Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Milap M
Series 66
St. Louis, MO
Edward Jones
Milap Mehta 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 Lifeline Vascular Care and Alight Solutions. 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 large network of financial advisors and branch offices nationwide.
Mary D
Series 66
St. Louis, MO
Edward Jones
Mary Dinwiddie is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with 20 years at the firm and nine years of industry experience. She has worked exclusively with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Zachary B
Series 66
St. Louis, MO
Edward Jones
Zachary Beiermann is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, having six years of industry experience. His work history includes roles at Edward Jones since 2018, as well as positions at Indiana University and Diversified Financial Services, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 financial advisors and is noted for its extensive retail advisor and branch footprint and affiliated financial services beyond traditional advisory offerings.
Leonard P
CFP®, Series 63, Series 66
St. Louis, MO
Edward Jones
Leonard Pritchett II is a CFP®-designated financial advisor with over 30 years of experience, currently practicing at Edward Jones in Tempe, AZ. He has been with Edward Jones since 1995. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Patrick R
CFA®, Series 66
St. Louis, MO
Edward Jones
Patrick Riordan is a CFA® charterholder and holds a Series 66 license, with 10 years of experience in the financial industry. He has been with Edward Jones since 2016. Based in St. Louis, MO, he works at one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Troy G
Series 66
St. Louis, MO
Edward Jones
Troy Groat is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds, supported by a large network of financial advisors and branch offices.
Anna K
Series 63, Series 66
Belleville, IL
LPL Financial
Anna Kamp is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. She has 24 years of industry experience, including 15 years with Cuna Mutual Group and Cuna Brokerage Services, and has been with LPL Financial since 2022. Outside of advising, she is involved with Golden Eagle Land CRP, a crop restoration program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Ryan E
Series 63, Series 65
St Louis, MO
Edward Jones
Ryan Ederle is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, MassMutual Life Insurance Company, and COUNTRY FINANCIAL. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Brendan K
Series 66
St. Louis, MO
Edward Jones
Brendan Kane is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. 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.
John R
CFP®, Series 66
St. Louis, MO
Edward Jones
John Roskowske is a CFP® professional with 13 years of experience in the financial industry. He has worked at Edward Jones since 2017 and was previously employed at Stifel from 2011 to 2017. He is based in St. Louis, MO. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Nicholas H
CFA®, Series 63
St. Louis, MO
Edward Jones
Nicholas Hummel is a CFA® charterholder based in St. Louis, MO, with 23 years of industry experience. He has been with Edward Jones since 2002. 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.
Stephanie E
Series 63, Series 66
St. Louis, MO
Edward Jones
Stephanie Ems is a financial advisor at Edward Jones in St. Louis, MO, with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Jacob B
Series 66
St. Louis, MO
Edward Jones
Jacob Brown is a financial advisor with Edward Jones based in St. Louis, MO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones in 2026, he held roles at CitiMortgage and Cenlar FSB. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Daniel R
Series 66
Sunset Hills, MO
Edward Jones
Daniel Roper is a Series 66 licensed financial advisor with Edward Jones in Sunset Hills, MO, where he has worked since 2008. He has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.
Daniel L
Series 66
Belleville, IL
Raymond James & Associates
Daniel Lane is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James since 2013 and also works as a freshman boys basketball coach at Waterloo High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, investment consulting, and municipal advisory services.
Nickolas M
Series 66
Waterloo, IL
Edward Jones
Nickolas Mehner is a financial advisor with Edward Jones in Waterloo, IL, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors with a range of advisory programs that include discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.
Donald T
Series 66
St. Louis, MO
Edward Jones
Donald Trainer is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory work, he is involved with the St. Louis Symphony and the Bach Society of St. Louis. 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.
Taylor T
Series 66
St. Louis, MO
Edward Jones
Taylor Thomison is a financial advisor at Edward Jones in Tempe, AZ, with 10 years of industry experience. He holds the Series 66 designation and has previously worked at John Hancock Investment Management Distributors LLC and Bank of America/Merrill Lynch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.
Christopher N
Series 66
St Louis, MO
Edward Jones
Christopher Neupert is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked for Hubbard Radio 101 ESPN for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
Debojit N
CFA®, Series 66
St. Louis, MO
Edward Jones
Debojit Nayak is a CFA® charterholder and holds the Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Cornell University from 2015 to 2017. He is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
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.
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")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide