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

Jennifer O

Series 63, Series 66

St. Louis, MO

Edward Jones

Jennifer Obrien is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and having 26 years of industry experience. She has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and operates under a fiduciary standard.

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

Gregory L

Series 63, Series 66

St Louis, MO

Edward Jones

Gregory Leiendecker is a financial advisor with Edward Jones in St. Louis, Missouri, holding Series 63 and Series 66 credentials and having 22 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 with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Eric E

CFP®, Series 66

St. Louis, MO

Edward Jones

Eric Estelle is a CFP®-certified financial advisor at Edward Jones with 13 years of industry experience. He has previously worked at Stifel Independent Advisors, Larson Financial Group, Benjamin F. Edwards, and STIFEL NICOLAUS & CO INC. Estelle is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including 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 and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Lisa L

Series 63, Series 65

St. Louis, MO

Cetera

Lisa Lang is a financial advisor with Cetera based in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Cetera since 2018 and has a longer tenure at affiliated entities dating back to 2002. Outside of her advisory work, she is a CPA providing QuickBooks support, business consulting, and tax preparation for business clients. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of advisors.

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

Mc Kenzie K

Series 66

St. Louis, MO

Edward Jones

Mc Kenzie Knight is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2022, Knight worked at Shirlee Green Preschool and Panera LLC. 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 strategies, supported by a large nationwide 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

Percy V

Series 66

St. Louis, MO

Edward Jones

Percy Vanacht is a Series 66-credentialed financial advisor with Edward Jones, based in St. Louis, MO. He has nine years of industry experience, including a year at Westminster College prior to joining Edward Jones in 2017. 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, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

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

Cassie R

Series 66

St. Louis, MO

Edward Jones

Cassie Reid is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, Cassie is involved in dog sitting through a local business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

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

M Diane W

Series 66

Arnold, MO

Ameriprise

M Diane Wakefield is a financial advisor at Ameriprise with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Southern Bank, Commerce Trust, and City National Bank. Wakefield serves on the Board of Directors for Girls In The Know, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

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

Shelley D

Series 66

St. Louis, MO

Edward Jones

Shelley Doyle is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation. She has been with Edward Jones since 2018 and previously worked at Lularoe and Target. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Peggy R

Series 63, Series 66

O'Fallon, IL

Raymond James & Associates

Peggy Rakers is a financial advisor with Raymond James & Associates and holds Series 63 and Series 66 designations. She has 29 years of industry experience, including 13 years with Benjamin F. Edwards prior to joining Raymond James in 2025. 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, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Garrett B

CFA®, Series 66, Series 63

St. Louis, MO

Edward Jones

Garrett Bernreuter is a CFA® charterholder and holds Series 66 and Series 63 licenses with five years of industry experience. He is currently with Edward Jones in St. Louis, MO, having joined in 2024 after roles at Commerce Bank, CitiGroup Global Markets, and Stifel Nicolaus, among others. Outside of his advisory work, he is the owner of Pamela Joan Boutique LLC, a clothing retail business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates through 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

Jory T

Series 66

St. Louis, MO

Edward Jones

Jory Taylor is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. He previously worked at Raymond James & Associates and Wells Fargo Clearing before joining Edward Jones in 2012. Taylor serves on the Finance Committee of the Myrtle Beach Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive 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

Thomas P

Series 65, Series 63

St Louis, MO

Primerica Advisors

Thomas Pollmann is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Primerica Financial Services since 2014 and has prior experience with PFS Investments Inc. and M&K Financial Services, Inc. In addition to his advisory role, he is involved in the sale of home security and automation product referrals through Primerica Client Services, Inc. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, and operates with approximately 3,698 advisors and $15.5 billion in assets under management.

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

Kristina K

Series 66

St. Louis, MO

Edward Jones

Kristina Knutson is a financial advisor at Edward Jones in Chesterfield, MO, with 18 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2008. 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 and investment solutions, supported by a large nationwide 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

Paul G

Series 66

St. Louis, MO

Edward Jones

Paul Graser 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 2009. Outside of his advisory role, he umpires baseball tournament and league games for Triple-Play Tournaments in St. Charles, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide 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

Kevin E

Series 63, Series 66

Belleville, IL

Cetera

Kevin Edwards is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked with multiple firms including Avantax and CEC Financial Group, where he serves as a member and financial advisor. Outside of his advisory roles, Edwards manages an LLC that owns a plane rented to students at a flight school. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that provides access to both affiliated and third-party money managers.

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

Edward D

Series 66

St. Louis, MO

Edward Jones

Edward De Vault II is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he is the owner and operator of an LLC related to rental properties in Manistee, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

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

Sui K

Series 66

St. Louis, MO

Edward Jones

Sui Kiu is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions under a fiduciary standard, 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

Jessica L

Series 66

St. Louis, MO

Edward Jones

Jessica Luebke is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO. She has 13 years of industry experience and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering 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

Bradley T

CFP®, Series 63, Series 65

St. Louis, MO

LPL Financial

Bradley Tinnin is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial. He previously worked for Prudent Investor Services, Inc. and OSAIC for two decades. Outside of advising, he is a commissioned notary public and has been an independent insurance agent specializing in non-variable insurance since 2002. 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 range of financial planning and portfolio management services, leveraging model portfolios, third-party subadvisors, and customized strategies.

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”)