Overwhelmed by options?
Answer a few questions to see advisors matched to you.
2,116 advisors near
63069
within the area shown on the map
Out of 400,000+ nationwide
Jacob M
Series 66
St. Louis, MO
Edward Jones
Jacob Maul is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He worked at Edward Jones Trust Company from 2013 to 2016 before joining Edward Jones as a financial advisor in 2016. 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 tax-efficient solutions.
Marjorie T
Series 66
St. Louis, MO
Edward Jones
Marjorie Truman is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. She has worked at Edward Jones since 2014, with a brief period at Come Play STL from 2022 to 2024. 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 strategies, separately managed accounts, and affiliated mutual funds.
Hollie G
Series 66
St. Louis, MO
Edward Jones
Hollie Goodwin is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 1998. 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, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Anthony Z
Series 66
St. Louis, MO
Edward Jones
Anthony Zarinelli 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 2007. 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 strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Ronald S
Series 66
St. Louis, MO
Edward Jones
Ronald Sherrill is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015, with a one-year hiatus. 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.
Pamela S
Series 63, Series 66
St. Louis, MO
Edward Jones
Pamela Shipley is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she assists her daughter with event decorating for birthdays, weddings, and anniversaries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.
Mary S
CFP®, Series 66
Des Peres, MO
Edward Jones
Mary Sales is a Certified Financial Planner™ (CFP®) and holds a Series 66 license, with 19 years of industry experience. She has been with Edward Jones since 2008, working in their Des Peres, Missouri office. 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 wide range of advisory programs and maintains a large national network of financial advisors and branch offices.
Charles S
ChFC®, Series 63
Chesterfield, MO
Cambridge Investment Research Advisors
Charles Stewart is a ChFC® credentialed financial advisor with 50 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held prior roles at Cetera and Paul Rotermund Agency. Stewart also serves as an independent insurance agent for various agencies. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.
Aleksei K
Series 66
St. Louis, MO
Edward Jones
Aleksei Kamaloff is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. He has worked at Edward Jones since 2017, with a brief period operating an online craft store selling self-made items. Prior to his current role, Aleksei has experience at Lowe's Companies, Inc. and NSTAR Global Services. 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.
Shannon G
CFA®, Series 63
St. Louis, MO
Edward Jones
Shannon Gielow is a CFA® charterholder with 20 years of industry experience. She has been with Edward Jones in St. Louis, MO 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 advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.
Andre N
Series 63, Series 66
Chesterfield, MO
Edward Jones
Andre Nelson is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2001. Nelson serves as a board member for Cardinal Glennon Children's Hospital in St. Louis and provides marketing advice to a travel agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Steven W
Series 66
Ballwin, MO
LPL Financial
Steven Wyatt is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Raymond James & Associates, Wells Fargo Clearing, and PNC Wealth Management. Wyatt joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of advisors.
Zachary M
Series 66, Series 63
St Louis, MO
Charles Schwab
Zachary Macha is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade, Amazon, Cengage, Ladue Pharmacy, and Dairy Queen. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 and discretionary advisory models, multi-asset portfolio guidance, and access to alternative investments within a centralized and integrated operational structure.
Martha B
Series 66
St. Louis, MO
Edward Jones
Martha Bates is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.
Gregory K
Series 65, Series 66
Ballwin, MO
Merrill
Gregory Kraus serves as the Senior Resident Director at Merrill, where he focuses on personalized wealth management strategies tailored to clients' long-term financial goals. He leverages investment insights from Merrill combined with banking and lending solutions from Bank of America to create flexible financial plans that respond to changing market conditions. Gregory holds a Bachelor's and a Master's degree from Southern Illinois University System. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He also contributes his expertise through participation in organizations such as the American Red Cross Planned Giving Council, Concordance Academy of Leadership, and the SIU-Carbondale School of Accountancy Board of Directors. Outside of his professional responsibilities, Gregory is involved in community service with groups like the American Red Cross, MS Society, Pedal the Cause, and Stray Rescue. His personal interests include golfing, cycling, running, attending sporting events, and spending time with family.
Steve G
Series 66
St. Louis, MO
Edward Jones
Steve Glockner is a Series 66 registered advisor with Edward Jones in St. Louis, MO, and has 12 years of industry experience. He previously worked at Stifel from 2014 to 2016 and had a brief role at Creative Landscapes Ltd. in 2016 before returning to Edward Jones. 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 nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.
Bonham F
Series 63, Series 65
Saint Louis, MO
LPL Financial
Bonham Freeman is a financial advisor with LPL Financial in Saint Louis, MO, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Merrill and Waddell & Reed, Inc. Freeman has also been involved in insurance sales through various carriers associated with W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional retirement platforms with a broad suite of advisory and brokerage services.
Tufan Z
Series 66, Series 63
St. Louis, MO
Edward Jones
Tufan Zengil is a financial advisor with Edward Jones in St. Louis, MO, holding Series 66 and Series 63 designations and bringing 23 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and is notable for its extensive advisor and branch network as well as affiliated capabilities beyond advisory services.
David H
Series 63, Series 66
St. Louis, MO
Edward Jones
David Heckman is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.
Philip J
Series 66
St. Louis, MO
Edward Jones
Philip Juergensmeyer is a financial advisor with Edward Jones in O'Fallon, Missouri. He holds a Series 66 designation and has 16 years of industry experience. Juergensmeyer has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of advisory services under a fiduciary standard.
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.
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”)
Finding advisors...
2,116 advisors near
63069
within the area shown on the map
Out of 400,000+ nationwide