Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Justin R
Series 66
Chesterfield, MO
Fidelity
Justin Ripperden is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He specializes in financial planning with a holistic approach, working with individuals and families to create tailored financial plans aimed at helping clients pursue their financial goals. Prior to his current position, Justin served as a Senior Financial Advisor at Wells Fargo Advisors from 2015 to 2022. He holds an Arkansas Insurance License, which complements his expertise in providing comprehensive financial guidance. Outside of his professional responsibilities, Justin engages in family activities, social events with friends, golf, parenthood, and traveling.
Eric E
CFP®, Series 66
St. Louis, MO
Edward Jones
Eric Estelle is a CFP®-certified financial advisor at Edward Jones with 13 years of industry experience. He has previously worked at Stifel Independent Advisors, Larson Financial Group, Benjamin F. Edwards, and STIFEL NICOLAUS & CO INC. Estelle is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Lisa L
Series 63, Series 65
St. Louis, MO
Cetera
Lisa Lang is a financial advisor with Cetera based in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Cetera since 2018 and has a longer tenure at affiliated entities dating back to 2002. Outside of her advisory work, she is a CPA providing QuickBooks support, business consulting, and tax preparation for business clients. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of advisors.
Adam W
Series 63, Series 66
Ballwin, MO
Cetera
Adam Wiedman is a financial advisor at Cetera with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Cetera and Regions Bank since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party and affiliated investment solutions.
Mc Kenzie K
Series 66
St. Louis, MO
Edward Jones
Mc Kenzie Knight is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2022, Knight worked at Shirlee Green Preschool and Panera LLC. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.
Britton M
Series 63, Series 66
St Louis, MO
Charles Schwab
Britton McNeill is a financial advisor with Charles Schwab based in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade for several years and has also held positions at Amazon and AMC Showplace Edwardsville 12. Charles Schwab & Co., Inc. serves a large client base, 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 blend of non-discretionary advice and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.
Melissa K
Series 66
Maryland Heights, MO
Edward Jones
Melissa Kuhn is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2004. Outside of her advisory role, she is involved with Bi-Petro, Inc., a company related to oil royalties and rights in Springfield, Illinois. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Percy V
Series 66
St. Louis, MO
Edward Jones
Percy Vanacht is a Series 66-credentialed financial advisor with Edward Jones, based in St. Louis, MO. He has nine years of industry experience, including a year at Westminster College prior to joining Edward Jones in 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 nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.
Cassie R
Series 66
St. Louis, MO
Edward Jones
Cassie Reid is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, Cassie is involved in dog sitting through a local business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.
Matthew R
Series 63, Series 65
Maryland Heights, MO
Edward Jones
Matthew Ruzicka is a financial advisor at Edward Jones with five years of industry experience. He previously worked at Stifel and TD Ameritrade, INC., and also has experience at Charles Schwab and Co., INC. Outside of finance, his background includes work at Midland Optical, Auto Spa, and Missouri State University. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. 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 affiliated mutual funds, operating under a fiduciary standard.
David S
Series 63
Eureka, MO
Wells Fargo Clearing
David Saunders is a financial advisor with Wells Fargo Clearing in Eureka, MO, holding a Series 63 designation and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
M Diane W
Series 66
Arnold, MO
Ameriprise
M Diane Wakefield is a financial advisor at Ameriprise with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Southern Bank, Commerce Trust, and City National Bank. Wakefield serves on the Board of Directors for Girls In The Know, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.
Shelley D
Series 66
St. Louis, MO
Edward Jones
Shelley Doyle is a financial advisor with Edward Jones in Saint Charles, MO, holding a Series 66 designation. She has been with Edward Jones since 2018 and previously worked at Lularoe and Target. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Daniel F
CFP®, Series 63
O'Fallon, MO
Edward Jones
Daniel Farner is a financial advisor with Edward Jones in O'Fallon, Missouri. He holds the CFP® designation and Series 63 license and has 34 years of industry experience, having been with Edward Jones since 1989. 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 including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.
Garrett B
CFA®, Series 66, Series 63
St. Louis, MO
Edward Jones
Garrett Bernreuter is a CFA® charterholder and holds Series 66 and Series 63 licenses with five years of industry experience. He is currently with Edward Jones in St. Louis, MO, having joined in 2024 after roles at Commerce Bank, CitiGroup Global Markets, and Stifel Nicolaus, among others. Outside of his advisory work, he is the owner of Pamela Joan Boutique LLC, a clothing retail business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.
Emily M
Series 63, Series 66
Maryland Heights, MO
Edward Jones
Emily Melchiori is a financial advisor at Edward Jones with 25 years of industry experience. She has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Outside of her advisory role, she owns a commercial office building and a vacation home on Monkey Island, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices.
Mark C
Series 63, Series 65
St Louis, MO
Raymond James & Associates
Mark Caselton is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2010. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs and utilizes multiple portfolio management styles supported by affiliated research and model managers.
Jory T
Series 66
St. Louis, MO
Edward Jones
Jory Taylor is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. He previously worked at Raymond James & Associates and Wells Fargo Clearing before joining Edward Jones in 2012. Taylor serves on the Finance Committee of the Myrtle Beach Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive national network of advisors and branch offices.
Thomas P
Series 65, Series 63
St Louis, MO
Primerica Advisors
Thomas Pollmann is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Primerica Financial Services since 2014 and has prior experience with PFS Investments Inc. and M&K Financial Services, Inc. In addition to his advisory role, he is involved in the sale of home security and automation product referrals through Primerica Client Services, Inc. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, and operates with approximately 3,698 advisors and $15.5 billion in assets under management.
Kristina K
Series 66
St. Louis, MO
Edward Jones
Kristina Knutson is a financial advisor at Edward Jones in Chesterfield, MO, with 18 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2008. 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 programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
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...
Find a financial advisor
Out of 400,000+ nationwide