Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

5,165 advisors near
63104

Out of 400,000+ nationwide

user avatar
firm logo

Laura J

Series 66

St. Louis, MO

Edward Jones

Laura Johnson is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Based in St. Louis, MO, she works within one of the largest wealth management firms in the industry. Edward Jones serves more than four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,000 advisors and 15,000 branch offices.

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

Miranda P

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Miranda Pagan is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
firm logo

Luke C

Series 66

St Louis, MO

Edward Jones

Luke Connell is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Inheritance planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
user avatar
firm logo

Jeremiah E

Series 63, Series 65

St. Louis, MO

Wells Fargo Clearing

Jeremiah Erickson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. He was previously with Wells Fargo Advisors from 2012 to 2014 before joining Wells Fargo Clearing in 2016. Outside of his advisory work, he has worked as an Uber driver in St. Louis since 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Retired Founder/Business Owner
user avatar
firm logo

Daniel B

Series 66

Maryland Heights, MO

Edward Jones

Daniel Brugere is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of finance, he is involved in photography, operating a photography blog with affiliate marketing, designs T-shirts sold through third-party platforms, and assists with event execution for a marketing company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, 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
firm logo

Craig A

Series 63, Series 66

St Louis, MO

Edward Jones

Craig Avenevoli is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is an owner and member of JAGs Investment LLC, an LLC engaged in maintaining commercial rental property. 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 strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Emily C

CFP®, Series 66

Frontenac, MO

STIFEL

Emily Cuba is a CFP®-certified financial advisor with 14 years of industry experience. She has worked at Stifel since 2023, with prior roles at Bank of America and Merrill Lynch from 2008 to 2023. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Paul K

Series 66

St. Louis, MO

Edward Jones

Paul Kjar 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 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, 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
user avatar
firm logo

Derek K

Series 66

St. Louis, MO

Edward Jones

Derek Kendall is a financial advisor at Edward Jones with 9 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Based in St. Louis, MO, he serves a diverse client base as part of a large national firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

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

Michael D

Series 66

St. Louis, MO

STIFEL

Michael Dal Pozzo is a financial advisor at Stifel in St. Louis, MO, with 16 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2008. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

General retirement planning Income planning
user avatar
firm logo

Yedidah R

Series 63, Series 65

St. Louis, MO

Wells Fargo Clearing

Yedidah Raskas is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 designations and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Stone Carlie Wealth Advisors, LLC. Outside of finance, she owns and operates a communications consulting business, Raskas Creative. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Retired Founder/Business Owner
user avatar
firm logo

Sean R

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Sean Rayner is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at FSC Securities Corporation in 2003. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using Wells Fargo research and planning tools to develop tailored recommendations. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis.

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

William B

ChFC®, Series 63, Series 65

St Louis, MO

Cetera

William Borresen is a financial advisor with Cetera, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 48 years of industry experience, including long tenures at Securian Financial Services and Renaissance Financial Corporation. Borresen is also involved with Renaissance Financial, where he provides securities, insurance, and advisory services, and he works as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors and serves a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with options for 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
user avatar
firm logo

Mason B

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Mason Burnham is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored client recommendations.

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

Douglas C

Series 63, Series 66

St Louis, MO

Edward Jones

Douglas Cissell is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Robert M

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Robert Makowski is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Wells Fargo Advisors since 2018, following two years with Wells Fargo Clearing. Outside of his advisory role, he acts as power of attorney for his father. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and tools, delivering tailored recommendations supported by Wells Fargo research, while allowing clients flexibility in implementation through various brokerage or advisory options.

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

Nicole B

Series 63, Series 65

St. Louis, MO

Edward Jones

Nicole Bascombe is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses with 19 years of industry experience. She previously worked at Morgan Stanley for seven years and RBC Capital Markets for one year before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, 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

Greg S

Series 66

Collinsville, IL

Thrivent Investment Management

Greg Stellhorn is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 credential and possessing 11 years of industry experience. He has been with Thrivent Financial and its investment management arm since 2014. Outside of his advisory role, Stellhorn serves on the board of directors for Camp Wartburg, a Christian retreat and summer camp facility. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning without discretionary portfolio management, focusing on a wide range of planning topics including retirement, tax, estate, and special needs planning.

Business ownership considerations
user avatar
firm logo

Jonah M

Series 66, Series 63

St. Louis, MO

Fidelity

Jonah Mahowald is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at Wells Fargo Clearing Services LLC and KocoureK Motor Company. Fidelity’s Strategic Advisers LLC, where Jonah is based, provides investment management and advisory services to both retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services that include discretionary portfolio management and fund advisory across various investment vehicles.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Nancy D

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Nancy Diak is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. Her career includes multiple roles within Wells Fargo Clearing and Wells Fargo Advisors since 2008, as well as previous work at A. G. Edwards & Sons, Inc. She has an ownership interest in a small business selling Scentsy products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, using proprietary research and tools to develop tailored recommendations.

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”)