Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

3,294 advisors near
63025

Out of 400,000+ nationwide

user avatar
firm logo

Kammeron H

Series 66

Frontenac, MO

STIFEL

Kammeron Hibdon is a financial advisor at Stifel with 19 years of industry experience and holds a Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent five years at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Curt K

Series 63, Series 65

Frontenac, MO

Wells Fargo Clearing

Curt Kruse is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at U.S. Bancorp Investments and Morgan Stanley. Outside of advising, he serves as treasurer for a homeowner’s association and co-trustee for a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
user avatar
firm logo

Anthony F

Series 66

Chesterfield, MO

Mass Mutual Investors Services

Anthony Frierdich is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Owl Health and Relias. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning without discretionary investment authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Nicholas S

Series 63, Series 66

Kirkwood, MO

Fidelity

Nicholas Szweda is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, TD Ameritrade, Amazon, and the St. Louis Cardinals. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery using proprietary research and quantitative methods. The firm is registered with the CFTC as a commodity pool operator and formally advises multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Brandi A

Series 63, Series 66

St. Louis, MO

Edward Jones

Brandi Aspden is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Edward Jones in 2025, she spent 13 years at TIAA-CREF. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and solutions supported by a large nationwide network of advisors and branch offices.

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

Margaret P

Series 63, Series 66

St. Louis, MO

Edward Jones

Margaret Paspalas is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated products. The firm manages approximately $1.01 trillion in assets and maintains a large national 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

Meredith M

Series 66

St Louis, MO

Charles Schwab

Meredith Meyer is a financial advisor with Charles Schwab holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at TD Ameritrade Investment Management and Scottrade. Outside of finance, she owns a small business producing and selling dips at farmers' markets and festivals. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a mix of non-discretionary advice and access to discretionary separately managed accounts within an integrated wealth management platform.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar
firm logo

Frank N

Series 66, Series 63

Creve Coeur, MO

Charles Schwab

Frank Nowicke is a financial advisor at Charles Schwab & Co., Inc. with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at several firms, including TD Ameritrade, Pruco Securities, Ameriprise Financial Services, NYLIFE Securities, and New York Life Insurance Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary guidance and access to discretionary separately managed accounts.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar
firm logo

Bradley O

CFA®, Series 63

St. Louis, MO

Edward Jones

Bradley Orr is a CFA® charterholder and holds a Series 63 license with 16 years of industry experience. He is currently with Edward Jones in West Palm Beach, FL, joining the firm in 2025 after roles at Truist Investment Services and other firms. His background includes experience in both investment services and health-related businesses. 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 and offers a broad range of advisory programs and investment solutions supported by 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

Michael K

Series 63, Series 66

St. Louis, MO

Edward Jones

Michael Kadlec is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 registrations. He has 30 years of industry experience, including 23 years with Edward Jones. 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

Sason J

Series 66

St. Louis, MO

Edward Jones

Sason Jadali is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Diode Dynamics for two years. Outside of advisory work, Jadali is a partner in a rental property business where he is involved in tenant communications and property maintenance. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated financial services supported by a nationwide network of advisors and branch offices.

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

Gerald P

Series 65

St. Louis, MO

Edward Jones

Gerald Plowman is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Moneta Group Investment Advisors LLC, Deloitte, and Plante Moran, as well as time at the University of Missouri. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

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

Collin M

Series 66, Series 63

St Louis, MO

Charles Schwab

Collin Mayer is a financial advisor at Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and several other companies in various roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar
firm logo

Danielle D

Series 66

Saint Albans, MO

LPL Financial

Danielle Darling is a Series 66-registered financial advisor with LPL Financial, based in Saint Albans, MO, with eight years of industry experience. Her career includes roles at Resource One Advisors, National Planning Corporation, and Edward Jones. Outside of finance, she has worked as a film extra. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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

John L

Series 66

Saint Louis, MO

Edward Jones

John Lawlor is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Lawlor serves as an alumni board member for Chaminade College Prep in Saint Louis, MO, contributing to the school's alumni community. 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.

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

Stasha H

Series 66

St. Louis, MO

Edward Jones

Stasha Heine is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2007. 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 under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee 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

Angela R

Series 66

St. Louis, MO

Edward Jones

Angela Rybacki is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2007. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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

Gregory F

CFA®, Series 63

St. Louis, MO

Edward Jones

Gregory Fleissner is a CFA® charterholder and holds a Series 63 license with two years of industry experience. He is currently with Edward Jones in St. Louis, MO, having joined the firm in 2025. Prior to Edward Jones, he worked at Lewis and Clark Capital and Stifel, among other positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm 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

Monica N

Series 66

St. Louis, MO

Edward Jones

Monica Nix is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2008. 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, including discretionary and non-discretionary wrap fee strategies, 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

Richard F

Series 66

St. Louis, MO

Edward Jones

Richard Frierdich III is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has 15 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, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer 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”)