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

Denis M

Series 66

St. Louis, MO

Edward Jones

Denis Mehmedspahic is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 license and bringing nine years of industry experience. He has been with Edward Jones since 2013. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Steven P

Series 63, Series 66

St. Louis, MO

Edward Jones

Steven Painter is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large nationwide 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

Kimberly S

Series 66

Maryland Heights, MO

Edward Jones

Kimberly Skaggs is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. 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 nationwide 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

Nhuong C

CFP®, Series 63

St Louis, MO

Charles Schwab

Nhuong Cao is a CFP®-certified financial advisor with Charles Schwab in St. Louis, MO, bringing three years of industry experience. Prior to joining Schwab, Cao worked at TD Ameritrade and has a background outside finance that includes four years at LG Vina Cosmetics. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines a non-discretionary advisory model with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar
firm logo

Phillip S

Series 63, Series 65

St. Louis, MO

Edward Jones

Phillip Smerek is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 65 designations 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 manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Stephen L

Series 63, Series 65

Chesterfield, MO

LPL Financial

Stephen Leicht is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2008. Outside of his advisory role, he serves as a notary public for the state of Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

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

Emily K

Series 66

Chesterfield, MO

Morgan Stanley

Emily Kanefield is a financial advisor at Morgan Stanley Wealth Management with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services from 2008 to 2017. Kanefield has been with Morgan Stanley since 2017, based in Chesterfield, MO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

Tiffany A

Series 66

St. Louis, MO

Edward Jones

Tiffany Ascheman is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. She 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 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.

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

Paul Sam C

Series 66

Frontenac, MO

STIFEL

Paul Sam Carothers is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Cerner Corporation. Carothers’ career also includes four years at the University of Missouri. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Tony G

Series 63

Maryland Heights, MO

Edward Jones

Tony Gumper is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 63 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and is noted for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

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

Michael H

Series 66

Chesterfield, MO

Wells Fargo Clearing

Michael Hessler is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Capacity, Cultivation Capital, Stadia Ventures, Indiana University, and Rapsodo. Outside of his advisory work, he owns Worldwide Vending LLC, a vending machine business. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
user avatar
firm logo

Bret Z

Series 66, Series 63

St Louis, MO

Charles Schwab

Bret Zingrich is a financial advisor at Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 licenses with five years of industry experience. Prior to joining Charles Schwab in 2023, he worked at TD Ameritrade from 2021 to 2023 and operated a neighborhood bowling center for eight years. He also took a one-year hiatus for remote parenting and schooling during the pandemic. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts using multi-asset model portfolios supported by proprietary research and a formal alternative-investment process.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar
firm logo

Emele O

Series 66

St. Louis, MO

Edward Jones

Emele Orris is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2005. 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 nationwide network of approximately 23,701 financial advisors.

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

William D

Series 66

St. Louis, MO

Edward Jones

William Drogo is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He previously worked at Kingdom Financial Group LLC and Fullerton Financial Planning, and has been with Edward Jones since 2008 in two separate tenures. 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 supported by a large nationwide network of advisors and branch offices.

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

Man Dee A

Series 66

Maryland Heights, MO

Edward Jones

Man Dee Alevizos is a financial advisor at Edward Jones with nine years of industry experience. Prior to joining Edward Jones in 2017, Alevizos worked five years at Indiana Farm Bureau Insurance. She holds the Series 66 designation and is based in Maryland Heights, Missouri. 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 nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

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

Brock W

CFA®, Series 66, Series 65

St. Louis, MO

Edward Jones

Brock Weimer is a CFA® charterholder and holds Series 65 and Series 66 licenses, with five years of experience in the financial industry. He has worked at Edward Jones since 2023 and previously at Wells Fargo Investment Institute, Inc. from 2021 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors.

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

Scott S

Series 66

St Louis, MO

Edward Jones

Scott Sweesy is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with 14 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, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Ryan S

Series 66

Webster Groves, MO

Ameriprise

Ryan Stookey is a financial advisor with Ameriprise in Sainte Genevieve, MO, holding a Series 66 designation and four years of industry experience. He previously worked at Aflac for 15 years and is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Justin R

Series 63, Series 66

St Louis, MO

Charles Schwab

Justin Ruester is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2023, and previously was with TD Ameritrade, Inc. from 2017 to 2024. Prior to his financial services career, he worked in the hospitality and event services industries. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm delivers investment guidance via multi-asset model portfolios and offers both non-discretionary and discretionary advisory services, supported by a large client base and a centralized operational structure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar
firm logo

Thomas H

Series 63, Series 65

St. Louis, MO

Edward Jones

Thomas Higgins is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Independent Advisors, Goldman Sachs, and Wells Fargo Clearing Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various asset levels. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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