Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Karen M
Series 66
St. Louis, MO
Edward Jones
Karen Membreno is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has a background that includes an MBA from Brigham Young University and prior work at Workday, Inc. 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 strategies, emphasizing a large retail advisor network and affiliated investment capabilities.
Julia E
CFP®, Series 66
St. Louis, MO
Edward Jones
Julia Effinger is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, and has 10 years of industry experience. She has been with Edward Jones throughout her career 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 advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large national network of financial advisors and branch offices.
Sara P
Series 66
St. Louis, MO
Edward Jones
Sara Pelikan is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at Edward Jones since 2017 and previously held positions at Regions Bank and AAM Advisory PTE LTD. Based in St. Louis, MO, she provides wealth management services through her current firm. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Sharon W
Series 66
St. Louis, MO
Edward Jones
Sharon Wilder is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation and with 25 years of industry experience. She has been with Edward Jones since 1999. 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 through a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Erin C
CFP®, Series 66
Des Peres, MO
Edward Jones
Erin Crawford is a CFP®-designated financial advisor with Edward Jones, based in Des Peres, MO, and has nine years of industry experience. Prior to joining Edward Jones in 2017, she worked with Alex Wulff/St Louis University Writing Services for one year. 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 solutions supported by a large nationwide network of advisors and branch offices.
James K
CFP®, Series 66
Kirkwood, MO
Edward Jones
James Klocke is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 designation and is based in Kirkwood, MO. 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 under management and offers a range of discretionary and non-discretionary investment strategies, along with tax-efficient services, operating under a fiduciary standard.
Sasha M
Series 66
St. Louis, MO
Edward Jones
Sasha Moreno is a financial advisor at Edward Jones based in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Moreno worked for sixteen years at United Health Group. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.
Anne W
Series 66
St. Louis, MO
Edward Jones
Anne Weber is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2012. 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 clients. The firm operates a large nationwide network of advisors and branch offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and a range of overlay and tax-efficient services under a fiduciary standard.
Jennifer L
Series 63, Series 66
St. Louis, MO
Edward Jones
Jennifer Latham Ehlen is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 21 years. Based in St. Louis, MO, she has been with Edward Jones since 2021. 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Ryan M
Series 66
Belleville, IL
LPL Financial
Ryan Miller is a financial advisor with LPL Financial in Belleville, IL, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2018, he worked for SII Investments, Inc. from 2011 to 2018. Outside of his advisory role, he provides administrative support in a metal recycling business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.
Aaron L
CFP®, Series 63, Series 66
St. Louis, MO
Edward Jones
Aaron Ladner is a Certified Financial Planner (CFP®) at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004. 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 is known for its extensive advisor network, comprehensive advisory programs, and affiliated investment capabilities.
Alexis P
Series 66
St. Louis, MO
Edward Jones
Alexis Pruitt Payne is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2015. Outside of her advisory role, she also works as an Uber driver in Saint 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 under a fiduciary standard.
Eric R
Series 66
St. Louis, MO
OSAIC
Eric Rechtin is a financial advisor with OSAIC, holding a Series 66 designation and 24 years of industry experience. He previously worked at SagePoint Financial for 12 years before joining OSAIC in 2023. Rechtin serves on the board of directors for Joining for Jacob, Inc., a nonprofit focused on raising funds for scientific research and education related to myotubular myopathy. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.
Kevin B
Series 66
St. Louis, MO
Edward Jones
Kevin Buie Sr. is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with 10 years of industry experience, all with Edward Jones since 2016. He serves as a trustee and Governance Committee Vice Chair for Diversity, Equity, and Inclusion on the board of New City School in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated capabilities, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.
Kenneth C
ChFC®, Series 63, Series 65
Waterloo, IL
OSAIC
Kenneth Carrico is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, and has 44 years of industry experience. He has worked at OSAIC since 2023 and has been affiliated with Sagepoint Financial, Inc. since 2011. Outside of advising, Carrico serves on the finance council of his local parish, assisting with financial review. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and access to third-party money managers to construct diversified portfolios across various asset classes.
Lynette L
Series 66
St Louis, MO
Edward Jones
Lynette Lodholz is a financial advisor at Edward Jones in St. Louis, Missouri, holding a Series 66 designation with one year of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is notable for its large network of advisors and branch offices, as well as affiliated capabilities beyond advisory services.
Angela M
Series 63, Series 66
St. Louis, MO
Edward Jones
Angela Mandrell is a financial advisor with Edward Jones in Godfrey, IL, holding Series 63 and Series 66 credentials and having 23 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Susan B
Series 66
St. Louis, MO
Edward Jones
Susan Bachmann is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. She 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 strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Ryan M
CFP®, Series 63
St Louis, MO
Edward Jones
Ryan Mc Ghee is a CFP® certificant with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He is based in St. Louis, MO, and holds a Series 63 license. 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.
Asma U
CFP®, CFA®, Series 63, Series 66
St Louis, MO
Edward Jones
Asma Usmani is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® and CFA® designations with 14 years of industry experience. She has been associated with Edward Jones and its predecessor firm since 1995. Outside of her advisory role, she serves on finance and investment committees for several nonprofit organizations and volunteers as a teacher and mentor for investment education. Usmani is also the creator and author of business strategy games through her entertainment venture, Exponential Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a national network of advisors and branch offices. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.
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