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David O

CFP®, ChFC®, Series 63, Series 65

St Louis, MO

Cetera

David Obedin is a financial advisor at Cetera with 32 years of industry experience. He holds the CFP® and ChFC® designations and has worked with several firms including Securian Financial Services and Coop Insurance Agency. Outside of his advisory role, he serves as a voting commissioner and treasurer for the St. Louis Art Museum and Foundation and holds a position as a city alderman. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment options including model portfolios, third-party managers, and bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Stephen K

Series 66

St Louis, MO

Thrivent Investment Management

Stephen Knopke is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked for Precoat Metals from 2014 to 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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Aaron F

Series 66

St. Louis, MO

Edward Jones

Aaron Finnegan is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012 and holds a Series 66 designation. Based in St. Louis, MO, Finnegan has spent his career focused within this firm. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient overlay services, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey S

Series 63, Series 65

Chesterfield, MO

Wells Fargo Clearing

Jeffrey Silverstone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as power of attorney for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Retired Founder/Business Owner
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Courtney O

Series 63, Series 66

St. Louis, MO

Edward Jones

Courtney Oelklaus is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to joining Edward Jones, Oelklaus worked at Wells Fargo Clearing Services for seven years. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Scott P

Series 63, Series 66

St Louis, MO

Raymond James & Associates

Scott Petkas is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at Edward Jones for 11 years before joining Raymond James in 2025. Petkas serves on the board of the Wildwood YMCA and volunteers with the Lions Club in Eureka, MO. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary consulting supported by extensive research and a variety of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Lenny W

Series 63, Series 66

St. Louis, MO

Edward Jones

Lenny Wang is a financial advisor at Edward Jones with five years of industry experience. He holds Series 63 and Series 66 designations and has prior work experience at Vectra Co, Eastman Chemical, and Banc Of America Securities LLC. Outside of his advisory role, he is a silent investor in a hair salon business managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Blake M

CFP®, Series 66

St Louis, MO

Edward Jones

Blake Meers is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and Series 66 designations. He has worked at Edward Jones since 2016. 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, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Business ownership considerations Professional Athlete Founder/Business Owner
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Michael C

Series 66

St. Louis, MO

STIFEL

Michael Croce is a financial advisor with Stifel, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at Sierra Pacific Securities, Keefe, Bruyette & Woods, Miller Buckfire & Co., and SunEdison. He is based in St. Louis, MO. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

General retirement planning Income planning
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Christopher R

Series 63, Series 66

St. Louis, MO

Edward Jones

Christopher Rische is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining Edward Jones in 2017, he worked at North Sound Financial Group and LPL Financial from 2010 to 2017. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kelly R

Series 63

Chesterfield, MO

Wells Fargo Advisors

Kelly Rybacki is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 32 years of industry experience. Her career includes multiple roles within Wells Fargo entities since 2009. She also serves as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with implementation options across brokerage and advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Paul S

Series 63, Series 65

St. Louis, MO

Edward Jones

Paul Savage is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher K

Series 63, Series 66

Chesterfield, MO

Merrill

Christopher Kilfoyle is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized financial guidance to clients. He focuses on understanding clients' goals and concerns to develop strategies that address short-, mid-, and long-term financial objectives. His services include general investing, retirement planning, college education planning, legacy planning, managing new wealth, and portfolio management. He also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Christopher holds a Bachelor's Degree from Missouri State University and has earned the Personal Investment Advisor (PIA) designation. His professional approach emphasizes listening to clients in order to build tailored strategies that reflect their individual lives rather than using a one-size-fits-all template. He offers ongoing advice and support as clients' financial needs evolve. Outside of his professional work, Christopher is involved with Junior Achievement, reflecting his commitment to community involvement. His personal interests include baseball, chess, cooking, football, golfing, ice hockey, music, singing, spending time with family, and traveling.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Financial Professional
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Michael K

Series 66

Chesterfield, MO

Morgan Stanley

Michael Krako is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is a general member and owner of HCK MJK LLC, a real estate investment business based in Wildwood, Missouri. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

General estate planning guidance
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John H

Series 66

Clayton, MO

Merrill

John Hogan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America, Wells Fargo Clearing Services, and Merrill, all since 2022. Outside of his advisory role, Hogan volunteers as a high school baseball coach for American Legion Baseball. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Stephanie S

Series 66

St Louis, MO

Edward Jones

Stephanie Schultheis is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffery Y

Series 63, Series 66

St Louis, MO

Charles Schwab

Jeffery Yates is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Panera Bread Co. before joining Charles Schwab in 2022. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory services and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and in-depth alternative investment due diligence.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Linda C

Series 66

St. Louis, MO

Edward Jones

Linda Carter is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michelle C

CFP®, ChFC®, Series 66

St Louis, MO

Edward Jones

Michelle Chapman is a financial advisor at Edward Jones with 19 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2006. The firm serves more than four million individual and institutional clients by providing full-service wealth management, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Cameron M

Series 66

St Louis, MO

Cetera

Cameron Mc Ginley is a financial advisor with Cetera, holding a Series 66 credential and six years of industry experience. He has worked with firms including Renaissance Financial Corp, Minnesota Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, Mc Ginley coaches hockey and serves as treasurer for a nonprofit organization supporting bereaved young people. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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