Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,574 advisors near
63368

Out of 400,000+ nationwide

user avatar
firm logo

Scott K

Series 66

Wentzville, MO

LPL Financial

Scott Kearns is a financial advisor at LPL Financial with 11 years of industry experience and a Series 66 designation. He has worked at firms including United Planners Financial Services of America and Investacorp, Inc. Outside of advising, he is an associate at Tribute Tax and Accounting, LLC, involved in tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Monica K

ChFC®, Series 66

St Louis, MO

Edward Jones

Monica Kiburz is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. She has worked at Edward Jones since 2020 and previously was employed at Impressions Direct from 2015 to 2019. 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 and investment strategies, supported by a nationwide network of over 23,700 financial advisors.

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

Steven G

ChFC®, Series 63, Series 65

Chesterfield, MO

OSAIC

Steven Glazer is a financial advisor with Osaic Wealth, Inc. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services from 2016 to 2024. In addition to his advisory role, Glazer is involved in selling life and health insurance products and Medicare plans through his own LLC. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services using firm-provided asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating a variety of investment types and third-party solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Paul H

Series 66, Series 63

St Louis, MO

Charles Schwab

Paul Hardy is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Charles Schwab, he worked at TD Ameritrade and has held various roles including internships and university positions. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, supported by multi-asset model portfolios and centralized operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar
firm logo

Joel B

CFP®, Series 63, Series 66

St Louis, MO

LPL Enterprise

Joel Barjenbruch is a CFP® professional with 19 years of experience in the financial services industry. He is currently with LPL Enterprise and previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and D.H. Hill Advisors, Inc. Barjenbruch is also involved with Medicare-related insurance sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory and brokerage services with integrated insurance products and lending programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Brenda H

Series 65, Series 63

St Louis, MO

Primerica Advisors

Brenda Herrion is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining Primerica Advisors, she worked at Primerica Financial Services and has a background in education with four years at MOVA/K12 and seven years combined at Scott County R-IV and Sikeston R-6 School Districts. Her other business activities include sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by custody and trade execution services from BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Michael F

CFP®, ChFC®, Series 63

Chesterfield, MO

Mass Mutual Investors Services

Michael Fleming is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO. He holds the CFP® and ChFC® designations and has 24 years of industry experience. Fleming has been with Mass Mutual Investors Services since 2006 and MassMutual Life Insurance Company since 2005. He is the owner of Fleming Financial Services, LLC, an entity involved in his advisory activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs including wrap and money-manager options, focusing on collaborative, goal-driven financial planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Thomas H

Series 66

Chesterfield, MO

Mass Mutual Investors Services

Thomas Hadican Jr. is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding a Series 66 credential and 26 years of industry experience. He previously worked at Metlife Securities Co. for 16 years before joining Mass Mutual. Outside of his advisory role, he serves as a sports official in his community. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Jeffrey M

Series 66

Ballwin, MO

Edward Jones

Jeffrey Misuraca is a Series 66-licensed financial advisor with Edward Jones in Ballwin, Missouri, where he has worked since 2008. He has 17 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

John G

Series 63, Series 66

O'Fallon, MO

Thrivent Investment Management

John Gray is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and combines planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.

Business ownership considerations
user avatar
firm logo

Alexander B

Series 66

Chesterfield, MO

Fidelity

Alexander Buck is a financial advisor with Fidelity, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining Fidelity, he has experience in medical sales at Sure-Tech Diagnostics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Phillip K

CFP®, Series 63, Series 66

O Fallon, MO

Edward Jones

Phillip Kuhlmann is a CFP®-certified financial advisor with Edward Jones, bringing 21 years of industry experience. His career at Edward Jones spans from 2004 to the present. Outside of his advisory role, he manages a rental property in Saint Peters, MO. 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 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

James L

Series 63, Series 65

Chesterfield, MO

Wells Fargo Clearing

James Laughlin Sr. is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wells Fargo since 2014, including his current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
user avatar
firm logo

Nicholas D

Series 63, Series 66

Chesterfield, MO

Edward Jones

Nicholas Davis is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he has an interest in royalties through Magnum Producing, LP. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

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

Miranda W

Series 66

St Louis, MO

LPL Enterprise

Miranda Williams is a financial advisor with LPL Enterprise holding a Series 66 designation and 23 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she operates the Miranda Williams Agency, a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio access, and a range of brokerage and insurance products supported by a platform integrating adviser programs with active financial product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Ryan P

Series 63, Series 65

Chesterfield, MO

Mass Mutual Investors Services

Ryan Paisley is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Corecap Investments, Foresters Equity Services, and Global Green Insurance Agency. He also maintains an insurance agent role specializing in life, property, and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, goal-oriented strategies.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
firm logo

Matthew S

CFP®, Series 66

St Louis, MO

Edward Jones

Matthew Schmitz is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He supports Dwell Differently, LLC, an e-commerce business, by providing back-office finance and operations assistance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Passive / index investing ESG / Sustainable investing Founder/Business Owner
user avatar
firm logo

Alicia R

Series 63, Series 65

Chesterfield, MO

Ameriprise

Alicia Ross is a financial advisor with Ameriprise in Defiance, Missouri, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2009. Outside of her advisory role, Ross serves as Treasurer and Secretary on the Board of Directors for Fairmount General Baptist Church and is involved with the Guiding Star Women's Missionary Society. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Susan G

Series 63, Series 65

St Louis, MO

STIFEL

Susan Goucher is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Stifel since 2007. Outside of her advisory role, she is also a licensed notary. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

General retirement planning Income planning
user avatar
firm logo

Charles H

Series 63, Series 66

Chesterfield, MO

Wells Fargo Clearing

Charles Hessler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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")