Overwhelmed by options?
Answer a few questions to see advisors matched to you.
7 advisors near
64772
within the area shown on the map
Out of 400,000+ nationwide
Grace F
Series 65
Nevada, MO
CWM, LLC
Grace Ferris is a financial advisor at CWM, LLC and holds a Series 65 designation. She began her career in the industry in 2022 at Carson Wealth Nevada MO and joined CWM, LLC in 2025. Prior to her advisory roles, she worked at Nevada Insurance Agency and Great Southern Bank, and she has completed multiple years of study before entering the financial sector. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, with a particular emphasis on retirement plan and institutional services.
Ross L
Series 63, Series 66
Nevada, MO
CWM, LLC
Ross Lawrence is a financial advisor with CWM, LLC in Nevada, Missouri, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at firms including LPL Financial and has been associated with CWM, LLC since 2017. Outside of his advisory role, he serves as membership chair for Rotary International and is involved with local nonprofit organizations such as United Way of Vernon County and the Nevada/Vernon County Chamber of Commerce. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm provides portfolio management, financial planning, retirement plan services, and sub-advisory solutions, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.
Claire H
Series 66
Nevada, MO
Edward Jones
Claire Hooe is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm 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.
Julie W
Series 66
Nevada, MO
Edward Jones
Julie Woods is a financial advisor at Edward Jones with the Series 66 designation. She has been with Edward Jones since 2009, totaling 17 years of industry experience. 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 provides 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.
Kyle H
ChFC®, Series 66
Nevada, MO
Edward Jones
Kyle Hooe is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and previously held positions at Nevada Insurance Agency, Cash's Quality Electric, and Air Methods. 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 across the United States.
Myles M
Series 63, Series 66
Nevada, MO
Edward Jones
Myles Miller is a financial advisor with Edward Jones in Nevada, MO, holding Series 63 and Series 66 licenses and 25 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.
Brendon S
Series 66
Nevada, MO
Edward Jones
Brendon Smith is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked for 18 years with the Nevada R-5 School District. 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 strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.
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...
7 advisors near
64772
within the area shown on the map
Out of 400,000+ nationwide