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

Michael F

CFP®, ChFC®, Series 63

Chesterfield, MO

Mass Mutual Investors Services

Michael Fleming is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO. He holds the CFP® and ChFC® designations and has 24 years of industry experience. Fleming has been with Mass Mutual Investors Services since 2006 and MassMutual Life Insurance Company since 2005. He is the owner of Fleming Financial Services, LLC, an entity involved in his advisory activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs including wrap and money-manager options, focusing on collaborative, goal-driven financial planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Thomas H

Series 66

Chesterfield, MO

Mass Mutual Investors Services

Thomas Hadican Jr. is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding a Series 66 credential and 26 years of industry experience. He previously worked at Metlife Securities Co. for 16 years before joining Mass Mutual. Outside of his advisory role, he serves as a sports official in his community. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Christopher C

Series 66

St Louis, MO

Raymond James & Associates

Christopher Coulter is a financial advisor with Raymond James & Associates in St. Louis, MO, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of advising, Coulter owns and manages a rental real estate business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research.

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

Kenneth S

CFP®, Series 63

Frontenac, MO

Wells Fargo Clearing

Kenneth Safran is a CFP®-designated financial advisor with 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm employs an IPS-driven advisory process based on modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and demographics.

Retired Founder/Business Owner
user avatar
firm logo

Jody B

Series 63, Series 66

St. Louis, MO

Edward Jones

Jody Bozovich is a financial advisor at Edward Jones in St. Louis, MO, with 15 years of industry experience. She has been with Edward Jones since 2015 and holds Series 63 and Series 66 designations. 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 and investment strategies 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

Katherine B

CFP®, Series 66

St. Louis, MO

Edward Jones

Katherine Bodine is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2019. She has five years of experience in the industry and previously worked at Wells Fargo Home Lending for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

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

Harry T

Series 63, Series 65

Creve Coeur, MO

LPL Financial

Harry Tart is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at notable firms including Waddell & Reed, Inc. from 1997 to 2021. Outside of his advisory role, Tart is involved in photography as a non-investment-related activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-backed model portfolios and various technological tools.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Amber L

Series 66

St. Louis, MO

Edward Jones

Amber Linhardt is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2005. In addition to her work at Edward Jones, she is associated with RB Brandt & Sons. 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 strategies, managing approximately $1.01 trillion in assets through 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

Jeffrey M

Series 66

Ballwin, MO

Edward Jones

Jeffrey Misuraca is a Series 66-licensed financial advisor with Edward Jones in Ballwin, Missouri, where he has worked since 2008. He has 17 years of industry experience. 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, 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

Nicholas F

Series 66

St. Louis, MO

Edward Jones

Nicholas Frank is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Edward Jones, he worked in education at SLU College of Education and Webster University, and has experience in real estate and the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets through a large national 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

Justin F

Series 66

St. Louis, MO

Edward Jones

Justin Fox is a financial advisor at Edward Jones in Saint Charles, MO, with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he is involved as a web developer for a livestock supplements business in McAlester, OK. 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 strategies 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

John G

Series 63, Series 66

O'Fallon, MO

Thrivent Investment Management

John Gray is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and combines planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.

Business ownership considerations
firm logo

Mark A

CFP®, Series 66

St Louis, MO

Edward Jones

Mark Audet is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2011. Outside of his advisory role, he is involved in managing a rental property in Phoenix, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Kristen K

Series 63, Series 66

St. Louis, MO

Edward Jones

Kristen Kinney is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with Edward Jones since 2017 and previously worked at Larson Financial Group, LLC and Larson Financial Securities, LLC from 2014 to 2017. 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 options, maintaining a large national network of advisors and branch offices.

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

Alexander B

Series 66

Chesterfield, MO

Fidelity

Alexander Buck is a financial advisor with Fidelity, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining Fidelity, he has experience in medical sales at Sure-Tech Diagnostics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
firm logo

Sarah V

CFP®, Series 66, Series 63

Saint Louis, MO

Edward Jones

Sarah Vehige is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP® designation and Series 66 and Series 63 licenses. Vehige serves on the board and finance and executive committees of the Miriam School and Learning Center in St. Louis, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

Divorce financial planning Planning for children with special needs Retired Founder/Business Owner Executive
firm logo

Christopher G

Series 66

St. Louis, MO

Fidelity

Chris Growe is a Financial Consultant currently working at Fidelity Investments. In this role, he partners directly with clients and their families to develop customized financial plans aligned with their goals, timelines, and risk tolerance. He emphasizes putting clients' interests first to help them pursue their financial objectives with confidence and peace of mind. Chris has been with Fidelity Investments since 2021, initially serving as a Planning Consultant before transitioning to his current position. Prior to joining Fidelity, he was a Senior Financial Consultant at TD Ameritrade from 2014 to 2021. He holds an Arkansas Insurance License.

Wealth management
user avatar
firm logo

Angelic B

Series 66

Maryland Heights, MO

Edward Jones

Angelic Bryant is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and with 12 years of industry experience. She has been with Edward Jones for 27 years. Outside of her advisory role, she owns a retail business focused on clothes, accessories, and hair products, and she is also an author of children's books. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, 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

Michael G

Series 66

St. Louis, MO

Edward Jones

Michael Gari is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 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 with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, 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
firm logo

Laura L

Series 63, Series 66

Frontenac, MO

Merrill

Laura Lueken is a Senior Financial Advisor with Merrill Lynch Wealth Management. She leverages decades of experience to assist successful business owners, wealthy families, large plan sponsors, and their employees in achieving meaningful financial objectives with a minimal level of required risk. Laura provides advice and guidance in retirement planning, wealth building, and asset preservation. She serves a diverse client base including widows and divorcees, applying her "hands-held, ears-open" philosophy of client care. Laura addresses asset management needs and advises on fiduciary issues for private and public entities. Over the years, she has supported professionals, business owners, and plan administrators in developing and implementing group retirement plans. She encourages clients to adopt a rational and realistic approach to investing, emphasizing the meaning of wealth beyond monetary value. Laura holds a Bachelor's degree from the University of Missouri - St. Louis. She holds the Retirement Benefits Consultant designation and is a Certified Plan Fiduciary Advisor (CPFA) awarded by the National Association of Plan Advisors (NAPA). She also holds the Chartered Retirement Planning Counselor designation from the College for Financial Planning Institutes Corp. Laura contributes to financial education through speaking engagements and has served on the board and committees of the Foster and Adoptive Care Coalition. Her community involvement includes work with the Foster and Adoptive Care Coalition, Ronald McDonald House, and St Peter Catholic School.

General retirement planning Wealth management Business ownership considerations Business Financial Management Business succession planning Founder/Business Owner Women Professionals Parents
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")