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James T
Series 63, Series 65
St. Louis, MO
Huntleigh Advisors, Inc.
James Terschluse is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Huntleigh Securities Corporation since 2010. Outside of his advisory role, he serves as director and secretary of an employment agency, BARBER MANAGEMENT. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolio programs, and a specialized MindShare small- and micro-cap strategy, employing a combination of fundamental, technical, cyclical, and quantitative analysis.
Alan F
Series 63, Series 65
Dwight, IL
Huntleigh Advisors, Inc.
Alan Ferrari is a financial advisor with Huntleigh Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Huntleigh Advisors in 2021, he spent 22 years at K. W. Chambers & Co. Outside of his advisory role, he is a co-owner of Demigan Commercial Development Co. and owns an insurance business. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, including a specialized MindShare small- and micro-cap strategy that combines fundamental research with investor sentiment analysis and charting.
George L
Series 63, Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
George Lingelbach Jr. is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Huntleigh Securities Corporation since 2002 and Union Planters Trust since 1986. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation. The firm employs a range of strategies including its MindShare Small Companies program that combines investor sentiment, charting analysis, and fundamental research to target micro-, small-, and mid-cap equities.
Michelle R
Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
Michelle Robertson is a financial advisor at Huntleigh Advisors, Inc. with 14 years of industry experience. She holds the Series 66 designation and has been associated with Huntleigh Securities Corporation since 1998. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation. The firm employs a variety of fundamental, technical, charting, and quantitative methods, including its MindShare Small Companies program that targets micro-, small-, and mid-cap equities through a combination of investor-sentiment analysis and fundamental research.
James Q
Series 63, Series 65
St. Louis, MO
Huntleigh Advisors, Inc.
James Quicksilver is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Huntleigh Securities Corporation since 2012. Outside of his advisory role, he is a 50% partner in a bar and restaurant business in St. Louis, contributing approximately 20 hours per week. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolio programs, a MindShare small- and micro-cap strategy, sub-advisory services, and ERISA plan advisory services, employing a mix of fundamental, technical, cyclical, and quantitative analysis across its strategies.
William U
Series 63, Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
William Utz is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Huntleigh Securities Corporation since 1996. In addition to his advisory work, he provides tax return preparation services through UTZ Tax Services, LLC. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, model portfolio programs, a specialized small- and micro-cap investment strategy called MindShare, sub-advisory services, and ERISA plan advisory services.
Michael L
Series 63, Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
Michael Leopold is a financial advisor at Huntleigh Advisors, Inc. with 54 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Huntleigh Securities Corporation since 1986. Outside of his financial career, he serves as the elected Mayor of the Village of Swansea, Illinois, and participates in several civic and charitable organizations in the Southwestern Illinois area. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, ERISA retirement-plan services, and a distinctive MindShare Small Companies program that uses a blend of fundamental and technical methods to target micro-, small-, and mid-cap equities.
Robert R
Series 63, Series 65
St. Louis, MO
Huntleigh Advisors, Inc.
Robert Rich is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, holding Series 63 and Series 65 licenses with 56 years of industry experience. He has been with Huntleigh Securities Corporation since 2015. Outside of his advisory role, he serves as a representative for the Country Club at The Legends and is involved with the St. Louis District Golf Association and St. Louis Senior Golf Association, both nonprofit organizations. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management and ERISA retirement-plan services. The firm offers model portfolio programs and customized management, including its MindShare Small Companies program, which integrates investor sentiment and fundamental research to target micro-, small-, and mid-cap equities.
Kevin P
Series 63, Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
Kevin Pflug is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, Missouri, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Huntleigh Securities Corporation in 2018, he worked at Amazon.com, Inc. from 2017 to 2018. He is also a managing member of Hunter Point Investments LLC, a business involved in managing the affairs of related entities. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans through discretionary and non-discretionary asset management, model portfolios, and specialized strategies such as the MindShare small- and micro-cap program. The firm employs a combination of fundamental, technical, cyclical, and quantitative analyses across its offerings.
Susan M
Series 63, Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
Susan Montebello is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses with 43 years of industry experience. She has been affiliated with Huntleigh Securities Corporation since 1986. Huntleigh Advisors serves a diverse client base including individual investors, small businesses, charities, trusts, estates, and employer retirement plans. The firm employs model asset allocation portfolios and offers a specialized MindShare strategy focused on small- and micro-cap growth, combining fundamental research with technical and quantitative analysis.
Robert T
Series 63, Series 65
St. Louis, MO
Huntleigh Advisors, Inc.
Robert Tock is a financial advisor at Huntleigh Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes more than three decades at K. W. Chambers & Co. and roles at Moog Inc. and Stauder Technologies. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, ERISA retirement-plan services, and sub-advisory arrangements, employing a combination of fundamental, technical, charting, and quantitative methods across its strategies.
Michael R
Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
Michael Rowan is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, Missouri. He holds a Series 66 designation and has 19 years of industry experience, having been with Huntleigh Advisors since 2007. Outside of his advisory role, Rowan is involved in several non-securities business activities, including managing and owning interests in real estate ventures and a cattle ranch. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, retirement-plan services, and sub-advisory arrangements. The firm offers customized portfolio management and a specialized MindShare Small Companies program that integrates investor-sentiment and fundamental research to target micro-, small-, and mid-cap equities.
James F
Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
James Fendrick is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, holding a Series 66 designation with 13 years of industry experience. Prior to joining Huntleigh Advisors in 2026, he worked at Edward Jones for 14 years. Huntleigh Advisors, Inc. is an SEC-registered investment advisor that provides discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation to a diverse client base including individuals, high-net-worth, charitable, trust, and business clients. The firm offers both model portfolio programs and customized management, including its MindShare Small Companies program, which targets micro-, small-, and mid-cap equities using a combination of investor-sentiment/charting analysis and fundamental research.
Martin Z
Series 63, Series 65
St. Louis, MO
Huntleigh Advisors, Inc.
Martin Zygmund is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked at Huntleigh Securities Corporation since 2010. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with a range of asset management and retirement-plan services. The firm employs a combination of fundamental, technical, charting, and quantitative methods, including its MindShare Small Companies program, which focuses on micro-, small-, and mid-cap equities.
Thomas A
Series 63, Series 65
St. Louis, MO
Huntleigh Advisors, Inc.
Thomas April is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 50 years of industry experience. He has worked at Huntleigh Advisors since 2017 and at Huntleigh Securities Corporation since 2004. Outside of his advisory role, he serves as a consultant for Flamingo Key, LLC, a bed and breakfast business in New Haven, MO. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers discretionary and non-discretionary asset management, including a specialized MindShare small- and micro-cap strategy that combines fundamental research with investor sentiment and technical analysis.
William C
Series 63, Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
William Chambers is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been affiliated with Huntleigh Securities Corporation since 2007 and joined Huntleigh Advisors, Inc. in 2024. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, ERISA retirement-plan services, sub-advisory arrangements, and third-party manager solicitation. The firm employs a combination of fundamental, technical, charting, and quantitative methods and offers a distinctive MindShare Small Companies program focused on micro-, small-, and mid-cap equities.
Nicole G
Series 63, Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
Nicole Gilbert is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 credentials with 14 years of industry experience. She has been with Huntleigh Advisors since 2016. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans, offering discretionary and non-discretionary asset management, model portfolio programs, a specialized MindShare small- and micro-cap strategy, sub-advisory services, and ERISA plan advisory services. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis across its strategies and regularly reviews model asset allocation portfolios alongside customized individual options.
Scott D
Series 63, Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
Scott Debandt is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Huntleigh Securities Corporation since 2009. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, ERISA retirement-plan services, and third-party manager solicitation. The firm employs a range of strategies, including a distinctive MindShare Small Companies program that combines investor sentiment, charting analysis, and fundamental research to target micro-, small-, and mid-cap equities.
Leo F
Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
Leo Fiordelisi is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation. He has one year of industry experience and previously worked at Huntleigh Securities Corporation as well as in various roles outside the financial sector, including at My House and Llywelyn's. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans with discretionary and non-discretionary asset management, model portfolios, and specialized small- and micro-cap strategies through its MindShare program. The firm uses a combination of fundamental, technical, cyclical, and quantitative analysis across its investment offerings.
William A
Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
William Anderson is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation with 13 years of industry experience. He previously worked at Edward Jones for five years before joining Huntleigh Advisors and Huntleigh Securities Corporation in 2018. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm provides discretionary and non-discretionary asset management, ERISA retirement-plan services, and employs a range of investment strategies including its MindShare Small Companies program, which combines investor-sentiment and charting analysis with fundamental research.
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