Overwhelmed by options?
Answer a few questions to see advisors matched to you.
1,824 advisors near
63010
within the area shown on the map
Out of 400,000+ nationwide
Jason H
Series 66
Ellisville, MO
Edward Jones
Jason Huntley is a financial advisor with Edward Jones in Ellisville, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a co-owner of Huntley Family Farms LLC, an equestrian business in Wildwood, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Erica S
Series 66
St Louis, MO
Edward Jones
Erica Stewart is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with over 18 years of industry experience. She previously worked at First Community Credit Union from 2005 to 2023 before joining Edward Jones. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.
Naomi H
Series 66
St. Louis, MO
Edward Jones
Naomi Henderson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2019, she worked at the University of Rochester, Amazon, Elite Tutoring, and Education Testing Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large national network of financial advisors and branch offices.
Shawn H
Series 66
St. Louis, MO
Edward Jones
Shawn Hampton is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and previously worked at U.S. Bank and U.S. Bancorp Investments, Inc. for 11 years before joining Edward Jones in 2022. 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 affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Chad S
Series 63, Series 65
Arnold, MO
Edward Jones
Chad Schaffer is a financial advisor with Edward Jones in Arnold, MO, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has worked at Edward Jones since 2002. Schaffer is an owner of a commercial real estate building in Millstadt, IL, intended for a future Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.
Bret S
Series 66, Series 65
Columbia, IL
Cetera
Bret Steffenauer is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Cetera Financial Specialists LLC since 2000 and owns Steffenauer & Associates CPAs, Inc. Outside of financial advising, he is a 50% stockholder in a real estate investment management business focused on non-residential rental properties in Columbia, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of advisors, utilizing multiple program structures and investment strategies.
Charlotte M
CFP®, Series 66
St. Louis, MO
Edward Jones
Charlotte Matthews is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. She has been with Edward Jones in St. Louis, MO, for the past 10 years. Outside of her advisory role, she is a shareholder in Goodin Land Company, a farm based in Charleston, MO. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and affiliated products, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.
Cody P
Series 66
Fenton, MO
Merrill
Cody Patterson is a Series 66 licensed advisor with Merrill, based in Fenton, MO, with one year of industry experience. He has prior experience at Bank of America and Regions Bank, and also served six years in the United States Army National Guard. Outside of financial services, he works occasionally as a food runner and bartender at Eckerts in Belleville, IL. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.
Ryan K
Series 63, Series 66
St. Louis, MO
Edward Jones
Ryan Knuckles Li is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management and Scottrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.
Fadil H
Series 66
St. Louis, MO
Edward Jones
Fadil Hodzic is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 8 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of advisors and offices, as well as its affiliated trust, mutual funds, and securities-based lending services.
Caitlin B
Series 63, Series 66
Kirkwood, MO
Edward Jones
Caitlin Beshears is a financial advisor at Edward Jones in Kirkwood, MO, holding Series 63 and Series 66 licenses with 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is involved in managing rental property. 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 options, supported by a large network of financial advisors and branch offices.
Juanita P
Series 63, Series 66
St. Louis, MO
Edward Jones
Juanita Penfield is a financial advisor with Edward Jones in Saint Charles, MO, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Lawrence B
Series 63, Series 66
St Louis, MO
Edward Jones
Lawrence Byars is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with 22 years of industry experience. He worked at Farmers Insurance Group and Farmers Financial Solutions from 2004 to 2017 before joining Edward Jones in 2018. Outside of his advisory role, he is involved in music performance at Candicci's Restaurant in Ballwin, MO. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Joseph K
Series 66
Saint Louis, MO
Merrill
Joseph Krull is a financial advisor with Merrill in Saint Louis, MO, holding a Series 66 license and one year of industry experience. Prior to his current role, he worked at Bank of America and owned a 50% stake in BC Boat Cleaning, a business unrelated to investment activities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
Virgil H
Series 66
St. Louis, MO
Edward Jones
Virgil Hall is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with six years of industry experience. His career includes roles at Edward Jones, Wells Fargo Clearing Services LLC, CUNA Brokerage Services, Inc., and Merrill. He also worked at Meramec College for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Jeremy W
Series 63, Series 66
St. Louis, MO
Edward Jones
Jeremy Wertzberger is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He worked at TD Ameritrade from 2016 to 2020 before joining Edward Jones, where he has been since 2020. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Edward D
Series 66
St. Louis, MO
Edward Jones
Edward Donoghue is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His background includes roles at Intel and Arizona State University, alongside over a decade of service in the US Army, where he currently serves as a major in the Army Reserve. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Dilkash L
Series 66
St. Louis, MO
Edward Jones
Dilkash Luhano is a financial advisor with Edward Jones in St. Louis, MO. She holds the Series 66 designation and began her career in the financial industry in 2026. Prior to joining Edward Jones, she held positions at Cascade CPA and LZ Management, among other roles. 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 over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.
Vincent W
CFP®, Series 63, Series 65
St Louis, MO
Edward Jones
Vincent Wallace is a CFP® with 17 years of industry experience and has been with Edward Jones since 2013. He holds Series 63 and Series 65 licenses and is based in St. Louis, MO. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.
Randall S
Series 65, Series 63
Arnold, MO
Edward Jones
Randall Stahl is a financial advisor at Edward Jones with 28 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Edward Jones since 1998. 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 across the United States.
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 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”)
Finding advisors...
1,824 advisors near
63010
within the area shown on the map
Out of 400,000+ nationwide