Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

2,130 advisors near
63069

Out of 400,000+ nationwide

user avatar
firm logo

Monica B

Series 66

St. Louis, MO

Edward Jones

Monica Becker is a financial advisor at Edward Jones with a Series 66 designation and eight years at the firm. She has three years of industry experience, including fourteen years at Surgery Specialists of Missouri LLC. 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, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

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

Tyler R

Series 66

Chesterfield, MO

Mass Mutual Investors Services

Tyler Roberts is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 license and has held various roles within MassMutual entities since 2015, including positions at Mass Mutual Investors Services and MassMutual Life Insurance Company. His background also includes work in other sectors such as Fastenal and CommonGrounds. Mass Mutual Investors Services, LLC, operates as a subsidiary of MassMutual and 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 supported by firm-approved software tools and offers specialized programs including estate settlement and employer-sponsored 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

Cristina K

Series 66

St. Louis, MO

Edward Jones

Cristina Kulczycki is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has previously worked at TSG, Elessent Clean Technologies, and MECS, a subsidiary of DuPont. 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, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

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

Nathan W

Series 66

St. Louis, MO

Edward Jones

Nathan White is a financial advisor at Edward Jones with 20 years of experience at the firm. He holds the Series 66 designation. 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 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

Stacey K

Series 66

St. Louis, MO

Edward Jones

Stacey Knock is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she serves on the finance committee for a local Boy Scouts troop and participates in foster care through a family support organization. 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 more than 23,700 financial advisors and over 15,000 branch offices.

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

Luis B

Series 63, Series 66

St. Louis, MO

Edward Jones

Luis Bejarano is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at The Vanguard Group, J.P. Morgan Chase Bank, Wells Fargo Bank, and positions with Grand Canyon University and Arizona State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary advisory strategies, separately managed accounts, and affiliated mutual funds 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

Leonard T

Series 63, Series 65

St. Louis, MO

Edward Jones

Leonard Tocco II is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Edward Jones in 2020, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. His background also includes roles at Robert Rubbelke, Columbia Country Club, and Delta Exteriors LLC. 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 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

Mary M

Series 66

St. Louis, MO

Edward Jones

Mary Mcgilligan Sahin is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, access to 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

Stephen M

Series 63, Series 66

St. Louis, MO

Edward Jones

Stephen Medlin is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 1989. Medlin serves as a FINRA arbitrator in Chicago, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm 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

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.

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

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.

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

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.

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

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.

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

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.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

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.

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

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.

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

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.

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

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.

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

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.

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

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) 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")