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

Kristin K

CFP®, CFA®, Series 66

St. Louis, MO

Edward Jones

Kristin Krapja is a financial advisor with Edward Jones in St. Louis, MO, holding the CFP®, CFA®, and Series 66 designations. She has 12 years of industry experience and has been with Edward Jones since 2013. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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

Thomas H

Series 63, Series 66

St. Louis, MO

Edward Jones

Thomas Hickey is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 63 and Series 66 designations with 27 years of industry experience. He has been with Edward Jones since 2002. 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions under a fiduciary standard.

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

Kevin H

Series 66

St. Louis, MO

Wells Fargo Advisors

Kevin Hereford is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns Home Field Advantage Wealth Management LLC and serves as a trustee for several family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with a focus on tailored recommendations delivered through discrete planning engagements.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
firm logo

Jeff P

Series 63, Series 66

Millstadt, IL

Edward Jones

Jeff Pratl is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Outside of his advisory role, he is president of Pratl LLC, a commercial rental property business in Millstadt, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

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

Brandon B

Series 66

St. Louis, MO

Edward Jones

Brandon Bieser is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2004. 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 strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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

Jeffery S

Series 65, Series 63

St Louis, MO

Primerica Advisors

Jeffery Stillwell is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses and bringing two years of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, Parkway School District, and international experience with Elantas Malaysia and Northstar Associates Sdn. Outside of advisory activities, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies and offers a range of discretionary separately managed account options, supported by third-party custodians and overlay managers.

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

Cindy L

Series 63, Series 66

St. Louis, MO

Edward Jones

Cindy Lutjen is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment solutions, operating under a fiduciary standard, and is notable for its extensive national network of advisors and branches.

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

Jonathan J

Series 66

Swansea, IL

LPL Financial

Jonathan Joelner is a financial advisor with LPL Financial holding a Series 66 license and 21 years of industry experience. He previously worked at Century Securities Associates, Stifel Nicolaus, J.P. Morgan Securities, Chase Investment Services, and Banc One Securities. In addition to his advisory role, he is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and oversight of significant discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Roger M

ChFC®, Series 63

St Louis, MO

Edward Jones

Roger Macon is a financial advisor with Edward Jones in St. Louis, MO, holding the ChFC® designation and Series 63 license. He has 26 years of industry experience, all with Edward D. Jones & Co., L.P. since 1999. 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 nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
user avatar
firm logo

Brian M

Series 66

St. Louis, MO

Edward Jones

Brian Matthews is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of experience with the firm. Prior to joining Edward Jones in 2018, he worked in the travel industry and co-owns a travel agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. 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
firm logo

Erin Z

Series 63, Series 66

St Louis, MO

Edward Jones

Erin Zawalski is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 registrations and seven years of industry experience. Prior to joining Edward Jones, she worked at Commerce Bank and L.J. Hart & Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy Retired Founder/Business Owner Executive Intergenerational Families Widow/Widower
firm logo

Todd H

Series 63, Series 66

St Louis, MO

Edward Jones

Todd Harrell is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs, managed solutions, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
user avatar
firm logo

Nicole H

Series 66

St. Louis, MO

Edward Jones

Nicole Hatfield is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Advanced Resources, Enterprise Holdings, Washington University in St. Louis, and Maritz Global Events. Outside of her advisory work, she sells miscellaneous items on eBay. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive network of financial advisors and branches, affiliated mutual funds, and fiduciary standard in providing advisory services.

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

Robert T

Series 66

St. Louis, MO

Edward Jones

Robert Toner is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He worked at William Blair Investment Management LLC for seven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors. The firm operates under a fiduciary standard and offers both discretionary and non-discretionary strategies, including tax-efficient services and access to affiliated mutual funds and alternative investments.

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

Megan K

Series 66

St. Louis, MO

Edward Jones

Megan Konstantopoulos is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. The firm, Edward Jones, is a full-service wealth management company serving over four million individual and institutional clients. It offers a range of advisory programs and investment strategies, 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

Joseph C

Series 63, Series 66

Saint Louis, MO

Edelman Financial Engines

Joseph Cates is a financial advisor at Edelman Financial Engines with two years of industry experience. He previously worked at LPL Financial LLC and Citigroup. Outside of finance, he has experience in fitness instruction through roles at Kaw Valley Crossfit and CrossFit Wildwood. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term investment approach.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
user avatar
firm logo

Gail K

Series 66

St Louis, MO

Primerica Advisors

Gail Knop is a Series 66-licensed financial advisor with Primerica Advisors, based in St. Louis, MO, and has five years of industry experience. She has worked with Primerica Advisors since 2022 and previously held roles at Avantax Advisory Services, Avantax Insurance Agency, and Avantax Investment Services from 2020 to 2022. Outside of her advisory work, she owns and operates It All Adds Up, LLC, a business focused on accounting, bookkeeping, and tax services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors.

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

Scott T

CFP®, CFA®, Series 63, Series 66

St. Louis, MO

Edward Jones

Scott Thoma is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® and CFA® designations with 28 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a statistician for Fox Sports at St. Louis Blues games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and is notable for its extensive network of financial advisors and branch offices.

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

Rebecca R

Series 66

St. Louis, MO

Edward Jones

Rebecca Reed is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a network of around 23,701 financial advisors. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

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

Shannon L

Series 66, Series 63

Des Peres, MO

LPL Financial

Shannon Lewandoski is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and bringing 15 years of industry experience. Prior to joining LPL Financial in 2022, she worked with Mass Mutual Investors Services and Massmutual Life Insurance Co for six years, and Principal Financial Services for two years. Lewandoski is co-president of Hockey Players in Business, a nonprofit focused on membership growth and event planning, and also engages in hockey coaching and training. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a broad network serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management programs, combining technology-driven advisor support with a diverse platform that includes insurance and banking partnerships.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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”)