Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

236 advisors near
63012

Out of 400,000+ nationwide

firm logo

Joseph S

Series 66

St Louis, MO

Edward Jones

Joseph Scalzitti is a financial advisor at Edward Jones in St. Louis, Missouri, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Edward Jones since 2014 and has an ongoing affiliation with Central Methodist University since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families Religious/faith focused
firm logo

Keith W

Series 63, Series 66

Fenton, MO

Edward Jones

Keith Weik is a financial advisor with Edward Jones in Fenton, MO, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management General retirement planning Founder/Business Owner
user avatar
firm logo

John M

Series 66

Fenton, MO

Edward Jones

John Mohler is a financial advisor at Edward Jones with nine years of industry experience and holds the Series 66 designation. He previously worked at Wells Fargo Advisors for nine years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices, with assets under management totaling approximately $1.01 trillion.

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

Scott S

CFP®, Series 63

Eureka, MO

Cetera

Scott Schickling is a CFP® and Series 63 registered advisor affiliated with Cetera, with 19 years of industry experience. He has worked at Avantax Advisory Services and Avantax Insurance Agency and operates his own CPA firm specializing in tax preparation and accounting. Outside of his advisory role, he serves as president of a construction company and owns a real estate entity that holds his office building. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, retirement plan, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
firm logo

Alicia O

Series 63, Series 66

Columbia, IL

Edward Jones

Alicia Oglesby is a financial advisor with Edward Jones in Columbia, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience, all with Edward Jones since 2016. She serves as a board member of the Kiwanis Club of Columbia, where she participates in decision-making regarding the club’s activities and asset distribution. Edward Jones is a full-service wealth management firm serving over 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 operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Wealth management Inheritance planning General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive Women Professionals
firm logo

Joshua M

Series 66

Eureka, MO

Edward Jones

Joshua Morgan is a Series 66 licensed financial advisor with Edward Jones in Eureka, Missouri, and has 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Morgan serves as a captain and commander of the 1137th Military Police Company in the Missouri National Guard and works as a staff accountant at Owensville Christian Church. 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 strategies, with a nationwide network of over 23,700 financial advisors.

Retirement income strategy Business exit / sale strategy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

James F

Series 65, Series 63

St Louis, MO

Edward Jones

James Finder is a financial advisor at Edward Jones with 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Finder holds Series 65 and Series 63 licenses and is based in St. Louis, Missouri. 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

Diana S

Series 66

Eureka, MO

Edward Jones

Diana Scher is a financial advisor with Edward Jones in Eureka, MO, holding a Series 66 designation and 15 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 a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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

Jennifer H

Series 63, Series 65

Festus, MO

Edward Jones

Jennifer Hunt is a financial advisor with Edward Jones in Festus, MO, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she co-owns a rental property through an LLC formed with her husband. 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 national network of advisors and branch offices.

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

Jeffrey H

Series 66

St Louis, MO

Edward Jones

Jeffrey Hanna is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with Midtown Home Improvement from 2013 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 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

Troy B

Series 63, Series 65

Saint Louis, MO

Thrivent Investment Management

Troy Bixler is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2013. 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 allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and portfolio management services separate.

Business ownership considerations
user avatar
firm logo

Kyle G

CFP®, Series 66

Festus, MO

STIFEL

Kyle Gowen is a financial advisor at Stifel with 10 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Stifel Nicolaus & Co Inc in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Eric O

Series 63, Series 65

Festus, MO

LPL Financial

Eric Oppelz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Commerce Brokerage Services, FIFTH THIRD SECURITIES, PNC Wealth Management, Merrill, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a wide range of services including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary investment strategies supported by technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

David H

Series 63, Series 65

Fetus, MO

Cambridge Investment Research Advisors

David Hovis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He owns Hovis & Associates, where he serves as president, and has held roles at Cambridge since 2016. Outside of his advisory work, he serves on several local boards, including the Jefferson County Growth Association, First State Community Bank, and the Jefferson County Tourism Commission. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and estates. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing proprietary models and third-party strategies across multiple platforms with both discretionary and non-discretionary options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

John E

Series 63, Series 66

Herculaneum, MO

Fidelity

John Evans is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup, Wells Fargo Clearing Services, and TD Ameritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis in constructing model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methodologies and its role as an advisor to registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Sarah B

Series 66

Eureka, MO

Edward Jones

Sarah Brooks is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to her advisory role, she worked for the Meramec Valley School District for two years. Outside of her advisory work, she is starting a side business focused on creating party decor and rentals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

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

Adam C

Series 66

Saint Louis, MO

Thrivent Investment Management

Adam Caldwell is a financial advisor with Thrivent Investment Management in Saint Louis, MO. He holds a Series 66 designation and has nine years of industry experience, all with Thrivent and its affiliates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics. The firm combines goal-based analyses with optional managed-account programs under a consolidated billing structure known as WealthPlan, while maintaining separate planning and portfolio management services.

Business ownership considerations
user avatar
firm logo

Maynard H

Series 65, Series 63

Columbia, IL

Mass Mutual Investors Services

Maynard Hudson Jr. is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial services field, he spent 14 years at the Illinois Department of Corrections. Outside of advisory work, he oversees operations for Bricktown Holdings LLC, a management company involved in various local businesses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering client-focused strategies using firm-approved analytical tools.

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

Maximilian M

Series 65, Series 63

Festus, MO

Cambridge Investment Research Advisors

Maximilian Meadows is a financial advisor with Cambridge Investment Research Advisors holding Series 65 and Series 63 designations and has two years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, as well as involvement with Wheel House and Pappos Pizzeria and Pub. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services through a network of independent financial professionals, utilizing various portfolio management platforms and proprietary model strategies alongside access to unaffiliated strategists.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Matthew P

Series 66

Columbia, IL

Wells Fargo Advisors

Matthew Pflueger is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as co-executor and holds power of attorney responsibilities for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management options. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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”)