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Tom D

Series 63, Series 66

St Louis, MO

Edward Jones

Tom Domian is a financial advisor at Edward Jones with 31 years of industry experience. He has held his current role at Edward Jones since 1993. Outside of his advisory work, he serves as secretary for the Kirkwood United Soccer Club in Kirkwood, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Business ownership considerations General estate planning guidance Founder/Business Owner
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Joseph Q

Series 63, Series 65

Waterloo, IL

Thrivent Investment Management

Joseph Quevreaux IV is a financial advisor with Thrivent Investment Management holding Series 63 and Series 65 credentials. He has been associated with Thrivent and its affiliates since 2024. Prior to this, he was involved with LiUNA Event Center and Pure Sound Advice, among other roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and planning without discretionary trading authority.

Business ownership considerations
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David C

Series 66

Fenton, MO

Edward Jones

David Collier is a financial advisor with Edward Jones in Fenton, MO, holding a Series 66 designation and with nine years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing rental properties and owns an asset management company related to rental holdings. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate clients. The firm offers a range of investment strategies and advisory services, 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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Melissa L

Series 63, Series 66

St Louis, MO

Edward Jones

Melissa Lenz is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she coaches the varsity cheerleading squad at Parkway West High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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James W

Series 63, Series 65

Fenton, MO

Primerica Advisors

James Wagstaff Jr. is a financial advisor with Primerica Advisors in Fenton, MO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002 and is also involved with Sunset Auto Group. In addition to his advisory role, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Richard S

Series 63, Series 66

St. Louis, MO

LPL Financial

Richard Stone is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Commerce Bank, Enterprise Bank & Trust, Cetera Investment Services, Ameriprise, and U.S. Bancorp Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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

Series 66

Fenton, MO

Raymond James Financial

Josiah Gorman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. He has worked at Raymond James Financial Services since 2022. Outside of his advisory role, Gorman has also served as an independent contractor financial advisor for Beyond Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

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

Series 63, Series 65

Fenton, MO

Primerica Advisors

Travis Mayer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His work history includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Primerica Financial Services, where he has been associated since 1994. Primerica Advisors is a large-scale sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model-based 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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Kelsey J

ChFC®, Series 66

Sappington, MO

Edward Jones

Kelsey Jung is a financial advisor at Edward Jones with ChFC® and Series 66 designations and eight years of industry experience. Prior to joining Edward Jones in 2018, Kelsey worked in the biopharmaceutical and nutrition sectors, including roles at Alkem Laboratories, Patheon Biologics, and as owner of Impact Nutrition Services, where she provided nutrition counseling and wellness programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management through a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Andrew H

Series 66

St Louis, MO

Edward Jones

Andrew Herbst is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 options supported by a large national network of advisors and branch offices.

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

Series 63, Series 66

St Louis, MO

Edward Jones

Richard Ernst is a financial advisor at Edward Jones with 21 years of industry experience. He has held his current role at Edward Jones since 2006 and holds Series 63 and Series 66 registrations. 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, and affiliated mutual funds.

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

Series 63, Series 65

St. Louis, MO

Equitable Advisors

Daniel Wombles is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and served at Stifel Independent Advisors, LLC for 26 years prior to joining Equitable Advisors. Based in St. Louis, MO, he began with his current firm in 2026. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to align clients with suitable advisory models, employing a mix of proprietary and third-party investment 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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Kelly M

Series 66

High Ridge, MO

Edward Jones

Kelly Mc Ginnis is a Series 66-licensed advisor at Edward Jones in High Ridge, MO, with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Retirement income strategy College savings (529s, UTMA, etc.) Early retirement planning ESG / Sustainable investing Retired Founder/Business Owner Executive
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Stacy B

Series 66

Waterloo, IL

Edward Jones

Stacy Butler is a Series 66 credentialed financial advisor with Edward Jones in Waterloo, IL, where she has worked since 2013. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Retirement income strategy Divorce financial planning General retirement planning Retired Founder/Business Owner Executive
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Ethan M

Series 66

Waterloo, IL

STIFEL

Ethan Mayberry is a financial advisor at Stifel with three years of industry experience and holds a Series 66 designation. Prior to joining Stifel, he worked in retail and operated a pressure washing business. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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John M

Series 63, Series 65

Festus, MO

STIFEL

John Mcatee Sr. is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Sarah A

CFP®, ChFC®, Series 63, Series 65

Columbia, IL

Edward Jones

Sarah Arendell is a financial advisor with Edward Jones in Columbia, IL, holding the CFP® and ChFC® designations and possessing 37 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is a member of Young Living Essential Oils. 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 strategies supported by a large network of advisors and branch offices.

Retirement income strategy Early retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Kevin H

Series 66

Arnold, MO

Edward Jones

Kevin Humphrey is a financial advisor with Edward Jones in Arnold, MO, holding a Series 66 designation and 16 years of industry experience, all with his current firm since 2010. Outside of his advisory role, he has engaged in wardrobe work for local theater productions in St. Louis, contributing periodically to help actors with costumes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as affiliated capabilities such as a trust company and securities-based lending.

General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Steve R

Series 66

Arnold, MO

Edward Jones

Steve Reddy is a financial advisor with Edward Jones holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Mastercard, Aclara, TDK Technologies, Daughtery Business Solutions, and Connective Rx. 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 solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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Jay B

Series 63, Series 65

Fenton, MO

Primerica Advisors

Jay Barringer is a financial advisor with Primerica Advisors in High Ridge, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in business activities related to the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, differentiating it from many peers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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