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

Tanya P

Series 66

St. Louis, MO

Edward Jones

Tanya Passmore is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. She has been with Edward Jones since 2014 in various roles. 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 and affiliated investment products. 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
user avatar
firm logo

Thomas L

CFP®, CFA®, Series 66

St. Louis, MO

Edward Jones

Thomas Larm is a financial advisor at Edward Jones in St. Louis, MO, holding CFP®, CFA®, and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2007. 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 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

Sara M

Series 66

St. Louis, MO

Edward Jones

Sara Musch is a financial advisor at Edward Jones in St. Louis, MO, with 18 years of experience at the firm and 11 years in the industry. She holds the Series 66 designation. 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 more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

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

Chrissy D

Series 66

St. Louis, MO

Edward Jones

Chrissy Degnan is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years of industry experience. She has worked at Edward Jones since 2015. 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 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

Michael F

CFA®, Series 63

St. Louis, MO

Edward Jones

Michael Fross is a CFA® charterholder with 26 years of industry experience, currently advising at Edward Jones since 1999. He serves on the board of Apostolic Learning Academy, where he is involved in strategic planning to support the school's goals. 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 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

Alexander C

Series 66

St. Louis, MO

Edward Jones

Alexander Cooper is a Series 66-licensed financial advisor with Edward Jones, based in St. Louis, MO, and has three years of industry experience. His prior work history includes roles at Target and Southern Illinois University Edwardsville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

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

Kelly M

Series 66

St Louis, MO

Edward Jones

Kelly Mooney is a financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience and a Series 66 designation. Mooney has been with Edward Jones since 2009. Outside of advisory work, Mooney has experience selling health and wellness products as a sales consultant. 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services 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
firm logo

Tyson B

Series 66

Swansea, IL

Merrill

Tyson Bowman is a Financial Advisor with Merrill Lynch Wealth Management, focused on developing tailored financial strategies for individuals, families, and retirees. He works closely with clients to help them pursue their financial goals, manage life's transitions, and build lasting financial confidence. As a Merrill Solutions Advisor, Tyson emphasizes attentive listening to understand what clients value most. He collaborates directly with clients to create strategies aimed at helping them achieve their dreams. His role offers clients access to Merrill's global investing resources as well as the credit, lending, and banking services provided by Bank of America. Tyson holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tyson earned a Bachelor's Degree from the University of Missouri System. Outside of his professional work, he has personal interests in basketball, football, and music.

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

Allison K

Series 66

St. Louis, MO

Edward Jones

Allison Knapp is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. 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 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

Amanda N

Series 66

St. Louis, MO

Edward Jones

Amanda Nihira is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is associated with Kneehigh Prints, a screenprinting and design business operated by her spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a nationwide network of financial advisors and branch offices, offering both discretionary and non-discretionary solutions under a fiduciary standard.

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

Devan N

Series 66

Waterloo, IL

Edward Jones

Devan Nussbaumer is a financial advisor at Edward Jones with a Series 66 designation and over eight years of industry experience, including multiple tenures at Edward Jones. His prior work includes roles at Quantum Vision Centers, State Farm, and Citizens Community Bank. 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 strategies, 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
firm logo

Jeffrey H

Series 66

St Louis, MO

Edward Jones

Jeffrey Hanna is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with Midtown Home Improvement from 2013 to 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 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

Lisa P

Series 66

St. Louis, MO

Edward Jones

Lisa Prosperi is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, she worked at Nordstrom for seven years. 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 under management and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

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

Jeffrey M

Series 63, Series 65

Saint Louis, MO

LPL Financial

Jeffrey Mccorkendale is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Avantax Advisory Services, Strategic Wealth Advisors, and 1st Global Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
firm logo

Richard A

Series 63, Series 65

Webster Groves, MO

Edward Jones

Richard Alotta is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2006. He has participated in survey activities through Escalent. 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 large nationwide network of advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Michael Z

ChFC®, Series 63

St. Louis, MO

Edward Jones

Michael Zile is a financial advisor with Edward Jones in Saint Charles, Missouri, holding the ChFC® and Series 63 designations. He has 29 years of industry experience, all with Edward Jones since 1993. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, including both discretionary and non-discretionary solutions, with a nationwide network of more than 23,700 advisors.

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

Christopher R

Series 66

St. Louis, MO

Edward Jones

Christopher Ruck is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and 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

Troy B

Series 63, Series 65

Saint Louis, MO

Thrivent Investment Management

Troy Bixler is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and portfolio management services separate.

Business ownership considerations
user avatar
firm logo

Nicholas P

Series 66

St. Louis, MO

Edward Jones

Nicholas Pallardy is a Series 66 licensed financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2011. He has 12 years of industry experience. 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, separately managed accounts, and affiliated mutual funds, 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
user avatar
firm logo

Daniel K

Series 63, Series 66

St. Louis, MO

Edward Jones

Daniel Keith is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he maintains a family interest in a farm estate through Keith's Rolling Hills LLC. 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 range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

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 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")