Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Brienne M
Series 66
Wentzville, MO
LPL Financial
Brienne Moyer is a Series 66 licensed financial advisor with LPL Financial in Wentzville, MO, with seven years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at Vantage Credit Union and Freedom First Federal Credit Union. Moyer is involved in administrative and support roles related to investment services for credit union members. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology-driven portfolio management solutions.
Adam R
Series 66
Wentzville, MO
Edward Jones
Adam Robinson is a financial advisor at Edward Jones in Wentzville, Missouri, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2009. 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 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, operating under a fiduciary standard.
Lewis D
Series 63, Series 65
Lake St Louis, MO
OSAIC
Lewis Detz is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Osaic in 2024, he worked at Securities America Advisors, Inc. and Securities America Inc. for 19 years and has been involved with Financial Transitions, LLC since 2007. Outside of his advisory role, he provides small business consulting and prepares federal and state tax returns for individuals and entities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple platforms. The firm offers comprehensive brokerage and advisory services, incorporating advanced asset-allocation tools and third-party investment solutions.
Ryan T
CFP®, Series 66
Troy, MO
Edward Jones
Ryan Tepen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was self-employed for nine years and held brief roles at Bowling Green R-1 School District and Callaway Livestock in 2017. Edward Jones is a full-service wealth management firm with more than four million clients, offering a range of advisory programs and investment options. The firm supports a large network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies alongside affiliated financial services.
Jay P
Series 63, Series 66
Lake St Louis, MO
Edward Jones
Jay Pope is a financial advisor with Edward Jones in Lake St Louis, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. 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.
James F
Series 66
Lake St Louis, MO
Edward Jones
James Frey is a Series 66-registered financial advisor with Edward Jones in Lake St Louis, MO, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he has been involved with Master Networks in a recruiting capacity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
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 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")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide