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

Dalila P

Series 66

St. Louis, MO

Edward Jones

Dalila Piric is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at the Professional Employment Group for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and integrated capabilities beyond advisory services.

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

Lance G

Series 66

St. Louis, MO

Edward Jones

Lance Guthrie is a Series 66 licensed financial advisor with Edward Jones in Swansea, Illinois, with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as Communications Director for the O'Fallon Bombers Baseball Club and owns an online collectibles business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

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

Zachary P

Series 66

St. Louis, MO

Edward Jones

Zachary Porter is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Staffing Solutions and The Porter Bay Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

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

Sherry W

Series 63, Series 66

St. Louis, MO

Edward Jones

Sherry Wilson is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 31 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she works part-time at a hotel in St. Charles, MO. 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 advisors and branch offices across the United States.

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

Katherine T

CFP®, Series 66

St. Louis, MO

Edward Jones

Katherine Tierney is a CFP® with 20 years of industry experience, all spent at Edward Jones since 2006. She holds a Series 66 license and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides 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

Jo Ann S

Series 66

St. Louis, MO

Edward Jones

Jo Ann Schwent is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked for Caleres for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with 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.

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

Timothy N

CFP®, Series 66

St Louis, MO

Thrivent Investment Management

Timothy Nielsen is a CFP® professional with nine years of industry experience, currently with Thrivent Investment Management. His prior roles include positions at Moneta Group Investment Advisors, Oppenheimer & Co., and Commerce Bank. Outside of his advisory work, he serves as Baseball/Softball Director for St. Clement of Rome, organizing schedules and team communications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Tedd S

Series 65, Series 63

Sunset Hills, MO

Ameriprise

Tedd Schlereth is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he has a business ownership interest in Crestwood Partnership, a non-investment-related venture. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice, focusing on income reliability and tax-efficient withdrawal strategies.

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

Vanessa V

Series 66

St. Louis, MO

Edward Jones

Vanessa Vigil is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Prior to her career in financial advising, she worked in the restaurant industry, including positions at Chili's Restaurant and Whataburger. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a 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 and operates 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

Jonathan S

CFP®, Series 66

Kirkwood, MO

Edward Jones

Jonathan Schwendeman is a Certified Financial Planner® (CFP®) and holds a Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed 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

Joel V

Series 66

St. Louis, MO

Edward Jones

Joel Vollmer is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, 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

Kimberly H

Series 66

St. Louis, MO

Edward Jones

Kimberly Hunt is a financial advisor with Edward Jones in Manchester, MO, holding a Series 66 designation and 18 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 wide range of advisory programs and investment solutions 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

Steven J

Series 63, Series 66

St. Louis, MO

Edward Jones

Steven Johnson is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. Prior to joining Edward Jones in 2023, he worked at Wells Fargo Clearing Services LLC for six years and Benjamin F Edwards & Co for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

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

Ashley H

Series 66

St. Louis, MO

Edward Jones

Ashley Houston is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has 17 years of industry experience. She has worked at Edward Jones continuously since 2008. Outside of advising, Houston works as a personal trainer through Dynamic Fitness Management. 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 solutions supported by a nationwide network of over 23,000 financial advisors.

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

Brandi F

Series 63, Series 66

St. Louis, MO

Edward Jones

Brandi Fisher is a financial advisor at Edward Jones with 26 years of industry experience. She has held her current position at Edward Jones since 2002 and holds Series 63 and Series 66 designations. Based in St. Louis, MO, she has spent over two decades with the firm. 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 services, 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

Christopher H

Series 63, Series 66

St. Louis, MO

Edward Jones

Christopher Hughes is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2002. Hughes serves as a board member for Southwest Christian Academy in Little Rock, AR. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 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

Shaheen S

Series 66

St. Louis, MO

Edward Jones

Shaheen Shabrou is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, Shaheen worked at RedCard Systems for one year and has been involved with TipScouts, LLC since 2016. Outside of financial advising, Shaheen operates Sha-Boom Hobbies and Sports Memorabilia, a retail business in Fairbanks, AK. 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 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

Anson S

Series 63, Series 66

St. Louis, MO

Edward Jones

Anson Sobers is a financial advisor at Edward Jones in St. Louis, MO, with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 through a nationwide 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
user avatar
firm logo

Kenneth B

Series 66

St. Louis, MO

Edward Jones

Kenneth Brotherton is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014 and has concurrent involvement with St. Joseph School since 2011. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and maintains affiliated capabilities, including a trust company and proprietary mutual funds.

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

Bonny M

Series 63, Series 66

St. Louis, MO

Edward Jones

Bonny Mill is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with Edward Jones since 1996. 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 offers a wide 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
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)