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Matthew C
CFP®, Series 66, Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Matthew Clark is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He previously worked for nine years at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporate and institutional clients, offering a range of services such as investment management, financial counseling, and retirement plan fiduciary services. The firm follows a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis and maintains extensive affiliated service companies and product relationships beyond typical advisory platforms.
Perry S
Series 66
Clayton, MO
&PARTNERS
Perry Stubbs II is a financial advisor with \u0026PARTNERS in Clayton, MO, holding a Series 66 designation and 13 years of industry experience. He previously worked with Wells Fargo Advisors, LLC and Wells Fargo Clearing from 2012 to 2024. \u0026PARTNERS serves a diverse client base including individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analyses and provides services through both discretionary and non-discretionary management approaches.
Robert M
Series 63, Series 65
Saint Louis, MO
Private Advisor Group, LLC
Robert Markham is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Private Advisor Group, he worked at JBL Financial Services Inc and LPL Financial since 2022 and was previously employed at Aldi's and worked as an independent contractor and personal trainer. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and retirement plan consulting while utilizing a range of investment approaches and third-party asset management programs.
Jefferey P
Series 63, Series 65
Saint Louis, MO
VOYA Financial Advisors, Inc.
Jefferey Prost is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and having nine years of industry experience. Prior to joining Voya in 2017, he worked at American Realty LLC and Bubba Gump Shrimp Company. He is also active as an independent insurance agent, selling fixed insurance products and life insurance through Marathon Benefits Group. Voya Financial Advisors serves a diverse client base including individuals, institutions, and corporations, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice with a large portion of assets held in non-discretionary arrangements and operates multiple program structures including Unified Managed Account wrap programs and third-party money manager access.
Diane C
Series 66
St. Peters, MO
Benjamin F. Edwards & Company, Inc.
Diane Cipriano is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 25 years of industry experience. Prior to joining Benjamin F. Edwards in 2020, she worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management, utilizing strategies managed in-house, by its advisors, and through third-party managers.
Christopher R
Series 63, Series 66
Clayton, MO
&PARTNERS
Christopher Ross is a financial advisor at &Partners with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 11 years. &Partners serves a diverse range of individual and institutional clients, offering investment management and financial planning services through both discretionary and non-discretionary accounts. The firm combines fundamental, technical, and quantitative analysis with model portfolios and third-party strategies to manage client assets.
Meagan R
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Meagan Ranbarger is a financial advisor at Focus Partners Wealth, LLC in St. Louis, MO, holding a Series 65 credential with three years of industry experience. Her prior work includes roles at The Colony Group, Buckingham Strategic Wealth, CIBC Private Wealth Management, and United States Transportation Command. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach through enhanced open architecture and offers a variety of wealth management, fiduciary, and advisory services supported by an extensive network of affiliated service companies and product relationships.
Raymond F
Series 63, Series 65
St. Louis, MO
Oppenheimer
Raymond Faupel is a financial advisor at Oppenheimer with 56 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies.
Benjamin G
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Benjamin Gross is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, BAM Advisor Services, LLC, and State Farm Insurance. He also has a background connected to the University of Missouri - Columbia. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach across a diverse range of strategies and offers a broad menu of financial services including portfolio management, family office services, and fiduciary consulting.
Daniel M
Series 63, Series 66
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Daniel Murphy is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., TD Ameritrade Inc., Great Southern Bank, and Welsch Heating and Cooling. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs and investment strategies managed internally and by third parties, supported by an Investment Strategy Committee and an operational model that combines custody, execution, and trading services.
Teresa H
CFP®, Series 63, Series 66
St. Louis, MO
Mariner
Teresa Hayes is a CFP® with 22 years of industry experience and is currently with Mariner Wealth Advisors. Her prior roles include positions at U.S. Bancorp Investments, Charles Schwab, and Fidelity Investments. She is a board member of the Special Education Foundation and part owner of a milkshake factory franchise in St. Louis. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, estates, and corporations, offering investment management, financial planning, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers across a range of asset classes, while also providing integrated tax and accounting services alongside financial wellness tools.
Brandon G
Series 66
Saint Louis, MO
Wells Fargo Investment Institute, Inc.
Brandon Gross is a financial advisor at Wells Fargo Investment Institute, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC and DiSys prior to joining Wells Fargo Investment Institute. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s research is organized across specialized divisions and it primarily offers impersonal research and model guidance rather than direct investment management.
Matthew S
Series 65, Series 63
Maryland Heights, MO
Transamerica Financial Advisors
Matthew Short is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with affiliated companies including United Financial Services and the Transamerica Agency Network, focusing on life insurance and conservative investment solutions. Prior to joining Transamerica, he was with American United Life Insurance Co for a decade. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment programs.
Matthew B
Series 63, Series 65
St. Louis, MO
PNC Wealth Management
Matthew Buetow is a financial advisor with PNC Wealth Management in St. Louis, MO, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Principal Securities Incorporated, Principal Life Insurance Company, and Allstate Insurance Company. Outside of finance, he has worked as a food delivery driver for DoorDash. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available to select PNC employees. The firm employs algorithm-driven portfolio recommendations with investments implemented via mutual funds and ETFs and relies on third-party delegates for portfolio execution and proxy voting.
Logan R
CFP®
St. Louis, MO
Focus Partners Wealth, LLC
Logan Reno is a CFP® with five years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Moneta Group Investment Advisors, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a range of wealth management services using a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies.
Robert H
CFP®, Series 66
St. Louis, MO
Mariner
Robert Horton is a CFP® with 16 years of experience in the financial industry. He has worked at Mariner Wealth Advisors since 2018 and previously held roles at CliftonLarsonAllen Wealth Advisors, LLC and Fidelity Investments. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and tax services, utilizing customized portfolios supported by both in-house research and third-party managers.
Keith U
Series 63, Series 65
Clayton, MO
PNC Wealth Management
Keith Uebelein is a financial advisor with PNC Wealth Management in Clayton, MO, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and manages portfolios with approved model strategies implemented via mutual funds and ETFs.
John B
Series 65
Brentwood, MO
Hightower Advisors
John Bradley is a financial advisor at Hightower Advisors with two years of industry experience. He holds a Series 65 designation and previously operated 59YEAH LLC for eight years. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm employs a multi-manager investment approach utilizing both affiliated and third-party managers and provides various portfolio management and consulting services.
Susan F
Series 66
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Susan Frigerio is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. She has been with Benjamin F. Edwards & Co since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment and financial planning services through fee-based wrap programs, utilizing both strategic and tactical portfolio management monitored by an Investment Strategy Committee.
Jason T
CFP®, Series 63, Series 66
Saint Louis, MO
&PARTNERS
Jason Tschudy is a CFP® professional with 15 years of industry experience, currently affiliated with &Partners in Saint Louis, MO. He previously worked at Wells Fargo Clearing Services LLC for nine years and Commerce Bank for two years. &Partners serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement plan consulting through a dual registration as both a registered investment adviser and broker-dealer. The firm employs a variety of analytical approaches and portfolio management options, supporting both discretionary and non-discretionary accounts.
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5,742 advisors near
63044
within the area shown on the map
Out of 400,000+ nationwide