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

Ryan K

Series 66

St. Louis, MO

Edward Jones

Ryan Kight is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is the Chief Financial Officer of a medical device startup and serves as a general partner in a consulting firm that provides financial planning support to nonprofits and small businesses. He is also involved in strategic administration for the Theta Xi fraternity in Saint Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branches, offering a range of advisory, investment, and fiduciary services.

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

Adam B

CFP®, Series 66

Waterloo, IL

Edward Jones

Adam Brewer is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones in Waterloo, IL, for the past ten years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing over $1 trillion in assets.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner Executive
user avatar
firm logo

Courtney C

Series 66

St. Louis, MO

Edward Jones

Courtney Childers is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with 16 years of experience at the firm since 2010. She holds five years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies and affiliated investment products.

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

Alexander P

Series 63, Series 65

St. Louis, MO

Cetera

Alexander Ploch is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and nine years of industry experience. He is also the owner of Ploch Financial Services, Inc., a tax and accounting business, and Ploch Photography, a separate venture focused on photography and sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including 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 more than 10,000 advisors nationwide.

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

Jenna D

CFP®, Series 66

St. Louis, MO

Edward Jones

Jenna Dawson is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to this role, she has been associated with Michael Kors since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and 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 advisory programs and investment strategies through a large network of financial advisors and branches nationwide.

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

John L

Series 63, Series 66

Kirkwood, MO

Edward Jones

John Laaker is a financial advisor with Edward Jones in Kirkwood, MO, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. 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 nationwide network of approximately 23,701 advisors.

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

Daniel V

Series 63, Series 66

Webster Groves, MO

Edward Jones

Daniel Valle is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 63 and Series 66 credentials. He has 26 years of industry experience, all with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large national presence with approximately 23,701 advisors and 15,121 branch offices.

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

Alona S

Series 66

St. Louis, MO

Edward Jones

Alona Shain is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and two years of industry experience. She has worked at Edward Jones in various capacities since 2016 and previously worked at RGA through Neteffects. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

Elijah J

Series 66

Columbia, IL

Ameriprise

Elijah James is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His background includes roles at Ameriprise and work at Missouri State University and the Columbia School District. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines algorithmic automation and research-driven analysis to deliver personalized retirement advice through a centralized consulting team.

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

Kevin W

Series 66

Imperial, MO

Edward Jones

Kevin Winschel is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Missouri American Water for 18 years. He serves as a board member for the Gateway Disabled Ski Program, where he reviews financial statements and provides advice. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and related services, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

Retirement income strategy General retirement planning Wealth management Executive
user avatar
firm logo

Alex S

Series 66

St. Louis, MO

Edward Jones

Alex Switzer is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his financial services career, he held positions at Southern Illinois University Edwardsville, TD Ameritrade, Kohl's, and McDonald's. Edward Jones is a full-service wealth management firm serving both 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, investment strategies, and affiliated financial products.

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

Brian P

Series 66

St. Louis, MO

Edward Jones

Brian Pilon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and four years of industry experience. His work history includes roles at Edward Jones and Missouri State University, along with experience in the food service and pool management sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates 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

Troy B

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Troy Bergeron is a CFP®-certified financial advisor with nine years of industry experience, currently with Edward Jones in St. Louis, MO. His previous roles include positions at American Century Investment Services Inc and Scottrade Inc. Outside of finance, he is the owner and president of a franchise specializing in industrial packaging. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branches.

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

Jeffery M

CFP®, Series 63, Series 65, Series 66

Concord Village, MO

Edward Jones

Jeffery Mc Kay is a CFP® with over 35 years of industry experience, currently serving at Edward Jones since 2013. He holds Series 63, 65, and 66 licenses. Edward Jones is a full-service wealth management firm with over $1 trillion in assets under management, serving individual and institutional clients nationwide through a large network of advisors and branch offices. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, with affiliated mutual funds and various tax-efficient services under a fiduciary standard.

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

Duane K

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Duane Kliethermes is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® designation with 10 years of industry experience. Before joining Edward Jones in 2019, he worked at Boeing for seven years. He has participated occasionally as a focus group participant for marketing research. Edward Jones is a 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 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

Erin R

Series 63, Series 66

St. Louis, MO

Edward Jones

Erin Reed is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. 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 programs, including discretionary and non-discretionary strategies, 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

Ashley M

Series 66

St. Louis, MO

Edward Jones

Ashley Moellenhoff is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2022 with a brief earlier tenure and has held various roles outside of finance, including positions at Lowe's, Southeast Missouri State University, and The Home Depot. 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, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

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

Paul N

Series 63, Series 66

St Louis, MO

Edward Jones

Paul Neeman is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, 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

Timothy F

Series 66

O'Fallon, IL

Edward Jones

Timothy Feeney is a financial advisor at Edward Jones in O'Fallon, IL, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at the Federal Bureau of Investigation from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans
user avatar
firm logo

Monika R

Series 66

Saint Louis, MO

Merrill

Monika Rana is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has worked at Bank of America and Merrill since 2004. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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")