Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 511 near 63385
Out of 400,000+ nationwide
Michael D
CFP®, CPA
Cottleville, MO
Peakview Strategies
Too often during my prior time in the financial world, I saw companies that operated under old models that cared only about selling products, offered incomplete solutions and outdated technology that’s out of step with how the world works, or incentivized their employees and affiliates for things not in the client’s best interests. It is my intention that Peakview Strategies will fix those shortcomings and bring a select group of clients a new experience unlike what they’ve read about online when working with a stereotypical financial advisor. I’d love the opportunity to be of service if you like what you see. I believe it’s my mission in life to help you win with your money, and I have the professional experience and expertise to make it happen. I care deeply about my clients and want to be their biggest advocates in their unique missions to make the most of their money. The best compliments I’ve received are those who have expressed their gratitude for guidance to results they didn’t think were possible and for encouragement to keep going to get to those destinations. When not working to benefit my clients or honing my craft, you’ll likely find me traveling, spending quality time with family and friends, or enjoying one of my many other hobbies. I’m an avid follower of sports, love smoking meat and tasting bourbon, drinking coffee and like the historical figure I’d love to meet (Winston Churchill), am easily satisfied with the very best. I do my best to undo all the smoked meat and bourbon by plugging in for some quality time exercising.
Emily B
Series 63, Series 66
Saint Paul, MO
Fidelity
Emily Buchheit is a Wealth Management Senior Relationship Manager. She has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and Wealth Management Planning Consultant before assuming her current position. Her work centers on building long-lasting relationships based on trust, education, and financial planning, collaborating closely with Private Wealth Management advisors and specialists. Emily holds an Arkansas Insurance License. Outside of her professional responsibilities, Emily enjoys spending time at the beach, camping, playing golf, kayaking, traveling, and engaging in parenthood.
Sara F
ChFC®, Series 66
Lake St Louis, MO
Edward Jones
Mikayla Y
Series 66
Lake Saint Louis, MO
Fidelity
Mikayla Yeakey is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She previously worked as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2024 to 2025. Mikayla's professional approach focuses on meaningful collaboration with clients, aiming to understand the motivations behind their financial decisions to clearly express and address their goals. She emphasizes strengthening the client-advisor relationship and introducing strategies clients may not have previously considered to foster a more informed and confident planning experience. Outside of her professional responsibilities, Mikayla has personal interests that include the beach, boating, golf, traveling, and exploring food.
Austin H
Series 66
St Peters, MO
Edward Jones
Eric K
Series 63, Series 66
Foristell, MO
Fidelity
Eric Kane is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Planning Consultant at the same firm from 2020 to 2023. In his professional capacity, Eric focuses on developing comprehensive financial plans tailored to the unique situations and goals of each client. Eric holds an Arkansas Insurance License, supporting his work in financial consulting and planning. Outside of his professional life, he enjoys spending time with his wife, daughter, and their three dogs. His personal interests include baseball, fishing, football, golf, hiking, and caring for pets.
Jordan B
Series 66
Weldon Spring, MO
Edward Jones
Scott M
Series 66
O Fallon, MO
Edward Jones
Brian D
CFP®, Series 66
St Peters, MO
Edward Jones
Karena M
Series 66
Dardenne Prairie, MO
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Top 30 financial advisors of 511 near 63385
Out of 400,000+ nationwide