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Jacob V

Series 63, Series 66

O Fallon, MO

Edward Jones

Jacob Venetis is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Venetis is involved in real estate investing through ownership of IZZAT LLC, focusing on buying and selling investment properties as well as residential and commercial property development. 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 supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Professional Athlete Founder/Business Owner
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Jacob W

CFP®, Series 66

Wentzville, MO

Edward Jones

Jacob Walker is a CFP® and Series 66-registered financial advisor with Edward Jones in Wentzville, MO, where he has worked since 2018. He has seven years of industry experience, including six years at Aldi prior to joining Edward Jones. Walker serves as a committee member for the Wentzville School District Scholarship Foundation, advising on the allocation of scholarship funds. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through 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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Stephen L

Series 63, Series 65

Chesterfield, MO

LPL Financial

Stephen Leicht is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2008. Outside of his advisory role, he serves as a notary public for the state of Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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James W

Series 63, Series 65

St. Peters, MO

LPL Financial

James Welch is a financial advisor at LPL Financial based in St. Peters, MO, holding Series 63 and Series 65 credentials with 28 years of industry experience. His prior roles include positions at Commerce Bank, Regions Bank, Cetera, Prudential Insurance, Infinex Investments, and CUNA Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Dustin H

Series 63, Series 66

Weldon Spring, MO

Edward Jones

Dustin Harwell is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of advisory strategies such as discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General retirement planning Retired Founder/Business Owner Executive
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Francis M

Series 63, Series 65

Saint Peters, MO

Wells Fargo Advisors

Francis Mundwiller is a financial advisor at Wells Fargo Advisors with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network since 2009. He also co-owns SMITH-MUNDWILLER SECURITIES LLC, a financial practice based in St. Charles, MO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and special-needs clients.

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

Series 63, Series 66

St Peters, MO

Edward Jones

Jamey Biegener is a financial advisor at Edward Jones with seven years of industry experience, including 18 years at DataServ, LLC prior to joining his current firm. He holds Series 63 and Series 66 designations. Outside of his advisory role, Jamey manages the Eagles soccer team for Sadida FC in St. Charles, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive Women Professionals Women's Finance
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James T

Series 63, Series 65

St. Charles, MO

Equitable Advisors

James Tennyson is a financial advisor with Equitable Advisors in St. Charles, MO, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he is the owner of Tennyson Farms and serves as a trustee authorized to make trades for his father's estate. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives. The firm emphasizes a client-specific approach that assesses risk tolerance and matches clients with suitable program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Matthew M

Series 66

Wentzville, MO

Edward Jones

Matthew Mc Donnell is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he manages a townhouse rental property in Wentzville. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branches and offers additional services such as trust company capabilities and securities-based lending.

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

Series 63, Series 65

O'Fallon, MO

Cambridge Investment Research Advisors

Jeffrey Gigax is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 29 years of industry experience and has been with Cambridge since 2010. Outside of his advisory role, he is involved in independent insurance sales and mortgage origination. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial wellness services. The firm provides multiple investment implementation options through proprietary and third-party strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Sara L

Series 66

Moscow Mills, MO

Edward Jones

Sara Losh is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory role, she manages a rental property in Hazelwood, Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Wealth management Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner
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Kristine K

Series 66

Wentzville, MO

Edward Jones

Kristine Kamman is a Series 66-licensed financial advisor with Edward Jones, based in Wentzville, MO. She has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large national network of financial advisors and branch offices.

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

CFP®, Series 63

Chesterfield, MO

Ameriprise

Matthew Burke is a financial advisor at Ameriprise with 36 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise since 1989. Burke is involved in managing several business entities related to his advisory practice and real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to develop personalized recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Don K

Series 63, Series 65

O'Fallon, MO

Edward Jones

Don Kohlman is a financial advisor with Edward Jones in O'Fallon, MO. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
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Pamela T

Series 66

Moscow Mills, MO

Edward Jones

Pamela Tucker is a financial advisor with Edward Jones in Moscow Mills, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2019, she worked for the Wentzville R-IV School District for 12 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household and corporate types. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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

Series 63, Series 66

St. Peters, MO

Raymond James Financial

Robyn Longenecker is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, she works as a group fitness trainer and officiates high school basketball games. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using risk profiling and analytical modeling, and supports its clients through a large network of advisors and specialized programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Tina M

Series 66

Foristell, MO

Edward Jones

Tina Mapes is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2021. She has 10 years of industry experience, including five years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as an adjunct instructor at Hannibal-La Grange University, facilitating online business courses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

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

Series 63, Series 65

O'Fallon, MO

LPL Financial

Robin Marchbanks is a financial advisor with LPL Financial in O'Fallon, Missouri, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he serves as a notary public in Missouri and is involved with Midwest Home Inventory Services, LLC, as well as the Scott Biondo Detective Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.

College savings (529s, UTMA, etc.)
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Erin W

Series 66

Wentzville, MO

Edward Jones

Erin Wells is a Series 66-licensed financial advisor with Edward Jones in Wentzville, MO, and has 15 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

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

Series 63, Series 65

Weldon Spring, MO

OSAIC

Lisa Leonard is a financial advisor with Osaic Wealth, Inc. She holds Series 63 and Series 65 licenses and has 38 years of industry experience. Her prior work includes roles at Securities America, Inc., Voya Financial Advisors, and managing her own firm, Lisa A. Leonard LLC. Outside of her advisory work, she volunteers with several organizations including the Powell Gardens Education Committee and the Junior League of Kansas City, and she participates in antique merchandising. Osaic Wealth serves a diverse client base, including individual and institutional investors, providing brokerage and investment advisory services, financial planning, and access to a range of investment platforms and third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios and supports multiple advisory and managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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