Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Sara L
Series 66
Moscow Mills, MO
Edward Jones
Sara Losh is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory role, she manages a rental property in Hazelwood, Missouri. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.
Kristine K
Series 66
Wentzville, MO
Edward Jones
Kristine Kamman is a Series 66-licensed financial advisor with Edward Jones, based in Wentzville, MO. She has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large national network of financial advisors and branch offices.
Pamela T
Series 66
Moscow Mills, MO
Edward Jones
Pamela Tucker is a financial advisor with Edward Jones in Moscow Mills, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2019, she worked for the Wentzville R-IV School District for 12 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household and corporate types. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Tina M
Series 66
Foristell, MO
Edward Jones
Tina Mapes is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. She worked at Wells Fargo Clearing for five years before joining Edward Jones in 2021. Additionally, she serves as an adjunct instructor at Hannibal-La Grange University, where she facilitates online business courses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets across a large national network of advisors and branch offices.
Robin M
Series 63, Series 65
O'Fallon, MO
LPL Financial
Robin Marchbanks is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2006 and previously at Cutter & Company, Inc. and Edward Jones. Outside of advising, he is a notary public and is involved in small business activities including a home inventory service and private investigation work. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive operational and research tools.
Erin W
Series 66
Wentzville, MO
Edward Jones
Erin Wells is a Series 66-licensed financial advisor with Edward Jones in Wentzville, MO, and has 15 years of industry experience. She has been with Edward Jones since 2006. 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 and profit-sharing 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 under a fiduciary standard.
Adam L
Series 66
Warrenton, MO
Edward Jones
Adam Lawler is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Missouri Farm Bureau Insurance and Old Dominion Freight Lines. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Brittney O
Series 66
Lake St Louis, MO
Edward Jones
Brittney Obrien is a financial advisor with Edward Jones in Lake St Louis, MO, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Edward Jones since 2016, with a two-year period at Wells Fargo Clearing Services LLC, and has held roles outside finance including serving as a restaurant server. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.
Sandra P
Series 63, Series 66
Wentzville, MO
LPL Financial
Sandra Pruett is a financial advisor with LPL Financial in Wentzville, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2013 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of over 22,800 advisors and advanced operational tools.
Jana S
CFP®, Series 66
Lake St Louis, MO
Edward Jones
Jana Shepard is a CFP®-credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones in Lake St Louis, MO since 2010. She holds a Series 66 license. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all delivered through a nationwide network of more than 23,000 financial advisors.
Kelly H
Series 66
Wentzville, MO
LPL Financial
Kelly Huff is a Series 66-licensed financial advisor with LPL Financial, based in Wentzville, MO, and has 15 years of industry experience. She has worked at LPL Financial since 2011 and is also involved with Vantage Credit Union, where she supports administration of CDs, IRAs, deferred compensation, and member services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Jacob B
Series 66
Wentzville, MO
Edward Jones
Jacob Brown is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at CitiMortgage and Cenlar FSB. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.
Stephanie M
CFP®, Series 63, Series 65
Lake St Louis, MO
Edward Jones
Stephanie Mc Fadden is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to Edward Jones, she worked at Brighthouse Securities, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.
David P
Series 66
Lake Saint Louis, MO
Edward Jones
David Pulliam is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. The firm serves more than four million individual and institutional clients, offering a broad range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and maintains capabilities beyond advisory services, such as a trust company and securities-based lending.
Kerry S
Series 63, Series 66
Ofallon, MO
Edward Jones
Kerry Statler is a financial advisor at Edward Jones in Ofallon, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, Statler is active as a baseball and softball umpire and sports official with several local athletic associations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.
Thomas K
Series 66
O'Fallon, MO
LPL Financial
Thomas Kriss is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, Scottrade, and Saxony Capital Management. Kriss is based in O'Fallon, Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.
Paul W
Series 66
Wentzville, MO
Edward Jones
Paul Wilson is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Mitek, Aerotek, CeeKay Supplies, and Stingray Parts Washers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.
Justin R
Series 66
O'Fallon, MO
Edward Jones
Justin Richardson is a financial advisor at Edward Jones in O'Fallon, Missouri, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, along with affiliated mutual funds and other financial services.
Brian F
Series 63, Series 65
O'Fallon, MO
OSAIC
Brian Fruend is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Independent Advisors, LLC for 22 years and STIFEL for 2 years. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, providing advisors with various discretionary and non-discretionary management options.
Zacary F
Series 66
O'Fallon, MO
OSAIC
Zacary Fruend is a financial advisor at OSAIC in O'Fallon, MO, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles in educational institutions and brief positions in the financial services sector. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by a range of managed account options and third-party programs.
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 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”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide