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

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
firm logo

Brian D

Series 63, Series 66

Sunset Hills, MO

Edward Jones

Brian Dentinger is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. 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 and investment solutions through a nationwide network of financial advisors and branch offices.

Retirement income strategy Business exit / sale strategy Business Financial Management General estate planning guidance Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

David W

Series 66

St. Louis, MO

LPL Financial

David Weis is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at CUSO Financial Services, First Heartland Capital, Woodbury Financial Services, and Morgan Stanley. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research tools and a broad spectrum of investment strategies.

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

Emily B

Series 66

St. Louis, MO

Edward Jones

Emily Brown is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has previously worked at the University of Missouri, Enterprise Holdings, and Volkert, Inc. Company. Based in St. Louis, MO, she has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and 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

Kristi O

Series 63, Series 66

St. Louis, MO

Edward Jones

Kristi Olmsted is a financial advisor with Edward Jones in St. Louis, MO, holding the Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, Olmsted serves as Vice President of the Inertia School of Dance Parent Booster in Lake St. Louis, MO. 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 options supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

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

Nathan H

CFP®, CFA®, Series 66

St. Louis, MO

Edward Jones

Nathan Hoffman is a CFP®, CFA®, and Series 66-licensed financial advisor with 16 years of experience, currently practicing at Edward Jones in St. Louis, MO. He has been with Edward Jones since 2010. 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, operating under a fiduciary standard.

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

Spencer K

Series 66

Shiloh, IL

Edward Jones

Spencer Koetting is a financial advisor at Edward Jones in Shiloh, IL, holding a Series 66 designation and with 10 years of industry experience, all at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Gretchen G

Series 66

St. Louis, MO

Edward Jones

Gretchen Garcia is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Her prior experience includes roles at Cetera, Securian Financial Services, and Renaissance Financial Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a broad 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

Genevieve M

Series 66

St. Louis, MO

Edward Jones

Genevieve Molina is a Series 66 licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2015. She has 10 years of industry experience and has also worked at the University of Phoenix since 2006. 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 services, 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

Candice M

Series 66

O'Fallon, IL

Raymond James & Associates

Candice Mueller is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Her prior work includes roles at the Defense Information Technology Contracting Office, Air Mobility Command, and Nestle Purina PetCare Company. 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, providing financial planning and non-discretionary investment consulting through various specialized programs and offers municipal advisory services alongside its institutional and individual client solutions.

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

John F

Series 65, Series 63

Kirkwood, MO

LPL Financial

John Froidl is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo & Co., Century Securities, and Stifel Nicolaus & Co., Inc. Outside of his advisory role, he is involved with Twisted Juniper, an investment-related business. 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 range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a variety of investment strategies.

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

Daniel P

Series 66

St. Louis, MO

Edward Jones

Daniel Proost is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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 nationwide network of financial advisors.

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

Charles B

Series 63, Series 66

St Louis, MO

Cetera

Charles Barker is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 37 years of industry experience. He has been with Cetera since 2013, including his current role beginning in 2023. Outside of his advisory work, Barker serves as treasurer and fundraiser for a local political campaign committee. Cetera Investment Advisers LLC is a national firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to 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

Kelsey G

Series 66

St. Louis, MO

Edward Jones

Kelsey Giaimo is a financial advisor at Edward Jones in St. Louis, MO, with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to this, she held roles at Commerce Trust Company, BAM Advisor Services, and Moneta Group. 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 investment 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

Carter K

Series 66

Des Peres, MO

LPL Financial

Carter Kane is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 credential and has worked previously at Central Trust Bank and First Midwest Bank of the Ozarks. Outside of finance, he has held roles at Hensel Painting Company, Harpos Bar and Grill, and Westborough Country Club. 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 advisory solutions including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

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

Lisa F

Series 63, Series 66

Des Peres, MO

LPL Financial

Lisa Friebel is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining LPL Financial in 2022, she worked at RGA-Reinsurance Group of America from 2017 to 2022 and briefly at Ashfield in 2017. 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 range of financial planning and investment management services through a large network of investment adviser representatives.

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

Timothy L

Series 63, Series 65, Series 66

Webster Groves, MO

Edward Jones

Timothy Lane is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He previously worked at Raymond James & Associates, Inc. for eight years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

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

Matthew C

Series 66

St Louis, MO

Thrivent Investment Management

Matthew Crowe is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing Services LLC, Crown Capital Securities, and Mass Mutual. Crowe is based in St. Louis, MO. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across a range of topics while keeping planning and managed-account services separate.

Business ownership considerations
user avatar
firm logo

Susan P

Series 63, Series 66

St. Louis, MO

Edward Jones

Susan Perks is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 37 years of industry experience. She has been with Edward Jones since 1991. Outside of her advisory role, she is a co-owner of a rental property in St. Louis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated financial products. The firm is noted for its large network of advisors and branches, as well as its fiduciary standard and integrated capabilities beyond advisory services.

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”)