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

David C

Series 66

St. Louis, MO

Cetera

David Corley is a Series 66-credentialed financial advisor with one year of industry experience, currently affiliated with Cetera. His previous roles include positions at Cetera Wealth Services, LLC and Renaissance Financial, where he also serves as an investment advisory operations assistant. Outside of his advisory work, Corley is head coach for a youth volleyball team in Fenton, Missouri. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

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

Timothy N

Series 66

St. Louis, MO

STIFEL

Timothy Noa is a Series 66-licensed financial advisor at Stifel with two years of industry experience. Before joining Stifel in 2024, he held roles at Patrick Accounting and Whirks and The Collective Blueprint. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

General retirement planning Income planning
user avatar
firm logo

Todd P

Series 66

St. Louis, MO

Edward Jones

Todd Purdy is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Purdy serves as Chair of the Board of Directors for the World Pediatric Project, a not-for-profit organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and services, supported by a large 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

Edward M

CFP®, ChFC®, Series 63

St. Louis, MO

Edward Jones

Edward Meyer is a CFP®, ChFC®, and Series 63 licensed financial advisor with 16 years of industry experience. He has been with Edward Jones since 2014. Meyer serves on the advisory board for the University of Missouri Columbia's Personal Financial Planning program, is an adjunct professor at The American College of Financial Services, and sits on the Certified Financial Planner Board of Standards' Business Model Council representing Edward Jones. 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 maintains 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

Abigail D

Series 66

St Louis, MO

Thrivent Investment Management

Abigail Devereux is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. She has worked at Thrivent Financial since 2023 and previously held roles at Fleishman Hillard and Core & Main. Outside of her advisory role, she co-founded Bourbon & Blondes, a whiskey podcast and event business, and serves as a non-voting board member for The Repertory Theater of St. Louis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining separate planning and portfolio management functions.

Business ownership considerations
firm logo

Kevin K

CFP®, Series 66

St Louis, MO

Edward Jones

Kevin Kraft is a CFP® with eight years of industry experience, currently serving with Edward Jones in St. Louis, MO since 2017. Prior to joining Edward Jones, he worked for ten years at Stutte Tile Inc. Outside of his advisory role, he manages a rental property in Springfield, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory services, including discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

Christopher H

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Christopher Hoover is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a FINRA arbitrator for financial services disputes. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services. The firm offers a broad range of planning services and tools, allowing advisors to deliver tailored recommendations across various financial needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Gary K

Series 63, Series 65

Frontenac, MO

STIFEL

Gary Keesling is a financial advisor with Stifel in Frontenac, MO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory work, he serves as president of the Semper Fi Society of St. Louis, a nonprofit supporting the Marine Corps through programs such as Toys for Tots and the Gold Star Family Luncheon. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Abbey I

Series 63, Series 65

St. Louis, MO

STIFEL

Abbey Inlow is a financial advisor at Stifel with 21 years of industry experience. She has been with Stifel Nicolaus & Co since 2008 and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

General retirement planning Income planning
user avatar
firm logo

Matthew N

Series 66

St. Louis, MO

Wells Fargo Clearing

Matthew Ney is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 license with five years of industry experience. His prior roles include positions at Edward Jones and Morrinson Wealth Management, as well as community involvement with Hollywood Casino and Santa Clara University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 advisors, providing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar
firm logo

Shannon S

Series 66

St. Louis, MO

Edward Jones

Shannon Seguin is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns and operates an eCommerce business focused on online product listings and inventory management. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and offices.

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

Maurice S

Series 63, Series 65

Frontenac, MO

STIFEL

Maurice Schutte is a financial advisor at Stifel with 29 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bank of America, N.A. for 10 years before joining Stifel Nicolaus & Co Inc. in 2021. Outside of his advisory role, he manages Mo Jeanne Properties LLC, assisting in locating and managing investment properties. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Bret S

Series 66

St. Louis, MO

Edward Jones

Bret Strong is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2016 and concurrently serves in the U.S. Army Reserve since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services 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

Connor H

Series 65, Series 63

St Louis, MO

Raymond James & Associates

Connor Henrichs is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and two years of industry experience. His prior experience includes roles at TD Ameritrade, Edward Jones Investments, and Egyptian Workspace Partners. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, drawing on a variety of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Jacqueline C

Series 66

St. Louis, MO

Edward Jones

Jacqueline Cintel is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Spire Energy and St. Charles Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets nationwide.

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

Matthew C

Series 66

St. Louis, MO

Edward Jones

Matthew Clauss is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2008. 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 through a large 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

Jack M

Series 66

St. Louis, MO

Edward Jones

Jack Murray is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Challenger and a brief period at OrangeTheory Fitness and the University of Chicago. 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by 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

Jack L

Series 66

St Louis, MO

Cetera

Jack Lammert is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked with Cetera and Renaissance Financial since 2023. Outside of his advisory role, he was previously involved in a retail business, Discount Smokes and Beer. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, corporate, charitable, and institutional clients. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to various portfolio models and program structures.

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

Prem V

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Prem Vareedayah is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Wells Fargo Clearing Services since 2018, as well as positions at RHI General Group, Connect DFW, State Farm, and the University of Missouri - Columbia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Retired Founder/Business Owner
user avatar
firm logo

David G

Series 66

St Louis, MO

Edward Jones

David Gantt II is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Therion PC LLC and Midwest Acceptance Corporation, as well as teaching at the University of Miami. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory programs, including 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”)