Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

135 advisors near
62298

Out of 400,000+ nationwide

user avatar
firm logo

Charles G

ChFC®, Series 66

Smithton, IL

Edward Jones

Charles Geringer is a financial advisor at Edward Jones in Smithton, IL, holding the ChFC® designation and Series 66 license 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 with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

John M

Series 63, Series 65

Festus, MO

STIFEL

John Mcatee Sr. is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
firm logo

Sarah A

CFP®, ChFC®, Series 63, Series 65

Columbia, IL

Edward Jones

Sarah Arendell is a financial advisor with Edward Jones in Columbia, IL, holding the CFP® and ChFC® designations and possessing 37 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is a member of Young Living Essential Oils. 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 large network of advisors and branch offices.

Retirement income strategy Early retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
firm logo

Kevin H

Series 66

Arnold, MO

Edward Jones

Kevin Humphrey is a financial advisor with Edward Jones in Arnold, MO, holding a Series 66 designation and 16 years of industry experience, all with his current firm since 2010. Outside of his advisory role, he has engaged in wardrobe work for local theater productions in St. Louis, contributing periodically to help actors with costumes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering 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 advisors and branches, as well as affiliated capabilities such as a trust company and securities-based lending.

General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
firm logo

Steve R

Series 66

Arnold, MO

Edward Jones

Steve Reddy is a financial advisor with Edward Jones holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Mastercard, Aclara, TDK Technologies, Daughtery Business Solutions, and Connective Rx. 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.

Retirement income strategy Retirement withdrawal strategies Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
firm logo

Marina S

Series 66

Arnold, MO

Edward Jones

Marina Stang is a Series 66-licensed financial advisor with Edward Jones, based in Arnold, MO. She has 17 years of industry experience and 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

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

David H

Series 66, Series 63

Barnhart, MO

Edward Jones

David Huelster is a financial advisor with Edward Jones, holding Series 66 and Series 63 designations and 29 years of industry experience. He has been with Edward Jones since 1996. 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 through a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
user avatar
firm logo

Joshua P

Series 63, Series 66

St Louis, MO

Edward Jones

Joshua Portell is a financial advisor at Edward Jones in St. Louis, MO, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 through a large network of over 23,000 financial advisors and offers a variety of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options.

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

Todd O

Series 63, Series 66

Columbia, IL

Edward Jones

Todd Osterhage is a financial advisor with Edward Jones in Columbia, Illinois, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns T.A.L.K. Properties, an LLC that holds office rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated services. The firm manages over $1 trillion in assets through a network of more than 23,000 financial advisors and emphasizes both discretionary and non-discretionary strategies under a fiduciary standard.

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

Pamela S

Series 66

Festus, MO

STIFEL

Pamela Smith is a financial advisor at Stifel with 19 years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2021. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved in periodic horse sales and distributes equine health supplements. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment guidance incorporates proprietary methodologies from the firm's Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

General retirement planning Income planning
firm logo

Connor G

Series 66

Red Bud, IL

Edward Jones

Connor Guebert is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Total Quality Logistics for one year. He holds the Series 66 designation. 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, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

William L

Series 66

Imperial, MO

Fisher Investments

William Ludwig is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of his advisory role, he is an owner of rental property in Imperial, Missouri. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis, tax-aware processes, and risk management techniques.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

David K

CFP®, Series 66

Festus, MO

Wells Fargo Clearing

David Kirkman is a CFP® professional with eight years of industry experience, currently serving at Wells Fargo Clearing. His work history includes roles at Wells Fargo Clearing Services LLC and Associate Staffing, as well as earlier positions at Spring Hill College and Tapawingo National Golf Club. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
firm logo

Ashley O

Series 66

Columbia, IL

Edward Jones

Ashley Osterhage is a financial advisor with Edward Jones in Columbia, IL, holding a Series 66 designation and two years of industry experience. Prior to returning to Edward Jones, Osterhage worked at Publicis Sapient and held various roles at Illinois State University and local organizations. Outside of advising, she has worked in customer service and management positions, including at Waterloo Country Club and Illinois State University Conference Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

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

Megan S

Series 66

Bamhart, MO

Ameriprise

Megan Siracusa is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and previously worked at Money Concepts Capital Corp and Fortune Investment Services LLC. In addition to her advisory role, she is involved with Southern Bank as a financial advisor in wealth management. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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")