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Jeffrey H

Series 66

St Louis, MO

Edward Jones

Jeffrey Hanna is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with Midtown Home Improvement from 2013 to 2017. 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 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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Jeffrey M

Series 63, Series 65

Saint Louis, MO

LPL Financial

Jeffrey Mccorkendale is a financial advisor with LPL Financial in Saint Louis, MO, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Avantax Advisory Services, Strategic Wealth Advisors, and 1st Global Advisors. He is involved in an entrepreneurial venture, McvESTMENTS, LLC, focused on tax and investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, with investment approaches that include model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Troy B

Series 63, Series 65

Saint Louis, MO

Thrivent Investment Management

Troy Bixler is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2013. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and portfolio management services separate.

Business ownership considerations
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Brian D

Series 63, Series 66

Sunset Hills, MO

Edward Jones

Brian Dentinger is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. 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 and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Retirement income strategy Business exit / sale strategy Business Financial Management General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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David W

Series 66

St. Louis, MO

LPL Financial

David Weis is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at CUSO Financial Services, First Heartland Capital, Woodbury Financial Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research tools and a broad spectrum of investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Caitlin M

Series 66

St Louis, MO

Edward Jones

Caitlin Martines is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and has prior experience with Yerbae Enhanced Sparkling Water, Higher Groud Healing, and Gamlin Restaurant Group. Outside of her advisory role, she owns a handmade goods business creating quilts. Edward Jones is a full-service wealth management firm serving 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Family Business ESG / Sustainable investing General retirement planning Founder/Business Owner
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Nicholas A

CFP®, Series 66

St Louis, MO

Edward Jones

Nicholas Angelo is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in St. Louis, MO, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 advisors and 15,100 branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

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

Series 66

St Louis, MO

Edward Jones

Rosharette Major is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. She has been with Edward Jones since 2008. Outside of her advisory role, she is a co-owner of Major Reconstruction, a real estate business. 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 through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and fiduciary services.

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

Series 63, Series 66

St Louis, MO

Edward Jones

Scott Modde is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he owns a rental property used primarily for family and event purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated mutual funds and specialized services such as tax-efficient strategies and securities-based lending.

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Retirement income strategy Founder/Business Owner
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Christopher S

CFP®, Series 66

St. Louis, MO

Cetera

Christopher Seiffert is a CFP® with 10 years of industry experience, currently affiliated with Cetera. He has worked at Cetera and its subsidiaries since 2017 and is also involved with MSMF Wealth Management. Outside of financial services, he participates in golf course maintenance at Lake Forest Golf and Country Club in Lake St. Louis, MO. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management and financial planning through a network of over 10,000 advisors.

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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Patrick W

Series 63, Series 65

Fenton, MO

Primerica Advisors

Patrick Weale is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at PFS Investments Inc. and Dayton Freight Lines Inc., alongside a long tenure at Primerica Financial Services since 2004. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
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John E

Series 63, Series 66

Herculaneum, MO

Fidelity

John Evans is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup, Wells Fargo Clearing Services, and TD Ameritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis in constructing model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methodologies and its role as an advisor to registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Sarah B

Series 66

Eureka, MO

Edward Jones

Sarah Brooks is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to her advisory role, she worked for the Meramec Valley School District for two years. Outside of her advisory work, she is starting a side business focused on creating party decor and rentals. 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 solutions supported by a large network of financial advisors and branch offices across the country.

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

Series 66

Saint Louis, MO

Thrivent Investment Management

Adam Caldwell is a financial advisor with Thrivent Investment Management in Saint Louis, MO. He holds a Series 66 designation and has nine years of industry experience, all with Thrivent and its affiliates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics. The firm combines goal-based analyses with optional managed-account programs under a consolidated billing structure known as WealthPlan, while maintaining separate planning and portfolio management services.

Business ownership considerations
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Maynard H

Series 65, Series 63

Columbia, IL

Mass Mutual Investors Services

Maynard Hudson Jr. is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial services field, he spent 14 years at the Illinois Department of Corrections. Outside of advisory work, he oversees operations for Bricktown Holdings LLC, a management company involved in various local businesses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering client-focused strategies using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Matthew P

Series 66

Columbia, IL

Wells Fargo Advisors

Matthew Pflueger is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as co-executor and holds power of attorney responsibilities for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management options. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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

Series 66

Saint Louis, MO

Edward Jones

Megan Burke is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, she worked at Fleet Feet Sports from 2010 to 2018. 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 strategies supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive Women Professionals
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Ryan W

Series 66

Festus, MO

Fidelity

Ryan Westhoff is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His work history includes roles at Fidelity Investments and experience in education and small business operations. Outside of his advisory role, he performs occasional independent contracting work for friends and family. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Charitable giving & philanthropy Active portfolio management
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Eric S

Series 63, Series 66

Imperial, MO

Fidelity

Eric Sink is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at CitiGroup and TD Ameritrade. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, specializing in model portfolios constructed through proprietary research, quantitative analysis, and systematic methodologies. The firm also serves as an advisor to multiple registered investment companies and employs algorithmic and AI-driven approaches in its investment process.

Charitable giving & philanthropy Active portfolio management
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Erica S

Series 66

St Louis, MO

Edward Jones

Erica Stewart is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with over 18 years of industry experience. She previously worked at First Community Credit Union from 2005 to 2023 before joining Edward Jones. 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 and offers a range of discretionary and non-discretionary investment strategies, including 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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