

Series 66

O'Fallon, MO

Citigroup Global Markets

Kailey Henry is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Associate Staffing. Her background includes roles outside of finance, such as working at Happy Joe's Pizza and Ice Cream. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Larisa S

Series 63, Series 66

O'Fallon, MO

Citigroup Global Markets

Larisa Sharockman is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has held positions at several major firms, including Wells Fargo Advisors, Charles Schwab, and Fidelity. Outside of her advisory role, she provides weekend care for her mother, assisting with daily activities. Citigroup Global Markets serves a wide range of individual and institutional clients, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles and provides bespoke solutions for high-net-worth clients.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Christopher F

Series 66, Series 63, Series 65

O'Fallon, MO

Citigroup Global Markets

Christopher Folz is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at TD Ameritrade, Pennymac, Citimortgage, and Banc Of America Investment Services. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale capabilities, including proprietary research and market roles such as swap dealing and futures commission merchant services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Travis S

Series 66, Series 63

O'Fallon, MO

Citigroup Global Markets

Travis Short is a financial advisor with Citigroup Global Markets in O'Fallon, MO, holding Series 66 and Series 63 credentials and seven years of industry experience. He previously worked at TD Ameritrade and Ditech Holding Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custodial services. The firm employs multi-asset, multi-manager strategies with internal manager selection and oversight, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Michael C

ChFC®, Series 63, Series 65

Old Monroe, MO

Wealth Enhancement Advisory Services, LLC

Michael Corgiat is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including roles at Keystone Financial Services, LLC, FSC Securities Corporation, The Retirement Group, LLC, and LPL Financial. He is based in Old Monroe, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Brittany C

Series 66

O'Fallon, MO

Citigroup Global Markets

Brittany Cloud is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently based at Citigroup Global Markets and has held prior roles at Edward Jones as well as self-employment since 2012. Outside of her advisory work, she is also involved in dog sitting and dog walking. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees and in-house research, combining large institutional scale with unique market roles and arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Brent W

Series 63, Series 66

O'Fallon, MO

Citigroup Global Markets

Brent Wilton is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Brokerage Services, Buckingham Wealth Partners, Wells Fargo Advisors, and TD Ameritrade. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution and custody services. The firm operates with significant institutional scale and provides specialized solutions for high-net-worth and ultra-high-net-worth clients.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Harvey P

Series 63, Series 66

O'Fallon, MO

Citigroup Global Markets

Harvey Puerta is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade, as well as running Euphorbia Lawn and Landscaping LLC for seven years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional-scale operations with specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Tina S

Series 63, Series 65, Series 66

Lake St. Louis, MO

Creative Planning

Tina Standish is a financial advisor at Creative Planning with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Creative Planning in 2021, she worked at Lockton Companies, LLC and its affiliated entities from 2007 to 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Sarah H

Series 66

Wentzville, MO

Kestra Advisory

Sarah Hillis is a financial advisor with Kestra Advisory in Wentzville, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra in 2022, she worked at Stifel Nicolaus & Co Inc and Edward Jones. Outside of her advisory role, she works as an independent contractor for Instacart. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms and pooled plan solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar
firm logo

Jasmine A

Series 63, Series 66

O'Fallon, MO

Citigroup Global Markets

Jasmine Adams is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade. Outside of her advisory role, she works independently as an Instacart shopper. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Nicholas F

Series 66

O'Fallon, MO

Citigroup Global Markets

Nicholas Filla is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He has worked at Citigroup since 2021 and has held roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he is involved with the Missouri Rush Soccer Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Benjamin B

Series 66

Ofallon, MO

Benjamin F. Edwards & Company, Inc.

Benjamin Burkemper is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 17 years of experience in the industry. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, and Edward Jones. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, and certain M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar
firm logo

Thomas E

Series 66

Wright City, MO

Creative Planning

Thomas Eastman is a financial advisor at Creative Planning with 19 years of industry experience. He holds a Series 66 designation and has previously worked at BAM Advisor Services and Edward Jones. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning‑led investment approach featuring low‑cost indexing and buy‑and‑hold strategies, supported by a large advisory team and centralized infrastructure, alongside affiliated legal, trust, and recordkeeping businesses.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Jesse O

Series 63, Series 65

O'Fallon, MO

Citigroup Global Markets

Jesse Offard is a financial advisor at Citigroup Global Markets with Series 63 and 65 credentials and two years of industry experience. His prior work includes roles at Bankers Life Securities, Charles Schwab, and TD Ameritrade, among others. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

John K

Series 66

Ofallon, MO

Benjamin F. Edwards & Company, Inc.

John Kraft is a Series 66-licensed financial advisor with seven years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2020. He previously worked at Wells Fargo Advisors and has experience in both the financial services sector and manufacturing at Ameriwood Industries. His background also includes work at the University of Missouri Columbia. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of services such as wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management that combines proprietary strategies and third-party models.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar
firm logo

James B

Series 66

O'Fallon, MO

Citigroup Global Markets

James Bearden is a financial advisor with Citigroup Global Markets where he has worked since 2022. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Edward Jones and Lew Fruend State Farm Insurance Agency. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-manager strategies and providing bespoke discretionary solutions.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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 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”)