Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

3,095 advisors near
63304

Out of 400,000+ nationwide

user avatar
firm logo

Evan M

CFA®, Series 63, Series 66

St. Louis, MO

Edward Jones

Evan Marks is a CFA® charterholder with 18 years of industry experience and has been with Edward Jones in St. Louis, MO, for 10 years. He holds Series 63 and Series 66 licenses. 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 solutions supported by 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

Daniel B

Series 66

St. Louis, MO

Edward Jones

Daniel Bowater is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with six years of industry experience. His background includes roles at the University of Rochester and Kimberly-Clark, as well as engagements with Jet Services, Center Plate, and the National Fish and Wildlife Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a 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

Ryan N

Series 66

St. Louis, MO

Edward Jones

Ryan Nardin is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2015 and concurrently serves in the Missouri National Guard since 2013. 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 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

Cody V

Series 63, Series 66

St. Louis, MO

Edward Jones

Cody Vardeman is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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

Roy R

Series 66, Series 63

St. Louis, MO

Edward Jones

Roy Robinson Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses with 12 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Scottrade Inc. from 2016 to 2017. Outside of his advisory role, he is involved in digital art and Web3 creation, operates a property management and event marketing company, and mines cryptocurrency using a personal computer. 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 large network of advisors and branch offices, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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

Brian C

Series 66

St. Louis, MO

Edward Jones

Brian Chesnutt is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved with Life Renovations LLC, a counseling services business. 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 options, managing approximately $1.01 trillion in assets 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

Jacob B

Series 63, Series 66

St Louis, MO

Charles Schwab

Jacob Brinkley is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has previously worked at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

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

Stephanie H

Series 66

St. Louis, MO

Edward Jones

Stephanie Hart is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, she is involved in managing a short-term rental property business. 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 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

Regal G

ChFC®, Series 66

Chesterfield, MO

Edward Jones

Regal Green is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 12 years of experience at the firm. He is based in Chesterfield, MO, and has worked exclusively with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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

Ariana K

Series 63, Series 66

St. Louis, MO

Edward Jones

Ariana Karst is a financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2009. Outside of her advisory role, she serves as Secretary Treasurer for DeWi Land Inc., a family land company. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by 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

Christian M

Series 66

Maryland Heights, MO

Edward Jones

Christian Malley is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 66 designation with 14 years of industry experience. He 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 strategies 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
user avatar
firm logo

Rene B

Series 66

Wentzville, MO

Edward Jones

Rene Bana is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 15 years of industry experience. He has worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

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

Katheryne R

Series 66

St. Louis, MO

Edward Jones

Katheryne Rodenfels is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. She worked at Audacy for ten years prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a diverse range of households, pension plans, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies alongside affiliated mutual funds and tax-efficient services through a nationwide network of over 23,700 advisors.

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

Connor M

Series 66

Chesterfield, MO

LPL Financial

Connor Mc Farland is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked extensively with First Community Credit Union in various roles related to investment services and notary duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of advisors utilizing both proprietary and third-party strategies.

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

Ryan E

Series 66

St. Louis, MO

Edward Jones

Ryan Edmonds is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, he worked at Central Bank of St. Louis for ten years. He serves as treasurer on the Wood Meadow Subdivision HOA board in Ellisville, MO, where he reviews financial reports and approves expenses as part of a three-person board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its extensive retail advisor and branch network, as well as its affiliated services including trust, mutual funds, and securities-based lending.

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

Benjamin S

Series 66

St. Louis, MO

Edward Jones

Benjamin Schmidt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years at the firm and 10 years of industry experience. Outside of his advisory role, he receives small royalties from a non-investment-related business involving a product website. Edward Jones is a full-service wealth management firm serving a diverse client base of individual and institutional investors with over $1 trillion in assets under management, offering a range of advisory strategies and affiliated investment products.

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

Jack K

Series 66

Chesterfield, MO

Cambridge Investment Research Advisors

Jack Kessinger is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with one year of industry experience. His prior roles include positions at The America Group and other firms. Kessinger is also registered as an insurance agent involved in insurance and benefits activities. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides account implementation across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Tyler H

Series 63, Series 66

St. Louis, MO

Charles Schwab

Tyler Hicks is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade, Scottrade, and Charles Schwab Bank. Charles Schwab 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 a combination of non-discretionary advisory services and access to discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and a formal alternative investment program.

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

Justin D

Series 63, Series 66

St. Louis, MO

Edward Jones

Justin Diller is a financial advisor at Edward Jones in St. Louis, MO, with 20 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the Finance Advisory Board for the Trulaske College of Business and is Treasurer of the Security Traders Association of St. Louis. 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 strategies, including discretionary and non-discretionary wrap fee programs, 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

Jason S

Series 66

St. Louis, MO

Edward Jones

Jason Stennett is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2016, including a brief period at Family Heritage Insurance in 2019. 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 discretionary and non-discretionary 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
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”)