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Debra M

Series 63, Series 65, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Debra Mesle is a financial advisor at Huntleigh Advisors, Inc. with 48 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work includes significant tenures at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services, and Bank of America. 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 strategy called MindShare, as well as sub-advisory and ERISA plan advisory services.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Pamela J

Series 63, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Pamela Johnston is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, with 46 years of industry experience. She has been with Huntleigh Securities Corporation since 1986. Johnston holds Series 63 and Series 66 designations. Outside of her advisory role, she owns Johnston Consulting, LLC, which is involved in life and health insurance sales on a limited basis. 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, sub-advisory arrangements, and employs a distinctive MindShare Small Companies program that integrates investor-sentiment analysis with fundamental research.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jack H

Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Jack Hessi is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with one year of industry experience. He holds a Series 66 designation and previously worked at Mallinckrodt Pharmaceuticals and has experience in several other sectors before joining Huntleigh. 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 that combines fundamental research with investor sentiment and charting.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Greg O

Series 63, Series 65

St. Louis, MO

Huntleigh Advisors, Inc.

Greg Overschmidt is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at Huntleigh Securities Corporation since 2009 and K. W. Chambers & Co. since 1992. Outside of his advisory role, he is involved in several non-investment related business ventures including part ownership in a cattle ranch and managing real estate activities. 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 third-party manager solicitation. The firm offers both model portfolios and customized management, featuring a MindShare Small Companies program that integrates investor sentiment and fundamental research across micro-, small-, and mid-cap equities.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Daniel L

Series 63, Series 65

St. Louis, MO

Huntleigh Advisors, Inc.

Daniel Lecure is a financial advisor at Huntleigh Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at K. W. Chambers & Co., LPL Financial Corporation, and Mutual Service Corporation. Outside of advising, he owns and operates Lecure & Associates LLC, a tax preparation, accounting, and bookkeeping business. 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, retirement-plan services, and a distinctive MindShare Small Companies program that combines investor sentiment and fundamental research to manage micro-, small-, and mid-cap equity portfolios.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Brian G

Series 63, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Brian Grubb is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Wells Fargo Clearing Services prior to joining Huntleigh. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans. The firm offers asset management, model portfolio programs, a specialized MindShare small- and micro-cap strategy, sub-advisory services, and ERISA plan advisory services, combining fundamental, technical, cyclical, and quantitative analysis across its investment approaches.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Michael M

Series 63, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Michael Mcclellan is a financial advisor at Huntleigh Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Huntleigh Securities Corporation since 2003. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans, offering discretionary and non-discretionary asset management along with specialized model portfolios and sub-advisory services. The firm utilizes a mix of fundamental, technical, cyclical, and quantitative analysis across its strategies, including a MindShare small- and micro-cap program aimed at long-term capital appreciation.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Thomas G

Series 63, Series 65

Saint Louis, MO

Huntleigh Advisors, Inc.

Thomas Gummersbach is a financial advisor with Huntleigh Advisors, Inc. in Saint Louis, MO, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He has been with Huntleigh Securities Corporation since 2005. Huntleigh Advisors serves a diverse client base including individuals, small businesses, charities, trusts, estates, and employer retirement plans, offering discretionary and non-discretionary asset management as well as specialized strategies such as its MindShare small- and micro-cap program. The firm employs model asset allocation portfolios reviewed quarterly alongside customized management options, utilizing a combination of fundamental, technical, cyclical, and quantitative analysis.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Douglas S

Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Douglas Simms is a financial advisor with Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 credential and 18 years of industry experience. His work history includes roles at Huntleigh Advisors, Huntleigh Securities Corporation, National Planning Corporation, Datatex Investment Services, and K. W. Chambers & Co. Outside of his advisory work, Simms holds vice president positions in multiple companies involved in fixed insurance, wellness services, and brokerage administration. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans through discretionary and non-discretionary asset management, model portfolio programs, sub-advisory, and ERISA plan advisory services. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis, with a specialized MindShare strategy focused on small- and micro-cap growth and a concentrated higher-turnover strategy.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Richard E

Series 63, Series 65

St. Louis, MO

Huntleigh Advisors, Inc.

Richard Eckenrodt Jr. is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Huntleigh Securities Corporation since 2006. 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 offers model portfolio programs and customized management, including its MindShare Small Companies program, which focuses on micro-, small-, and mid-cap equities using a combination of investor-sentiment, charting analysis, and fundamental research.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Kara H

Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Kara Hill is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding a Series 66 designation with one year of industry experience. She previously worked at Edward Jones for 21 years. Huntleigh Advisors serves a diverse client base including individuals, 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 strategy that combines fundamental research with investor sentiment and charting analysis for small- and micro-cap growth.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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John G

Series 63, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

John Graves is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, with 46 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Huntleigh Advisors since 2017, having worked at Huntleigh Securities Corporation since 2004. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans, offering discretionary and non-discretionary asset management alongside specialized strategies such as the MindShare small- and micro-cap program. The firm utilizes model asset allocation portfolios reviewed quarterly, combining fundamental, technical, cyclical, and quantitative analysis across its investment approaches.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jeffrey K

Series 63, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Jeffrey Kinder is a financial advisor at Huntleigh Advisors, Inc. with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Huntleigh Securities Corporation since 1994. Outside of his advisory work, he serves as a basketball official for the Missouri State High School Activities Association during the basketball season. 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 employs a range of fundamental, technical, charting, and quantitative strategies, including its distinctive MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Catherine M

Series 63, Series 66

St. Louis, MO

Huntleigh Advisors, Inc.

Catherine Marshall is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, with 39 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at K.W. Chambers & Co. for five years. 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 MindShare small- and micro-cap strategy, sub-advisory services, and ERISA plan advisory services, combining fundamental, technical, cyclical, and quantitative analysis across its investment strategies.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Dale K

Series 63, Series 65

St. Louis, MO

Huntleigh Advisors, Inc.

Dale Kleekamp is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at K. W. Chambers & Co. since 1994. Outside of advisory services, he has been involved in insurance sales with various companies since 1993. 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 strategy called MindShare, sub-advisory services, and ERISA plan advisory services.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Andrew R

CFA®

St. Louis, MO

Huntleigh Advisors, Inc.

Andrew Rich is a CFA® charterholder with 21 years of industry experience. He has been with Huntleigh Advisors, Inc. since 2016. 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 strategy, sub-advisory services, and ERISA plan advisory services. Their investment approach combines fundamental, technical, cyclical, and quantitative analysis with model portfolios reviewed quarterly and customized management options.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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